Follow these steps to import your logo into QuickBooks Online: Your logo must be saved as an image file on your computer. Company logo: Import your company logo to include it on customized forms. The company name section includes three items:Ī. Then, select the Company tab under Account and Settings.Įdit the Company name, Company logo, and EIN in QuickBooks Online Click the gear icon and choose Account and Settings.
Now that you have your information, log in to your QuickBooks account you’ll see your company’s dashboard. Business structure, such as sole proprietor or partnership.Federal employer identification number (EIN).It’s best to have as many items from this checklist as possible, but you can always make changes later. Step 1: Gather Company Info & Sign In To QuickBooksīefore we begin setting up your company in QuickBooks Online, compile basic company information. While you can also initiate most transactions from the left menu bar, it’s generally much easier to click on the + New button. Left menu: This bar provides pop-out menus to view past transactions or account balances for the various areas of your accounting system.New button: The + New button in the upper left corner is the best place to start entering new transactions, like expenses, invoices, bills, payments received, and bills paid.It is where most of our work will be through the first eight tutorials of the tutorial. Gear icon: Click on this in the upper right corner to enter or change your company information and settings.Getting to Know the QuickBooks Online Dashboardīelow are some of the most frequently used parts of your QuickBooks Online company dashboard. You might want to submit a suggestion to QuickBooks Online to move Getting Things Done to the second tab so that you don’t have to select Business Overview every time you log in. As of this writing, there’s no option to hide the Getting Things Done tab. Tip: Most QuickBooks Online users are used to seeing the Business Overview tab first. How to Manage Credit Card Sales With a Third-party Credit Card Processor How to Manage Credit Card Sales With QuickBooks Payments How to Reconcile Business Credit Card Accounts How to Manage Downloaded Business Credit Card Transactions How to Enter Business Credit Card Transactions Manually Part 5: Managing Business Credit Card Transactions How to Handle Bounced Checks From Customers How to Transfer Funds Between Bank Accounts How to Manage Downloaded Banking Transactions How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates How to Customize Invoices, Sales Receipts & Estimates
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