How to Use QuickBooks Online? A absolute Guide


QuickBooks Online is the absolute solution for Businesses that don’t consist of complex invoicing prerequisites. It controls your accounting without any inconvenience.

What exactly is QuickBooks Online and how to use QuickBooks Online?

QuickBooks Online is cloud-based accounting management software with loads of astonishing features that makes the work simple and easy. It helps you to create invoices and estimates, handles customer details that are supplies and orders. Manages the cash flow by entering bills from vendors, and pay them only when they are due, and saving time. In case you are planning for startups, you must be aware of How to Use QuickBooks Online? So, for the full guide of QuickBooks, you must be going through the blog post or else take QuickBooks Online Support for knowing the complete directions of the usage of QuickBooks Online.

How to Use QuickBooks Online Easily?

QuickBooks Online provides many different functions. And, each different function is having own features and characteristics. You should be aware of these functions.

How to Undo Reconciliation in QuickBooks Online?

The users can undo reconciliation in QuickBooks for various reasons like payment was documented for the wrong date, the transactions of money are not clear, the date recorded in the bank statement is incorrect. Hence there are some quick steps to undo reconciliation in QuickBooks online.

  • Steps to undo Reconciliation in QuickBooks Accountant (QBOA)

  1. Firstly, open QuickBooks Online Accountant and login as an Administrator
  2. Now, from the drop-down list, choose the company file of the client.
  3. Next, click on Settings icon>>Tools>>Reconcile.
  4. Then go to Reconcile an account page and choose History by an account.
  5. You need to select the Account and Report Period to search the reconciliation you have to undo.
  6. Go to the column of Action and then select Undo.
  7. Click Yes to confirm.
  8. In the final window, Choose Undo and click on Ok.
  • Steps to Undo Reconciliation in QuickBooks Online Edition

  1. Open QuickBooks online and from the Banking menu, select registers.
  2. Then, go to Register Name drop-down list and choose the account.
  3. You have to click on Transaction for which you want to undo reconciliation.
  4. Finally, delete the “R” letter to change its state to unreconciled.
  • Steps to Undo a Reconciliation in QuickBooks Desktop Edition

  1. First of all open QuickBooks and log in as an Administrator.
  2. Then, you need to select the Company file, go to the Banking menu, and click on Reconcile Now.
  3. Now click on Undo Last Reconciliation.

Also Read: Reconcile a bank statement in QuickBooks

How to Set up QuickBooks Online?

At starting, you need to add information about the company. Then, select the Account and Settings, select the date of the fiscal year, then add a logo to the QuickBooks account, Set default payment terms, and then finally create your first invoice. If want to know the full procedure of How to Set-up QuickBooks Online, then you have to go through the following guidelines-

  1. First, enter the Company’s information
  2. Select an Accounting method
  3. Choose the Company Logo
  4. Setup Payment Terms
  5. Personalize Invoice and Payment Processing.

How to Set up Job-costing in QuickBooks Online?

Job-Costing in QuickBooks offers many ‘Job Costing tools’ that will help you to analyze the amount of money you spend and make for every job. The following steps are involved-

  1. Initially, set the configurations
  2. Then, Design Job Types
  3. Next, set-up job for customers.
  4. Produce bills
  5. Now, do advanced reporting
  6. And Estimates & progress Invoicing

How to create an Income Statement in QuickBooks?

The following directions are given to create an Income Statement in QuickBooks. Please follow the specified instructions.

  1. At first, find the income statement in QuickBooks, according to your version.
  2. After that, you have to select your income statement report format.
  3. Then, customize the income statement as per your need such as notes, statement basis, columns, dates, and many more things.
  4. Following this, produce your income statement.
  5. At last, save, print, and then send your income statement.

How to find a QuickBooks ProAdvisor?

A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide ideas and agendas insights to drive small business success. To find a QuickBooks ProAdvisor for a small business, make a list of the attributes that you are looking for in an accountant. If you are looking for a QuickBooks ProAdvisor near you, then you can contact to QuickBooks Online Support team who will sort out your problem without wasting your time.

How to Set up Sales Tax in QuickBooks Online?

In QuickBooks, You can gather and revoke sales tax on behalf of governmental authorities. To do so, you are required to establish sales tax items and codes. You may also need to create sales tax groups. You should go through the steps to set up QuickBooks sales tax:

  1. At, first add a tax rate and agency in QuickBooks sales tax.
  2. After  that add a combined rate
  3. Then, edit a tax rate and arrange QuickBooks sales tax settings.
  4. Finally, Deactivate a tax rate.

Intuit Provided Resources

The following are some Intuit websites that act as a guide when it is used online:

  • Quickopedia

It is a very useful website that is used to find the answer related to QuickBooks Online.

  • QuickBooks Connect Conference

This provision brings thousands of business individuals to a single platform to gain and share knowledge with others for QuickBooks on the web.

  • Intuit Academy

Intuit Academy is a very good platform to acquire knowledge about QuickBooks software.

Salient Features of QuickBooks Online

  • Cloud Accounting

Access your account, manage your business, on your computer, mobile, or Tablet.

  • Invoicing

It creates custom, professional invoices, sales receipts and estimates that you can send within a minute.

  • Online banking

With the QuickBooks application banking integration feature, your statements and activity will automatically update.

  • Accounting Reports

Instantly see how your business is performing with customizable reports and dashboards

  • Multiple users

Control your books with robust roles and permissions Invite your accountant to access your books for seamless collaborations.

  • Free unlimited support

If you need help, support is available with the proper answer to your questions and information on running your business.

Obtain QuickBooks Online Support for Detailed Info

The afore-mentioned information regarding QuickBooks Online makes you better understand in a way to access your QB account hassle-freely. Though, we have discussed QB online in detailed form so that you won’t face any error issues. Alternatively, you will be informed about this software more clearly. In case, you want some more instructions in a better way, you can directly contact to QuickBooks Technical Support team. Simply, place a call at the helpline number and stay connected.