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How QuickBooks Software Works?

Step 1: Download QB Application:
In order to start using QuickBooks software, you need to first download the software’s version i.e., either ‘QuickBooks Desktop or QuickBooks Online’ on your Windows operating system. However, for the newbie, the ‘QuickBooks Online’ version is an ideal choice as the software offers a 'free 30-days trial option.’ So, download the QBO on your system using the following below-given steps to use it later for managing customers, creating estimates, tracking finances, collaborating with accountants, and syncing data at your fingertips!

Go to this link “ and there, click on the ‘Free Download’ button to directly download QBO on your computer.
Once the download process completes, you need to click on the downloaded file and then choose the ‘Next’ button.
After that, click on the ‘Agree and Install’ option and follow the further on-screen instructions.
Then, wait till the installation process completes to click on the ‘Finish’ button.

That’s it! Now, you need to register yourself on the QuickBooks Online to have your own account on the QBO application to use its significant features.

Step 2: Sync Financial Information/Details on QB Application:
To do so, log in to your QBO account by entering your correct login credentials.
Then, click on the ‘Gear like Icon’ from the top-right corner and select the ‘Chart of Accounts’ option.
From there, click on the option of ‘New’ to enter your bank account details.

Step 3: Enter your Business Information and Set your Account Settings:
Click on the ‘Company tab’ from the homepage and select ‘Preferences.’
There, enter your company details by clicking on the ‘Edit’ button.
After that, change your account settings like payroll and invoice automation by clicking on the ‘Account Settings’ option.

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