n-Every QuickBooks guide we've written, in one place.
209 real walkthroughs covering invoicing, expenses, payroll, reconciliation, reports, and more. Find what you're trying to do below, and when you're ready to stop doing it by hand, that's what we're actually here for.
Most of these guides end the same way: here's how to do this manually, and here's what it looks like once QuickBooks does it for you automatically. That's not a coincidence. We wrote the manual walkthroughs because people search for them, and we built the automation side because that's the actual business.
Invoicing, Estimates & Payments
Getting paid: invoices, estimates, sales receipts, and the payments that come back against them.
Apply a Payment to an Invoice in QuickBooksChange Invoice Template in QuickBooksCreate a Sales Receipt in QuickBooks OnlineCreate an Invoice in QuickBooks OnlineDelete a Deposit in QuickBooksEdit the Estimate Template in QuickBooks OnlineHow Do I Void an Invoice in QuickBooksHow to Add Finance Charges in QuickBooks OnlineHow to Add a Deposit in QuickBooks OnlineHow to Add a Discount in QuickBooksHow to Create a Credit Memo in QuickBooks OnlineHow to Create a Statement in QuickBooksHow to Create an Estimate in QuickBooksHow to Delete a Payment in QuickBooksHow to Delete an Invoice in QuickBooksHow to Edit Invoice Number in QuickBooks OnlineHow to Edit a Deposit in QuickBooksHow to Enter a Bounced Check in QuickBooksHow to Find a Deleted Invoice in QuickBooksHow to Process a Refund in QuickBooksHow to Reverse a Payment in QuickBooksHow to Send a Receipt on QuickBooksHow to Unapply a Credit in QuickBooksPay a QuickBooks Invoice (As the Customer)Sales Orders in QuickBooks Online: What to UseWhat Does Clear Payment Mean in QuickBooks?What Does Match Mean in QuickBooks?What Does Split Mean in QuickBooks?What Is Payments to Deposit in QuickBooks?What Is Progress Invoicing in QuickBooks?What Is a Sales Receipt in QuickBooks?
Expenses, Bills & Vendors
Money going out: bills, vendor payments, checks, and getting the right expense categorized the first time.
Add Billable Expenses to an Invoice in QuickBooksAdd a Vendor in QuickBooksCan You Scan Receipts Into QuickBooks?Categorize Bank Transfers in QuickBooksCategorize Credit Card Payments in QuickBooksCategorize Equipment Rental in QuickBooksCategorize Medical Expenses in QuickBooksCategorize Property Taxes in QuickBooksCategorize Reimbursements in QuickBooksCategorize Software Subscriptions in QuickBooksChange a Customer to a Vendor in QuickBooksDelete a Bill in QuickBooks OnlineEnter a Bill in QuickBooks OnlineHow Do I Edit a Paid Bill in QuickBooks?How Do I Merge Vendors in QuickBooks?How to Align Checks in QuickBooks OnlineHow to Apply a Vendor Credit in QuickBooksHow to Categorize Late Fees in QuickBooksHow to Categorize Personal Expenses in QuickBooksHow to Delete a Vendor in QuickBooksHow to Enter Expenses in QuickBooks OnlineHow to Pay Bills in QuickBooks OnlineHow to Pay Contractors in QuickBooksHow to Record Cash Payments in QuickBooksHow to Record a Vendor Refund in QuickBooksHow to Void a Check in QuickBooksHow to Write a Check in QuickBooks OnlinePrint a Check in QuickBooksQuickBooks Credit Card Processing FeesRecord Bank Charges in QuickBooks OnlineWhat Is a Check Register in QuickBooks?Which QuickBooks Transactions Can Be Recurring
Banking & Reconciliation
Making your bank feed and your books agree, and fixing it when they don't.
Fix Reconciliation Discrepancies in QuickBooksHow to Enter Cash Back Rewards in QuickBooksHow to Find Uncleared Checks in QuickBooksImport Transactions into QuickBooks OnlinePrint Reconciliation Reports in QuickBooksQuickBooks Online: How to Reconcile an AccountRemove a Bank Account in QuickBooks OnlineUndo the Last Reconciliation in QuickBooksWhat Are Undeposited Funds in QuickBooks
Customers & Receivables
Managing who owes you money and what they've bought.
Payroll & Taxes
Payroll runs, 1099s, W-2s, and the forms that come with paying people.
Can You File Taxes With QuickBooks?Enter Employee Hours in QuickBooks OnlineHow to Do Payroll in QuickBooksHow to Do a Corrected 1099 in QuickBooksHow to Pay Quarterly Taxes in QuickBooksHow to Pay Sales Tax in QuickBooks OnlineHow to Print 1099 Forms in QuickBooks OnlineHow to Print Pay Stubs in QuickBooksHow to Print W-2 in QuickBooks OnlineHow to Reprint Pay Stubs in QuickBooksHow to Run a 1099 Report in QuickBooks OnlineHow to Run a Final Paycheck in QuickBooksHow to Track Mileage in QuickBooks OnlineHow to Void a Paycheck in QuickBooksWhere to Find Form 941 in QuickBooks Online
Accounting, Assets & Reports
The chart of accounts, journal entries, reports, and the less common transactions that don't fit a simpler bucket.
Change from Cash to Accrual in QuickBooksClose the Books in QuickBooks OnlineEnter a Mortgage Payment in QuickBooksHow to Add Inventory in QuickBooksHow to Add a Class in QuickBooks OnlineHow to Add an Account in QuickBooksHow to Add an Asset in QuickBooks OnlineHow to Adjust Inventory in QuickBooks OnlineHow to Create Custom Reports in QuickBooksHow to Create a Balance Sheet in QuickBooksHow to Create a Budget in QuickBooks OnlineHow to Delete Transactions in QuickBooks OnlineHow to Delete a Memorized Report in QuickBooksHow to Delete a QuickBooks AccountHow to Enter Interest Income in QuickBooksHow to Enter a Donation in QuickBooksHow to Enter a Loan in QuickBooksHow to Enter a Security Deposit in QuickBooksHow to Fix the Beginning Balance in QuickBooksHow to Make a Journal Entry in QuickBooks OnlineHow to Merge Two Accounts in QuickBooksHow to Record Capital Contribution in QuickBooksHow to Record Depreciation in QuickBooksHow to Record a Line of Credit in QuickBooksReceive Inventory in QuickBooks OnlineReclassify Transactions in QuickBooks OnlineRecord Stock Investments in QuickBooks OnlineRecord a Chargeback in QuickBooks OnlineRecord an Owner Distribution in QuickBooksRecord the Sale of an Asset in QuickBooksRemove Memorized Transactions in QuickBooksUndo a Deleted Transaction in QuickBooksWhat Account Type Is Accumulated Depreciation?What Account Type Is Petty Cash in QuickBooks?What Are Journal Entries in QuickBooks?What Is Accounts Payable in QuickBooks?What Is Opening Balance Equity in QuickBooks?What Is Retained Earnings in QuickBooks?What Is Uncategorized Asset in QuickBooks?What Is a Chart of Accounts in QuickBooksWhat Is a Fixed Asset in QuickBooksWhat Is a General Ledger in QuickBooksWhat Is a Sub Account in QuickBooks?What Is a Trial Balance in QuickBooks?What Is an Income Statement in QuickBooksWhat Is an Inventory Asset in QuickBooks?Write Off Bad Debt in QuickBooks Online
Pricing & Choosing a Version
Online vs. Desktop, which plan, what things cost, and how to actually get started.
Can You Use QuickBooks on an iPad?How Much Does QuickBooks Online Cost?How to Convert QuickBooks Desktop to OnlineHow to Learn QuickBooks for FreeHow to Use QuickBooksQuickBooks Online vs. Desktop DifferencesQuickBooks vs. NetSuiteQuickBooks vs. SquareWhat Is QuickBooks Enterprise?What Is QuickBooks Essentials?What Is QuickBooks Intuit?What Is QuickBooks Live?What Is QuickBooks Online Advanced?What Is QuickBooks Plus?What Is QuickBooks Simple Start?What Version of QuickBooks Do I Have?When Is QuickBooks Desktop Going Away?Where to Buy QuickBooksWhy Is QuickBooks Online So Slow?Why Is QuickBooks So Expensive?
Integrations
Connecting QuickBooks to the other tools you run: payment processors, e-commerce, CRM, and more.
Gusto Alternatives for PayrollGusto vs. QuickBooks PayrollQuickBooks + Amazon IntegrationQuickBooks + Clio IntegrationQuickBooks + DocuSign IntegrationQuickBooks + Etsy IntegrationQuickBooks + HubSpot IntegrationQuickBooks + PayPal IntegrationQuickBooks + Salesforce IntegrationQuickBooks + Shopify IntegrationQuickBooks + Square IntegrationQuickBooks + Stripe IntegrationQuickBooks + WooCommerce Integration
Setup, Admin & Troubleshooting
Company file setup, access, backups, and the technical stuff that comes up once in a while.
Access QuickBooks Desktop RemotelyAdd Your Accountant to QuickBooks OnlineChange Home Currency in QuickBooks OnlineChange the Date Format in QuickBooksChange the Primary Admin in QuickBooks OnlineConvert a Quicken File to QuickBooksExport QuickBooks to ExcelFind Your QuickBooks License NumberHow to Add Another Company to QuickBooks OnlineHow to Backup QuickBooks OnlineHow to Change Font Size in QuickBooksHow to Change Your Company Name in QuickBooksHow to Change Your QuickBooks PasswordHow to Change the Email Message in QuickBooksHow to Create a New Company in QuickBooks OnlineHow to Delete a Company in QuickBooksHow to Download QuickBooksHow to Open a QuickBooks FileHow to Print Labels From QuickBooksHow to Rebuild a Company File in QuickBooksHow to Restore a QuickBooks Backup FileHow to Set Up QuickBooksHow to Sign In to QuickBooks OnlineHow to Update QuickBooksImport Accountant's Changes in QuickBooksImport Excel into QuickBooksMove QuickBooks to a New ComputerQuickBooks Online User Limits by PlanSend Your QuickBooks File to Your AccountantSwitch to Single User Mode in QuickBooksWhat Does Revert Mean in QuickBooksWhat Is ACH in QuickBooks?What Is QuickBooks Web Connector?What Is a QuickBooks Portable File?What Is a QuickBooks TLG File?Where Are QuickBooks Files Stored?
Frequently Asked Questions
Is this every QuickBooks guide you have?+
It's the 209 most-searched ones, grouped above by what you're trying to do: invoicing, expenses, payroll, reconciliation, reports, pricing, integrations, and setup. If what you need isn't listed, ask us directly and we'll either point you to the answer or write it up.
What's the difference between a guide page and what n-frames actually does?+
Every guide above walks through the manual QuickBooks process, because that's what people search for. What we actually build is the automation on top of it, so the invoice, the categorized expense, or the reconciled transaction happens without anyone opening QuickBooks at all.
Do you work with QuickBooks Online, Desktop, or both?+
Both. Some of these guides are Online-specific, some cover Desktop quirks Online doesn't have, and a few call out exactly where the two diverge. The integrations we build mostly target QuickBooks Online's API, since that's where most businesses are headed.
Don't see what you're trying to do?
We've covered the 209 most-searched QuickBooks questions, not all of them. Tell us what you're stuck on, or what you're doing by hand that QuickBooks (or something connected to it) should be doing for you.
Let's talk