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Create a New Company File in QuickBooks Online- Instructions

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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’t importing a company file or company file data after signing up for QuickBooks Online, then you must create a new company file in QuickBooks Online. After signing up for a free trial or buying a new company file subscription, a “Set Up QuickBooks” wizard appears and provides an overview of this process. Read the information and click the “Next” button to continue.

            In the next screen, enter your “Legal business name.” Then click the “Next” button to continue. Alternatively, if importing data from QuickBooks Desktop, 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. Then follow the instructions in the previous lesson, titled “Importing Company Data” to learn how to find up-to-date instructions about importing company data from your version of QuickBooks Desktop.

            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. You can also click the “Back” button, if needed, to go back and change answers. Many screens also 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 company file. It also provides an optional “Welcome to QuickBooks” screen that provides a tour of the program’s interface, if desired. Depending on your setup choices, the “Get things done” tab in the Dashboard page may contain a “Setup Guide” widget that contains a list of initial tasks you can do to finish the setup and customize your company file before you start using it. You can click the links to step through the actions in the setup guide, if desired.

            To hide the setup guide, if shown, click the “Hide” link in its upper-right corner. To resume the setup guide, if shown, click the “Resume setup” 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” to learn how to find up-to-date instructions about importing company data from your version of QuickBooks Desktop.
  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 following video lesson, titled “Creating a New Company File,” shows you how to create a new company file in QuickBooks Online. This video lesson on creating a new company file in QuickBooks Online is from our complete QuickBooks Online tutorial titled “Mastering QuickBooks Online Made Easy.”

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