QBO Self-Help Roadmap (Starter Guide)

A simple path to getting started and staying organized in QuickBooks Online.

QuickBooks Online updates its look and features often. Instead of relying on outdated screenshots, use this roadmap to find the most current tutorials directly from Intuit. Follow the steps below to get started, manage your daily tasks, and stay on track each month.

1. Getting Started: Set Up the Basics

Lay the foundation for your bookkeeping before entering day-to-day transactions.

Set Up Your Company Settings
Add your business name, contact info, and customize invoices.
👉Set up company settings in QuickBooks Online
Chart of Accounts
Review or edit your list of accounts to fit your business.
👉 Learn about the Chart of Accounts
👉 How to add an account to your Chart of Accounts
Customize Your Forms
Make invoices, sales receipts, or estimates look professional.
👉Customize sales forms

2. Daily Tasks: Managing Money In & Out

Use these tools to keep track of income and expenses.

Connect Your Bank Accounts
Download transactions automatically from your bank or credit card.
👉Connect bank or credit card accounts
Categorize Transactions
Review and assign each transaction to the right account.
👉 Categorize & match transactions
Create Invoices
Bill customers and record payments when received.
👉 Create invoices in QuickBooks Online
Record Expenses
Enter vendor bills, receipts, and payments.

👉 Enter & manage expenses
👉 How to enter & pay bills

3. Monthly Workflow: Staying Organized

Keep your books accurate by reviewing and reconciling regularly.

Reconcile Your Accounts
Match QBO records with your bank/credit card statements.

👉 Reconcile an account
Run Reports
Use reports to see how your business is doing:
- Profit & Loss
- Balance Sheet
- Cash Flow
  
  👉 Run reports in QuickBooks Online

4. Getting Help Anytime

QuickBooks offers built-in help so you can find answers fast.

Help Icon (?) at the top right of QBO → type your question (e.g., “How do I reconcile?”)
Video Tutorials under the ⚙️ Settings (Gear) menu
Learn & Support Hub: QuickBooks Learn & Support

Use this roadmap as your first stop when learning QuickBooks Online. It keeps you focused on the essentials and always points you to the most current instructions maintained by Intuit.

And remember you’re not on your own. If you need more help, reach out through [insert support option here: Q&A calls, support email, or your firm’s contact process].

DISCLAIMER: While we strive to provide valuable guidance and support, individual results may vary and are dependent on factors such as individual effort and implementation. We are not liable for any outcomes resulting from the use of our services or products. Clients are responsible for their own actions and results.

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