Get started with QuickBooks

We're here to help you get set up, do things efficiently, and keep your books running smoothly.

It's moving day

Moving up from tracking everything in a spreadsheet or another product? Here's where to start.

Common questions about importing data into QuickBooks Online

Learn how to move your data into QuickBooks Online manually.

Move your lists into QuickBooks Online

Import your lists (suppliers, customers, inventory, and chart of accounts) to QuickBooks Online using excel.

Get help with year-end activities

Over a million businesses that use QuickBooks Online also use our integrated payroll services to save time and reduce manual entry.


Get Started with QuickBooks Online

Here's a few simple steps to get our most essential, time-saving features set up.

  1. Read our Getting Started checklist
  2. Connect your bank account and credit cards so your transactions come in to QuickBooks Online
  3. Set up your tax
  4. Set up your inventory to track your products and sales
  5. Customise your invoices so you start getting paid

Get started with other QuickBooks products

Getting Started with QuickBooks Desktop

  1. Download & install QuickBooks Desktop: follow steps or see how
  2. Add customers and vendors: follow steps
  3. Connect bank feeds: follow steps
  4. Set up the items you buy & sell: follow steps
  5. Enter opening balances for accounts: follow steps
  6. Set up sales tax: follow steps

Getting Started with QuickBooks Time

  1. QuickBooks Time Overview: follow steps
  2. QuickBooks Online + QuickBooks Time: follow steps or see how
  3. QuickBooks Desktop + QuickBooks Time: follow steps
  4. QuickBooks Online Payroll + QuickBooks Time: follow steps

Getting Started with Payments

  1. Watch an overview of how payments works (~2 min)
  2. Sign-up for payments: follow steps
  3. Take & process payments: follow steps or see how

Getting Started with QuickBooks Payroll

  1. Gather all information to setup payroll: follow steps
  2. Set up payroll: QuickBooks Online Payroll & QuickBooks Desktop Payroll
  3. Run Payroll: QuickBooks Online Payroll & QuickBooks Desktop Payroll

Trusted experts. Guaranteed accurate books.

Get matched with an online bookkeeper who understands your business. They'll manage and maintain your books with guaranteed accuracy.

Learn more

See more getting started videos

Watch step-by-step videos to learn your way around QuickBooks Online.

Overview of QuickBooks features (1:03)

By QuickBooks 33 Cheers

How to manually import bank transactions using CSV files (3:28)

By QuickBooks 33 Cheers

Using the reports centre in QuickBooks (2:38)

By QuickBooks 33 Cheers
View all video tutorials