But what if you have no idea how to write an invoice?Ħ. For small business owners, easy invoice creation and management is important. As a small business owner, it’s likely that invoicing will be the most important feature you’ll use in QuickBooks Online.ĥ. The nice part about this is that much of the transaction posting is completed automatically, making month-end reconciliation a breeze.Ĥ. Once you set up your bank connection, you can start categorizing all imported transactions. By connecting them, you can easily track both income and expenses in QuickBooks Online automatically, reducing the amount of data entry required.ģ. QuickBooks Online gives you the option to connect your bank accounts directly to the software. How to set up and use the bank connection feature. During setup, you can choose the features you’ll be using in QuickBooks Online.Ģ.
As a new user, the first thing you’ll have to do is set up QuickBooks Online for your business.
