See below our videos to get you get started and familiarised with the basics of QuickBooks.
If you are new to QuickBooks this video goes through the basics of how to navigate the desktop site.
Creating an Invoice
Need help raising your first invoice this video takes you through how to do it.
Adding your products and services
Need to add the products and services you offer? Simply follow the steps in the video below it.
Inviting your accountant
Already set up on QuickBooks, in order to allow us access to your QuickBooks account simply follow the steps in the video below it.
Setting up your Mobile app
Want to access your QuickBooks data on the move why not use the app? Simply follow the steps in the video below.
Connect QuickBooks to your bank account
Want to keep the information up to date, set up the banking feeds to have real time information. Simply follow the steps in the video below.
Importing additional Bank transactions
After setting up your bank feed it will only import either the last 30 or 90 days, In order to get the additional information imported simply follow the steps in the video below.
Adding your banking transactions
After downloading your bank transactions to QuickBooks, you need to add them to QuickBooks or match them to transactions you have already created, or uploaded via autoentry. Simply follow the steps in the video below.
Reconciling your bank account
In order to ensure your banking information is correct you'll need to perform a monthly bank reconciliation. Simply follow the steps in the video below.
If you need additional support or have any suggestions for more tutorials that would be useful please contact us and we can arrange for additional training to be provided and update our training pages.