Quick and easy steps for setting up Quickbooks online

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Quick and Easy Steps for Setting up QuickBooks
Online
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Login to QuickBooks Online
Since the Intuit email will by default have your
account number, you can easily log in by entering
your initial login ID and your temporary
password. But, to enter the login details, it is
must for you to visit the site for
qbo.intuit.com. And, as soon as you have
initially logged in by entering the default
password, you will be asked instantly to create a
new password. Just make sure that you have
created one so that you can proceed further.
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• Setting up Account

Initially, you will notice a wizard on your
screen that will guide you through steps for the
setup of your account. Just make sure that you
have first to confirm or enter your company
information, followed by clicking on the option
that prompts Save and Next. Once you have
saved, it is now time to select your industry,
and then you are supposed to answer a few
fundamental questions that are directly related
to your business and organization.
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Login to QuickBooks Online
Since the Intuit email will by default have your
account number, you can easily log in by entering
your initial login ID and your temporary
password. But, to enter the login details, it is
must for you to visit the site for
qbo.intuit.com. And, as soon as you have
initially logged in by entering the default
password, you will be asked instantly to create a
new password. Just make sure that you have
created one so that you can proceed further.
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• Connecting Your Bank Account

After landing to the home page, you will again
notice a new wizard on your screen that will walk
you through activating each bank or credit card
account from which you perform all your business
transactions. But make sure that you have the
user id and password for each Financial
Institution as you will be prompted to enter them
in order to continue the process.
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• Modification of the Chart Account

Though the entire process of change is not
compulsory, it is good if you follow them because
it helps you to simplify and modify your account
according to your personal choice and preference.
By altering your account, you can review the
chart that QuickBooks has created for you also
you can make some desired changes in them. You
need to click the gear icon in the top right
corner next to your business name, followed by
choosing the option that says Chart of Accounts.
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• Invite Your Bookkeeper

It is also advisable for the user to invite
bookkeeper for simplifying the entire working
experience on QuickBooks. For this, you need to
click on the link in the activities panel of the
Home Page, followed by clicking on the Invite
Accountant button. Also, you must not forget to
enter the email and name of the Accountant or
Bookkeeper you want to invite
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• Mobile Apps

If you want to keep a track of all the updates
and entries in your QuickBooks Account, it is
advisable for you to also download its app on
your mobile phones.
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Undoubtedly, we have made an honest effort for
the simplification of the process of QuickBooks
Online Setup there are chances that you get
stuck in the middle of the process while
practically implementing them as the procedure is
a bit complex. So, if you face any such situation
or have any other queries regarding the same, you
can instantly get it resolved by getting in touch
with the experts by giving a call on QuickBooks
support phone number. But sometimes when your
call doesnt get connected or the customer care
representative present on the other side doesnt
pick up your call or is busy, you can avail their
original numbers or other alternative numbers
from the official site of Contactforhelp, which
is an online directory that provides reliable
numbers of similar services to the users.
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