AN INTRODUCTION TO QUICKBOOKS ONLINE

Getting Started Guide

Copyright

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Getting Started Guide Table of Contents

TABLE OF CONTENTS
Introduction to QuickBooks Online ........................................................ 3  

Setting up QuickBooks Online ................................................................ 4  

Navigating QuickBooks Online ............................................................. 10  

Take the QuickBooks Online Tour .............................................................. 10  

Take the QuickBooks Online ipad/iphone Tour ............................................. 13  

Company Setup .................................................................................... 18  

Company Settings ................................................................................... 18  

Manage Users ......................................................................................... 19  

Multiple Currencies .................................................................................. 21  

Importing Your Data ............................................................................ 23  

Customers ............................................................................................. 24  

Suppliers ............................................................................................... 26  

Chart of Accounts ................................................................................... 26  

Products/Services ................................................................................... 26  

Importing Bank Transactions ............................................................... 28

Setting up Bank Rules ............................................................................. 29  

Creating and managing Quotes ............................................................ 31  

Creating Quotes ...................................................................................... 31  

Creating and Sending Quotes on a ipad/iphone ........................................... 32  

Creating and Managing Invoices .......................................................... 34  

Creating Invoices .................................................................................... 34  

Managing Invoices .................................................................................. 35  

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Getting Started Guide Table of Contents

Creating Invoices on a ipad/iphone ............................................................ 36  

Customising Invoices ............................................................................... 37  

Receiving Payment .............................................................................. 39  

Organise and Track Expenses .............................................................. 41  

Expense Transactions .............................................................................. 41  

Bills ...................................................................................................... 43  

Other Types of Supplier Related Transactions ............................................. 43  

Capturing Expenses on a ipad/iphone ........................................................ 44  

Managing Bills ........................................................................................ 45  

Running Reports .................................................................................. 47  

Profit & Loss / Balance Sheet .................................................................... 47  

Automated Reports ................................................................................. 47  

Customising Reports................................................................................ 49  

Run reports on a ipad/iphone ................................................................... 51  

Audit Log ............................................................................................. 52  

Getting Support ................................................................................... 53  

Providing Feedback ............................................................................. 54  

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Getting Started Guide Company Setup

INTRODUCTION TO QUICKBOOKS ONLINE

QuickBooks Online is easy to use software designed for small business accounting. It lets your
business track all of your income, expenses, and inventory.

QuickBooks Online is cloud-based software.

• Secure - hosted securely by Intuit using bank-level security

• Accessibility - anywhere, anytime access using an internet connection.
• Data entry automation – get data into QuickBooks automatically using awesome
features
• Unlimited Accountant Access – easy to connect with your accountant
• Mobile – businesses can access QuickBooks Online using their iOS or Android devices.
No more being tied to the desktop, enter data when and where you are
• No Desktop files – no desktop files are required so no backups are required

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Getting Started Guide Company Setup

SETTING UP QUICKBOOKS ONLINE

QuickBooks Online is easy to setup and get going. It is so simple that you can have a business
file setup in less than 20 minutes.

There are several important steps to follow to make sure that you are setting up business files
efficiently and accurately.

Objectives

After completing this chapter you should be able to:

• Setup a business file

• Setup basic settings
• Setup basic accounts
• Import list information

Company File Setup

There are several important steps to setup your company file. Getting setup correctly will
also help you and your Bookkeeper or Accountant stay compliant with taxes.

The day has finally arrived for Jack to start his new business, North Shore Locksmith. There is a
lot to do, like setting up his business, leasing equipment and getting his systems setup to
handle his new customers.

Subscribing to QuickBooks Online

In order to use QuickBooks Online your business or you must subscribe to the software. Your
business can subscribe by visiting intuit.com.au and signing up for a free trial. Your accountant
can setup a business file from the QuickBooks Online Accountant.

Setup your Business File

You can setup QuickBooks Online for your business with the free trial.

1. Visit global.intuit.com and select your country

2. Click Free Trial option
3. Enter your details and click Sign-up

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Getting Started Guide Company Setup

4. Enter your business information as listed below.

o Enter the company information including Company Name, Address and contact
information
o Click Save and Next.

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Getting Started Guide Company Setup

5. In the Set Up QuickBooks step, QuickBooks Online asks for more information about your
business company. It compares your business’s business type with other companies
using QuickBooks Online and optimizes the setup for you.

Jack is a locksmith so you can enter Locksmith

• In the Your Industry field, enter Locksmith. A long list of industry types appear
• Choose Locksmith Services

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Getting Started Guide Company Setup

6. The next field lets you tell QuickBooks Online what your business sells. QuickBooks
Online can track the sale of products, services and other types of sales. Jack plans to sell
products and services so select “products and services” option.

7. The next step is to choose the Company Type. North Shore Locksmith will be setup as a
sole trader. This is not a required field, but you can choose the type of organization that
you are setting up.

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Getting Started Guide Company Setup

9. The last step is to tell QuickBooks Online about your business’s preferred payment methods.
Select all the methods that apply. North Shore Locksmith will accept several different payment
methods. Select Cash, Cheque, Credit card/debit card, Bank Transfer and PayPal.

10. Click Save and Next.

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Getting Started Guide Company Setup

QuickBooks Online completes the basic setup of your business’s QuickBooks Online company
file. The results of the setup are displayed in a graph. The graph displays information about
businesses like yours using QuickBooks Online. In the right hand column of the Set Up
QuickBooks window, you see a list of features and transactions that QuickBooks Online has
enabled for your business.

North Shore Locksmith is now setup! This completes the basic setup.

11. Click Save and next to complete the setup and go to the Home window.

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Getting Started Guide Navigation

NAVIGATING QUICKBOOKS ONLINE

QuickBooks Online (QBO) has been designed to be intuitive, fast and simple to use. The ‘click
and go’ navigation makes it easy for you to find what you need quickly so you spend less time
doing your books and more time doing what you love. The user interface is simple and unified
across all products and contains fewer secondary menus, which results in fewer clicks to find
the desired information or functions.

NOTE: QuickBooks Online works best in a Chrome browser, but it also works with
Internet Explorer 10, Safari 6 or Firefox. It’s useful to bookmark your login page and
memorize your login username so it’s easy to login anytime on your same computer, tablet
or laptop device.

TAKE THE QUICKBOOKS ONLINE TOUR

1. Sign into QuickBooks Online at qbo.intuit.com.

Enter your QuickBooks Online User ID and password and select Sign In.

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Getting Started Guide Navigation

2. The Home Page displays a summary of key information and provides links to quick tips to
help you get the most out of QuickBooks Online.

3. The Company setting is located in the top right corner of your QuickBooks Online screen,
and is accessed by clicking on the gears icon.

4. To access the Help function, click on the question mark next to the company menu in the
top right corner.

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Getting Started Guide Company Setup

The Global Navigation in the center of the screen gives you quick access to:

• Search – Use this feature to quickly look up QuickBooks Online transactions by

transaction number, date, or dollar amount. The Advanced Search feature allows you
to combine your search terms.

• Quick Create – Use this feature to quickly access the four key transaction types.
Clicking on Show More expands the list to include all the available transactions.

• Recent Transactions – Use this feature to display a list of your recently recorded
transactions, each of which can be opened by clicking on the selection.

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Getting Started Guide Company Setup

The left-hand navigation bar provides access to your lists and all primary transactions.

Home – Home Page

Customers – Use this to create, import, edit and delete

customers, Customer Money Bar shows the flow of money into the
business

Suppliers – Use this to create, import, edit and delete Suppliers,

Supplier Money Bar shows you flow of money out of the business.

Employees – Use this to create, edit and delete employees.

Transactions – This is a shortcut to the following: banking, sales,

expenses and Chat of Accounts

Reports – This menu has four options: Recommended, Frequently

Run, My Custom Reports and All Reports

GST – (Singapore and Malaysia only) From the GST Centre, you
can activate your GST tracking, create new taxes and tax
groups, complete a GST report, view related reports, tax rates
and record GST payments

TAKE THE QUICKBOOKS ONLINE IPAD/IPHONE TOUR

QuickBooks Online works with iPhone, iPad, and Android devices; you can have access to your
business information, customers or suppliers wherever you have mobile access.


MANAGE YOUR BUSINESS ANYWHERE


• Create and send professional invoices and quotes.

• Snap photos of your receipts and organise daily expenses as you go.
• Convert a quote to an invoice in seconds.
• Attach photos and notes to quotes, invoices, customers, and transactions.
• Receive overdue invoice notifications so you always know who owes you money.
• Track payments and record sales.
• Profit & Loss and Balance Sheet reports show how your business is doing.
• Customise tax rates for your business

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Getting Started Guide Company Setup

1. You can download the free QuickBooks Online mobile app (specific to iPhone, iPad, or
Android) from the iTunes store or Google Play. You can then simply login using your
QuickBooks Online username and password.

2. Use your QuickBooks Online login credentials to sign-in to the app

3. The navigation on the iPad app is similar to QBO on the browser. There is a left and right
hand side panel of options available by selecting the menu and  plus buttons  on the top
left and right hand side of the screens respectively. For the iPhone the plus sign is at the
bottom of the screen.

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Getting Started Guide Company Setup

Left hand side panel on iPad:

Right hand side panel on iPad:

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Getting Started Guide Company Setup

Left hand side panel on iPhone Right hand side panel on iPhone

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Getting Started Guide Company Setup

COMPANY SETUP
The Company Settings feature is designed to allow you to customize QuickBooks Online to your
specific business requirements and uses.

It’s important to define your Company Settings before you enter or upload transactions, so that
your entries are uniform. Your settings can always be modified or changed based on your needs
after the initial setup is completed.

NOTE: The features and screen captures shown here are those available in QuickBooks
Online Plus. Some features are not available in QuickBooks Online Simple Start or
Essentials.

COMPANY SETTINGS
Company Settings are accessed by selecting the gear icon or company name in the top right
corner of the screen.

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Getting Started Guide Company Setup

You can edit any of the company settings by clicking on the option and making your change.
Once complete, click Done to update your information.

MANAGE USERS
You can give other users access to QuickBooks Online by selecting Manage Users in the Your
Company section of the Company menu.

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Getting Started Guide Company Setup

To set up new users, select New in the upper right side of the screen. You will be asked to
enter the name and email address. When you create a new user, you can restrict or expand
access as follows:

An email invitation with a link to your company file is sent automatically to anyone who you
invite. New users must accept the invitation to gain access to your company file.

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Getting Started Guide Company Setup

QuickBooks Online users can invite up their accountant or bookkeeper to access their
QuickBooks Online data for free, in all versions of QBO (SimpleStart, Essentials or Plus).

To invite your accountant and/or bookkeeper to have access to your QBO data:

1. Select Manage Users in the Company menu.

2. Select Invite Accountant at the bottom of the screen.

3. Enter the accounting professional’s name and email address. This action will generate an
email invitation, which includes a unique link to accept and gain access to your QuickBooks
Online data using QBO Accountant.

MULTIPLE CURRENCIES
If you do business with foreign suppliers and/or customers, QuickBooks Online can be set up for
multiple currencies. Simply select Currency Centre from the Settings section of the
Company menu.

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Getting Started Guide Company Setup

This will open the Currency Centre. If you would like to activate multi-currency, click the Set up
currencies button. When multicurrency is enabled, any foreign-denominated transaction will
track three values: foreign currency amount, exchange rate, and the equivalent amount
denominated in the home currency, Australian dollars.

QuickBooks Online tracks fluctuating exchange rates, and it also calculates exchange gains and
losses automatically.

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Getting Started Guide Importing your data

IMPORTING YOUR DATA

To import a data file:

1. Go to the Company Gear Icon

2. Under the Tools heading

3. Select Import Data.

4. Then select the type of data you would like to import.

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Getting Started Guide

CUSTOMERS

TIP! To save time and insure your data is imported correctly and requires minimal clean-
up, be sure to preview and reformat your data file to match the sample data file (see the
Download a sample file hyperlink).

To import your customer’s data:

1. Select Customers.

2. Choose File and browse to select your customer .xls or .csv import file.

3. Find and highlight the source import file, select Open or double-click on the import file
name to select it.

4. Once the import file is chosen, select Continue.

5. Review the fields (columns from import file) to ensure they are matched correctly with
QuickBooks Online fields for Customers.

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Getting Started Guide

6. Note the green checkmark next to fields that QuickBooks Online has matched up with or
mapped to the import file’s columns. If necessary, change the mapping of any field, and
select Continue.

7. Make any desired or required (signified in red, if any) corrections to the information in the
preview screen and then select the button to Import the records.

NOTE: An Import Summary confirms the number of imported customers.

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Getting Started Guide

SUPPLIERS
To import your supplier data into your QuickBooks Online company file, follow the same process
as above. Remember to select Suppliers when specifying the type of data and then pre-format
and select your Supplier xls or csv file accordingly.

CHART OF ACCOUNTS
To import your Chart of Accounts data into your QuickBooks Online company file, follow the
same process as above. Remember to select Chart of Accounts when specifying the type of
data and then pre-format and select your Chart of Accounts .xlsx or .csv file accordingly.

NOTE: It is important to import the Chart of Accounts data before importing the
Product/Services data to insure your Product/Services data falls into the correct accounts and
will minimize the need to reclassify or reassign your data after importing.

PRODUCTS/SERVICES
Products and Services are generally imported last, and as noted above, they can only be
imported after the Chart of Accounts is set up. Please contact you Pro Advisor to set-up your
Chart of Accounts.

The procedure for importing Products and Services is similar to that of importing Customers and
Suppliers.

1. Again, match the fields and make any required changes to the mapping, click Continue.

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Getting Started Guide Creating and Managing Invoices

Make any desired or required (in red) changes and import the records.

2. As with all imported lists, the Import Summary confirms the number of imported products
and services.

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Getting Started Guide Importing bank transactions

IMPORTING BANK TRANSACTIONS

IMPORTING YOUR BANK TRANSACTIONS

You can import bank transactions you have downloaded from your online banking
system.

1. To do this, select Transactions then Banking and File Upload.

2. Browse to locate the file to upload. Select Next.

3. From the drop-down list of accounts in QuickBooks Online, select the appropriate bank
account to which the file’s transactions are to be compared and uploaded and choose
Save.

4. A message will appear indicating that your bank data has been saved.

5. Click Finish.

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Getting Started Guide Importing bank transactions

SETTING UP BANK RULES

Bank Rules allows greater control of bank transactions as they are added to the QBO Company.
Bank Rules can be defined via Money In or Money Out and the bank account the transaction it
relates to (if you have more than one bank account). The transactions can be identified using
separate conditions using Description, Bank Text, or Amount using the logic of Contains, Is
Exactly or Doesn’t contain. You can add up to five separate conditions allowing you to drill
down in identifying specific types of transactions.

Once the Bank Rule has identified the transaction you are able to allocate the Payee, Categorize
it, apply a tax code, or apply a class and/or Location. In addition you can add a memo to the
transaction.

Create a new Bank Rule

1. Once in the Transaction Banking screen click on the upside down arrow next to Update.
Select Manage Bank Rule
2. In the new window click on the box in the top right called New Rule
3. Enter a rule name, call it OfficeWorks
4. Select if this is for Money In or Money Out transactions, set it as Money Out
5. Select the banks account the rule will relate to, choose NAB Business Banking
6. Select the appropriate conditions to meet the rule. Set as Description Contains
Officeworks
7. Then select the appropriate actions. Set Payee as Officeworks, Category as Office
Supplies, and Tax Code as GST on Non Capital. At this stage you do have the option to
split the transaction if you wish.
8. Optionally choose a Location and/or Memo. Set memo to read “Added via Officeworks
Bank Rules”

How to Match Transactions

In the New Transactions section you will find all the downloaded or imported Transactions. To
accept a Matched transaction click on the Match button at the end of the row under the Action
column.

You can also Split a transaction to allocate it against multiple categories.

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Getting Started Guide Creating and Managing Invoices

How to Add Transactions

In the New Transactions section you will find all the downloaded or imported Transactions. To
add a transaction click on the transaction which will allow you to allocate the type of
transaction, the customer or supplier, the category, GST (Singapore and Malaysia only), the
class, or the location, as well as add a memo to the transaction

How to accept multiple transactions in batches

To accept multiple transactions at the same time select the transactions you wish to action
(either select individual transaction by clicking the tick box at the left, or select the tick box at
the top to select all transactions), and then under batch actions select Accept Selected.

Other batch actions include:

o Exclude Select – Transactions will be excluded and not imported into

QuickBooks online.
o Modify Selected – Allows you to modify multiple transactions all at once.

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Getting Started Guide Creating and Managing Quotes

CREATING AND MANAGING QUOTES

Quotes are easy to create and customise in QuickBooks Online. Before you create your first
quote, double check your company is set up to account for GST (Singapore and Malaysia only),
quantities, custom transactions and multi-currency.

CREATING QUOTES
Quotes can be easily accessed from the Create or Quick Create menu.

To create an invoice:

1. Go to the Quick Create at the top of the QuickBooks Online screen or via the left-hand
navigation panel.

2. In the Quick Create window, select Quote.

6. Complete the on-screen quote, including selecting a customer, with the desired date, quote
number, Products and Services of your choosing, the quantity, description and rate for
each.

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Getting Started Guide Creating and Managing Quotes

7. Add more lines, if needed. Complete any other desired fields, such as the Discount or add a
message to be displayed on the quote.

8. If necessary, attach a document or any file by clicking on Attachments in the bottom left
corner of the form. This can be used to store related documents for future references. Files
sizes can go up to 25MB each.

9. Select Save and Send to email your customer their quote, click Save and Close to simply
save the quote and return to the homepage or select Save and New to save the quote and
create a new one.

10. Once the customer agrees to your quote use the “copy to invoice” feature to convert the
quote into an invoice. See highlighted cell in the above image.

CREATING AND SENDING QUOTES ON A IPAD/IPHONE

1. To create an quotes on an iPad/iPhone tap the plus sign and select quotes
2. Choose the customer, enter the relevant details for the quote and send the quote on the
spot to your customer via email

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Getting Started Guide Creating and Managing Quotes

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Getting Started Guide Creating and Managing Invoices

CREATING AND MANAGING INVOICES

CREATING INVOICES
Invoices can be easily accessed from the Create or Quick Create menu.

To create an invoice:

11. Go to the Quick Create at the top of the QuickBooks Online screen or via the left-hand
navigation panel.

12. In the Quick Create window, select Invoice.

13. Complete the on-screen invoice, including selecting a customer, with the desired date,
invoice number, Products and Services of your choosing, the quantity, description and rate
of each.

14. Add more lines, if needed. Complete any other desired fields, such as the Discount or
add a message to be displayed on the invoice.

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Getting Started Guide Creating and Managing Invoices

15. If necessary, attach a document or any file by clicking on Attachments in the bottom
left corner of the form. This can be used to store related documents for future
references. Files sizes can go up to 25MB each.

16. Select Save and Send to email your customer their invoice, click Save and Close to
simply save the invoice and return to the homepage or select Save and New to save
the invoice and create a new one.

MANAGING INVOICES
17. Open invoices can be found using the Search and Recent Transactions functions, as well
as by running reports, but most often will be found in the Customer Centre by selecting
Customers from the left-hand navigation bar.

18. In the Customer Centre, choose Open Invoices from the Money bar to locate the
customer you wish to record the payment for. QuickBooks Online will always offer the next
logical step for this type of transaction. In this case, it is suggesting for you to receive
payment for that customer. Choose Receive payment.

Alternatively, the original invoice can be opened by clicking on the hyperlink in the listing, and
then Receive payment can be selected at the top of the invoice.

Invoices, whether open or paid, can also be found by selecting Transactions à Sales from the
left-hand navigation bar.

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Getting Started Guide Creating and Managing Invoices

CREATING INVOICES ON A IPAD/IPHONE

1. To create an invoice on an iPad/iPhone tap the plus sign and select invoice

2. Choose the customer, enter the relevant details for the invoice and send the invoice on
the spot to your customer via email

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Getting Started Guide Creating and Managing Invoices

CUSTOMISING INVOICES
You can customise your invoices to look how you want them including adding a logo, editing the
font and more. This can be done by going to the Company Gears Icon à Company Settings
à Sales à Customise à Customise Look and Feel.

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Getting Started Guide Creating and Managing Invoices

You can choose a template and accent colour, upload your logo, and specify columns, header,
footer and more. This same customization window can be accessed at the bottom of an invoice
by selecting Customise at the bottom of the invoice form.

Tip: To copy invoices or creating recurring invoices use the functions at the bottom of an
existing invoice.

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Getting Started Guide Organise and Track Expenses

RECEIVING PAYMENT
To receive a payment:

1. Go to the Quick Create at the top of the QuickBooks Online screen or via the left-
hand navigation panel.

2. In the Quick Create window, select Receive Payment.

3. On the receive payment screen start by selecting the customer name

4. Then complete the payment method field, reference no. (if any), Deposit to (bank
account) and select the invoices you are receiving payment towards

5. Complete the full or partial payment amounts in the Payment fields

6. If necessary, attach a document or any file by clicking on Attachments in the bottom

left corner of the form. This can be used to store related documents for future
references. Files sizes can go up to 25MB each.

7. Click on the Print option at the bottom of the “Receive Payment” page to print the
payment to send a hard copy of the payment receipt. Seen images below.

8. Click “Save and Send” to send over email.

9. The other option to receive payment is by selecting the customer from the left navigation
bar and click on the “Open Invoices” on the money bar.

10. Select the invoice you have received payment for and click on “receive payment”

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Getting Started Guide Organise and Track Expenses

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Getting Started Guide Organise and Track Expenses

ORGANISE AND TRACK EXPENSES

EXPENSE TRANSACTIONS

1. To enter an expense transaction, select Quick Create (then select Show More to see
all options), and then under Suppliers select Expense.

2. In the Expense window itself, select the account the expense was paid from such as
petty cash, a bank account or credit card account.

3. Complete the detail of the expense transaction including the payee, the reference
number, the date, whether the amounts are tax inclusive/exclusive/out of the scope of
GST, etc.

4. Define the expense by allocating it to the relevant account (if using general ledger
accounts) and/or item details (if using products and services, which are in turn linked to
general ledger accounts).

5. Any additional fields such as a Memo can be completed, and you can also choose to add
an Attachment (copy of the expense) for this expense. Click Save and Close or Save
and New.

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Getting Started Guide Organise and Track Expenses

6. If necessary, attach a document or any file by clicking on Attachments in the bottom

left corner of the form. This can be used to store related documents for future
references. Files sizes can go up to 25MB each.

The Expense transaction can also be accessed from the Transactions menu in the left-hand
navigation bar, by selecting the Expense submenu and then selecting Create New à Expense
in the top right corner.

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Getting Started Guide Organise and Track Expenses

BILLS
Bills, available in QuickBooks Online Essentials and Plus, can be accessed in the Quick Create
menu, under Suppliers. This is the quickest route to accessing bills, but they can also be
accessed via the left-hand navigation bar from the Suppliers tab or the Transactions tab in
the Expense submenu.

OTHER TYPES OF SUPPLIER RELATED TRANSACTIONS

Supplier Credit, Credit Card Credit, and Purchase Order can be accessed in the Suppliers
section of the Quick Create menu. Purchase orders are also accessible from the Transactions
à Expense tab of the left-hand navigation bar by selecting Create New at the top right and
then selecting Purchase Order.

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Getting Started Guide Organise and Track Expenses

CAPTURING EXPENSES ON A IPAD/IPHONE

1. To create an expense on an iPad/iPhone tap the plus sign and select expense
2. If you have an printed invoice handy take a photo of it and attach it to the expense so
need to keep hard copies
3. Enter the relevant details for the expense and save

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Getting Started Guide Organise and Track Expenses

MANAGING BILLS
1. Open bills can be found by using the Search and Recent Transactions functions, as well
as by running reports, but most often will be found in the Supplier Centre by selecting
Suppliers from the left-hand navigation bar.

2. In the Supplier Centre, select the unpaid section of the Money bar and then Make
payment for that supplier.

Or, the original bill can be opened by clicking on the hyperlink in the listing, and then
Make payment can be selected at the top of the bill.

Bills, whether open or paid, can also be found by selecting Transactions à Expenses from the
left-hand navigation bar.

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Getting Started Guide Organise and Track Expenses

Tip: To copy expenses or creating recurring expenses use the functions at the bottom of an
existing invoice. See above.

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Getting Started Guide Going Mobile

RUNNING REPORTS
To access Reports, click on Reports in the left-hand navigation bar.

Scroll your mouse over each report’s listing to view a sample preview of the layout.

You can run the report immediately by clicking on it or you can customise it first before the
report initially appears by clicking on the customise link.

You can also search for a particular report by typing any part of the report name in the Search
field.

PROFIT & LOSS / BALANCE SHEET

The two most frequently produced reports are the Profit & Loss and Balance Sheet. They are
found at the top of the Recommended and All Reports sections of the Report Centre. Any
reports you run regularly will be listed in the Frequently Run section for easy access.

AUTOMATED REPORTS
Using QuickBooks Online, you can have reports automatically sent by email to yourself and
others at regular times (e.g. 1st of the month).

Any customised reports can be saved as part of a Report Group.

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Getting Started Guide Going Mobile

A Report Group can contain one or more reports. Highlighting the Report Group in My
Custom Reports and selecting Edit will open the Report Group Settings window for this group,
where the email settings are created.

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Getting Started Guide Going Mobile

Here, the recipient(s) are specified, along with the subject line and the text of the email. The
report(s) can be set to be attached as Excel files, and the schedule of the email of the reports
can be set as well. The recipients do not have to be QuickBooks Online users and QuickBooks
Online does not even have to be running for these reports to be sent on schedule.

CUSTOMISING REPORTS
You can customise a report, even when it is already on the screen, by selecting Customise in
the top left corner of the report.

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Getting Started Guide Going Mobile

Depending on the specific report, a number of areas are available to customise. These are
grouped into key areas including: general, rows/columns, lists/numbers, and header/footer.

After customising a specific report, select Run Report to display it with your changes.

Your reports can be displayed on screen, printed, emailed and even exported to Excel.

Selecting Email will send the report to the recipient(s) you specify, with a subject line and a
note. The report will appear both as an attachment and in the body of the email.

Exporting reports to Excel lets you make further modifications if desired. Reports exported to
Excel are provided with the relevant formulas.

You can save your customised report by selecting Save Customisations at the top of the
report. Your report will be saved in the My Custom Reports section of the Report Centre,
making it easy to access in the future.

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Getting Started Guide Going Mobile

RUN REPORTS ON A IPAD/IPHONE

Keep a finger on the pulse of your business with running reports from your iPhone/iPad. Select
reports option from your left hand side navigation menu to run the P&L report.

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Getting Started Guide Going Mobile

AUDIT LOG

The audit log feature allows you to keep a track of all activity – transactions, logons, changes to
settings, anything that is done within QBO.

1. Click on the company settings tab and select Audit Log under the Tools section

2. The audit log captures the date of activity, user, event, name of customer/supplier, date of
the transaction like a payment, amount and a full history of what occurred giving you full
visibility of your account

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Getting Started Guide Getting Support

GETTING SUPPORT
There is lots of support available for QuickBooks Online when you need it.

• To access online help, select the question mark icon in the top right corner of the
QuickBooks Online screen.

• Here you can type in your question to get an answer.

• You can also ask fellow users a question by clicking on Ask Community.

• If you prefer to chat to our Care team, click on Chat. This will launch a live chat session so
you can chat with one of our care team members.

• Alternatively, you can send us an email by clicking on Email.

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Getting Started Guide Getting Support

PROVIDING FEEDBACK
We love hearing your feedback on using QuickBooks Online — both good and bad. To provide us
with your feedback, click on Feedback in the Your Company section of the Company menu.

Here you can provide product feedback and suggestions. This link allows for a screenshot of the
page in question.

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