MY CARTSetting Up QuickBooks Online- Instructions
Overview of Setting Up QuickBooks Online
To start setting up QuickBooks Online, sign up for QuickBooks Online by visiting https://quickbooks.intuit.com/online/ in a web browser. Then select a subscription, sign in, and create the related subscription’s company file. This tutorial covers the QuickBooks Online Plus subscription for a company file, which is the most popular version.
At the site, follow the onscreen instructions to either choose a free 30-day trial or buy a subscription and also select a subscription plan. You then arrive at a page where you can either create a new Inuit account or click the “Sign in” link to sign-in with an existing Intuit account. Note that this user account is also the initial Primary admin user for your company file.
After creating a new account or signing-in, you must then enter billing information for the company file, read and acknowledge the billing terms, and then click the “Subscribe” button. It is very important to note that if you select the 30-day free trial, you must cancel the company file prior to the 30-day expiration date to avoid being automatically charged by Intuit! After subscribing, you then proceed through an initial setup wizard that asks you how to set up your company file. Proceed through the wizard, answering its questions, to create your initial company file and view it in QuickBooks Online.
You can use the same Intuit ID to create multiple company files, if desired, but each one requires you to go through the same process of buying or trying a subscription plan, signing in, and then creating the company file for the selected subscription.
A picture of a user setting up QuickBooks Online by creating a new company file.
Instructions on Setting Up QuickBooks Online
- To start setting up QuickBooks Online, sign up for QuickBooks Online by visiting https://quickbooks.intuit.com/online/ in a web browser.
- Then select a subscription, sign in, and create the related subscription’s company file.
- At the site, follow the onscreen instructions to either choose a free 30-day trial or buy a subscription and also select a subscription plan.
- You then arrive at a page where you can either create a new Inuit account or click the “Sign in” link to sign-in with an existing Intuit account. Note that this user account is also the initial Primary admin user for your company file.
- After creating a new account or signing-in, you must then enter billing information for the company file, read and acknowledge the billing terms, and then click the “Subscribe” button.
- It is very important to note that if you select the 30-day free trial, you must cancel the company file prior to the 30-day expiration date to avoid being automatically charged by Intuit!
- After subscribing, you then proceed through an initial setup wizard that asks you how to set up your company file.
Video Lesson on Setting Up QuickBooks Online
The following video lesson, titled “Signing Up for QuickBooks Online Plus,” shows you how to sign in and set up a new company file in QuickBooks Online. This video lesson on how to set up a company file in QuickBooks Online is from our complete QuickBooks Online tutorial titled “Mastering QuickBooks Online Made Easy.”
