Before we get into the mechanics of converting data to QuickBooks Online, you will need to gather some key documents and answer a few questions first. This information is necessary so that we can customize QuickBooks for your business. Plus, having this information at your fingertips will help you to complete the company setup a lot faster.
The information you will need to know includes the following:
- Company name: This needs to be the legal name or the business name that should appear on all legal documents and payroll forms.
- Company contact information: This will include the mailing address, business telephone number, business email address, and website address of the company.
- Industry: In QuickBooks, you will select the industry that your business falls into. Using this information, a default chart of accounts list will be created for you.
- Federal tax ID number: A nine-digit number that identifies your business...