New to QuickBooks

Welcome to QuickBooks for Mac! We’re glad you’re here. You probably have tons of questions. We can help.

Understand the basics

If you’re brand new to running your business, this Bookkeeping 101 video is a great place to start. It explains how money moves in and out of your business. (Hopefully more in than out!)

Now what do you do?

Well, it depends. Here are some suggestions:

  • Have you been in business for a while and are just new to QuickBooks? Then you probably have historical data for your company that you’d like to enter into QuickBooks. The good news is that you don’t have to go back to the day you first started your business. But I suggest you do go back as far as the start date you entered when you created your company file. Gather up everything from the start date to today and enter that historical information. That way, you’re records for your fiscal year will be complete. You’ll find out more in the following section. For more information on this, check out the Making the move series of articles.
  • Are you the kind of person who likes to have everything organized up front before you start? Then the best place to start is creating your lists. Lists are the building blocks for QuickBooks. They include the things like what you’re selling your customers and what you’re buying from your vendors. They also include the names and contact info for all your customers and vendors and much more. The best thing to do is start with customers, vendors, and items.
  • Are you the kind of person who just wants to get started and fill in the details later? You can do that, too. Go ahead and start entering transactions. QuickBooks will prompt you to enter information along the way. The Home Page is a good place to start.

Screenshot of QuickBooks for Mac Home pageAnd with Guide Me turned on, you’ll get additional help for your first tasks. If you don’t see the Guide Me window to the right, choose Help > Guide Me.

Screenshot with GuideMe on


Most recent articles



Video: Searching your data in QuickBooks 2012

Search in Quickbooks 2012 for Mac is a great feature you can use to find anything in your company file. In this video, I'm going to show you how it works. Video script: Hi, my name is Ro, and I'm on the QuickBooks for Mac team. Today I'm going to … [Read more...]

Video: Progress invoicing in QuickBooks 2012

Editor's note: This shows you progress invoicing in QuickBooks 2012, but if you have QuickBooks 2011 or earlier, there's a manual method for invoicing over time. To use this feature, be sure you have Estimates and Progress Invoicing turned on in … [Read more...]

Video: Creating an invoice in QuickBooks 2012

This is the first in a series of videos we'll be publishing over the next couple of weeks showing you the new features in QuickBooks for Mac 2012. In this video, I'll show you how to create an invoice with our new forms interface. You'll see changes … [Read more...]

What’s new in QuickBooks for Mac 2012?

Today, Intuit announced QuickBooks for Mac 2012! Here on the QuickBooks for Mac team, we're all very excited about this release, and we hope you are as well. Here's what the new release has in store. We'll be posting more information about each of … [Read more...]

Import lists into QuickBooks with IIF

When you first start with QuickBooks, there's a lot of data to enter. You need to set up your list of customers, vendors, items (what you sell and buy), and employees. You may also have historical transactions you need to enter. You can always enter … [Read more...]

Reimbursing yourself for business expenses

Does this sound familiar? You're in your favorite office supply store. You're buying school supplies for your kids and printer cartridges for the printer you use for your business. You put it all on your personal credit card. Then how do you … [Read more...]

Making the move: Entering your historical data into QuickBooks

If you've been in business for a while, but are new to QuickBooks, you need to enter some transactions from the time before you started using QuickBooks. These transactions are from the start date you entered when you created your QuickBooks company … [Read more...]

Video: Inventory, Part 3…Hannah adjusts her inventory

Part 1: Setting Up | Part 2: Purchasing inventory | Part 3: Adjusting inventory In Part 1 and Part 2 of this series, Hannah has set up QuickBooks to track inventory and purchased her inventory from her vendors. In Part 3, Hannah starts to sell her … [Read more...]

Tips for avoiding some newbie mistakes

Editor's note: Our friends over at QuickBooks for Windows wrote this piece for Windows users. Seeing a great idea, we ripped it off and Mac-ified it for you. Here's a shout out to the awesome Jonathan Brubaker who created the original article for … [Read more...]

Video: Overview of the Customer Center

In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]

You can also post your own question to the QuickBooks for Mac community.