Get started with QuickBooks Online

1. Go to QuickBooks Online.
2. Enter your email, user ID, or phone number and select Sign in.
3. If you sign in with your email, enter the verification code sent to your email or phone. If you sign in with your user ID or phone number, enter your password.
4. Select Continue to continue.

If you want to switch accounts, select Use a different account on the login page.

Tip: To update your phone number or contact info, select the profile icon in the top right, then select Manage your Intuit Account.

You can update your own email, phone number, user ID, or company info anytime.

1. Go to Settings and select Account and settings.
2. Select the Company tab.
3. In the Company info section, select Edit for the information you want to update.
4. Make changes and select Save, then select Done.

You’ll need admin permissions to change another user’s information.

1. Go to Settings and select Manage users.
2. To edit a user, select Edit from the Action column.
3. Update their info and select Save changes.

You may encounter one of the following error messages when signing in or accepting a QuickBooks Online invitation:

• "The feature you’ve requested is temporarily unavailable"
• "Reference code 25625"
• "Access is denied"
• "Access has been denied for this operation"
• "Service temporarily unavailable"
• "Your request couldn't be processed"

To resolve these sign-in problems, please follow the steps below.

Isolate the issue

First, try to determine if the issue is with your browser or device:

• Use a private browser: Open an incognito window in Chrome or a private window in Firefox, Edge, or Safari.
• Try a different browser: Switch to a different web browser than the one you are currently using.
• Use another device: Attempt to sign in on a different computer, phone, or tablet.

Address invitation errors

If you are experiencing an error after accepting an invitation to a QuickBooks Online account, your administrator will need to resend the invitation. Please request that they delete the original invitation and send a new one.

For detailed instructions on this process, please refer to the guide on how to Add and manage users in QuickBooks.

Recover your account

If the issue persists after trying the steps above, you can start the account recovery process for your Intuit Account.

Widgets showing:

• Cash flow
• Profit and loss
• Expenses
• Sales
• Bank accounts

You can customise the layout to suit your workflow. Select Customise to:

• Add or remove widgets
• Resize and reorder widgets

Personalise your Shortcuts widget to include actions you use often, such as:

• Creating invoices
• Reviewing bank transactions
• Recording bills
• Setting up customers
• Checking payroll status

You can customise your company settings all at once, or configure them as you go.

1. Go to Settings and select Account and settings.
2. Work through each tab to:
   • Add your company info.
   • Turn on relevant features (e.g. VAT, invoice customisation).
   • Adjust language, billing details, and sales form preferences.

When performing key actions (like creating a report) for the first time, a guided setup will appear to help configure your settings. You can revisit or adjust settings at any time under Account and settings.

Learn more: Edit company settings in QuickBooks.

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Select Link account.
   Note: If this is your first time connecting to an account, select Connect account.
3. Select your bank and follow the prompts.

If your bank doesn’t support Open Banking, you can upload bank statements manually. Once you’ve connected your bank or credit card account, you can set up bank rules to help speed up the categorisation process.

Learn more: How to connect bank and credit card accounts to QuickBooks.

You can start fresh — it’s optional to import.

Follow the relevant support articles on how to add new customers, suppliers, products and services in QuickBooks:

• Add and manage customers.
• Add and manage suppliers.
• Add stock products.

1. Go to All apps , select VAT, then select Overview (Take me there).
2. Select Set up VAT.
3. Select your start calculating tax period from the When do you need to start calculating your VAT from? ▼ dropdown.
4. Select your frequency from the How often do you submit a VAT return to HMRC? ▼ dropdown for your VAT.
5. Select the VAT accounting scheme.
6. Enter your 9-digit VAT registration number.
7. If applicable, select the Flat Rate Scheme (FRS) checkbox, then enter the percentage and registration date.
8. Select Next, then select OK.

Learn more: Set up and use VAT in QuickBooks.

1. Open any invoice and select Manage.
2. From the Design ▼ dropdown, select to edit an existing template or create a new one.

Learn more: customising invoices in QuickBooks Online.

1. Select + New or + Create.
2. Select invoice.
3. From the Add Customer ▼ dropdown, select a customer.
4. Review the Invoice date, Due date, and Terms and change them if you need to.
5. From the Product/service column, select a product or service. You can also select + Add new to create a new product or service right from the invoice.
6. Enter Qty, Rate, and Amount if needed.
7. Select an applicable VAT option.
8. When you’re done, select Save.
   Note: There are several options for saving or sharing the invoice. You may select the appropriate one.

Learn more: Create and send invoices in QuickBooks.

• Primary admin: full control of the account
• Company admin: full access similar to the primary admin
• Standard all access: access based on specific permissions (sales, expenses, banking, etc.)
• View company reports: view-only access to reports
• Track time only: can track hours but not access financial data

1. Go to Settings and select Manage users.
2. To add someone, select Add user and follow the steps.
3. To change access or details, select Edit from the Action column.
4. To remove a user, select Delete from the Action column ▼ dropdown, then select Delete user.

Only the primary or company admin can manage users. Your plan determines how many users you can add.

1. Go to Settings ⚙️ and select Manage users.
2. From the Action column ▼ dropdown, select View user activity.

1. Go to Reports and select Standard reports (Take me there).
2. Select a report type or search by name.
3. Apply filters to customise your view.

Use the reports to track income, expenses, profitability, and more.

Learn more:

• Run a report in QuickBooks.
• Customise reports in QuickBooks.
• Customise your reports with a modern view.