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QuickBooksHelp
Intuit

Product Tutorials

Learn your way around QuickBooks today!

These short 2-5 minute videos will help get you started.  You can also read step-by-step instructions on how to set up these features or perform these tasks for yourself.

Getting Started with QuickBooks Online

For a quick tour and how to get started in QuickBooks Online:

  • For a detailed article on other steps to get started, see here

Set up QuickBooks Online

Set Up & Manage Users in QuickBooks Online

  • Click here to learn how to add, delete or change user access to your books in QuickBooks Online.

Products & Services in QuickBooks Online

  • Click here to learn how to add product and service items to QuickBooks Online.

Connecting Your Bank and Credit Cards

For an overview of how to connect your accounts to QuickBooks online, and pull in your transaction history:

  • For a detailed article and steps on connecting accounts, see here

Sales and Invoicing

Create Invoices

To see how to create, save and send an invoice in QuickBooks Online:

  • For a detailed article and steps on how to create an invoice, click here

Record Bank Deposits in QuickBooks Online

  • To learn how to record and make bank deposits, as well as how to combine multiple transactions into a single record, click here

Expenses

Create a Manual Expense

To see how to create a manual expense in QuickBooks Online:

  • For a detailed article and steps on how to enter, edit or delete expenses in QuickBooks Online, click here

Manage Bills

For an overview of how to manage your bills in QuickBooks Online:

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  • For a detailed article and steps on how to enter and pay bills in QuickBooks Online, click here.

How to Use Projects in QuickBooks Online

  • Click here to learn about job costing features such as tracking income, costs, and profitability by project.

Cash Flow

Inventory

  • coming soon

Accounting

  • coming soon

Payroll

How to Set Up Payroll

For an overview of how to set up your payroll in QuickBooks Online:

  • For a detailed article and steps for how to turn on payroll, click here
  • For details on company payroll tax information, see these steps
  • For more information on setting up pay schedules in Advanced Payroll, see these steps
  • For more information on setting up your pay cheque printing preferences, see these steps
  • For more information on setting up your payroll preferences, see here
  • For more information on payroll set up, verifying general tax information for your business, see these steps
  • For more information about setting up vacation policies, see here
  • For more information on setting up your unpaid policies, see these steps
  • For more information on setting up paid sick leave policies, see here

 

How to Run Payroll

For an overview of how to run payroll in QuickBooks Online.  Learn how to create a paycheque for an employee or switch an employee from cheque to direct deposit:

  • For a detailed article on other steps to process or run payroll, click here
  • For a detailed article and steps on how to create a paycheque for an employee, click here
  • For more information on setting up payroll reports to print, see here

Manage Subscriptions

Cancel Your Subscription

  • We’re sorry to see you go! If you’ve decided to cancel your subscription, click here for more details.

 

Manage Your Billing & Subscription in QuickBooks Online

  • Click here to learn how to update your plan and payment details in QuickBooks Online.

 

Update Your Subscription Payment Method in QuickBooks Online

  • Click here to learn how to update the credit card information or payment method for your QuickBooks Online subscription.

 

 

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