QuickBooks Online For Dummies. Elaine Marmel

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QuickBooks Online For Dummies - Elaine Marmel


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slider to toggle between a short-term discount or a free trial."/>

      FIGURE 3-1: Use the slider to toggle between a short-term discount or a free trial.

Snapshot of filling in the information needed to start the free trial.

      FIGURE 3-2: Fill in the information needed to start the free trial.

      

If, at any time, you find you need help from a real person, you can take advantage of QBO’s SmartLook feature to work with Intuit in your QBO company. Phone or chat with QBO technical support and, in your QBO company, click Gear ⇒ SmartLook (you’ll find it at the bottom of the Tools list on the Gear menu). QBO will display a number that you supply to your technical support representative, giving permission to share your QBO screen (and only your QBO screen). And, just so you know, we first thought the SmartLook feature functioned like a bat signal, and that an agent would just show up. But, our highly qualified and competent technical editor set us straight.

Snapshot of providing basic company information.

      FIGURE 3-3: Provide basic company information.

Notice that you can opt to bring in QuickBooks Desktop data. For this exercise, we didn’t check that box. Be aware that you can later import QuickBooks Desktop data; the decision you make here isn’t your last chance.

       Send and track invoices.

       Organize your expenses.

       Manage your inventory.

       Track your retail sales.

       Track your bills.

       Track your sales tax.

       Pay your employees.

       Track billable hours.

      When you finish selecting activities, click All Set.

Snapshot of selecting activities for which you expect to use QBO.

      FIGURE 3-4: Select activities for which you expect to use QBO.

If you choose the option to pay your employees, QBO assumes you want to use QBOP — and that’s fine; you can read more about payroll and using QBOP in Chapter 9. But, if you have any future expectation of importing any QuickBooks Desktop data into your QBO company, don’t turn on payroll or plan to start another QBO company when you’re ready to import. Turning on payroll in a QBO company before you import QuickBooks Desktop data effectively nullifies your ability to successfully import the data. So, turn on payroll with the expectation that you’re using this QBO company to play around and see how QBO works, but that you won’t be keeping any data you store in it once you get around to importing QuickBooks Desktop data (described in detail in Chapter 12).

      We examine the Dashboard page in the next section, but essentially you’ve just completed most of the initial setup work; we cover other program settings later in this chapter.

Snapshot of the QBO Dashboard page just after creating the company.

      FIGURE 3-5: Your QBO Dashboard page just after creating your company.

      In the center of Figure 3-6, using most of the Dashboard page real estate, you find information that changes depending on what you have clicked while using QBO. For example, when you initially open QBO, the information is overview company information. If you click an entry in the Navigation bar (on the left side of the screen), the information in the center of the Dashboard page changes to information related to the entry you clicked. If you select an option on the Gear menu (discussed later in this section), the information you see relates to the option you select.

Snapshot of the QBO Dashboard page after closing the additional setup box.

      FIGURE 3-6: The QBO Dashboard page after closing the additional setup box.

You might have noticed the Privacy button in Figure 3-6. You can use this button to temporarily hide financial information on your Dashboard page. For example, you might want to turn Privacy on if you’re using QuickBooks in a public place or even in your office when you’re not alone. Once you turn Privacy on, it remains on until you turn it off again.

      As we just mentioned, the Navigation bar runs down the left side of the screen. You use the Navigation bar the same way you’d use a menu; click an item in the Navigation bar to, well, navigate to that part of QBO. For example, you can click Sales in the Navigation bar to see existing sales transactions in QBO and to create a new Sales transaction.

      The highlighted entry in the Navigation bar helps you identify the section of QBO that you are using.


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