Setup New QuickBooks Online Company - New File QuickBooks Online Advanced - Learn QBO | Fourlane

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QuickBooks Online Advanced supports more users, has more advanced reports, and includes premium support. Pay annually and save 50% off.

Here we discuss how to set up your new QuickBooks file in QuickBooks Online Advanced. We'll walk through the steps of getting your company specifics figured out, identifying your industry, what kind of business you have (for tax purposes, chart of accounts, etc.), as well as what your main role is at your company.

You'll also be able to set up other members in your company (employees, contractors, etc.) which adds and enables certain features that will be helpful down the road. You'll also be asked about applications that your business already uses that can be integrated (Salesforce, DocuSign, etc.).

Then you'll be able to get started by choosing if what you want to accomplish first - get paid for your business or to track your receipts and expenses. We'll also explain each section and how they can work for you and your business.

00:00 Tutorial Marker
00:10 Business Name - Company Name
- Legal Business Name and not DBA
- Convert from QuickBooks Desktop to QuickBooks Online
- Benchmarking
- S Corp, Sole Proprietor, Partnership, Non-Profit
02:57 Connect Apps
- SalesForce to QuickBooks Online
03:57 Set up Credit Card Processing
04:50 File is set up - now go through settings

With QuickBooks Enterprise (and especially inventory) at our core, Fourlane assists all QuickBooks users in set-up and training, custom applications, installation, conversion, file clean-up and organization, third-party evaluations and implementations, data transfer, hosting data files, support, troubleshooting file problems, and much more.
Our services include outsourced CFO/Controller services, bookkeeping, management consulting, programming, integration and more. Our experts are here to provide the professional business management solution and technology consulting services your growing business needs.
Having performed thousands of client engagements across several industries, we have the knowledge and experience you can rely on in a business partner. Get help with finding, implementing and optimizing the right solution for your business

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