From here, you can add information about your company like: From your dashboard, click on the gear icon and select ‘account and settings’ then select the ‘company’ tab.
Add your company informationĪfter your first QuickBooks login, you should set up your company information and preferences. Spend some time looking at the different menus in the dashboard, getting to understand where you can find everything.
This is the first thing you’ll see when you log into your QuickBooks account online, and it’s from the dashboard that you can navigate to everything you’ll ever need as a QuickBooks user. The first step to learning how to use QuickBooks Online for a business is familiarising yourself with the dashboard. Get to grips with the QuickBooks Online dashboard Ready to find out how QuickBooks Online works? Let’s get started, with ten easy steps. But if you’re new to QuickBooks (or perhaps you’ve switched from QuickBooks desktop version), you might be wondering just how to use it.ĭon’t worry – we’ve got all the help a new QuickBooks user needs in this simple-to-understand guide. If you run a small business, you’ve likely heard of QuickBooks Online, the smart accounting software that helps you keep on top of everything from taxes to payroll.
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