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Learn about QuickBooks Online with how-to videos

by Intuit Updated 1 month 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.

PlayArrowCropped.pngHow to set up your company settings
PlayArrowCropped.pngHow to set up your sales settings
PlayArrowCropped.pngHow to set up your expense settings
PlayArrowCropped.pngHow to set up your advanced settings
PlayArrowCropped.pngHow to add accounts to your chart of accounts
PlayArrowCropped.pngHow to add & manage users
PlayArrowCropped.pngHow 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.pngHow to set up products & services
PlayArrowCropped.pngHow to set up inventory products
PlayArrowCropped.pngHow to add customers
PlayArrowCropped.pngHow to set up sales tax
PlayArrowCropped.pngHow to customize your sales forms
PlayArrowCropped.pngHow 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.pngHow to connect your bank & credit card accounts
PlayArrowCropped.pngHow to add vendors
PlayArrowCropped.pngHow to categorize transactions from a connected bank or credit card
PlayArrowCropped.pngHow up upload transactions manually
PlayArrowCropped.pngHow to enter expenses manually
PlayArrowCropped.pngHow to record and print checks
PlayArrowCropped.pngHow to manage and pay bills
PlayArrowCropped.pngHow to make expenses billable
PlayArrowCropped.pngHow to use envelopes
PlayArrowCropped.pngHow to use the cash flow planner
PlayArrowCropped.pngHow 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.pngHow to create an invoice
PlayArrowCropped.pngHow to record an invoice payment (using undeposited funds)
PlayArrowCropped.pngHow to create a sales receipt
PlayArrowCropped.pngHow to record a bank deposit (using undeposited funds)
PlayArrowCropped.pngHow to take payments using QuickBooks Payments
PlayArrowCropped.pngHow to manage your inventory
PlayArrowCropped.pngHow to give customers credit
PlayArrowCropped.pngHow to refund customers

Manage your projects

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

PlayArrowCropped.pngHow 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.pngHow to set up a contractor

Employees
PlayArrowCropped.pngHow to add an employee to your payroll

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

If you've already paid your employees this year using another tool do this
PlayArrowCropped.pngHow to set up payroll with pay history

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online LedgerQuickBooks Online PlusQuickBooks Online Simple Start

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