Setting up QuickBooks is not at all difficult and is a simple process as it has a built-in setup which guides the customers step-by-step. The customers are however required to keep in mind a few things in order to set up this accounting software.
You have to first sign to set up the new QuickBooks which can be done by visiting the website and clicking on the link to select the package for a monthly subscription. You can select according to your business needs and budget. You have to provide to your name, user ID and password and e-mail address to start the process.
In this manner, you can sign up for 30-day free trial which will commence as soon as you complete the registration process. In order to run QuickBooks, you must ensure that you have a latest compatible version of Internet browser. Once registration is over you will be transported to QuickBooks dashboard. In the QuickBooks dashboard, you will find to do list which has several tutorials that will help you to tools set up the various features that will be useful for your account. It is best to set up your company preferences before you start to begin with any other thing. In order to do this, you have to select the ‘Company’ tab which is present in the menu bar at the top of the display under ‘Preferences.’
You will be able to add more options later on if you are not sure about some of them at the moment. Now you will be ready to import your data into the new account that you created. You can transfer your bank account transactions, data from QuickBooks Desktop, data from excel sheet related to your customers, reports and charts of accounts created in Excel format and even email applications. You will then be required to sink your bank accounts with the QuickBooks which can be done by clicking on the ‘Banking’ tab which is available in the menu bar.
You can review the data for any errors and click on the option download Transactions. All you need to do is follow the step by step instructions you’ll be able to set up QuickBooks easily and without committing any mistakes. In case you face any issues, you should get in touch with QuickBooks Customer Care team where knowledgeable technical associates are present to guide you and help you to complete the process.