New to QuickBooks

Welcome to QuickBooks for Mac! We’re glad you’re here. You probably have tons of questions. We can help.

Understand the basics

If you’re brand new to running your business, this Bookkeeping 101 video is a great place to start. It explains how money moves in and out of your business. (Hopefully more in than out!)

Now what do you do?

Well, it depends. Here are some suggestions:

  • Have you been in business for a while and are just new to QuickBooks? Then you probably have historical data for your company that you’d like to enter into QuickBooks. The good news is that you don’t have to go back to the day you first started your business. But I suggest you do go back as far as the start date you entered when you created your company file. Gather up everything from the start date to today and enter that historical information. That way, you’re records for your fiscal year will be complete. You’ll find out more in the following section. For more information on this, check out the Making the move series of articles.
  • Are you the kind of person who likes to have everything organized up front before you start? Then the best place to start is creating your lists. Lists are the building blocks for QuickBooks. They include the things like what you’re selling your customers and what you’re buying from your vendors. They also include the names and contact info for all your customers and vendors and much more. The best thing to do is start with customers, vendors, and items.
  • Are you the kind of person who just wants to get started and fill in the details later? You can do that, too. Go ahead and start entering transactions. QuickBooks will prompt you to enter information along the way. The Home Page is a good place to start.


And with Guide Me turned on, you’ll get additional help for your first tasks. If you don’t see the Guide Me window to the right, choose Help > Guide Me.

 


Most recent articles



QuickBooks for Mac 2014 User’s Guide v2

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We've revised the QuickBooks for Mac 2014 User's Guide. The new version is dated 30 October; enjoy the most recent copy! … [Read more...]

Video: Receiving payment and depositing a check

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In this video, watch how Wally tracks a payment he's received from his client, Hannah. Video script Last week, Wally the Web Designer sent one of his customers, Hannah, an invoice for the work he did to redesign her web site. Today he got … [Read more...]

Video: Entering your bills

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In this video, watch how Hannah enters her bill so she knows exactly what she needs to pay other people. Video script Small business owner Hannah recently hired Wally the Web designer to give her magic shop’s web site a major overhaul. She … [Read more...]

Video: Paying your bills

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Watch how Hannah uses QuickBooks for Mac to track and pay her bill payments. Video Script It’s that time—the first month’s rent on Hannah’s store is due, so she needs to enter and pay her rent. She opens up the QuickBooks page. Her first … [Read more...]

Video: Creating an invoice in QuickBooks 2013

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In this video, watch how Wally uses QuickBooks for Mac to invoice a customer for work he's done for her. Video Script Wally’s finished his work on the new web site he designed and built for Hannah’s Illusion Supplies. He’d really like to get paid … [Read more...]

Importing items into QuickBooks

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Even though you're new to QuickBooks, you may not be new to running your business. If you have a list of products or services you sell in a spreadsheet, you can import that information into QuickBooks. I'll show you how in this video. Video … [Read more...]

Importing contacts into QuickBooks for Mac

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If you've been in business for a while before buying QuickBooks for Mac, you probably have contacts saved in Address Book or a spreadsheet. QuickBooks for Mac, you can import those contacts so you don't have to enter them manually. It'll save you a … [Read more...]

Backing up your company file in QuickBooks for Mac 2013

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Sometimes things just don’t go well—files get messed up, computers crash. But don’t worry—it’s easy to get QuickBooks going again. If you’ve upgraded to QuickBooks for Mac 2013, you probably already know that we’ve changed the way we help you back … [Read more...]

Getting Going with Guide Me Plus

If you're new to QuickBooks, you're in luck! We've got a great new feature just added in QuickBooks for Mac 2013 called Guide Me Plus. Guide Me Plus gives you just the right amount of information at the moment you need it--it follows you from field … [Read more...]

You can also post your own question to the QuickBooks for Mac community.