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Get started with QuickBooks

We're here to help you get set up, do things efficiently, and keep your books running smoothly.

It's moving day

Moving up from tracking everything in a spreadsheet or another product? Here's where to start.

Common questions about importing data to QuickBooks Online

We've assembled some frequently asked questions about importing data to QuickBooks Online

Move your QuickBooks Desktop data to QuickBooks Online

Looking to switch to QuickBooks Online? Find out what you need to consider when migrating your data from QuickBooks Desktop.

Move your data from other software to QuickBooks Online

We'll help you migrate your data from Sage 50, Xero or Acomba. The process is a breeze.

Get help with year-end activities

Our Year end made easier helps you with activities like printing T4s, processing taxes, finding forms and much more.

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Get Started with QuickBooks Online

Here's a few simple steps to get our most essential, time-saving features set up.

  1. Get set up for success with our QuickBooks Online guide (~3 min)
  2. Customize your invoices so you can bill customers: follow steps
  3. Connect your business bank & credit card accounts so your transactions come in to QuickBooks: follow steps or see how
  4. Set up automatic sales tax tracking if you sell taxable items: follow steps or see how
  5. Learn how to enter, attach, and track expense receipts and bills you capture with your phone or email: follow steps
getstartQuickbooks

Get started with other QuickBooks products

Getting started with Quickbooks Desktop

  1. Download & install QuickBooks Desktop: follow steps
  2. Add customers and suppliers: follow steps
  3. Connect bank feeds: follow steps
  4. Set up the items you buy & sell: follow steps
  5. Enter opening balances for accounts: follow steps
  6. Set up sales tax: follow steps

Getting started with QuickBooks Time

  1. QuickBooks Time Overview: follow steps or see how
  2. QuickBooks Online + QuickBooks Time: follow steps
  3. QuickBooks Online Payroll + QuickBooks Time: follow steps

Getting started with Payments

  1. Get an overview of how payments works (~2 min)
  2. Sign-up for payments: follow steps
  3. Take & process payments: follow steps

Getting started with QuickBooks Payroll

  1. Gather all information to setup payroll: follow steps
  2. Set up payroll: follow steps
  3. Run Payroll: follow steps

Sometimes all you need is someone in your corner

Getting started can be tough - that's why we created the QuickBooks Online Assisted Onboarding program. Let a QuickBooks product expert walk you through setting up your account in a 45-minute, one-on-one, complimentary phone call. Find out if Assisted Onboarding is right for you:

  • You're new to QuickBooks Online
  • You've subscribed within the last two months, and are not currently on a 30-day trial
  • You're not currently working with an Accountant in your QuickBooks Online file

If the points above apply to you, click below to book your Assisted Onboarding appointment.

Book now

Have a ProAdvisor at your side

Trusted experts. Guaranteed accurate books.

Get matched with an online bookkeeper who understands your business. They'll manage and maintain your books with guaranteed accuracy.

Learn more

See more getting started videos

Watch step-by-step videos to learn your way around QuickBooks Online.

How to navigate in QuickBooks Online (2:33)

By QuickBooks 33 Cheers

How to record an invoice payment (2:25)

By QuickBooks 33 Cheers

How to create a customer invoice (2:26)

By QuickBooks 33 Cheers
View all video tutorials
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Quick Links and Trending Topics

Quick access to our latest news and updates

Payments made easy

Payments made easy

Let customers pay online directly through your invoices with QuickBooks Payments.

Get started

Grow your team with QuickBooks Payroll

Grow your team with QuickBooks Payroll

Access benefits, deductions, vacation hours, manage payroll schedules and set up direct deposit. Manage it all from your QuickBooks account.

Get started

Need to get in touch?

Contact us