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Getting Started

I need help in using QuickBooks online. How do I get started?

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Best answer 12-29-2017

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Established Community Backer ***

Re: Getting Started

Go to https://quickbookstraining.com/ondemand-training/mastering-quickbooks-online-ondemand-l1.html. It is a whole training course. The best thing ever put together. 

 

Hope this helps!! Smiley Happy

21 Comments
Content Leader

Re: Getting Started

Hey @Choiceeducation,

 

Happy Holidays and a warm welcome to the QuickBooks Community!

 

Getting started with new software is always exciting Smiley Happy. Are you new to accounting software, QuickBooks as a whole or just QuickBooks Online? What are you planning to use the program for?

 

If you want to see what a (mostly) filled out company profile looks like, you can take a Test Drive of the software. 

 

Hope this helps, I look forward to hearing about what you want to get out of QBO!

 

Established Community Backer ***

Re: Getting Started

Hi @Choiceeducation,

Welcome to the community and to QuickBooks! In addition to James comments, we also have a learn and support site here that might be helpful: https://quickbooks.intuit.com/learn-and-support/. Also, if you are stuck, don't hesitate to ask questions here in the community - we have many members who can give tips and tricks. Best,

Leslie

Established Community Backer ***

Re: Getting Started

I use QBO everyday and love it! Ask your questions, I'm happy to help!! Smiley Happy

Established Member

Re: Getting Started

Hello Leslie,

Is there any helpful you tube videos, that can help a guy like me. Where i can pause and start the video as i get to know how to get started.

Scott

Content Leader

Re: Getting Started

Hello @logosconstructi,

 

Yes, there are some excellent tutorial videos available on the web. Here are a few official videos from QuickBooks that cover the basics. Please let me know if these will help!

Established Member

Re: Getting Started

how about just starting off, i see information on this and that, is there a chapter one and goes from there. 

Content Leader

Re: Getting Started

Hello @logoconstructi,

 

I will embed an overview video below. This will give you a good idea of what you want to learn first. 

 

 

QuickBooks has a lot of powerful features. I recommend you start with the functions that are most crucial to your business, whether that's invoicing, banking or recording your bills.

 

The "QuickBooks Basics" Tutorials are chapters 2,3 and 4 Smiley Happy. Hope this helps!

Established Community Backer ***

Re: Getting Started

Go to https://quickbookstraining.com/ondemand-training/mastering-quickbooks-online-ondemand-l1.html. It is a whole training course. The best thing ever put together. 

 

Hope this helps!! Smiley Happy

Community Manager
Moved:

Re: Getting Started

Question moved to "Questions about QuickBooks" for assistance from our expert members

Experienced Member

Re: Getting Started

Hi James,

Thanks you so much!

Kathy

Content Leader

Re: Getting Started

@KathyFG

 

My pleasure, getting started with new software is so much fun! This might give away my age, but I remember how excited I was when I first installed Encarta on Windows 3.1 as a child. 

 

What does your business do, Kathy? 

Experienced Member

Re: Getting Started

Hi James,

I use QB Desktop on a PC for two businesses.  I was asked to set up the books for a new business owner and she is on a MAC.  
In the past I was not impressed by QB for Mac so I’ve been learning about QB Online.  So far I like it.  Of course, I’ve had to get used to it.  But the more I use it the more I like it.
 
I just signed up for QB Account and have been watching the training modules.
 
Another QB questions I just posted is this new business is located in Los Angeles but in some instances will be shipping out of state so those sales items will not be taxable.  On Desktop I have a non-taxable/out of state option but I can’t see how to set that up in the online version.
 
Kathy
Content Leader

Re: Getting Started

Hey @KathyFG

 

That sounds awesome, I used to live in LA!  Here are a few resources articles about how Sales Tax works in QBO: 

 

I hope these help, not sure if you prefer text or videos!

Established Community Backer ***

Re: Getting Started

Hi there,

 

I currently have a number of YouTube videos on my channel - search 'PJCO accountants' in YouTube! Don't forget to 'Like' and 'Subscribe' for future updates and new videos too! 

 

Emily

Content Leader

Re: Getting Started

Hello @EmilyMockett,

 

That's awesome. Do you have any short summaries of your videos so the knowledge can help other users on the platform? Anything in particular that might be useful to @KathyFG and other new members?

 

Feel free to embed your video in a post with some context and background, but please do not link out as it violates our community policies

Established Community Backer ***

Re: Getting Started

Some of our videos include some basic getting started help as well as some more complex issues involving QuickBooks Online. I can't actually find a way to 'embed' my videos but as I said if you search on YouTube 'PJCO accountants' our channel will be the first result. 

Content Leader

Re: Getting Started

Hey Emily,

 

Thanks for letting me know. When you create a post on the community, you have three tab options: rich text, HTML, and preview. Most people use rich text (unless you are a nerd like me and like to write in HTML!).

 

Go to the HTML tab,  copy the "embed code" from a YouTube clip (click "share" on the video page) and post it here. We'd love to see a little summary as well (again, considering our community policies)!

 

 

 

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Established Community Backer ***

Re: Getting Started

Hi James,

 

Thanks for the instructions.  Please (hopefully) find a link to one of my YouTube videos. This is a video that is viewed by a lot of my clients for allocating VAT payments and refunds in QuickBooks Online. Thought this may be of use to a lot of VAT registered companies in the coming week. Enjoy! 

https://www.youtube.com/watch?v=N4mhsA1biWo&t=54s

Expert UK-based QuickBooks Online Support - 01273 441187 Learn how to allocate VAT payments and refunds in QuickBooks Online. Find Emily at https://proadvisor.intuit.com/app/accountant/search?searchId=emily-mockett on QuickBooks Find an Accountant Tool!
Content Leader

Re: Getting Started

@EmilyMockett,

 

Awesome Smiley Happy.

 

This is good, we've had quite a few folks asking about VAT this last week. Would you be willing to post this in an original thread on "Do More with QuickBooks"? 

 

Please do add a quick summary explaining what the video is in your post!

Established Community Backer ***

Re: Getting Started

Content Leader

Re: Getting Started

Hey @Choiceeducation,

 

I know this post is quite old, but I remembered you were asking about learning materials several months ago. I wanted to share the Getting Started with QuickBooks Online hub with you. You're probably already a pro, but maybe you'll find something new!