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Getting Started with QuickBooks

Baird Consulting are QuickBooks partners, this means that we’re specialists with QuickBooks. If you’re a new client, we will most likely have set you up with a QuickBooks account. QuickBooks provide a series of “getting started” videos (listed below), which can be accessed here, but if you have any other queries, please contact us.

 

How to navigate QuickBooks

How to manage your Customer List

How to correctly record your sales

How to record a customer invoice

How to customise invoices and sales forms

How to connect your bank account with Direct Bank Feeds

How to set up products and services

How to record spending

James qualified with the AAT and is now registered as an Independent Certified Practicing Accountant, as well as being a full member of the Institute of Directors. James is a seasoned professional with a rich history in finance, and before founding Baird Consulting, he worked in wide variety of finance roles for a number of companies, both large and small, in a broad range of industries.

This Post Has 2 Comments

  1. Do you offer help
    For quickbooks i nees to help set up smd create new accounts. I just need 2 hours to go through it with someone.

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