Welcome to the Community!
I'm glad to assist you today by providing you with help articles that'll provide you with steps on how to get started in QuickBooks Online (QBO).
But first, allow me to guide you on how to link your bank and credit card accounts to QBO so recent transactions will automatically download and be ready to be reviewed and categorised.
Here's how:
- Go to the Banking menu and select Bank transactions.
- Click on Add account.
- Select your bank and sign in to your account.
If you can't find your bank but still want to add transactions to QBO, you can consider manually uploading your bank transactions.
Now to help you complete your tasks in QBO with a detailed step-by-step process, feel free to browse through the articles with video tutorials on this link: Learn about QuickBooks Online with how-to videos.
Should you need help in accomplishing tasks in QBO, you can always visit this article: QuickBooks Online Help Articles.
Keep your post coming if you've got additional questions about completing tasks in QBO. I'll be right here to assist you further. Have a good one.
