How to Setup Company File on QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Setup Company File on QuickBooks Online

2. Setup Company File

Many options for customizing QuickBooks Online can be accessed by clicking on the Gear icon in the top right corner.

The customer can customize the options regarding how QuickBooks Online operates based on the best fit for their business in Company Settings. To access this area, click the Gear icon > Settings > Company Settings.

They will also find many other tools and customization options from the Gear icon.

3. Sales Tax Setup

Launch How to Setup Sales Tax on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically

4. Using the Tax Centre

Launch How to use the Tax Centre on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically

5. Accounts

Launch How to Manage Accounts on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically

6. Managing Users

Launch How to Manage Users on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically

7. Multi-Currency

Launch How to Manage Multi-Currency on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically

8. Importing Data

Launch How to Import Data on QuickBooks Online

Clicking this shortcut will mark this step as "Completed," and if you complete the next Guided Path, this Guided Path will be completed automatically