How Can You Set Up Quickbooks Online?

QuickBooks is well-appreciated accounting software which has been designed to perform comprehensive accounting and business management functions for individuals as well as small business organizations. From invoicing to expense tracking and billing, QuickBooks ensures effective handling of all big and small accounting issues. QuickBooks Online is the online version of the software and is used for increasing the productivity if the desktop-based software. Setting up of this version of the software can be done using a series of steps but in case you are unable to do so, it is a good idea to dial qbo support number for expert professional guidance. ‘

Here are the steps to be followed for QuickBooks Online set up to try out before you contact quickbooks online:

• Start by verifying that your system is compatible with QuickBooks Online, or not. A windows-based PC which has free memory of 128 MB would be needed to support the software. Internet Explorer 6 and Adobe Acrobat 6.0 would also be required on the system. If you have a Mac, you would not be able to use QuickBooks Online.
• You would require the basic understanding of three levels of the software. It comes in three versions- free edition, Basic and Plus, all charging monthly fees. All the three versions enable you in accessing the QuickBooks accounting data from anywhere with an Internet connection. With the Basic and Plus versions of the software, you get some additional benefits and services such as online banking for your business.
• Next, you have to log in to the QuickBooks Online Account; in case you do not have an existing Inuit account, you will have to register for starting with the setup of QuickBooks Online service. You can choose the edition of QuickBooks Online at the time of registration. While you would get all three of them for free for the first month, you would subsequently have to pay for the Basic and Plus versions.
• The next step involves completion of QuickBooks Online Startup Interview. This is done for the purpose of determining your requirements and would be helpful in setting up QuickBooks Online in a quick manner. You need to mention whether you are a new user or have been using QuickBooks Online beforehand. If a new user, skip to step 6 or continue to the next step number 5 in case you are already using it.
• Next step involves importing the desktop data into the online account for the purpose of pre-populating the accounting fields and syncing the financial accounts. This step is to be skipped if you are a new user of QuickBooks Online. Enter the previous data related to QuickBooks by following the instructions on the screen. You can easily upload all the old QuickBooks data from the hard drive with the help of guidelines given by startup interview. Once the uploading is done, the editing and modification will be done by QuickBooks Online so that it will fit in the custom fields of the software.
• Follow the on screen prompts for setting up the account preferences. For instance, if you want QuickBooks Online to look after payroll and employee data, then start by clicking Payroll and then enter the payroll data.

Tips and Warnings

• Use QuickBooks Online for managing all the accounting information for your business anywhere using an internet connection.
• Maintain the log in data at a secure location so that no unauthorized person is able to log into your QuickBooks Online account and get access to the key financial information related to your business.

If you have followed the above mentioned steps but are unable to complete the setup of QuickBooks Online, it would be best to avail expert professional guidance by calling quickbooks online contact number. The number connects you directly to experts who are available 24 by 7 to give you instant support and troubleshooting for various issues related to QuickBooks Online so that you can get them resolved instantly.