would you like to easily navigate your quickbooks online account and
possibly sign up for free well then you should watch this video set up and navigate
quickbooks online for this sales tax course
if you have any questions about this topic you can leave them in the comments section below and i'll
do my best to help you and of course if you feel the video helped you i hope you will click like
and don't forget to subscribe to get updates on new videos that come out all the time this video
will show you how to sign up for quickbooks online and navigate the interface it's part
of the quickbooks online crash course that's a different course from this sales tax course
it's a good clear demonstration of how to attempt to sign up for the free trial version
it's a good demo on how to navigate the quickbooks online interface and that's why i included this
crash course video as part of the sales tax course after the sign up i will show you the three lists
that you must then input in order to follow step by step in this sales tax course preparing your
quickbooks online account most software courses require that you purchase the software in order
to follow along that's if you choose to learn by repeating what you see step by step i will try
to help you get the software for free i cannot promise that you will have a free account
the free versions are only available in the united states if you cannot get one free then
you must purchase the quickbooks online software if you choose to follow along step by step
you need a separate quickbooks online account for this course you should not enter the transactions
that you see in this course into your actual quickbooks online company file
so this will be a demonstration of exactly how to sign up you can get the plus version for 30 days
free this is what we will be using in the course and what will be shown here in this demonstration
of how to sign up you could instead watch the following video that will show you how to sign up
for free for the accountants edition the accounts and accountants edition is free indefinitely
and look similar enough for you to use for this course so you must sign up by using an email
address that has never been used before with a quickbooks online account the web the website
address to sign up will always change so you have to be patient and flexible if the web address is
different from what you see here because you are watching this video after they changed it
well then don't worry the new address to sign up will be in the description text of the page
of this video they may have even changed the exact steps or change the interface that you see
this will happen all the time when you use quickbooks online just use your best judgment
to try to activate the fewest features possible so we can go faster with the rest of the setup
on the day that i am making this video this is the website address to sign up for the free 30-day
trial version don't forget to save your username and password i suggest that you prepare them in a
text document and then keep them separate from the login information for your real quickbooks
online company account so i come here and i paste it paste this is exactly the web address
hit enter and you will come to this page now in order to get don't worry about the chat
in order to get the three free 30-day trial version you know a lot of stuff pops up
this center button will give you the ability to do that because if you select any of these right now
quickbooks online will assume you're ready to buy but if you click this button for free 30 day
trial then after you click for the free 30-day trial they'll ask you about payroll or at least
lately they will and you don't want any payroll there so we just click select for the plus version
actually now they're asking you if you want to add payroll and we will click continue without payroll
so it explains a little bit about the plan under the assumption that you will buy it after 30 days
and then you click check out so now we're ready to sign up and i have my username
as the email address that will be associated with the account and of course mobile number
and my password i already made in advance a password that i know satisfies the conditions that
they're asking for now that we have everything we click sign up with email and give it a moment
now remember they think you're trying to buy the software be very careful click continue with trial
now they're going to ask us a few basic questions but we're just going to put in the minimum amount
to be able to get right into the account to start working so this is vonda video
and spelling doesn't count how would you describe what your business does
in a real situation you would type in whatever is necessary
but you do not check the box that we're transferring over from desktop click next now
we might want to do these things but not during the crash course during the crash
course we select as little as possible so we can get directly into the software to start working
so don't click on any of these click next now we do not have employees so click no and click next
now the quickest and easiest way to manage this is to click that you're the owner this way you're the
main administrator and you can simply use all the tools without a problem so double click owner now
do you have an accountant or bookkeeper in our course we click no i do it all myself then click
next now we don't want to use bank feeds at the beginning you will learn a little bit about bank
feeds later on but the proper way to learn at the beginning is to manually add transactions
now we click all set and now that you've signed up you can input the three list items that we need
first you should put in these three customers and you may well notice we will only input the name
just to save time and you can pause the video to read the names as you record them
in your new quickbooks online account now here are the two accounts in the chart of accounts that you
must add to set up for this sales tax course cash in bank which is a bank type of account
and the detail type is checking and the only other account you have to put is accounts
receivable and that's an accounts receivable type of account the last list you have to put
is the list of products and services they are both non-inventory parts you will put apples
as a hundred dollars each and that will be connected to sales income
and bananas can be a thousand dollars each and that will also be connected to sales income
if you don't know how to put in any of these lists you can take an introductory class to learn how
to input these three lists before you start this course once you finish setting up and putting in
the lists we will then go to the next video where we will start charging and collecting sales tax
you