Once you’ve signed up for a QuickBooks Online account, logging in will land you on the dashboard page. In most cases, you’ll be offered a free trial, after which you’ll choose a paid plan to continue using it. To get started, sign up-online, naturally-for a QuickBooks Online account. This means that you do not need to download or install a program to use it. One of the most appealing elements of QuickBooks Online is that it’s cloud-based. Below walks through the basics of QuickBooks Online, so you can get started on the right foot! Step 1: Sign Up for a QuickBooks Account But if you’ve never used QuickBooks before, we’re here to help. QuickBooks Online is a powerful automation tool that can businesses their two most important resources-time and money. Taxes: This segment offers an easy way to assess pending tax liabilities and payments you’ve made.Reports: From this page, you can pull information from the other sections to create comprehensive documents detailing an overview of your business’s financial health.Payroll: This section manages your employees, payroll expenses, tax liabilities, and other related elements.Easily add, edit, or remove expenses and track bills from one portal. Expenses: This area records your expenses.You can create and send invoices to your customers, as well as store sale receipts. Sales: The sales segment tracks customers and pending revenue.Banking: After connecting your business bank accounts and credit cards, this section keeps you on top of account balances and helps you manage day-to-day transactions.Dashboard: This page provides a quick overview of your revenue and expenses, and allows you to create an invoice or pay a bill.There are several different sections in the QuickBooks platform to help you stay organized: Really, what more could a business owner ask for when it comes to accounting software? As QuickBooks integrates with many available third-party software systems, you’ll likely be able to import all necessary information, making for a seamless transition period. It automates manual processes of tracking business expenses, payroll, taxes, reporting needs, and so much more. QuickBooks is a software program that provides premium financial tools to help you run your business. How Does QuickBooks Work? A Brief Overview Not to worry! With a little patience, perseverance, and our eight-step QuickBooks tutorial, you’ll be ready to utilize QuickBooks to its full potential. However, for those unfamiliar with this accounting software, QuickBooks can be difficult to use. Learning how to use QuickBooks is one of the best options for a business looking for software that combines accounts payable and accounts receivable management, payroll remittance, tax preparation, and other financial services. How to Use QuickBooks for Small Business: Closing Thoughts.Where to Find Free QuickBooks Training Online.Other Tips for Using QuickBooks for the First Time.Step 8: Integrate QuickBooks with Your Invoicing Software.Step 7: Connect to Apps for Ease of Access.Step 6: Organize & Categorize Transactions.Step 3: Sync Your Bank Account and Business Credit Cards.Step 2: Customize Your Dashboard and Account Settings. Step 1: Sign Up for a QuickBooks Account.How to Use QuickBooks Online: 8 Steps for First-Time Setup.How Does QuickBooks Work? A Brief Overview.
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