QuickBooks Welcome Guide

Here’s the quickest way to navigate in QuickBooks.

• The navigation bar on the left shows a menu of items.

• Click Transactions to see related sub-items (like Banking).

• Click the magnifying glass to find past transactions.

• Click the Create (+) icon to add any transaction.

• View a list of recent transactions.

• Click the Gear icon to manage your subscription, users, companies, and settings.

• Click the Help (?) icon to get help information.

It’s easy to create and customise beautiful invoices to send to your customers.

• Click the Create (+) icon and select Invoice.

• Fill in the invoice form.

• Click Customise at the bottom of the form to open the customise window.

• Upload your logo and customise the look of your invoice.

• Click Save to save your customisations.

• Click Print or Preview to see how the invoice looks.

• Click Save and send.

QuickBooks keeps you organised by helping you collect payments against customer invoices.

• Click the Create (+) icon and select Receive Payment.

• Select a customer from the list.

• Fill in the rest of the Receive Payment form.

• If the customer has outstanding invoices, they appear here so you can apply the payment to them.

• Click Save and new.

Enter and categorise your business expenses so you are ready for tax time.

• Click the Create (+) icon and select Expense.

• Fill in the Expense form.

• Select the account where you’re paying the expense from.

• Optionally, choose a payment method.

• Enter a reference number so it is easy to find later.

• Include the account so QuickBooks categorises each line item.

• Optionally, attach a document (like a receipt).

• You can make this a recurring expense to save time later.

• Click Save and new.

Keep track of all of the people who are important to your business, from customers to suppliers to employees.

• From the navigation bar, select Customers.

• Add or import a customer.

• Show or hide the Customer Money Bar.

• Select multiple customers and apply a batch action (like Send statements) to all of them at once.

• Sort the customer list by name, company, or balance.

• Print or export the customer list.

• Choose the columns you want to display.

• Click a customer to see more details.

• Create an invoice or other item for this customer.

How's your business doing? Monitor your company's financial data with a variety of customisable reports.

• From the navigation bar, click Reports.

• Search for a specific report by name.

• Click a recommended report, or choose another tab: Frequently Run, My Custom Reports, or All Reports.

QuickBooks can help you manage your business wherever you are. Available on the web, iPhone, iPad, and Android.

Visit: quickbooks.intuit.com/mobile