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Intuit

How-to video center

Learn how to get started and use QuickBooks to run your business with these short step-by-step videos.

See where everything is

Take a quick tour of QuickBooks.

Get started in QuickBooks Online: a quick tour & what to do next

Basic set up

Do these things to customize QuickBooks for your company.

PlayArrowCropped.png How to set up your company settings
PlayArrowCropped.png How to set up your sales settings
PlayArrowCropped.png How to set up your expense settings
PlayArrowCropped.png How to set up your advanced settings
PlayArrowCropped.png How to add accounts to your chart of accounts
PlayArrowCropped.png How to add & manage users
PlayArrowCropped.png How to manage your billing & subscriptions

Get ready to sell things

Here's what you need to do in order to sell goods or services.

PlayArrowCropped.png How to set up products & services
PlayArrowCropped.png How to set up inventory products
PlayArrowCropped.png How to add customers
PlayArrowCropped.png How to set up sales tax
PlayArrowCropped.png How to customize your sales forms
PlayArrowCropped.png How to set up QuickBooks Payments

Manage your expenses

Here's what you need to do in order get a handle on the money you spend.

PlayArrowCropped.png How to connect your bank & credit card accounts
PlayArrowCropped.png How to add vendors
PlayArrowCropped.png How to categorize transactions from a connected bank or credit card
PlayArrowCropped.png How up upload transactions manually
PlayArrowCropped.png How to enter expenses manually
PlayArrowCropped.png How to record and print checks
PlayArrowCropped.png How to manage and pay bills
PlayArrowCropped.png How to make expenses billable
PlayArrowCropped.png How to use envelopes
PlayArrowCropped.png How to use the cash flow planner
PlayArrowCropped.png How to use tags

What to do after you sell something

You just sold something. Great! See what you are supposed to do in QuickBooks now.

PlayArrowCropped.png How to create an invoice
PlayArrowCropped.png How to record an invoice payment (using undeposited funds)
PlayArrowCropped.png How to create a sales receipt
PlayArrowCropped.png How to record a bank deposit (using undeposited funds)
PlayArrowCropped.png How to take payments using QuickBooks Payments
PlayArrowCropped.png How to manage your inventory
PlayArrowCropped.png How to give customers credit
PlayArrowCropped.png How to refund customers

Manage your projects

You can use QuickBooks to track income, material costs, and labor expenses for specific projects.

PlayArrowCropped.png How to set up and use projects

Pay your workers

Whether they are contractors or employees here is how you pay your people with QuickBooks.

Contractors
PlayArrowCropped.png How to set up a contractor

Employees
PlayArrowCropped.png How to add an employee to your payroll

If you haven't paid your employees yet this year do this
PlayArrowCropped.png How to set up & pay payroll taxes
PlayArrowCropped.png How to run payroll & set up direct deposit

If you've already paid your employees this year using another tool do this
PlayArrowCropped.png How to set up payroll with pay history part 1
PlayArrowCropped.png How to set up payroll with pay history part 2

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