If you’ve been using another online solution which supports CSV/Excel format export, you can import this data into QuickBooks. From here you can connect your bank to your QuickBooks account. At this stage you can upload your company logo and fill in more information about your business. The dashboard displays any information you’ve entered. These can be changed at any stage through the settings tab. You can also choose the features you’re most likely to use. These include the business name and how long you have been in business.
If you choose to use your own company, you will be asked to fill in some details. You can setup your own business or experiment with a demo company.
#Quickbooks online for mac help trial#
Once you start your free trial for a paid tier, QuickBooks walks you through the setup process. QuickBooks Online combines your figures with a neat graphical interface (Image credit: QuickBooks Online) Setup and interface However, it is possible to create a custom package using the help of the QuickBooks team if you need a more bespoke accounts option. So, depending on your requirements, you can choose from QuickBooks Online, QuickBooks Self-Employed, QuickBooks Online Advanced, QuickBooks Live Bookkeeping, QuickBooks Desktop for Mac, QuickBooks Desktop Pro, QuickBooks Premier and QuickBooks Enterprise. However, currently there are a few versions of QuickBooks that should be able to help with most accounting and financial management needs. In addition, QuickBooks offers mobile payment services with its GoPayment product and point of sale packages too, both of which are also useful for business users. You can even bolster your arsenal of QuickBooks tools with its Payroll option too. For a full-on QuickBooks experience then Live Bookkeeping is a complete solution whereby you get the benefit of hands-on professional help from the QuickBooks Live Bookkeeping team. Adding to the decision-making process is if you want to use QuickBooks Online, which can be done from a web browser, or if you prefer you can download a Windows or Mac app to run QuickBooks Simple Start, Essentials or Plus editions, only rather quicker.
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