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10  \nImporting Lists 12  \nSetup Users 15  \nSales Tax 20  \nNew Company Setup 3  \n Lesson Objectives  \nIn this chapter you’ll learn how to create a new company. You’ll learn how to get started by importing list information, customizing the settings for your company and other important tasks such as setting up sales tax, and adding new users. Setting up is easy to do and QuickBooks guides you through the process.  \n• Create a new QuickBooks Online company  \n• Customize company settings  \n• Import list information  \n• Enable sales tax  \n• Set up users in your company  \n Setting Up Your Company  \nAfter signing up for a QuickBooks Online account, you’ll need to complete the setup of your QuickBooks Online company.  \nSteps for Creating a New QBO Company  \n1. Using your web browser, [navigate to](navigate to qbo.intuit.com)[ qbo.intuit.com](navigate to qbo.intuit.com).  \n2. Enter your Email or user ID and Password.  \n3. Click Sign In.  \nQuickBooks requires additional information to complete the basic company setup. QuickBooks asks you to name your company.  \n1. Answer the question What’s the full, legal name of your business?  \n2. Tell QuickBooks How long have you been in business?  \n3. Answer the question How would you describe what your business does?  \n4 Chapter 1  \n4. Click Next.  \nNOTE The checkbox labeled I’ve been using QuickBooks Desktop and want to bring in my data refers to converting data from the QuickBooks Desktop version to QuickBooks Online. This is not relevant for this class.  \n1. Click the options that apply to your business including Send and Track Invoices, Organize your expenses, and Track your sales tax. You can add payroll and time tracking at a later time.  \n2. Click Next.  \nNew Company Setup 5  \nQuickBooks asks: What’s your role at your business? Click Accountant or Bookkeeper. After making your selection click All set.  \nQuickBooks displays the QuickBooks Home Page or Dashboard.  \n6 Chapter 1  \n Basic Setup Company Steps  \nAfter completing the initial setup of your QuickBooks company, there are several important tasks to complete the setup. It’s a good idea to enable and customize features and settings that apply to your company. The following settings are important to ensure that you’re QuickBooks data file is secure.  \nCompany Settings  \nCompany settings let you configure QuickBooks to work the way you want.  \nNOTE It’s recommended to edit the settings as you work in different areas of QuickBooks.  \nTo access the Accounts & Settings:  \n1. Click the Gear Icon.  \n2. Click Account & Settings.  \nUse the categories on the left to navigate the various settings. There are several settings that should be updated or enabled immediately after you setup your company.  \nNew Company Setup 7  \n1. Click Company to update information like the Company Name, Company type, Contact info, and Address.  \nCompany Name: The business name you enter will be displayed on your Dashboard. QBO uses your business name extensively in correspondence with your customers, including it in the subject line of emailed invoices, on statements, at the top of reports, and much more.  \nYour business name is also the default filing name of your business for payroll taxes forms if you use payroll through QuickBooks.  \n2. Click the Company Name section to expand and edit the information.  \n3. Click the + to add a logo. You can add multiple logos if needed.  \n4. Edit the Company name if necessary. Click Legal Name to add a legal name if different than the Company Name.  \n5. Enter the Business Number (BN) in the correct field.  \n6. Click Save. This saves the changes to the Company name section of the settings. Now you can proceed to edit other settings under the Company category.  \nNOTE Remember, the logo should be:  \n• a .gif, .bmp, .png, .jpg, .jpe, or .jpeg file  \n","cbCaid4vPq2XtDGH","https://ap.wps.com/l/cbCaid4vPq2XtDGH","pdf",1800517,22,"English","# Lesson Objectives\n## Setting Up Your Company\n## Basic Setup Company Steps\n## How QuickBooks Is Built?\n## Importing Lists\n## Setup Users\n## Sales Tax","[{\"question\":\"本章学习目标是什么？\",\"answer\":\"本章学习如何创建新的 QuickBooks Online 公司，包括导入列表信息、定制公司设置、设置销售税并添加新用户。\"},{\"question\":\"创建新 QBO 公司时需要完成哪些关键信息？\",\"answer\":\"需要回答企业的全法定名称、说明企业经营多久、描述业务内容，并继续完成后续的设置步骤。\"},{\"question\":\"在 Basic Setup Company Steps 中，如何进入并编辑 Accounts \\u0026 Settings？\",\"answer\":\"通过点击 Gear 图标进入 Accounts \\u0026 Settings，然后使用左侧分类在不同设置区域中编辑并保存相关信息。\"}]","QuickBooks Online - Chapter 1 - New Company Setup | PDF",55]