QuickBooks Online Tutorials

On This Page:

Introduction to QuickBooks

Navigating QuickBooks
If you’re new to QuickBooks, why not have a look around and get comfortable with the product?

QuickBooks Mobile Overview
Get a comprehensive view on how to use QuickBooks on your mobile device.

Income

How do I create quotes within QuickBooks?
Learn how to create quotes in QuickBooks

Income: Create a Sales Receipt when customer pays now.
Find out how to create sales receipt in QuickBooks


Income: Create an Invoice when customer pays later.
Building an invoice can be tricky, but in QuickBooks, it’s a breeze. Let us show you how.


Record Invoice Payments received from a customer in QuickBooks
In this QuickBooks Online tutorial you’ll learn how to:

  • Record invoice payments from customers
  • Apply payments to existing invoices
  • Record payments correctly so your bank records are accurate
  • Understand the “”Deposit To”” field and when to use “Undeposited Funds”?


Create a refund receipt in QuickBooks
Learn how to create a refund receipt in QuickBooks

Adding your Services in QuickBooks
Adding the services you sell in QuickBooks is easy – here’s how to get started

Adding your products into QuickBooks
Adding the products you sell in QuickBooks is easy – here’s how to get started

Expenses

Add an Expense in QuickBooks which was paid now.
Learn how to manage your expenses in QuickBooks. You’ll be able to easily connect your bank accounts and credit cards, download transactions and view profit and loss statements

Add Bills, Track Expenses & Record What You Owe in QuickBooks to be paid later
In this QuickBooks Online tutorial you’ll learn how to use bills to record what you owe along with:

  • Learn about elements such as how to create bills for suppliers, Due Date and Bill Number
  • Enter a bill from scratch
  • Discover the effects of a bill on your balance with a supplier

Create Bills and Expense Reports
Quickbooks can help you easily create Bills and Expense Reports.

How to Manage Your Suppliers on QuickBooks
In this QuickBooks Online tutorial you’ll learn how to add, edit, and manage your supplier’s list along with:

  • Add new suppliers to save time when entering money out transactions
  • Tell QuickBooks when bills are due so you can quickly track when you need to pay your bills
  • Edit supplier information
  • Add columns and sort the supplier list to get more insight

Connecting your Bank Accounts

Online Banking in QuickBooks
Get a comprehensive look on how you can connect QuickBooks to your bank

Add downloaded bank transactions to QuickBooks
After downloading your bank transactions to QuickBooks, you need to add them to QuickBooks or match them to transactions you have already created.

    Reconcile bank account in QuickBook
    Watch this video to learn how to reconcile your bank account in QuickBooks and simple steps to solve any discrepancies.

    Match your bank transactions in QuickBook
    After downloading your bank transactions to QuickBooks, you need to add them to QuickBooks or match them to transactions you have already created. 

    Extra Features

    CSV import for sales and purchases invoices in QuickBooks
    If you’re trying to move details of your sales and purchase invoices from a spreadsheet into QuickBooks then the CSV import feature is what you need to save you hours of manual data entry.

    Customising QBO Reports
    Customising reports in QuickBooks is easy. Check out this short video that gives you a good summary of what you need to do when creating useful insights in your business.

      Invite your Accountant to QuickBooks Online
      Let us be your QBO Accountant. Send your invite to contact@astrafin.co.za and let’s discuss the next steps for your business. AstraFin is a certified QBO Accountant. 

      Disclaimer: Tutorial Videos have been categorised from the QuickBooks UK YouTube Channel. All rights belong to Intuit Quickbooks