QuickBooks: The Go-To Software For Small Business Finances

QuickBooks Online A Guide for Professional Bookkeepers

As a professional bookkeeper, you know the importance of using efficient and reliable online accounting software. QuickBooks Online is a popular choice for many bookkeepers, offering a range of features and benefits to help streamline your bookkeeping processes.

In this guide, we’ll take a closer look at QuickBooks Online and how it can benefit professional bookkeepers. From its desktop app to its login process, we’ll cover everything you need to know to get started with QuickBooks.

What is QuickBooks Online?

QuickBooks Online is a cloud-based bookkeeping software designed for small businesses and professional bookkeepers. It offers a range of features to help with financial management, including invoicing, expense tracking, and financial reporting.

QuickBooks Online Desktop App

One of the key benefits of QuickBooks Online is its desktop app. This allows you to access your accounting data from any device with an internet connection, making it easy to manage your finances on the go.

The desktop app also offers a range of features, including the ability to create and send invoices, track expenses, and generate financial reports. It also allows for easy collaboration with clients, as they can access their financial data through the app as well.

QuickBooks Online Login

To access QuickBooks, you will need to log in to your account. This can be done through the desktop app or through the QuickBooks Online website.

To log in, you will need to enter your email address and password. If you are using the desktop app, you can also choose to save your login information for easier access in the future.

How Can QuickBooks Online Benefit Professional Bookkeepers?

Now that we’ve covered the basics of QuickBooks Online, let’s take a closer look at how it can benefit professional bookkeepers.

Streamlined Bookkeeping Processes

One of the main benefits of QuickBooks is its ability to streamline bookkeeping processes. With features such as automatic bank feeds and expense tracking, you can save time and reduce the risk of human error in your bookkeeping.

The desktop app also allows for easy collaboration with clients, making it easier to share financial data and work together on bookkeeping tasks.

Customizable Invoicing

QuickBooks Online offers customizable invoicing options, allowing you to create professional-looking invoices that reflect your brand. You can add your logo, choose from a range of templates, and even set up recurring invoices for regular clients.

Invoices can also be sent directly to clients through the desktop app, making it easy to keep track of payments and outstanding balances.

Financial Reporting

QuickBooks offers a range of financial reporting options, allowing you to easily track your business’s financial health. You can generate reports on income and expenses, profit and loss, and even create custom reports to suit your specific needs.

These reports can be accessed through the desktop app or through the QuickBooks Online website, making it easy to stay on top of your business’s financial performance.

Integration with Other Tools

QuickBooks Online also offers integration with a range of other tools, making it even more versatile for professional bookkeepers. For example, you can integrate with payment processors such as PayPal and Stripe, as well as time tracking tools like TSheets.

This integration allows for a more seamless bookkeeping process, as all of your financial data can be accessed and managed in one place.

How to Get Started with QuickBooks Online

If you’re interested in using QuickBooks Online for your bookkeeping needs, here’s how to get started.

Choose the Right Plan

QuickBooks Online provides a variety of different plans tailored to meet the specific needs of various businesses. Whether you are a small business owner, a freelancer, or a professional bookkeeper, there is a QuickBooks Online plan that is right for you. For those in the bookkeeping profession, the QuickBooks Online Accountant plan is particularly well-suited, as it provides a range of additional features and benefits that can streamline the bookkeeping process and make your job easier and more efficient.

By opting for this specialized plan, you can access tools and resources specifically designed to help bookkeepers better manage their small business finances and improve overall productivity.

Set Up Your Account

Once you have carefully selected the plan that best suits your business needs and budget, the next step is to proceed with setting up your QuickBooks Online account. This process will require you to enter specific details about your business, such as its name, address, and contact information. Additionally, you will need to connect your bank accounts to streamline your financial transactions within the platform. Furthermore, you have the opportunity to customize your invoicing options to align with your branding and payment preferences.

Import Your Data

If you’re switching from another accounting software, you can easily import your data into QuickBooks Online. This will save you time and ensure that all of your financial data is up to date.

Start Using QuickBooks Online

Once your account is set up, you can start using QuickBooks Online to manage your bookkeeping tasks. The dashboard provides an overview of your business’s financial health, and you can access all of the features and tools through the menu on the left-hand side.

Tips for Using QuickBooks Online

To get the most out of QuickBooks Online, here are some tips to keep in mind.

Keep Your Data Up to Date

To ensure accurate financial reporting, it’s important to keep your data up to date in QuickBooks Online. This means regularly reconciling your bank accounts, entering expenses and income, and reviewing your financial reports.

Take Advantage of Training and Support

QuickBooks Online offers a range of training and support options to help you get the most out of the software. This includes webinars, tutorials, and a community forum where you can ask questions and get advice from other users.

Use the Mobile App

The QuickBooks Online mobile app allows you to manage your finances on the go. This can be especially useful for professional bookkeepers who need to access their clients’ financial data while out of the office.

QuickBooks Online Classes

Opting for QuickBooks Online courses presents an excellent learning opportunity. Certified QuickBooks trainers conduct these classes, encompassing a diverse range of subjects, spanning from fundamental to advanced levels. Whether you prefer in-person or online sessions, the flexibility allows you to choose based on your preferences and schedule. These courses offer valuable insights from experts, providing personalized guidance for utilizing QuickBooks Online in tasks such as tax preparation, managing business expenses, and optimizing cash flow.

Enroll in the exclusive QuickBooks Online Bootcamp presented by the Universal Accounting Center, featuring guidance from the esteemed Alicia Katz Pollock, a renowned QuickBooks Online (QBO) expert. This carefully designed course provides practical insights and hands-on training, catering to both bookkeepers and small business owners. Alicia’s wealth of knowledge is seamlessly integrated into the curriculum, ensuring a comprehensive learning experience.

This program establishes a solid foundation for success, and upon completion, you have the opportunity to validate your skills through a rigorous exam to earn the title of Certified QuickBooks Specialist. This certification not only demonstrates your proficiency in QuickBooks but also enhances your professional credibility and expertise, garnering greater recognition in the field.


QuickBooks Online is a powerful tool for professional bookkeepers, offering a range of features and benefits to help streamline bookkeeping processes. With its desktop app, customizable invoicing, and financial reporting options, it’s a popular choice for many bookkeepers.

If you’re considering using QuickBooks Online for your bookkeeping needs, be sure to choose the right plan, set up your account correctly, and keep your data up to date for accurate financial reporting. With these tips in mind, you can make the most of QuickBooks Online and take your bookkeeping to the next level.

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