QuickBooks Online For Dummies, 2nd Edition

Chapter 3

Creating a Client Company in QBO

In This Chapter

Signing up for a QBO account

Setting up a new QBO company

Understanding the interface

Working with company settings

After you sign up for QBO, you log in. QBO then prompts you to set up your company. With certain limitations, you can import a company if you’ve been using a QuickBooks desktop product. Or, you can use the QBO Setup wizard, as shown in this chapter.

For details on importing a company, see Chapter 12 (or ask your accountant to help you with the import). And, don’t worry, if you don’t import your entire desktop company; you can import just the list information from that company, as described in Chapter 4.

Signing Up for QBO

After you complete the sign-up process for a QBO account, Intuit, by default, logs you into your account and walks you through the process of setting up your QBO company. The process is short — much shorter than the one you go through when setting up a QBO desktop product company — and you need the following information:

• Your company’s name and address
• The industry in which your company ...