How Do I Use Quickbooks? – A Quick Guide

If you are a small business owner you have no doubt been advised on certain products to use to help you with your accounting, payroll and other bookkeeping services you are not experienced in, especially when it comes to how to use Quickbooks.

One of the most common products brought up is Quickbooks – an accounting package specifically for small to medium businesses.

What is Quickbooks?

Quickbooks is a renowned accounting software package that is available in desktop or online versions.

There are many functionalities within the package to better manage your business. Managing sales and income from creating invoices then keeping track of sales via each client can be achieved by an Accounts Receivable Aging Report that the software can generate, providing a more structured approach to invoicing and sales management.

The software package also provides a multitude of abilities such as tracking bills and expenses, reports, payroll management and inventory management.

Ideally if jumping into Quickbooks you could start simply by using a version of Quickbooks online. It retains all the main features to keep your business bookkeeping in order, and should you need to upgrade as your business grows you can move to a higher level Quickbooks program whilst bringing all your data with you.

Connecting Accounts

The first port of call in using Quickbooks is connecting your bank accounts and credit cards.

Upon this being successfully implemented, your transactions will automatically be imported and eliminating the time in doing manual entry. Past transactions from 90 days previous can also be imported. On the right-hand side of the software, click the button Connect Account to bring up the linking screen. From here, type in your bank or credit card company and follow the prompts of entering your login information. You may be given the opportunity to import past data and, if so, import as far back as you can.

Complete this process for all bank accounts, including checking accounts and PayPal. These accounts will then begin importing and once complete, your homepage will display your financial accounts for you to click on. It will display lie a classic bank account feed.

Create Account Names

Quickbooks is already supplied with revenue and expense accounts that can be used, but you can also create them yourself if you prefer.

These accounts compose your chart of accounts that are your line items in your financial statements. You could use the account names that Quickbooks provides but it is quite common to use your own, making your financial data make more sense to you in the way it is presented. It makes sense to not lump all of your revenue into one account, so take some time to create accounts that can be put into in order to make sense of everything and not get lost.

Quickbooks Training

If this sounds overly complicated on a simple level and you don’t have a brain for technology, don’t worry, there is a training available that can be provided by small business bookkeeping solutions.

Should you require help in accessing Quickbooks or if you choose to entrust this area of business to bookkeeping services in Manchester, contact the team at Pebbles today for a clear understanding of how to use Quickbooks and the other accounting software available to you.

Don't just take our word for it...

Mark Gray, Taylor Made Finance Ltd

“Pebbles Bookkeeping have been doing our bookkeeping for the past 2 years. Our Accountant recommended them to us and they are very professional, approachable and knowledgeble in the work they do. We send them our paperwork electronically and manually and they process it all efficiently in a timely manner.

I would not hesitate to recommend Sean and the team at Pebbles Bookkeeping – they do a fantastic job.”
Robert Flinn, Director, The Drawing Room

“Pebbles have provided professional and personal approach to all our accounts needs from processing invoices to management accounts. Based in-house they have become a valuable asset to the business and have given us a more strategic and analytical approach to our finances.”


Steve Tanswell, Manchester Facades

I changed book-keepers around a year ago because of a disagreement.  I employed Diane of Pebbles and having been with the same firm for 10 years, I was amazed by how easy working with Diane was.  Not only did the change save me money but also saved me time.  Utilising new technologies (to me) have massively improved the amount of money I can claim back in VAT and has made the whole process speedier and well as easier.  Even when Diane is chasing me for information she does in a friendly professional manner.  I’m thrilled to be working with her and would recommend her to anyone.

Sarah Rekia, Site Welfare

“In bringing Pebbles onboard, it has made me wonder why we decided to try and do our own bookkeeping at all. Pebbles came in and sorted 18 months worth of mess we had unwittingly created, and we cannot be more grateful. I wish I had been told about them years ago and I hope every business out there struggling would give them a call to fully see the benefits they are missing out on.”

Anne-Marie Armstrong, Amberry Marketing

I just wanted to thank you both for the help you’ve given me thus far in setting up my new cloud-based bookkeeping system ‘Clearbooks’.

Having used Microsoft Excel for more years than I care to admit, I had more than a few reservations when considering changing the way I managed my books, yet understood that I had to make the change sooner or later.

After an intense training session with Sean, (where I probably asked 101 questions), my fears quickly dissipated and I can honestly say that although it’s likely to take me a little while to really get to grips with the new interface, I’ve no doubt that this simple system will save me so much time and hassle in future.

And less time spent doing my books, almost certainly means more time with the family and an end to rushing around like a mad woman at quarter-end!

Thanks again and I’m looking forward to working with you again soon.