QuickBooks Online product tutorials

These short videos will help you get started with QuickBooks Online. You can also read our detailed articles on how to set up these features or perform these tasks.

• Get started with QuickBooks Online
• Set up QuickBooks Online
  • Set up and manage users in QuickBooks Online
  • Add products and services in QuickBooks Online
  • Connect your bank and credit card accounts
• Handle sales and invoicing
  • Create invoices
  • Record bank deposits in QuickBooks Online
• Manage expenses
  • Create a manual expense
  • Manage bills
  • Use projects
• Manage your cash flow
  • Use the cash flow planner
• Manage inventory
  • Set up and track your inventory
  • How to manage inventory
• Accounting
  • Understand the chart of accounts
  • Add to your chart of accounts
  • Edit your chart of accounts
  • Make and record a journal entry
• Manage payroll
  • Set up Payroll
  • Run payroll
• Manage subscriptions
  • Manage your billing and subscription
  • Manage your subscription payment method
  • Cancel your subscription

Get started with QuickBooks Online

Ready to get started with QuickBooks Online? Our detailed walkthrough will guide you through the process.

Watch the video below for a quick tour and how to get started in QuickBooks Online.

Set up QuickBooks Online

Set up and manage users in QuickBooks Online

When you add a user in QuickBooks Online, you can manage their roles and limit their access to specific tasks. You can also choose what users can see and do within different areas of QuickBooks, like customers and sales, or suppliers and purchases.

Learn more about managing user roles and access rights in QuickBooks Online.

Add products and services in QuickBooks Online

Learn how to set up product and service items you buy and sell, but don't track as part of your inventory.

Connect your bank and credit card accounts

Read our detailed article on connecting accounts, or watch the video below for an overview of how to connect your accounts to QuickBooks Online and pull in your transaction history.

Handle sales and invoicing

Create invoices

Read our detailed article on how to create an invoice, or watch the video below to learn how to create, save and send an invoice in QuickBooks Online.

Record bank deposits in QuickBooks Online

You can read our detailed article to learn how to record and make bank deposits, as well as how to combine multiple transactions into a single record.

Manage expenses

Create a manual expense

Read our detailed article on how to enter, edit or delete expenses in QuickBooks Online, or watch the video below to learn how to create a manual expense in QuickBooks Online.

Manage bills

Read our detailed article on how to enter and pay bills in QuickBooks Online, or watch the video below to learn how to manage your bills in QuickBooks Online.

Use projects

Read our detailed article about job costing features such as tracking income, costs, and profitability by project.

Manage your cash flow

Use the cash flow planner

Read our guide to learn how to use the cash flow planner in QuickBooks Online to forecast your income and expenses, or watch the video below.

Manage inventory

Set up and track your inventory

Read our detailed article on how to set up and track your inventory in QuickBooks Online, or watch the video below to learn how.

Manage inventory

Watch the video below to learn more about managing your inventory in QuickBooks Online.

Accounting

Understand the chart of accounts

Read our detailed article to learn about the chart of accounts in QuickBooks Online, or watch the video below.

Add to your chart of accounts

Watch the video below to learn how to add to your chart of accounts in QuickBooks Online.

Edit your chart of accounts

Watch the video below to learn how to edit your chart of accounts in QuickBooks Online.

Make and record a journal entry

Watch the video below to learn how to make and record a journal entry in QuickBooks Online.

Manage payroll

Set up payroll

Watch the video below for an overview of how to set up your payroll in QuickBooks Online, or read the following articles for more information about setting up the Payroll feature:

• Turn on Payroll
• Company payroll tax information
• Setting up pay schedules
• Setting up your paycheque printing preferences
• Setting up your payroll preferences
• Payroll set up: Verifying general tax information for your business
• Setting up vacation policies
• Setting up your unpaid policies
• Setting up paid sick leave policies

Run payroll

Watch this video to learn how to run payroll in QuickBooks Online, including how how to create a paycheque for an employee or switch an employee from cheque to direct deposit. You can also read the following articles for more information about using the Payroll feature:

• Other steps to process or run payroll
• How to create a paycheque for an employee
• Setting up payroll reports to print

Manage subscriptions

Manage your billing and subscription

You can manage your QuickBooks Online billing, subscription, and payment details in just a few steps. Read about how to update your plan and payment details in QuickBooks Online.

Update your subscription payment method

Learn how to update the credit card information or payment method for your QuickBooks Online subscription.

Cancel your subscription

We’re sorry to see you go! You can read our detailed article on how to cancel your QuickBooks Online subscription.