Top Quickbooks Tips for Beginners

Getting Quick at Quickbooks: The Top Quickbooks Tips for Beginners

At the end of last year, Intuit reportedly had 3.6 million paid online QuickBooks subscribers. Are you thinking about jumping on that bandwagon? Are you hoping to learn QuickBooks? If you are apprehensive about outsourcing your accounting services, QuickBooks Pro 2019 is everything you need to manage your small or medium business accounting. Just getting started with QuickBooks? You’ll want to read on to learn the QuickBooks tips that will turn you into a pro.

Versions of QuickBooks

Desktop Versions:

  • QuickBooks Pro
  • QuickBooks Premier
  • QuickBooks Enterprise
  • QuickBooks Accountant


  • QuickBooks Simple Start,
  • QuickBooks Essentials
  • QuickBooks Online Plus

The Top QuickBooks Tips You Need to Know

QuickBooks price varies depending on the version you’re using. No matter the price you paid, you want to get the most out of it. These tips will help.

Online Banking for the Win

Use the online banking icon on the QuickBooks toolbar. It is linked to a tutorial to show you the ins and outs of integrating your online banking with QuickBooks. paper-3147856_1280 You can start using online banking immediately. This will make integrating all of the financial aspects of your business a breeze. One word of warning…make sure you know who is using the software and consider whether or not they should have access to the bank accounts.

Reconcile All Accounts

This is one of the most important QuickBooks tips. By reconciling all of your accounts, you can rest assured that all of your transactions are recorded. All accounts include credit cards, bank accounts, lines of credit, and loans, any account for which you receive a statement with a beginning and ending balance.

Make the QuickBooks Icon Bar Yours

Putting the functions that you use most often in your icon bar helps with your efficiency when working with QuickBooks. You can move icons around, remove ones you don’t need, and add the ones you do. Just click on the “view” menu and “customize icon bar.”

Enter and Pay Bills and Print Checks

You can do all of this through your QuickBooks software. All of your bills will be in one place and can be paid through online bill pay or a check may be printed if needed.

Take Time to Really Learn QuickBooks

QuickBooks was designed so that you don’t need a degree in accounting to use it. But, there is still some learning involved. Take a beginner’s course to learn how to use QuickBooks most effectively.

Use the Attachment Feature

This is an easy way to keep documents related to your vendors, customers, and employees all in one place. Use this feature to attach statements, lease agreements, contracts, etc. They will be easily accessible when needed.

Making the Most of QuickBooks

Now that you’ve learned the top QuickBooks tips, you should be on your way to being “quick at QuickBooks”. Remember to bookmark our site for all of our great resources to help your business run smoothly.