Download QuickBooks Online: A Complete Guide for Small Businesses
If you are looking for a simple, reliable, and affordable way to manage your business finances, you might want to consider downloading QuickBooks Online. QuickBooks Online is a cloud-based accounting software that helps you track income, expenses, invoices, taxes, reports, and more. It also integrates with hundreds of apps and tools that can make your business operations easier and more efficient.
In this article, we will explain what QuickBooks Online is and why you need it, how to download it and set it up, and how to get the most out of it. By the end of this article, you will have a clear idea of how QuickBooks Online can help you grow your business and save time and money.
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What is QuickBooks Online and why you need it
QuickBooks Online is a cloud-based accounting software that lets you access your business data from any device with an internet connection. You can also share your data with your employees, bookkeeper, accountant, or other stakeholders. QuickBooks Online is designed for small businesses of various industries and sizes, from freelancers and sole proprietors to partnerships and corporations.
QuickBooks Online features and benefits
QuickBooks Online offers a variety of features to streamline accounting processes and provide insight into business performance. These features include:
Invoicing: You can create custom, professional invoices, send payment reminders, and match payments to invoices automatically.
Expense tracking: You can track and categorize your expenses, attach receipts, and prepare for tax time.
Bill management: You can manage your bills, schedule payments, and record transactions.
Tax management: You can organize your expenses into tax categories, track sales tax on income and expenses, and submit VAT directly to HMRC.
Report generation: You can generate over 230 customizable and industry-specific reports, such as profit and loss, balance sheet, cash flow statement, etc.
Project management: You can track your projects' income, expenses, profitability, time, and progress.
Inventory management: You can track your inventory levels, costs, sales, and orders in real-time.
E-commerce management: You can connect your online store to QuickBooks Online and sync your orders, inventory, customers, and payments.
Bank feeds: You can connect your bank accounts and credit cards to QuickBooks Online and import transactions automatically.
Mileage tracking: You can track your business mileage using your phone's GPS or manually enter it.
Receipt capture: You can use your phone's camera to take photos of receipts and upload them to QuickBooks Online.
Cash flow planner: You can forecast your cash flow for the next 90 days based on your historical data and scenarios.
QuickBooks Online also has many benefits for small businesses, such as:
Saving time: You can automate many tasks such as invoicing, reconciliation, reporting, etc. and reduce manual errors.
Saving money: You can avoid paying for software updates or maintenance fees as QuickBooks Online is always up-to-date and secure.
Gaining insights: You can monitor your business performance and identify trends, opportunities, and challenges.
Improving collaboration: You can share your data with your team and advisors and work together on the same platform.
Enhancing security: You can protect your data with encryption, backups, and multi-factor authentication.
QuickBooks Online pricing and plans
QuickBooks Online offers four plans to suit different business needs and budgets. You can choose from Simple Start, Essentials, Plus, or Advanced. Each plan has different features and limits, as shown in the table below:
Plan
Price per month
Features
Limits
Simple Start
$25
Invoicing, expense tracking, sales tax tracking, basic reports, mileage tracking, receipt capture, cash flow planner
One user, one accountant, 250 chart of accounts entries, 40 classes and locations
Essentials
$40
All Simple Start features plus bill management, time tracking, advanced reports
Three users, two accountants, 250 chart of accounts entries, 40 classes and locations
Plus
$70
All Essentials features plus project management, inventory management, e-commerce management
Five users, two accountants, unlimited chart of accounts entries, unlimited classes and locations
Advanced
$150
All Plus features plus custom user permissions, smart reporting powered by Fathom, batch invoicing and expenses, premium customer support
Ten users, three accountants, unlimited chart of accounts entries, unlimited classes and locations
You can also add payroll services to any plan for an additional fee. QuickBooks Online offers a 30-day free trial for all plans. You can cancel or change your plan at any time.
How to download QuickBooks Online
Downloading QuickBooks Online is easy and fast. You just need to follow these steps:
Step 1: Choose the right plan for your business
The first step is to decide which plan suits your business needs and budget. You can compare the features and prices of each plan on the QuickBooks Online website. You can also take a quiz to get a personalized recommendation based on your industry, number of employees, revenue, and accounting needs.
Step 2: Sign up for a free trial or buy a subscription
The next step is to sign up for a free trial or buy a subscription. You can do this on the QuickBooks Online website by clicking on the "Start free trial" or "Buy now" button. You will need to enter some basic information about yourself and your business, such as your name, email address, phone number, country, business name, industry, etc. You will also need to create a password for your account.
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Step 3: Set up your QuickBooks Online account
The third step is to set up your QuickBooks Online account. You will need to answer some questions about your business structure, tax year, accounting method, chart of accounts, etc. You can also customize your preferences and settings, such as your company logo, invoice template, payment options, etc. You can also import your data from other sources, such as Excel files or other accounting software.
Step 4: Connect your bank accounts and other apps
The fourth step is to connect your bank accounts and other apps to QuickBooks Online. This will allow you to import transactions automatically and sync data across platforms. You can connect your bank accounts by entering your bank name and login credentials. You can also connect other apps that you use for your business, such as PayPal, Shopify, Square, etc. You can find a list of compatible apps on the QuickBooks Online website or app store.
Step 5: Start using QuickBooks Online to manage your finances
The final step is to start using QuickBooks Online to manage your finances. You can use the dashboard to get an overview of your income, expenses, cash flow, and other key metrics. You can also use the menu to access different features and functions, such as invoicing, expenses, reports, projects, etc. You can also use the search bar to find transactions, customers, vendors, etc. You can also use the help button to access tutorials, tips, and support.
How to get the most out of QuickBooks Online
Now that you have downloaded QuickBooks Online, you might want to know how to get the most out of it. Here are some tips and tricks to optimize your QuickBooks Online experience:
Tips and tricks to optimize your QuickBooks Online experience
Use keyboard shortcuts: You can save time and effort by using keyboard shortcuts to perform common tasks. For example, you can press Ctrl+I to create an invoice, Ctrl+E to edit a transaction, Ctrl+F to find a transaction, etc. You can find a list of keyboard shortcuts on the QuickBooks Online website or by pressing Ctrl+Alt+?
Use the mobile app: You can access your QuickBooks Online account from your smartphone or tablet using the mobile app. You can download the app for free from the App Store or Google Play. The app lets you create and send invoices, track expenses, capture receipts, view reports, etc. on the go.
Use the bank rules: You can create rules to categorize and match your bank transactions automatically. This can save you time and ensure accuracy. You can create rules based on criteria such as amount, payee, description, etc. You can also apply rules to existing or future transactions.
Use the recurring transactions: You can create recurring transactions for invoices, bills, payments, etc. that occur regularly. This can save you time and avoid missing deadlines. You can set the frequency, amount, date, and end date of the recurring transactions. You can also edit or delete them as needed.
Use the custom fields: You can add custom fields to your invoices, bills, customers, vendors, etc. to capture additional information that is relevant to your business. For example, you can add fields for order number, delivery date, project name, etc. You can also use custom fields to filter and sort your data.
Resources and support to help you with QuickBooks Online
If you need more help or guidance with QuickBooks Online, you can access various resources and support options. These include:
The QuickBooks Online website: You can find articles, videos, webinars, guides, and FAQs on various topics related to QuickBooks Online.
The QuickBooks Online community: You can join the online forum where you can ask questions, answer questions, share tips, and learn from other QuickBooks Online users and experts.
The QuickBooks Online support team: You can contact the support team by phone, chat, or email. The support team can help you with technical issues, billing issues, account issues, etc.
The QuickBooks Online blog: You can read the latest news, updates, tips, and stories about QuickBooks Online and small business topics.
The QuickBooks Online training courses: You can enroll in free or paid online courses to learn how to use QuickBooks Online effectively. The courses cover topics such as getting started, invoicing, reporting, taxes, etc.
Conclusion
QuickBooks Online is a cloud-based accounting software that can help you manage your business finances easily and efficiently. It offers a range of features and benefits to suit different business needs and budgets. You can download QuickBooks Online in a few simple steps and start using it right away. You can also access various resources and support options to help you get the most out of it.
If you are ready to download QuickBooks Online and take your business to the next level, you can sign up for a free trial or buy a subscription today. You will not regret it!
FAQs
Here are some frequently asked questions about downloading QuickBooks Online:
Q: How long does it take to download QuickBooks Online?
A: It does not take long at all. You just need to sign up for a free trial or buy a subscription on the QuickBooks Online website and follow the instructions. You do not need to download any software or install anything on your device. You can access your QuickBooks Online account from any device with an internet connection.
Q: How secure is QuickBooks Online?
A: QuickBooks Online is very secure. It uses encryption, backups, and multi-factor authentication to protect your data. It also complies with industry standards and regulations, such as GDPR, PCI DSS, etc. You can also control who has access to your data and what they can do with it.
Q: How much does QuickBooks Online cost?
A: QuickBooks Online offers four plans to choose from: Simple Start ($25 per month), Essentials ($40 per month), Plus ($70 per month), and Advanced ($150 per month). You can also add payroll services to any plan for an additional fee. You can cancel or change your plan at any time.
Q: Can I use QuickBooks Online offline?
A: No, you cannot use QuickBooks Online offline. You need an internet connection to access your data and use the features. However, you can use the mobile app to capture receipts, track mileage, and create invoices offline. The app will sync your data when you go online.
Q: Can I import my data from other accounting software to QuickBooks Online?
A: Yes, you can import your data from other accounting software to QuickBooks Online. You can use the import tool on the QuickBooks Online website or app store to import your data from Excel files or other accounting software, such as Xero, Sage, Wave, etc.
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