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Buy nowHello everyone, I am a university student and have the opportunity to be invited by a company (Terus) to be an employee. I have passed their interview and related information. At the end of this part, they gave me a challenge to pick a software and learn it myself and make a report for the software. I picked Quickbooks. Currently, I do not know where to start so I still only refer to documents but accidentally found this forum. I hope everyone can help me find the most suitable path. Thank you everyone!
Solved! Go to Solution.
Congratulations on your recent opportunity with Terus, @tomnguyen1! We’re excited to support your initiative to learn QuickBooks Online (QBO) and help you make the most of our software.
Before diving into QuickBooks, it's helpful to familiarize yourself with some basic accounting concepts, as you'll encounter these terms while navigating the program. You can refer to this link for definitions: Accounting Glossary.
To get hands-on experience, we recommend signing up for a 30-day free trial of QBO. This will allow you to explore the software without financial commitment.
Upon logging in, you'll be directed to the homepage dashboard, which features three key tabs: Home, Cash flow, and Planner. These tabs are designed to help you focus on critical tasks in QBO and streamline your workflow.
Next, set up your company by navigating to the Settings icon and clicking on Account and settings. Here, you'll enter essential info about your business, including your company name, address, and contact details. This setup is crucial as it will reflect on invoices and reports: Get started and adjust settings after you sign up for QuickBooks Online.
You can then connect your bank account to automatically sync transactions, making it easier to track your expenses and income. Additionally, add customers and create a list of your products and services to streamline the invoicing process.
You can also watch our step-by-step videos to learn your way around QuickBooks.
If you have further questions about navigating QuickBooks such as working with invoices, matching and categorizing transactions, reconciling accounts, or any other QuickBooks-related concerns, please let me know by adding a comment below. I'm more than happy to help!
Congratulations on your recent opportunity with Terus, @tomnguyen1! We’re excited to support your initiative to learn QuickBooks Online (QBO) and help you make the most of our software.
Before diving into QuickBooks, it's helpful to familiarize yourself with some basic accounting concepts, as you'll encounter these terms while navigating the program. You can refer to this link for definitions: Accounting Glossary.
To get hands-on experience, we recommend signing up for a 30-day free trial of QBO. This will allow you to explore the software without financial commitment.
Upon logging in, you'll be directed to the homepage dashboard, which features three key tabs: Home, Cash flow, and Planner. These tabs are designed to help you focus on critical tasks in QBO and streamline your workflow.
Next, set up your company by navigating to the Settings icon and clicking on Account and settings. Here, you'll enter essential info about your business, including your company name, address, and contact details. This setup is crucial as it will reflect on invoices and reports: Get started and adjust settings after you sign up for QuickBooks Online.
You can then connect your bank account to automatically sync transactions, making it easier to track your expenses and income. Additionally, add customers and create a list of your products and services to streamline the invoicing process.
You can also watch our step-by-step videos to learn your way around QuickBooks.
If you have further questions about navigating QuickBooks such as working with invoices, matching and categorizing transactions, reconciling accounts, or any other QuickBooks-related concerns, please let me know by adding a comment below. I'm more than happy to help!
thank you!
You're welcome, Tom. We're glad that my colleague was able to provide the information you need.
Moreover, you might want to visit our Account Management page. This section includes articles that can assist you in managing your account and company information for future reference.
If you have any other QuickBooks-related concerns, feel free to post them here in the Community. We'd be glad to help you find the solutions you need.
Are there videos?
Welcome to the Community, vgaikwad2910. QuickBooks Online (QBO) provides tutorial videos for our customers. I'm here to guide you in acquiring those videos.
These web pages have step-by-step tutorial videos to help you get started with QBO and navigate the platform effectively: Get started with QuickBooks Online.
It's also helpful to familiarize yourself with some basic accounting concepts, as you'll encounter these terms while using the program. You can check this article for reference: Accounting Glossary.
Furthermore, you can connect your bank account to sync transactions automatically, making it easier to track your expenses and income. You can also add customer and create a list of your products and services to smooth out the invoicing process.
Finally, if you require assistance in setting up your account, our QuickBooks Live Expert Assisted service is available to provide guidance. They can share best practices on how to maximize the potential of your accounts.
Feel free to return to this thread if you have any further questions about navigating QuickBooks. I’m here to help ensure a smooth start and efficient use of the platform.
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