QuickBooks is online accounting software that provides for the needs of small business owners and people starting a business. The billing software helps one create GST invoices very easily and effortlessly. They also help in keeping track of money through online banking. QuickBooks Online is simple and easy-to-use accounting software that empowers your own business. This article will also know where is the gear icon in QuickBooks is. It is the world’s most popular and widely used accounting software. Small and medium-sized businesses mostly use this software.
What do you need to do?
Create your company file. After you’ve created your company file, you can add the vendor’s name, items, customers, and financial accounts.
- Add your customers and vendors.
- Set up QuickBooks Desktop Payroll.
- Add your employees.
- Set up the items you buy and sell.
- Set up your other accounts with the bank
- Make sure QuickBooks is up-to-date by entering all transactions that occurred before your start date.
- Set up your sales tax information only if you plan to charge extra.
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How do you start?
You will have to choose the right sales and then bill your customers.
- Receiving payments from your customers
- Pay your bills.
- Customize your sales forms
- Set up passwords and additional users
- Back up your QuickBooks data.
Common Helps
- Get the info you need in QuickBooks Help. Just press F1 or search for a term in the Help window.
- Visit the QuickBooks support site to search for in-depth support articles or help from a QuickBooks support representative.
- Visit the Intuit Community to connect with other QuickBooks users and small business owners.
- Find a local QuickBooks expert.
What services are available with your free trial with QuickBooks?
- Creating and sending professional GST invoices
- Getting ready to use GST reports
- Designing and creating professional quotations
- Tracking sales, invoices, supplier bills, and payments
- Tracking cash flows with a profit and loss statement and a balance sheet
- Importing transactions automatically by using Bank Connect
- Creating budgets and purchase orders
- Including free updates and new features.
- Accessing open APIs as per your business needs
- Importing data from Excel spreadsheets
Features
- You can access and manage your books from any computer anytime and anywhere.
- You can create access privileges so that other people can log in and work.
- You can also know exactly how much money you have and how much you owe at any moment.
How do you set up QuickBooks on your desktop?
As you know the main differences between Quickbook online and Quickbook desktop. It’s a way better to use Quickbook desktop for your purpose. First of all, you need to know how to set up properly. Let’s go.
Step 1
Register for QuickBooks Desktop
You can register for the QuickBooks desktop in just one minute or even less than that. You can choose any of the QuickBooks packages after taking a free trial.
Simple Start Plan-$5/month:
Essentials Plan-$10/month
Plus Plan $21/month
Step 2
Customize your company preferences and the account settings
You should set your company preferences. That will help you move forward with QuickBooks.
Step 3
Import Company Data into QuickBooks
QuickBooks allows you to import the data without any hassle. This software will help you import data, transactions from bank accounts, and customer data.
Step 4
Sync QuickBooks with your bank accounts
Step 5
Sync your business credit cards
Step 6
Customize your invoices with company banking
Step 7
Sync your contacts with QuickBooks.
The guide above helps you understand what QuickBooks is and its features and plans. You also learn how to set up QuickBooks on your desktop. The steps are easy and take no time. You can easily follow them and set up QuickBooks on your desktop, which will make your life and business better and will grow. Lastly, you can always contact the support team if you have doubts about how to install QuickBooks on Mac, and in case you have an issue, they’re experts and can easily solve any error.