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How to get started quickly using the plus button

The Plus icon (+), located on your Toolbar is your primary “create” button in QuickBooks Online. It lets you record different types of transactions.

Note What transactions you can create depends on the version of your QuickBooks Online.


To get started adding transactions, select the Plus icon (+) on the Toolbar, then select any of the following:


    • Invoice
    • Receive Payment
    • Estimate
    • Credit Note
    • Sales Receipt
    • Refund Receipt

    • Delayed Credit

  • Delayed Charge