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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 to QuickBooks Online

We've assembled some frequently asked questions about importing data to QuickBooks Online.

Move your Quicken data to QuickBooks Online

Quicken is a third-party program for personal accounting and budgeting. If you're switching from Quicken to QuickBooks...

Move your payroll over too

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

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Get Started with QuickBooks Online

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

  1. Watch our overview of QuickBooks Online (~3 min)
  2. Customize your invoices so you can bill customers: follow steps or see how
  3. Connect your business bank & credit card accounts so your transactions come in to QuickBooks: follow steps or see how
  4. Set up automatic sales tax tracking if you sell taxable items: follow steps or see how
  5. Learn how to enter, attach, and track expense receipts and bills you capture with your phone or email: follow steps

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.

How to Online Banking in QuickBooks (2:22)

By QuickBooksGet started33 Cheers

Create an invoice in QuickBooks (2:37)

By QuickBooksGet started33 Cheers

Maximize Tax Deductions With QuickBooks (0:36)

By QuickBooksGet started33 Cheers
View all video tutorials
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