If you want to import your chart of accounts, as mentioned above, you can upload your XLS file and then match each field to your QuickBooks fields. You’ll see a wide range of data import options available. To do these things, click on the Company tab in the top menu bar, then select More and Import Data from the dropdown menu. You can directly import company data from QuickBooks Desktop, transactions from your bank accounts, customer data from Excel, email apps, and your Excel chart of accounts.
The new QuickBooks lets you important existing QuickBooks straight into your new account with no hassle or manual transfers required. Step 3) Import Business Data to QuickBooks If you don’t want to change these settings around right now, you can just ignore them until you have more time. The old desktop versions of QuickBooks forced you to edit all of these settings (even if you didn’t totally understand what they meant). One of the nice parts about QuickBooks Online is that you’re not forced to complete all of these settings options prior to opening your account. Credit card payments (you may want to choose to accept online payments, for example).Settings you might want to change include: Then, change your account settings however you like. To start, click the Company tab at the top menu bar and then select Preferences.
When you login for the first time, you’ll also see a series of tutorials that let you setup different parts of your new account.īefore you do any of those things, you should first set your company preferences. You can use your QuickBooks dashboard to display a helpful To Do list and other tools. Step 2) Customize your Company Preferences and Account Settings Once you’ve signed up for the trial, you’ll be able to login and immediately see the QuickBooks dashboard. Compatible browsers include Chrome, Firefox, Internet Explorer 10, and Safari 6.1 or higher.
You’ll need to use a compatible browser to use QuickBooks Online. There’s no credit card required to start your free trial. To start your QuickBooks Online free trial, you’ll need to enter your name, email address, username, and password.
That free subscription gives you full access with no restrictions. You can gain free access to all of these subscription plans for 30 days.