Summary
In this chapter, we have covered key information and documents required to set up a QBO account. We have also shown you how to customize the company settings, which includes billing and subscription, usage limits, sales, expenses, payments, and advanced settings. Taking the time to set up your company file will help you save time in the long run because you won’t have to do it later on. Plus, you won’t have to worry about customer invoices or vendor bills missing key information because your company file wasn’t set up properly.
In the next chapter, we will take a look at what information you will need to convert from your existing accounting software to QBO.
This will include choosing your QuickBooks start date, the order you need to follow when bringing over historical data into QuickBooks, and various options when it comes to converting from another system to QBO.
Join our book’s Discord space
Join the book’s Discord workspace...
