QBO Project – Set-up instructions STEP 1

QBO Project – Set-up instructions STEP 1

QBO Project – Set-up instructions STEP 1
You will receive an invitation via email with the subject line: “Action required: Stacey Adams
has invited you to create a QuickBooks Online Plus Company”
Click “Accept Invitation”
Once you’ve entered your email, name and created a password, you’ll have to walk through a
set-up process:


1. On the “welcome” screen, just click “next.”

2. Your business name should be Tile Etc. by YOUR NAME (insert your first and last name). So mine would be Tile Etc. by Stacey Adams. You can leave the check box unchecked.


3. In response to the question, “How have you been managing your finances?” you should choose the first response, “Nothing, I’m just getting started.”


4. In response to the question, “What’s your industry?” you should leave it blank and choose “Skip for now.”

5. In response to the question, “What kind of business is this?” you should choose C-Corp, then click “Next.”


6. In response to the question, “How does your business make money?” you should choose “something else” then click “Next.”


7. In response to the question, “What’s your main role…?” you should choose “Bookkeeper or Accountant” then click “Next.”

8. In response to the question “Who works at this business?” you should choose “Only the owner” then click “Next.”


9. In response to the question, “What apps do you use…?” you should choose “Skip for now” at the bottom of the page.

10.When asked to link your accounts, choose “Skip for now” at the bottom right corner of the page.


11.When asked “What is everything you want to set up?” choose “Skip for now” at the bottom right corner of the page. (I wish there was a “leave me alone and let me get started button”)

12.Finally, when it says “We’re almost ready” …. Click “Let’s go!”


13.After a moment of processing, you should arrive at your company’s homescreen or “Dashboard” which should look similar to this:


14.SUPER IMPORTANT STEP: Next we want to purge the company of the ridiculous amount of accounts that QBO sets up for you that we don’t need and are just clutter. Once you’re on the dashboard of the new QBO account, click into the browser bar and delete everything after the word “app.” Replace it with /purgecompany and hit return.

15.When asked “Are you sure…?” go to the bottom right corner and type YES in the box, then click “OK.”


16. Next, you need to choose an industry, which doesn’t really matter, but I would suggest
“Other Accounting Services” is a good selection. The next question is critical.
Be sure to
choose
“Create an empty chart of accounts…”

17.Again, after a moment of processing, you should arrive at your company’s Dashboard. Then let’s look at the chart of accounts, by choosing “Accounting” from the left menu bar, then “Chart of accounts.”


18.Next, watch the QBO Set-up Step 2 video and follow the instructions to:
a. import your chart of accounts
b. add account numbers
c. and input your beginning trial balance


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