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Introduction and Overview of Quickbooks Online

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  1. Getting Started
    Get Started in Quickbooks Online: A Quick Tour and What to Do Next
    11 Topics
  2. Sales and Invoicing
    Setting Up and Managing Sales
    18 Topics
  3. Accounting and Bookkeeping
    Introduction to Accounting and Bookkeeping In Quickbooks
    10 Topics
  4. How to Categorize Transactions in QuickBooks Online (Business View)
  5. Expenses
    Cash Flow
    1 Topic
  6. How to Categorize Bank & Credit Card Transactions in QuickBooks Online
  7. Sales Tax
    How to Pay Your Sales Tax With QuickBooks Online
  8. Managing Expenses
    10 Topics
  9. How to Upload Transactions Manually to QuickBooks Online
  10. Payroll
    5 Topics
  11. How to Enter Expenses Without a Connected Bank in QuickBooks Online
  12. Setting Up and Paying Sales Tax
    1 Topic
  13. How to Create and File 1099's in Quickbooks Online
  14. How to Manage Your Bills in QuickBooks Online
  15. How to Print W-2s in QuickBooks Online Payroll
  16. How to Set Up and Use Projects in QuickBooks Online
  17. How to Add Employees to Payroll in QuickBooks Online
  18. How to Use Basic Time Tracking in QuickBooks Online
  19. How to Add Your Payroll Tax info to QuickBooks Online
  20. How to Record & Print Checks in QuickBooks Online
  21. How to Set Up QuickBooks Online Payroll with Pay History
  22. How to Set Up Contractors in QuickBooks Online
  23. How to Set Up & Pay Payroll Taxes in QuickBooks Online Payroll
  24. How to Pay Expenses w/ Owner Funds in QuickBooks Online
  25. How to Add Payroll for Clients in QuickBooks Online Accountant
  26. How to Enter Personal Expenses: Paying w/ Company Funds
  27. How to Connect Your Bank to QuickBooks Online Payroll
  28. How to Capture and Manage Receipts in QuickBooks Online
  29. How to Set Up Tax Payments and Filings in QuickBooks Payroll
  30. How to Run Payroll & Set Up Direct Deposit in QuickBooks Online
  31. How to track hours w/ QuickBooks Time in QuickBooks Online Payroll
  32. How to Pay Employees With Direct Deposit in QuickBooks Desktop Payroll
  33. How to Integrate QuickBooks Time and QuickBooks Desktop
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While you can automatically add most bank and credit card accounts to your chart of accounts when you connect them to the online banking feature , there are some accounts that you might need to add manually. Things like loan accounts or asset accounts. Or maybe you just want to track a smaller savings account manually and not deal with the individual transactions.

Let’s go over how to manually add an account to your chart of accounts and why the opening balance is so important. Then we’ll go over how to add multiple accounts at the same time.