Sign in to your QuickBooks Online account
Set up your company profile and business information
Connect your bank and credit card accounts
Add customers, vendors, and products or services
Create and send invoices
Record expenses and bills
Track income and payments
Reconcile your bank accounts
Run financial reports
Manage sales tax if applicable
Use the dashboard to monitor cash flow
Categorize transactions regularly
Set up recurring transactions if needed
Invite users and assign permissions
Back up important records and review account activity