Читать книгу QuickBooks Online For Dummies - Elaine Marmel, David H. Ringstrom - Страница 38

When you first sign up for a QBO account, Intuit logs you in to your QBO account and, by default, displays the Set Up wizard. The first screen of the wizard, shown in Figure 3-3, asks for basic company information.

FIGURE 3-3: Provide basic company information.

Notice that you can opt to bring in QuickBooks Desktop data. For this exercise, we didn’t check that box. Be aware that you can later import QuickBooks Desktop data; the decision you make here isn’t your last chance.

Click Next in the lower-right corner, and QBO displays the screen shown in Figure 3-4, where you select activities for which you intend to use QBO. Don’t worry about making a mistake here; this is just a “get up and running” page. You don’t need to select all activities. If you don’t select an activity now, you can always add it later. As you select a particular activity, QBO displays a check in the box for that activity. You can choose any or all of the following that apply to you:

 Send and track invoices.

 Organize your expenses.

 Manage your inventory.

 Track your retail sales.

 Track your bills.

 Track your sales tax.

 Pay your employees.

 Track billable hours.

When you finish selecting activities, click All Set.

FIGURE 3-4: Select activities for which you expect to use QBO.

If you choose the option to pay your employees, QBO assumes you want to use QBOP — and that’s fine; you can read more about payroll and using QBOP in Chapter 9. But, if you have any future expectation of importing any QuickBooks Desktop data into your QBO company, don’t turn on payroll or plan to start another QBO company when you’re ready to import. Turning on payroll in a QBO company before you import QuickBooks Desktop data effectively nullifies your ability to successfully import the data. So, turn on payroll with the expectation that you’re using this QBO company to play around and see how QBO works, but that you won’t be keeping any data you store in it once you get around to importing QuickBooks Desktop data (described in detail in Chapter 12).

QBO displays a short tour and then your company’s Dashboard page (formerly called the Home page) as well as links to options you might want to set up to get started (see Figure 3-5).

We examine the Dashboard page in the next section, but essentially you’ve just completed most of the initial setup work; we cover other program settings later in this chapter.

FIGURE 3-5: Your QBO Dashboard page just after creating your company.