How to setup QuickBooks online?

In this digital world, everyone knows about QuickBooks because it is one of the most popular small and medium-sized business accounting software. You can set up an online business to manage credit and debit for annual profit.

Moreover, you can also use it for invoicing customers, paying bills, generating reports, and preparing taxes. This software includes several solutions that work great for anyone, either a freelancer or a midsized business.

If you are a new user setting up QuickBooks for your small business can be quite overwhelming. QuickBooks is an accounting software package which provides an ultimate bookkeeping solution for small and medium-sized business.

Also, this software enables users to perform various accounting jobs within a few mouse clicks. No matter whether you have prior knowledge of accounting or not. But you can learn how to enter credit card charges in QuickBooks online?

Either novice or experienced user, only one can make use of QuickBooks and ease their finance-related work. No doubt, setup for QuickBooks online is not an easy task. It is required phenomenal knowledge along with technical skills. In that case, you will need help getting started with your QuickBooks.

Fortunately, you don’t need an accounting background to set up your own online QuickBooks. In this article, we will guide you through some flawless setup and, you can learn how to enter credit card charges in QuickBooks online?

How to setup QuickBooks online?

First of all, if you are a new user, the first thing you have to do is to set up your QuickBooks online for your business. In QuickBooks online, the most influential task is might be the initial setup process.

When you logged in to QuickBooks, you will see the screen to select the features you will be using in this application.




These are the following features you need to choose

  • 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 hours

Step1: Registration

You can register yourself before using QuickBooks in just one minute, and then you can choose any of the packages for your setup. You can avail of free access for 30 days with all the above features. For this, you have to enter your details to take free benefits. It is valid only for 30 days, so you need to subscribe yourself for permanent use. There are three subscription plans you can take.

  1. Simple Plan in 5$ per month
  2. Essential Plan in 10$ per month
  3. Plus Plan in 21$ per month

All these plans have different features to use, so we always recommend experiencing the plus plan with extraordinary features.

Step2: Account Settings and Customize Company Preference

After logging in, you can see the list of tutorials for setting up your new account. Now, you have to set up your company preferences for further use of QuickBooks.

Account Settings
Account Settings

Click on the “Company” and select “Company Preference” on the top menu. Put your “Company Contact details” to set up your account settings. You can also make settings for invoice automation, time tracking, payroll, and how to enter credit charges in QuickBooks online?

Step3: Import Company Data

You can import your company data into QuickBooks app without any hesitation. This app will help you to do bank transactions, to import business data and your customer excels sheet data.

You can import by following this path to do your task “Company> More> Import Data” This app offers you various options to upload the file according to your preferences. Moreover, you can avail the functionality to import vendor data, product data from excel, bank transaction forms, charts of accounts, and company data.

Step4: Setup Bank Accounts

You can sync your bank accounts with QuickBooks online by just clicking on the Bankthat appears on the top of the screen then you can connect your bank accounts. Now, fill up your “Bank Details on the pop-up window. And you can get a personal user name and password for online transactions. Moreover, you can also attach your customer and vendor name with each transaction that estimates the annual profit.

Step5: Customize Invoices

When you start a new business, it is crucial to make a customized invoice for interaction. This app will help you to customize your invoices with your company logo and branding.

Go to “Customers” and then select “Create invoices” Now, you can select the desired invoice template from the drop-down list. If you are also eager to change the layout for invoices, click on the “Formatting” and select the “Customize date layout” from the list.

Step6: Setup Business Credit Card

After completing the synchronization of bank accounts, it is now time to sync the business credit card with QuickBooks online. For this, click on the menu bar, then select “More” to choose the “Credit Card Option” You will see the next window where you have to enter all details related to your bank account. Now, you can launch the credit card setup wizard.

Step7: Import Contact Details

It is easy to import your business contacts into QuickBooks online app to ensure that you are ready to contacts others. Now, follow this path “Company> More>Import Data” and then click on the “Customer or Vendor” to import the contacts in an excel file.


In short, QuickBooks online is ideal if your business falls into these industries like manufacturing, contractors, retail, or nonprofit. The garden QuickBooks Online features will allow you to get started invoicing and managing your expenses quickly. And ensuring that your income and expenses are being tracked and managed rightly.

No doubt, every business owner needs to manage the resources that he/she is using to run the business. There is a need for robust record-keeping and eye-catching on where the resources are coming from. Quick book online give you what you need most to run your small and medium-sized business. And we guess you have decided to use it.

Great choice!

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