Create a New Company File in QuickBooks Online- Instructions

A picture of a user creating a new company file in QuickBooks Online.

Overview of How to Create a New Company File in QuickBooks Online

If you aren ’ metric ton importing a party file or company file data after signing up for QuickBooks Online, then you must create a raw company file in QuickBooks Online. After signing up for a dislodge trial or buying a new party file subscription, a “ Set Up QuickBooks ” sorcerer appears and provides an overview of this procedure. Read the data and click the “ Next ” button to continue .
In the following screen, enter your “ Legal business name. ” then click the “ Next ” button to continue. alternatively, if importing data from QuickBooks Desktop, accede your legal business name, check the “ I use QuickBooks Desktop and want to bring in my data ” checkbox, and then click the “ Done ” button to skip the frame-up charming. then follow the instructions in the former lesson, titled “ Importing Company Data ” to learn how to find up-to-date instructions about importing party data from your translation of QuickBooks Desktop .
Assuming you are creating a new company file rather of importing data, then merely continue to answer the questions posed to you in each screen door of the “ Set Up QuickBooks ” charming and click the “ Next ” button to continue through the screens. You can besides click the “ Back ” button, if needed, to go back and change answers. many screens besides have a “ Skip ” link you can click to skip optional steps, if desired .
A picture of a user creating a new company file in QuickBooks Online.

A picture of a user creating a new company file in QuickBooks Online.

When finished, QuickBooks then opens the Dashboard page for your new ship’s company charge. It besides provides an optional “ Welcome to QuickBooks ” screen that provides a tour of the program ’ south interface, if desired. Depending on your apparatus choices, the “ Get things done ” tab key in the Dashboard page may contain a “ Setup Guide ” doodad that contains a number of initial tasks you can do to finish the frame-up and customize your company file before you start using it. You can click the links to step through the actions in the apparatus steer, if desired.

To hide the frame-up guide, if shown, click the “ Hide ” connection in its upper-right corner. To resume the apparatus usher, if shown, click the “ Resume frame-up ” link in the upper-right corner of the Dashboard page .

Instructions on How to Create a New Company File in QuickBooks Online

  1. To create and customize a new company file if you aren’t importing a company file or company file data after signing up for QuickBooks Online after signing up for a free trial or buying a new company file subscription, read the information in the first page of the “Set Up QuickBooks” wizard that appears and provides an overview of this process.
  2. Then click the “Next” button to continue.
  3. In the next screen, enter your “Legal business name.”
  4. Then click the “Next” button to continue.
  5. Alternatively, if you are importing data from QuickBooks Desktop, then instead enter your legal business name, check the “I use QuickBooks Desktop and want to bring in my data” checkbox, and then click the “Done” button to skip the setup wizard.
  6. Then follow the instructions in the previous lesson, titled “Importing Company Data
  7. Assuming you are creating a new company file instead of importing data, then simply continue to answer the questions posed to you in each screen of the “Set Up QuickBooks” wizard and click the “Next” button to continue through the screens.
  8. If needed, to go back and change answers, click the “Back” button.
  9. To skip optional steps in many screens, if desired, click the “Skip” link in the lower-right corner.
  10. When finished, QuickBooks then opens the Dashboard page for your new company file.
  11. It also provides an optional “Welcome to QuickBooks” screen that provides a tour of the program’s interface, if desired.
  12. Depending on your setup choices, the “Get things done” tab in the Dashboard page may contain a “Setup Guide” widget that contains list of initial tasks you can do to finish the setup and customize your company file before you start using it.
  13. You can click the links to step through the actions in the setup guide, if desired.
  14. To hide the setup guide, if shown, click the “Hide” link in its upper-right corner.
  15. To resume the setup guide, if shown, click the “Resume setup” link in the upper-right corner of the Dashboard page.

Video Lesson on How to Create a New Company File in QuickBooks Online

The follow video example, titled “ Creating a New Company File, ” shows you how to create a fresh company charge in QuickBooks Online. This television moral on creating a new ship’s company file in QuickBooks Online is from our complete QuickBooks Online tutorial titled “ Mastering QuickBooks Online Made Easy. ”

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Category : Finance

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