How to Set Up Quickbooks Online

How to setup QuickBooks Online integration?

After signing in, answer a few questions about your business. This helps QuickBooks set up your company file and tailor the program to better fit your needs.

The QuickBooks dashboard displays next, which serves as the homepage for all of your QuickBooks activities. If you're looking for a quick snapshot of your business's health, this is where to find it.

Review QBO's article for more about the home dashboard.

You can now start adding information about your business.
Select Settings ⚙️, then Account and settings.

Complete the information in each section on the menu bar. QuickBooks asks you some questions as you proceed about what you need to do and how you plan to use the various functions. Your information is saved and automatically configures your settings. You can always adjust these settings later.

Note:If you'd like to try QuickBooks Online first without inputting any of your company's data, you can test drive QuickBooks Online with a sample company file.

Link your bank and credit card accounts

The bank feed is one of QuickBooks Online's most helpful and time-saving features.

When you link your bank and credit card accounts to QuickBooks Online, recent transactions are automatically downloaded and categorized for your review. You'll have up-to-date insight into your sales and expenses with virtually no data entry required.

If you need to add older information, you can upload historical transactions manually. This is required if you want to include information that existed prior to linking your bank and credit card accounts with QuickBooks Online.

To link a bank or credit card account:

1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
2. Select Connect account.
3. Select your bank and sign in to your account.

Follow our guide to linking accounts to QuickBooks Online for step-by-step instructions.

Tip: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.

Find more steps and learn more about QuickBooks Online here.