How to Setup QuickBooks Online Version

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We also learned where we can edit the initial information we provided after setup. In the next lesson, we will take a closer look at the dashboard and learn to navigate QuickBooks Online’s interface. This tab shows you your usage and limits according to your subscription plan. This includes the number of billable users, how many charts of accounts, and the number of tag groups. After running the report, you should see that the balances match both online and on the desktop.

Does QuickBooks Online store credit card info?

There's no need to manually enter the payment details every time you accept payments. In QuickBooks, you can add, save, or update your customer's credit card information and easily use it to have a hassle-free transaction. Here's how.

Payment portal Improve your chances of getting paid by offering your customers access to all the information multiple payment options instantly. Debt collection services Don’t write off bad debt without trying to use a friendly collections service tailored specifically to your business. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at This feature allows you to share bills, payments, information, and much more.

Remove yourself as the bottleneck for collections. Get paid even when you’re away.

QuickBooks is accounting software designed for keeping track of income and expenses. A Method account user can record and process a payment using the Payments app. Again, approved payments will automatically sync to QuickBooks. Your to-do list often includes payment processing, because you’re the only one with access to QuickBooks.


You can also create a company in QuickBooks Online by exporting a company from the desktop version of QuickBooks. Before attempting this, make sure that you are using the latest version of the desktop software. You can check if you have the latest version by clicking Upgrade QuickBooks Desktop from the Help menu. That will take you to the same Sign On screen as before.

Intuit QuickBooks Desktop Enterprise 2023 – Silver

Select the option that best fits our business and click Next. In this tutorial, I’ll show you how to set up a brand new QuickBooks Online account. Sign up here to get the latest news, updates and special offers. XLS, XLXS, etc., are supported file formats by Dancing Numbers. You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop. We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

  • You’ll likely have the option to download your transactions in multiple formats.
  • If you’re quite the avid tester of many services, then our Free Trial Card belongs in your virtual wallet.
  • QuickBooks offers invoice payment with credit and debit cards online.

If needed, you can click Quickbooks Free Trial Without Giving Your Credit Card Info new to set up a new credit card account as demonstrated earlier. Paul’s Plumbing created a new QuickBooks account named Local Credit Card. After you have selected a QuickBooks account to record the imported transactions, click the green Next button in the lower right-hand corner. An account name is required, and we recommend including the credit card company name for easy identification. If you have more than one credit card with the same company, you might also include the last four digits of the credit card. When you have entered all the information, click the green Save and Close button, and you’ll be returned to the prior screen with the new account selected.

Scale Your Accounting System for Government Contracting

You can watch the video below or follow the step-by-step instructions that include illustrations. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content. What’s the difference between a business checking vs personal checking account? Luckily, you can use Wise Business to pay and get paid like a local, at the real mid-market rate.


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