Getting Started with Your Cloud Accountant (Quickbooks)

Quickbooks online limited company accountant

After you are done getting started with Quickbooks, you’ll wonder how you ever managed without it. We’re big fans of Quickbooks here and know how happy clients are when they can see their cash flow situation whenever they want, link bank accounts directly, pay bills and run their businesses more effectively. For those using the bookkeeping.

quick books accountant

While we set up the basics for all new Quickbooks clients, there are key features you’ll want to know about from the very beginning so you can spend more time on your business and less time on your accounting. We’ve listed some of the most important below and encourage you to browse all the walk-through videos and all the starting out support articles.

Navigating Quickbooks

Get to know Quickbooks and find all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to navigate, customise, and find shortcuts for daily tasks. 
Video Walk-through

https://www.youtube.com/watch?v=2_511Wh44xo&list=PLAwIeC0sUTOBatEly6JE6m9gcjjKvl4A7

Connecting Bank Accounts

Quickbooks is all about making tedious tasks easier so Quickbooks connects straight to your bank so your transactions feed in automatically. Here’s how to get started by connecting your banks accounts to Quickbooks.
Video Walk-through

https://www.youtube.com/watch?v=Ng3C8gl-6SQ&t=1s

Creating an Expense

Recording an expensey easy in Quickbooks, this video below explains the whole process of creating an expense
Video Walk- Through

https://www.youtube.com/watch?v=cjDjos6R2zk

Creating an Invoice

Building an invoice is really easy in Quickbooks, this video below explains the whole process of creating an invoice and sending it to a customer.
Video Walk- Through

https://www.youtube.com/watch?v=O1d5v8ZKjE4&t=0s

Download the app and run your business from your phone

Use your phone to run your business, download the app by searching for quickbooks in the app store- its included in your subscription. Watch the video below to find out howVideo Walk- Through

https://www.youtube.com/watch?v=RFFV3KM-imc

If you need any help, just give us a ring or email. We’re all Quickbooks-certified so no question is too simple or too complex.

If you haven’t signed up yet please contact us.

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Your Cloud Accountant is a national accountancy firm providing a flexible, more efficient and better value than a traditional high-street accountant.

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