QuickGuides

 

New to QuickBooks? Our PDF guides will take you step-by-step through some of the most popular QuickBooks Online features. If you are making the move from QuickBooks Desktop to QuickBooks Online, click here for resources that will help you make the transition.

Company Settings Guide

Company Settings

Company Set Up allows you to enable or disable features and customize QuickBooks Online around your company needs and your personal working style. In this QuickGuide, we’ll walk through the basic steps you need to complete to get started with QuickBooks Online. In other guides, we’ll take you through additional settings that enable more advanced features and options.

 

This QuickGuide includes:

  • Entering basic company information.
  • Choosing your industry.
  • Setting up or importing a chart of accounts.
Accountant Collaboration Guide

Accountant Collaboration

QuickBooks Online helps you work more effectively and efficiently with your accounting professional. Start saving time and money by inviting up your accounting professional now. This QuickGuide will show you how.

User Control Guide

User Control

Accurate financial data is vital to running a successful small business. QuickBooks Online user control will help you manage who has access to your financial data and the changes they are allowed to make. This QuickGuide will show you how to:

  • Add users to your QuickBooks Online account.
  • Restrict user access to certain tasks and functions.
  • Invite up to 2 accounting professionals to access your account.
Intro to Payroll Guide

Intro to Payroll

With QuickBooks Online Payroll, you will experience what it’s like to take the pain out of payday and tax time by simplifying the task of preparing payroll.This QuickGuide will show you how to:

  • Sign up and activate QuickBooks Online Payroll
  • Prepare to set up and use QuickBooks Online Payroll
Setting Company Payroll Information Guide

Setting Company Payroll

Preparing your company for payroll helps make sure everything is set up correctly and flows smoothly. Within this guide, you’ll be setting up company-wide payroll information and policies. Before you begin, find the suggested information listed in the Company section of the Payroll Setup Information Checklist found in the Introduction to Payroll Quick Guide.This QuickGuide will show you how to:

  • Access and adjust payroll settings.
  • Set up pay schedules, vacation and sick time policies.
Invoices and Estimates Guide

Invoices & Estimates

QuickBooks Online allows you to send estimates and invoices to your customers easily and quickly, and invoice customers promptly for better cash flow. This QuickGuide will help you make the most of this feature by showing you how to:

  • Create an estimate or invoice.
  • Manage invoices, including recording payments.
  • Customize invoices with your company logo and preferred fonts.
  • Save time by creating recurring invoices.
Entering General Journal Entries Guide

Journal Entries

QuickBooks Online lets you make general journal entries to special accounting transactions. This QuickGuide outlines the steps for entering general journal entries.

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