Accounting is a process. There’s an order to everything, from completing sales transactions to running financial reports and reconciliations.
Your First Time with QuickBooks Online is a series geared towards first-time QuickBooks users who want to get started bookkeeping right now. These articles cover all of the setup and accounting workflows you need to know for a comprehensive setup, guiding you from your initial sign up through your next financial quarter and beyond.
Each article provides step-by-step instructions based on where you are on your journey. We’ve included the essential tasks as well as recommended workflows and optimization practices you can easily integrate into your routine. By the end of the series, you’ll feel completely confident with your accounting in QuickBooks.
While we recommend specific time-frames for completing each task, always go at a comfortable pace - it's worth taking the time learning how to do things the right way. What's most important is following the steps and series in order. If you prefer a task-based or feature-specific approach, check out our series Setting up for Success with QuickBooks Online.