QuickBooksHelpIntuitLearn about QuickBooks Online with how-to videos
by Intuit•31• Updated 7 months ago
Learn how to get started and use QuickBooks Online 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.
How to set up your company settings How to set up your sales settings How to set up your expense settings How to set up your advanced settings How to add accounts to your chart of accounts How to add & manage users 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.
How to set up products & services How to set up inventory products How to add customers How to set up sales tax How to customize your sales forms 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.
How to connect your bank & credit card accounts How to add vendors How to categorize transactions from a connected bank or credit card How up upload transactions manually How to enter expenses manually How to record and print checks How to manage and pay bills How to make expenses billable How to use envelopes How to use the cash flow planner 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.
How to create an invoice How to record an invoice payment (using undeposited funds) How to create a sales receipt How to record a bank deposit (using undeposited funds) How to take payments using QuickBooks Payments How to manage your inventory How to give customers credit How to refund customers
Manage your projects
You can use QuickBooks to track income, material costs, and labor expenses for specific projects.
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 How to set up a contractor
Employees How to add an employee to your payroll
If you haven't paid your employees yet this year do this How to set up & pay payroll taxes How to run payroll & set up direct deposit
If you've already paid your employees this year using another tool do this How to set up payroll with pay history
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