I see the relevance of enabling online payment options on your invoices to provide convenience for your customers. I’m here to help you add this feature and be visible when invoicing them. Using the Banking tab on the left side of the dashboard, you can connect your bank and credit card accounts so that QuickBooks automatically imports transactions and categorizes them for you.

Each QuickBooks tutorial includes a video where we demonstrate the concepts presented in each course. Welcome to Fit Small Business’ free QuickBooks Online tutorials. Each provides an in-depth lesson complete with text, examples, and a comprehensive video demonstration—designed to help you better understand how to use QuickBooks for your business.

Connect seamlessly with your current apps to keep your business running smoothly. Now that business is expanding, get tools to simplify new demands and set everyone up for success. However you work, no matter what your business does, QuickBooks has a plan for you. Watch step-by-step tutorials to learn all the QuickBooks tips and tricks. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.

In this lesson, you will learn how to set up key areas of QuickBooks like bank and credit card accounts, invoice templates, products and services, and the chart of accounts. By the time you complete this QuickBooks Online tutorial, you will be ready to start using QuickBooks to manage all of your income and expenses. QuickBooks Online ways to improve your liquidity ratios Simple Start costs $30 per month, includes only one account user (plus access for two accountants) and does not offer billable hours tracking, bill pay or inventory management. For multiple users, bill pay and the ability to add billable hours to invoices, you’ll need to upgrade to the Essentials plan, which costs $60 per month.

Reporting in QuickBooks Online

Nearly 70% of business owners who have been there, done that, recommend writing a business plan before you start a business. All QuickBooks Online plans come with a one-time Guided Setup with an expert and customer support. You will be able to manage all of your downloaded banking transactions by the end of this lesson. You will also understand how to enter basic banking transactions manually. Finally, you can use the reconcile tool to ensure the transactions on your bank statement match what has been entered into QuickBooks, resulting in up-to-date financial statements. This lesson covers how to manage your bills and record expenses in QuickBooks.

  • If you do get stuck, QuickBooks Online help is easily accessible from within the application, or you can check out the various QuickBooks Online training options offered by Intuit.
  • I have QB desktop for mac but all articles that I’ve read don’t show me how to add the ability to accept payments online.
  • Paperwork can be intimidating, but it doesn’t have to be if you use the right tools.
  • This is to ensure that the license will be included in all updates and to certify that your license is not refurbished and activated under some other information.

After logging into QuickBooks Online for the first time, you’ll see a display screen where you can choose the features you’ll be using in the application. Using this payroll guide, we’ll walk you through the entire payroll process step by step. Keep reading to learn about the different processing methods you can choose from. Bookkeeping is much easier when cash transactions are kept to a minimum. One way to limit cash transactions is to use a credit card. This lesson will teach you to download and track your credit card purchases in QuickBooks and reconcile them with your credit card statement to ensure that they match.

Robust feature set

NerdWallet’s accounting software ratings favor products that are easy to use, have a robust feature set and can grow with your business. Ratings are based on weighted averages of scores in several categories, including scope of features and integrations, customer support and cost, among others. Learn more about how we rate small-business accounting software.

Support

Further assistance managing online payment options on invoices. Please don’t hesitate to let us know by replying below. After your Payments account is connected, you can send your customers an invoice that includes a link to pay online. To enable customers to pay invoices online, it is necessary to first sign up for QuickBooks Payments and then connect your Payments account.

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Either way both locations have to be on the same LAN – but the setup steps are slightly different. You have two options when you install QuickBooks, You can do the express install, or custom and network. Once you download QuickBooks Desktop, follow these steps to install it.

Should you and your peers want to access and work on the same QuickBooks company anytime and anywhere, consider hosting your company data in a multi-user mode in QuickBooks Desktop. Allow me to step in and help provide some additional information about installing QuickBooks on a different computer. QuickBooks Online is not free to use, but new customers can choose between a 30-day free trial or a 50% discount for three months.

This means that QuickBooks will automatically download and categorize your previous transactions from your accounts, saving you time and effort as you won’t have to enter any details manually. By using QuickBooks Payroll, all your wages, salaries, and payroll taxes will be included automatically in your financial statements. After this lesson, you’ll be able to set up employees in QuickBooks, enter and run payroll, pay employees by direct deposit or check, and reconcile your payroll taxes. We’d also highly recommend FreshBooks, a solution that has almost as many features and comes at a slightly lower price. It’s a particularly attractive pick for ecommerce businesses, since it has inventory management tools across all plans. QuickBooks Online’s solid set of features (invoicing, inventory management, reporting, etc.) makes it a great solution for a variety of small businesses.

Whether you’re a new user or a pro, get your questions answered with one of our free, live webinars. Get a feel for what QuickBooks can do and try out top features using our sample company. Yes, these training courses are updated regularly based on the latest feature updates or changes made by Intuit, the company behind QuickBooks. These free tutorials are comprehensive and educational resources designed to help you use QuickBooks Online for your business more effectively.