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Getting StartedQuick tips to get youup and runningQuickBooksOnline Create and manage invoicesTrack expensesSee how you’re doingSee inside to learn how you canget the most out of QuickBooks Online2012-21-11-en CA

What’s in this guide1Get started easily2Create and manage invoicesCreate an invoice in a few easy stepsCustomize your invoicesAdd your logo4Track inventory (Plus only)5Track expenses6Manage customers7Manage your bank accounts8See how you’re doing with instant reports9Manage and track sales tax10 Work in multiple currencies(Essentials/Plus only)11 Go mobile12 Get more from QuickBooks OnlineGive your accountant access for freeAccess your free support2012-21-11-en CAGetting Started

Get started easilySign in from anywhere, anytimeGo to ca.qbo.intuit.com and simply enter your user ID andpassword to securely sign in to your account.Access your account from any PC or Mac with an Internetconnection whether you’re at home, in the office, or at a client’ssite. It works on Internet Explorer, FireFox, Chrome for Mac andWindows, and Safari for Mac.*TIP! Add ca.qbo.intuit.com to your browser bookmarks for fasteraccess.Stay organized with all your finances in one placeYour homepage puts all of your key tasks and information at your fingertips.Action items appear in your To Do Listright awayGet to work quicklywith just a clickSee your recenttransactions at aglance* QuickBooks Online requires a computer with either Microsoft Windows (XP, Vista, or Windows 7) or Mac OS 10.5 or later, an Internet connection (high-speedconnection recommended), and at least Microsoft Internet Explorer 8, FireFox 4, Chrome, Safari 4.1.1 for Mac, or Safari 5.0.1 for Mac or Windows. Works on iPhone.Mobile devices sold separately. Data plan required. Not all features are available on mobile versions of QuickBooks Online.2012-21-11-en CAGetting Started1

Create and manage invoicesEasily create invoices and trackpaymentsFrom your homepage, click “Create an Invoice” tocreate your own professional-looking invoices.QuickBooks Online makes tracking payments easierthan ever—with reports and the Customer Centre.TIP! Use QuickBooks Online to automatically emailinvoices—with faster delivery you get paid faster.Add your logo for a custom lookSee terms, duedates and invoicedetails clearlyorganizedYou can import your entirecustomer list automaticallyfrom: Microsoft Excel Microsoft Outlook Gmail Yahoo! MailImporting customers whouse a foreign currency?Sales Taxand depositsare instantlycalculated for youCustomize the details of your invoice basedon your businessEvery invoice is automatically tracked, so youknow who owes money and who has paid2012-21-11-en CAWe recommend you turnon multicurrency beforeyou create or import yourcustomers. See Page 9.Note: Multicurrency is available onlyin QuickBooks Online Essentials andQuickBooks Online Plus.Click here to learn moreabout importing customers.Getting Started2

Create and manage invoicesCreate an invoice in a few easy steps1. Select the customer you’d like to invoice. If it’s your firstcustomer, you’ll be guided step by step.2. Choose your payment terms. This is the date you’d like to bepaid. The default is net 30 days.3. Enter the product or service you’re selling (e.g., design services).4. Enter a description of the service or product for your customer(e.g., Graphic design for Jane’s website).5. Enter the rate or how much you’ve charged the customer.6. Choose an income account which categorizes your receivables(the money coming in to your business).Customize your invoices to fit your businessYou can easily customize our standard invoices to fit yourbusiness needs. Want to add discounts, show quantities, orautomatically include sales tax on your invoices? No problem.CustomizeClick “Customize” on theinvoice form to tailor ourstandard invoices.Just click the “customize” button on your invoice screen anddiscover how you can tailor the invoices to meet your specificneeds.Add your logo for a professional lookAdding a logo is easy and it makes a standard invoice look evenmore professional.To add your logo, go to the Customers menu and selectCustomize Printed Forms.2012-21-11-en CAGive your invoices aprofessional touch by addingyour logo.Getting Started3

ä Available in Plus onlyTrack inventory and quantity on handKnow when to order new stockUse Inventory Tracking to keep track of items you have in stock.When you purchase a product for resale, QuickBooks increasesthe quantity on hand. And when you sell it, the quantity goesdown.Turning on Inventory TrackingTIP: You can import your entireProducts and Services list fromMicrosoft Excel.You have to turn on Inventory Tracking in your company to seeproduct quantities. In the Company tab, go to Preferences, thenturn on the Quantity on Hand option.To see how much of an item you have available, go to theCustomers tab and open the Products and Services list.The Quantity On Hand column shows howmuch of a product is leftEdit a product to set the starting quantity2012-21-11-en CAGetting Started4

Track expensesKnow where you’re spending moneyQuickBooks Online will keep track of each cheque, credit cardtransaction, and cash purchase so you can understand where yourmoney is going.With everything in one place, you’ll be able to access all pastpayments for each supplier with just a few clicks. If you haveEssentials or Plus, you can access bills for each supplier too.TIP! You can easily customize the account categories to trackwhat’s important to your business.Entering your first expensesFor your first expense, QuickBooks Online will guide you through setting up your accounts (chequing, creditcards and cash).You’ll enter a balance for the date you want to start tracking your business. This date could be when youstarted your business, the first day of the year, or any other day you choose.14Choose the account forrecording the expense2Enter the purchase dateSelect the nameof the supplier352012-21-11-en CAEnter thepurchaseamountChoose an account tocategorize the expense ormoney outGetting Started5

Manage customersSee all the details in one spotThe Customer Centre makes it easy to see all ofyour customer details in one organized screen.See contact information, open invoices, and paidtransactions at a glance.TIP! Use the Notes box to enter any specialinstructions for each customer.Select a customer to see acomplete profileInstantly see contact informationfor each customerSee open invoices and payments —click on any transaction to show thecomplete details2012-21-11-en CAGetting Started6

Manage your bank accountsStaying on top of the detailsThe bank registers in QuickBooks Online make itmuch easier to manage your bank account.Enter a cheque and the register is updated—automatically. Accept a payment on an invoice.and the register is updated. It’s that easy.TIP! Looking for a specific transaction? Click“Customize” to sort through transactions in seconds.See your cheques, payments, andtransactions all in one spotWrite custom memos or notes on individualtransactionsQuickBooks Online keeps a runningtotal—no math neededQuickly find specific transactionsby sorting the register2012-21-11-en CAGetting Started7

See how you’re doing with instant reportsBe ready at tax timeGain insights into your business with the pre-designed,customisable business reports.QuickBooks Online organizes all the information you enter intoeasy-to-understand reports. You could save hours getting readyfor tax returns with all your information in one place. Even better,your subscription includes free access for your accountant tomake tax time easier.TIP! One click on report totals lets you drill down to see thedetail behind the numbers.View instant, pre-designed reportswith your information in one clickMemorize reports to have them automatically availablefor any given date rangeRun reportsfor any daterange includingcustom datesClick on any amount to see thedetail behind the number2012-21-11-en CAGetting Started8

Manage and track sales taxKeep track of the sales tax you pay andcollectIf you collect sales tax, QuickBooks Online helps automateyour sales tax tracking so you can keep accurate records aboutthe sales tax you collect from customers and pay to suppliers.To manage your sales tax details, go to the Sales Tax menuand click Sales Tax Centre List.If this is your first time using sales tax with this company, clickthe Set up Sales Tax button to configure sales tax-relatedinformation. You can track GST/HST, PST, and QST at the sametime.After you turn on sales taxtracking, you can select theappropriate sales tax codes foreach product and service in formslike invoices or bills.You can return to the Sales Tax Centre at any time toview a snapshot of your sales tax history and prepareand file your sales tax return.Click Preparereturn to filesales tax returnsquickly and easily.QuickBooks takesyou through thefiling process stepby step.Click Rates & settings to update your sales tax agency detailsand view information on sales tax codes and rates.2012-21-11-en CAGetting Started9

ä Available in Essentials and Plus onlyWork in multiple currenciesTrack invoices and bills in foreign currenciesWith the QuickBooks Online multicurrency feature, you can tracktransactions in more than one currency!To turn on multicurrency:1. From the Company tab, select Currency Centre.2. Click Set up currencies.You can assign a currency to new customers, new suppliers, and newbank, credit card, A/R, and A/P accounts. (Things you’ve alreadyadded will continue to use your home currency.) Other account types,like income and expense accounts, always use your home currency.IMPORTANT! Multicurrency affects many accounts and balancesin your company file. Once you’ve turned on multicurrency, youcannot turn it off. Also, after you assign a currency to something (likecustomers and accounts), you cannot change it.Want to import customers orsuppliers who use a foreigncurrency?We recommend you turn onmulticurrency before you createor import your customers andsuppliers. Any you add beforeturning on multicurrency will useyour home currency, which can’tchange.TIP! When importing customersor suppliers from Outlook or Excel,QuickBooks highlights any whoseCountry does not match yourhome currency.You can choose a different foreigncurrency for these customersbefore accepting the import.QuickBooks downloads new exchangerates hourly.Add newcurrencies at theclick of a button.Click a foreign currency for a list of possible actions. You can manually edit theexchange rate, view historical rates to see what the currency was worth on a previousdate, and more.2012-21-11-en CAGetting Started10

Go mobileiPhone accessSend an invoice,see who owes youmoney, and trackbalancesNo matter where you are, you’re never far fromthe data you need to run your business. Our mobilefeature adds one-touch access to your iPhone devices so you can see and track your receivables,bank balances, customer contact information andmore.You can: Send an invoiceCheck who owes you moneyTrack bank balances, customer contact infoand more!TIP! Open your mobile device’s browser and signin to QuickBooks Online just as you would from adesktop computer.2012-21-11-en CAGetting Started11