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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.

Connect to Open Banking and see all your business finances

Add your bank accounts so you can automatically download your recent transactions in one place, in real time.

How to set up payroll

Our Year end made easier helps you with activities like printing W-2s, 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
  2. Set up Taxes so it's easy to track how much you owe
  3. Connect your business bank & credit card accounts so your transactions come in to QuickBooks or watch a tutorial
  4. Customise your invoices so you can bill customers
  5. Learn how to enter, upload and track expense receipts and bills you capture with your phone or email
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Get started with other QuickBooks products

Getting started with QuickBooks Making Tax Digital

  1. Set up VAT
  2. Read all about MTD or watch a video
  3. Sign up to MTD
  4. Connect QuickBooks Online to HMRC: small businesses or accountants
  5. Submit VAT return in QuickBooks Online: small businesses or accountants

Getting Started with QuickBooks Time

  1. Read the QuickBooks Time setup guide or see how
  2. Learn how to integrate QuickBooks Online + QuickBooks Time
  3. Learn how to integrate QuickBooks Online Payroll + QuickBooks Time
  4. Learn how to integrate QuickBooks Time + Gusto

Getting started with QuickBooks Cash Flow

  1. Set up cash flow projector in QuickBooks Desktop
  2. Track your cash flow in QuickBooks online
  3. Use the cash flow planner to predict future income and expenses
  4. Run a statement of cash flows

Getting started with QuickBooks Payroll

  1. Learn all about Standard & Advanced Payroll
  2. Set up Standard & Advanced Payroll
  3. How to run QuickBooks Standard & Advanced Payroll
  4. Get more help for QuickBooks Standard & Advanced Payroll

See more getting started videos

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

How to navigate in QuickBooks Online (3:52)

By QuickBooks 33 Cheers

How to record invoice payments in QuickBooks (2:55)

By QuickBooks 33 Cheers

How to import data from Excel into QuickBooks (2:27)

By QuickBooks 33 Cheers
View all video tutorials
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