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

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