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Creating a Client Company in QBO

Оглавление

IN THIS CHAPTER

Signing up for a QBO account

Setting up a new QBO company

Understanding the interface

Working with company settings

Updating the Chart of Accounts

Working with multiple currencies

Examining QuickBooks Labs

After you sign up for QBO, you log in. QBO then prompts you to set up your company. With certain limitations, you can import a company if you’ve been using a QuickBooks Desktop product. Or, you can use the QBO Setup wizard, as shown in this chapter.

For details on importing a company, see Chapter 12 (or ask your accountant to help you with the import). And, don’t worry; if you don’t import your entire desktop company, you can import just the list information from that company, as described in Chapter 4. And importing lists will still save you a lot of time and setup work.

Don’t have an accountant and need one? You can visit the ProAdvisor marketplace to search for an accountant who is familiar with QBO. Visit www.findaproadvisor.com. Or try the QuickBooks Live Bookkeeping service at https://quickbooks.intuit.com/live.

QuickBooks Online For Dummies

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