Get started with QuickBooks Online

The info your customers see on sales forms and invoices depends on what you set up in your account. It's also your internal info on file with Intuit.

This video will go over the options and settings so you can decide what QuickBooks tracks when you record a sale, turn on time saving features like automated late fees for unpaid invoices, and customize your messages to customers.

For written steps, select the following button. We'll take you to QuickBooks and show step-by-step instructions after you sign in.

Save time with recurring invoices and automatic matching on paid invoices with QuickBooks Payments.

Customize your sales forms, set payment terms, and decide what info shows up on forms for customers. If you're not sure what a setting is for, select the help icon to learn more about it.

Save time with recurring invoices and automatic matching on paid invoices with QuickBooks Payments.

Customize which fields show up on your expense forms, turn on billable expenses and purchase orders, and customize your email messages sent out with purchase orders. If you're not sure what a setting is for, select the help icon to learn more about it.

QuickBooks has features to help you keep track of your expenses. This video will go over the options and settings that let you see your profitability from different angles, such as by project or for your business overall.

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

Get the tools you need to streamline your business. All in QuickBooks Online Advanced.

You use the chart of accounts to categorize your transactions on everything from sales forms to reports to tax forms. Each account has a transaction history and breaks down how much money you have or owe.

For written steps, select the following button. We'll take you to QuickBooks and show step-by-step instructions after you sign in.

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

Find flexible solutions for your growing business with QuickBooks Advanced. With unlimited chart of accounts and up to 25 users, you have room to grow. Learn more

You can tailor your accounts and categories to meet the unique needs of your business. Add or remove accounts, or rename existing ones to better fit your needs.

When you connect your online bank in QuickBooks, the transactions automatically download for your review.

For written steps, select the following button. We'll take you to QuickBooks and show step-by-step instructions after you sign in.

Get personalized help connecting your accounts with QuickBooks Live.

After you connect your bank, QuickBooks sends downloaded transactions to the Pending tab with suggested categories. Review them, make changes if needed, and approve.

Automatically categorize transactions with QuickBooks Payments.

Get personalized help using QuickBooks with QuickBooks Live.

To streamline the process of categorizing transactions, you can create bank rules that automatically categorize transactions for you.

Get personalized help adding and paying bills with Intuit Experts.

Add your customers, products, and services, then learn how to send invoices and collect payments.

As your business grows, it's important to stay organized and keep track of your customers.

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

Get your money sooner and manage all your payments in one place with QuickBooks Payments.

In QuickBooks Online, it's easy to track how much you make and spend on each product or service. Set up each product or service so you can quickly add them to sales forms and track how much you make and spend.

• Set up QuickBooks to match what you sell
• Choose between inventory, non-inventory, and service type items
• Know which fields are important and which ones you can skip when you set up a product or service
• Get more accurate reports and save time later

Get insights you need to make smart decisions with QuickBooks Advanced. See plans and pricing.

After you've completed a customer's order, you'll create an invoice to request payment from them.

If your customers pay immediately at the time of service, skip this section.

If you need to request payment for products and services you sold, send your customers an invoice.

This video will go over how to create an invoice in QuickBooks Online. We'll also review all the customization options you have to tailor the invoice to your business and show you how to let your customers pay your invoice online. Finally we'll show you where you can review the status of your invoice once you send it.

Get personalized help using QuickBooks with Intuit Experts.

Get insights you need to make smart decisions with QuickBooks Advanced. See plans and pricing.

When you want to give your customer a quote, bid, or proposal for work you plan to do, along with what they can expect to pay, create an estimate.

With QuickBooks Payments, you can see when customers view and pay invoices, and get an up-to-date picture of your cash flow. Learn more about QuickBooks Payments.

When a customer pays an invoice, you need to record that payment to connect it to the invoice and balance your accounts.

Get insights you need to make smart decisions with QuickBooks Advanced. See plans and pricing.

In addition to tracking sales, QuickBooks Online makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit.

If you have an expense with a future due date, enter it as a bill.

If you used another method to pay for an expense, like cash or credit, skip to the next section.

Get personalized help adding and paying bills with QuickBooks Live.

You can either record checks you've already written, or create checks you want to print from QuickBooks.

If you wrote a check for the expense, see the previous section.

Get personalized help recording and printing checks with QuickBooks Live.

Whether you're looking for guidance from experts, want your books organized for tax time, or need a dedicated bookkeeper — Live experts are here to help. Learn more about QuickBooks Live expert services.

For expenses that you paid for at the time of service, enter it as an expense.

Save time on tracking your expenses by uploading receipts from vendors.

Record your business miles and vehicle expenses in QuickBooks to maximize your deductions for tax time.

This video will go over how to download and set up the QuickBooks mobile app for tracking, how to track a trip in the mobile app, how to make this easier with rules, how to review and enter trips in QuickBooks Online if you want, and finally how to track your potential mileage deduction.

Get payroll, time tracking, and accounting data seamlessly connected. Save nearly 4 hours a week with QuickBooks Time.

Financial reports give you a snapshot of your business. You can run basic reports or customize them.

Combine multiple reports in the same document using management reports.