Understanding how QuickBooks Online works.

First sign up for a QuickBooks Online acccount and you will be able to log in to your account and access the dashboard. If you’re moving to QuickBooks from another accounting software, you can import your existing files to your new QBO account.

The dashboard will give an overview of your finacials, displaying your cash flow, invoices, expenses, sales and much more.

The Banking tab on the left side of the dashboard allows you to connect your bank and credit card accounts so that QuickBooks automatically downloads transactions and categorizes them for you.  When reconciling your books, you’ll be able to review these transactions in the For Review tab within the Banking menu.
Next, you can customize invoices, set up automatic sales tax tracking and enter mobile receipts and bills. You can edit all of your business’s account settings using the gear icon in the upper right corner.

You can invite your bookkeeper or accountant to your QuickBooks Online account, you can do so using the My Accountant tab or the Manage Users page — you can also search for an accountant if you don’t already have one.

Hundreds of app integrations – QuickBooks Online gives you access to a marketplace of over 650 apps — including third-party tools as well as QuickBooks add-ons.