Welcome to Quickbooks Online
Thank you for signing up for QuickBooks Online. You should have already received a separate QuickBooks Online activation email. If you have not received it, please give us a call at (855) 520-5200.
This page is designed to help you get started as quickly as possible with QuickBooks Online.
You have 2 options as you get started with QuickBooks Online.
1. Start with a brand new QuickBooks file.
2. Migrate your data from QuickBooks desktop.
If you are starting a brand new QuickBooks data file following the setup wizard should guide you through the process. You still have the ability to import information that you may have in other applications such as your account list, customers, vendors, and items using Excel or CSV files. Here is a link to get you started with importing data from Excel.
If you are already using QuickBooks desktop, you can import your data directly into QuickBooks Online. Depending on the complexity of your QuickBooks setup, this can take anywhere from an hour to several hours to complete. Here’s a link to get you started with migrating your data from QuickBooks desktop to QuickBooks Online.
If you have any questions about importing or migrating data, please reach out to us.
Activating QuickBooks Online Payroll
You may activate your QuickBooks Online Payroll subscription during the QuickBooks Online setup or any time after you have completed activation. If you’d like to activate payroll during the QuickBooks Online setup, follow the prompts to select the version of payroll level of service you’d like, and enter in your payment information. Please note that these services will be billed directly by Intuit rather than Gravity IT Solutions.
How to set up QuickBooks Online Payroll after set up:
1. From inside QuickBooks Online, click Payroll on your left navigation pane.
2. Then click on the Employees tab > Get Started
3. Select your payroll option and click Try Now.
4. Follow the prompts to enter your payment information.
You should receive your monthly invoice and your card on file will be charged by the 5th of each month. We will contact you if there are any billing issues.
If you wish to update your card on file or if you have a billing question, please call us at (855) 520-5200.
If you need help with your QuickBooks setup or migration of existing data into QuickBooks Online, we can offer assistance. Please call us at (855) 520-5200 so we can let you know about your options.
View the Getting Started with QuickBooks Online tutorial videos.
Familiarize your accounting and bookkeeping teams with QuickBooks Online.
For any questions or additional help needed, please contact us at (855) 520-5200. If there is still some confusion, go ahead and book a time for us to do a meeting. Once I see it on my calendar, I’ll add the meeting link.
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