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Your First Time with QuickBooks Online - Everything You Need for Successful Bookkeeping

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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 routineBy 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.


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Last update:
‎March 20, 2019 01:26 PM
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  • Getting started with QuickBooks Online


I started with quickbooks last week. I started with importing information from the bank as a cvs. Well none of the balance information transferred and now there is no starting balance info anywhere. I called support and was given an 8 step process to fix it. I just want to scrap it and start over. I tried setting up a new company because I can't get the starting balance. It doesn't let me. I tried deleting all the info to import it all over again, no luck. I am ready to throw it out the window. Do I start a new account and then ask to be refunded the money for the last set up, it has been a serious waste of time.


All I need it for is for tax purposes for a non profit that I volunteer to be the treasurer for, yeesh.

Let me know how I can proceed.



Wow! I'm a first time user of QBs 

The get started links are on help I'am have no idea what the first thing to do is all the forums are shut down

I'm on my phone waiting 45min to get help. this should'nt be this difficult.

First time user of QB, and it is driving me insane. ... In need of good video tutorials 


I have been too overwhelmed with starting to navigate quickbooks. After following the your first hour and your first 15 minutes I feel much more relaxed and capable. My only issue is that when I click on the "my first day" link it tells me I don't have authority to view it but I am a paying member. Please please please tell me there is a way to access it! It is the most amazing information i have found on how to get started.


Thanks in advance!!

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