Читать книгу QuickBooks Online For Dummies - Elaine Marmel, David H. Ringstrom - Страница 37

After you complete the sign-up process for a QBO account, Intuit, by default, logs you in to your account and walks you through the process of setting up your QBO company. The process is short — much shorter than the one you go through when setting up a QuickBooks Desktop product company — and you will need the following information:

 Your company’s name and address

 The industry in which your company operates

 Whether you want to import company information from a QuickBooks Desktop product

 The way you want to handle payroll

To sign up for a QBO account, follow these steps:

1 Visit http://quickbooks.intuit.com/pricing.You might get redirected; double-check the address in the browser’s address bar to make sure you’re on the “pricing” page.

2 Scroll down the page to find three boxes describing each version of QBO —Essentials, Plus, and Advanced. Intuit offers QBO Advanced, a version aimed at users who have outgrown QBO Plus. QBO Advanced is not available as a free trial. For more information, see Chapter 2 and https://quickbooks.intuit.com/accounting/advanced.

3 To use QBO as a free trial, click the slider button above the versions of QBO to change the slider’s position from Buy Now for the current promotional price to Free Trial for 30 Days (see Figure 3-1). Be aware that the price you ultimately pay for QBO depends on whether you choose the Buy Now option or the Free Trial for 30 Days option. If you opt to “buy now,” you pay less for your subscription because discounts don’t apply to the free trials. And, be aware that promotional pricing usually ends after 3 to 6 months.

4 In the version of QBO that you want to try, click Try It Free.The page in Figure 3-2 appears.

5 Fill in your email address (and confirm it), a mobile number if you want (it’s optional, but Intuit uses it as a way to verify your identity if you need help recovering your account), and a password.Your password must be between 6 and 32 characters and consist of a mix of letters and numbers. The password can also contain some special characters; we included an exclamation point (!) in our password and it was accepted. The user ID and password you supply are the ones you use each time you log in to QBO. If you’ve previously created an Intuit login, you can use the same one again.

6 Click the Sign Up with Email button below the boxes you completed in Step 5.At the time that we wrote this, a window appeared that offered the option to skip the free trial and buy the product at a discounted rate. You can buy, but we opted to click the Continue to Trial button.

FIGURE 3-1: Use the slider to toggle between a short-term discount or a free trial.

FIGURE 3-2: Fill in the information needed to start the free trial.

QBO sets up your free trial, logs you in to QBO, and displays the Set Up wizard … read on.

If, at any time, you find you need help from a real person, you can take advantage of QBO’s SmartLook feature to work with Intuit in your QBO company. Phone or chat with QBO technical support and, in your QBO company, click Gear ⇒ SmartLook (you’ll find it at the bottom of the Tools list on the Gear menu). QBO will display a number that you supply to your technical support representative, giving permission to share your QBO screen (and only your QBO screen). And, just so you know, we first thought the SmartLook feature functioned like a bat signal, and that an agent would just show up. But, our highly qualified and competent technical editor set us straight.