Читать книгу QuickBooks Online For Dummies - David H. Ringstrom - Страница 29

When you’ve established your paid or trial subscription, the first screen of the Setup Wizard appears, as shown in Figure 3-3. Click Next after you complete each screen of the wizard, which asks you to enter your company name, industry, and type of business; your role in your company; any team members; and your goals for QuickBooks. Click Skip for Now to skip any questions that feel too personal, such as the one that asks you to link your bank and credit card accounts, and the one that asks you to list the apps that you use. You can indicate which activities you want to use QuickBooks for or skip that item as well. At long last, you’ll reach the screen shown in Figure 3-4, which is the end of the Setup Wizard.

FIGURE 3-3: A loquacious wizard walks you through the setup process.

FIGURE 3-4: This screen shows that you’ve prevailed over the Setup Wizard.

QuickBooks Online will ask whether you want to import your QuickBooks Desktop data, but you can defer that decision until later, as I discuss in Chapter 13. Make sure, however, that you perform the import before you enable the QB Payroll service, if you decide to go that route. You lose the ability to import your QuickBooks Desktop data after QB Payroll is enabled.

A short tour appears followed by a Get Things Done page that includes areas of QuickBooks you may want to set up (see Figure 3-5). I walk you through this page in “Understanding the Dashboard” later in this chapter.

FIGURE 3-5: Your Get Things Done page after you create your company.

Essentially, you’ve completed much of the initial setup work. I get to the other program settings later in the chapter.

If you feel the need for QuickBooks technical support, first choose Settings ⇒ SmartLook to get a number that you can share with the support agent. This will grant temporary permission to view your QuickBooks company (but nothing else on your computer). I can attest from decades of work as a software consultant that being able to see someone’s screen turbocharges the support process.