Get started with Quickbooks Online

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QuickBooks Online ( affiliate link)  is a great program for small businesses. It’s automatic, effortless, and does the math for you. However, it can only be as effective as the information you put into it. That’s why it’s important to customize QuickBooks Online with the right types of accounts and classes so you can get the most out of your software. If you are self-employed, you may want to start with QuickBooks Self-employed. Here are some tips on how to get started using QuickBooks Online efficiently and effectively:

Add your bank accounts.

QuickBooks Online makes it easy to import your bank accounts into the app. You can do this in one of two ways:

  • Import accounts from a CSV file.
  • Import accounts from an Intuit account.
  • Import directly from your bank’s app directly

You can always add new Accounts later when you need them.

If you’re not sure which accounts to add right now, don’t worry—you can always add them later. You don’t have to set up all your business accounts at once, and there is no “right way” to do it.

Track your money with the Dashboard reports


There are many ways to track your business finances and make sure you’re on top of things. One of the easiest ways is with QuickBooks Online’s Dashboard reports.

The Dashboard is a great way to get a quick overview of how your business is doing financially and can help you spot trends or potential issues, like slow-moving inventory or customers who haven’t paid their bills in two months.

Add or Update Categories


You’ll want to update or add new categories for the items you tend to buy regularly like office supplies and business expenses – items that come up on a weekly or monthly basis. As a small business owner, it’s important to track your income and expenses so that you can stay profitable.


I hope these tips have helped you get started with QuickBooks Online. QuickBooks Online is a great way to keep track of your business expenses and make sure that you’re meeting all your accounting obligations. I know that setting up can sometimes be confusing, but once you get going there are plenty of features that will help make your life easier!

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