QuickBooks Online - Helpful Links

Connect, Categorize, Reconcile, and Report

• Get started: a quick tour & what to do next

• Navigate QuickBooks Online: Menus, Transactions & Set Up

• Connect bank and credit card accounts

• Categorize transactions from connected accounts

• Bank rules

• Reconcile an account in QuickBooks Online

• Run reports in QuickBooks Online

Customers and Vendors

• How to Manage your Customers: Adding, Editing & Removing

• How to Manage your Vendors List: Adding, Editing, & Removing

Invoice your Customers

• Create invoices in QuickBooks Online

• How to customize sales forms in QuickBooks Online

• How to set up products & services

Accept Payments from your Customers

• Sign up for QuickBooks Payments - long instructions

• Sign up for QuickBooks Payments - short video

• Manage QuickBooks Payments in the Merchant Service Center

• Fees for QuickBooks Payments

Advanced

• PayPal: 3 ways to connect

• Connect to PayPal FAQ

• Connect your American Express Business account to QuickBooks Online

• Connect your Amazon Business account to QuickBooks Online

• Credit Card Subaccount Setup

• Tag transactions in QuickBooks Online

• How to set up company settings

• Manually upload transactions into QuickBooks Online