It will bring up that accounts bank feed and should look something like this. Once the data is imported, on the home page, click on one of your financial accounts. QuickBooks will begin to import transactions from these accounts. If given the chance to import data from the past, go as far back as you need.ĭo this same process for all of your business bank accounts including checking accounts, credit cards, or PayPal accounts. You will follow prompts to enter your login information. Simply type in the name of your bank or credit card company. Once you click the button, it will bring up this screen for linking to your financial account. On the right-hand side, click the button, Connect Account, shown below with the big pink arrow! You can also import past transactions from up to 90 days ago. Once connected, all transactions going forward will immediately be imported, saving you lots of time manually inputting information.
Once you have signed up for QuickBooks Simple Start the first thing to do is to connect your business bank accounts and credit cards. You can find information on that topic here. You will have a much simpler time completing your small business bookkeeping if you have followed my advice to keep your business financial transactions separate from your personal. It’s missing some important features and saves you very little in monthly fees. I do not recommend using QuickBooks Self-Employed. So don’t rope yourself into a higher monthly payment when you are just starting out. Unfortunately, you can’t downgrade with QuickBooks. When you upgrade, all of your old data comes with you, you don’t lose a thing.
Free quickbooks learning guide upgrade#
If your business grows, and you need additional features, you can always upgrade to a higher level QuickBooks program. It has all of the main features you will need to easily keep your small business bookkeeping records. I recommend beginning with the Simple Start version of QuickBooks online. (This post does contain affiliate links for products I use and highly recommend.)
Let me show you how easy it is to get started with QuickBooks. It’s easy to use, but it can grow with you as your business expands. QuickBooks is perfect for the very small businesses all the way up to the very large and sophisticated businesses. There are many online accounting programs available today. However, good financial data is vital to your business success, and setting up a bookkeeping system can actually be quite simple. As a small business owner, the thought of setting up a bookkeeping or accounting system can seem daunting.
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