How to Sign Up for QuickBooks Online (QBO)

By Elaine Marmel

After you complete the sign-up process for a QBO account, Intuit, by default, logs you into your account and walks you through the process of setting up your QBO company. The process is short — much shorter than the one you go through when setting up a QBO desktop product company — and you need the following information:

  • Your company’s name and address

  • The industry in which your company operates

  • Your company’s legal organization (such as S-Corp or Limited Liability Partnership)

  • Whether you want to import company information from a QuickBooks desktop product

  • The types of payments you accept from your customers (that is, cash, checks, and credit cards)

  • The way you want to handle payroll

To sign up for a QBO account, follow these steps:

  1. Visit Intuit and click the Try It Free link.

  2. On the next screen that appears, check all the boxes that apply to identify the version of QBO that is right for you.

  3. Click the Show Recommendation button.

  4. Click the Try It Free button and fill in your name, email address.

    If you already have an Intuit user ID, supply that user ID and password. If you don’t have an Intuit user ID and password, you’ll be prompted to create one.

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    By default, Intuit suggests an email address for your User ID, and the password must be between 7 and 32 characters and consist of a mix of letters and numbers. The password can also contain some special characters. The user ID and password you supply are the ones you use each time you log in to QBO.

  5. Click the Continue to Trial button.

    At the time of this writing, a screen appeared that offered the option to skip the free trial and buy the product at a discounted rate; you can buy or opt to click the Continue to Trial button.