Get Started with QuickBooks Online- Ask Accountings

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To get started with QuickBooks Online, you will need to sign up for an account at quickbooks.intuit.com. Once you have created an account, you can then set up your company file by adding your business information, chart of accounts, and other financial data. From there, you can begin to track income and expenses, create invoices and track payments, and generate financial reports. The QuickBooks Online Help Center and Community forum also offer a wealth of resources to help you learn how to use the software.

Advantages of QuickBooks Online

QuickBooks Online has several advantages over traditional desktop software or manual bookkeeping methods.

  1. Accessibility: QuickBooks Online can be accessed from anywhere with an internet connection, allowing you to work on your financials from your office, home, or on the go.
  2. Automation: QuickBooks Online offers a variety of features such as automatic bank feeds, recurring invoices, and automatic payment reminders that can save you time and reduce errors.
  3. Collaboration: You can give access to your accountant, bookkeeper, or other team members, so they can work on the same financials simultaneously.
  4. Scalability: QuickBooks Online can grow with your business, as it offers different plans for different business sizes.
  5. Reporting: QuickBooks Online provides a wide range of financial and business reports that can help you make more informed decisions.
  6. Integration: QuickBooks Online integrates with many third-party apps and services, such as payment processors, e-commerce platforms, and time-tracking apps.
  7. Cost-effective: QuickBooks Online is a subscription-based service, which eliminates the need for costly software upgrades and the need for IT support.

How to Get started with QuickBooks Online in detail

  1. Sign up for a QuickBooks Online account: Go to quickbooks.intuit.com and click the “Free Trial” button to sign up for a 30-day free trial or choose a pricing plan that suits your business needs.
  2. Set up your company file: Once you have logged in, you will be prompted to set up your company file. You will need to enter your business information, such as your company name, address, and contact details.
  3. Create a chart of accounts: A chart of accounts is a list of all the financial accounts in your business, such as income, expenses, and assets. QuickBooks Online provides a default chart of accounts, but you can also customize it to meet the specific needs of your business.
  4. Add customers and vendors: Add all the customers and vendors that you do business with. This will make it easier to track your sales and expenses.
  5. Add products and services: If you sell products or services, you can set them up in QuickBooks Online. This will allow you to track your inventory and sales more accurately.
  6. Connect your bank account: One of the most powerful features of QuickBooks Online is the ability to connect your bank account, so you can automatically download and categorize your transactions.
  7. Create an invoice: To create an invoice, go to the “Sales” menu and select “New Invoice.” Fill in the details of the invoice, such as the customer’s information, the products or services being sold, and the due date.
  8. Track expenses: QuickBooks Online allows you to track expenses by connecting your bank account, adding them manually, or taking a photo of your receipts.
  9. Generate reports: QuickBooks Online provides a wide range of financial and business reports that can help you make more informed decisions. Learn more: QuickBooks Online has a built-in help center and a community forum where you can find answers to any questions you may have about the software.
  10.  Additionally, there are many tutorials and webinars available to help you learn how to use QuickBooks Online to its full potential.

QuickBooks customer care support

QuickBooks Online offers several options for customer support:

  1. Help Center: The QuickBooks Online Help Center is a comprehensive resource that provides step-by-step instructions and guides on how to use the software. It also includes a searchable knowledge base of frequently asked questions.
  2. Community forum: The QuickBooks Community forum is a place where you can ask questions and share tips with other QuickBooks Online users.
  3. Phone support: You can contact QuickBooks customer support by phone by visiting the QuickBooks website and clicking on the “Contact Us” button. Phone support is available Monday to Friday from 6 AM to 6 PM Pacific Time.
  4. Email support: You can also contact QuickBooks customer support by email by visiting the QuickBooks website and clicking on the “Contact Us” button.
  5. Video tutorials: QuickBooks also provides video tutorials on various topics to help you learn how to use the software.
  6. Live webinars: QuickBooks also offers live webinars on various topics to help you learn how to use the software.
  7. Accountant and Bookkeeper Directory: If you need more advanced help, you can find a local accountant or bookkeeper on the QuickBooks Find-a-ProAdvisor directory.

It’s worth noting that the level of support you can get depends on the pricing plan that you choose. Some plans include more access to customer support than others. Learn More

 

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