Get started in QuickBooks Online

We're excited to guide you through the platform so you can efficiently manage your business. Let's dive into where everything is located, empowering you to leverage QuickBooks effectively.

Dashboards: Upon logging in, you'll encounter dashboards, serving as your control center. Here, you'll find a checklist to aid in setting up your account, shortcuts to common activities, and a plethora of charts and graphs depicting various financial aspects. Feel free to customize these elements to suit your preferences.

Left Navigation: The left navigation bar is your gateway to different functionalities within QuickBooks Online:

• Transactions: Connect your bank and credit cards for seamless transaction imports.
• App Transactions: Integrate sales channels like Shopify or Amazon.
• Sales: Manage invoices, estimates, products, and services.
• Expenses: Handle bills, vendors, contractors, and track business mileage.
• Customers: Add and manage customer details, with the option to connect with MailChimp.
• Reports: Access valuable insights into your company's performance.
• Payroll: Facilitate payments to employees or contractors.
• Time: Track your team's working hours.
• Taxes: Set up sales tax rates and manage tax filings.
• Accountant: Invite your accountant to collaborate or find a professional in your area.
• Live Bookkeeping Services: Opt for live bookkeeping assistance.
• Banking Services: Explore QuickBooks checking account options.
• App Center: Connect third-party business apps.

Customization Options: Tailor your QuickBooks experience by customizing the left navigation, rearranging tabs, hiding unnecessary sections, and adding bookmarks for frequently accessed pages.

+New Button: Easily create new transactions like invoices or expenses by clicking the +New button.

Settings Menu: Access the gear icon to manage users, billing, subscriptions, and preferences.

Help and Support: QuickBooks is designed to cater to your business needs. Whenever you encounter queries, assistance is just a click away. Simply access the Help icon to chat with our online assistant, explore related topics, search for information, or contact support.

Now that you've familiarized yourself with QuickBooks Online, the possibilities for optimizing your business operations are endless. We're here to support you every step of the way on your journey to financial management excellence. Go to https://wuzypro.com/collections/quickbooks-online to get deep discounts on QuickBooks Online now and get a free migration from your old software.