QuickBooks essentials

What are items? What’s a Chart of Accounts? Can I use my QuickBooks file to track my business and personal finances? (Answer: Not a good idea.) QuickBooks Essentials is where you find all of this out. These articles and videos talk about the nuts and bolts of using QuickBooks.


Most recent articles



Adding some class: Use classes to categorize your data

I'm a data nerd. Seriously. Google Analytics makes me absolutely swoony. Mint.com? I'm a little light-headed with glee just thinking about it. It's being able to see how the numbers fall into what categories that makes me go all moony-eyed. So that's … [Read more...]

Adding or changing an opening balance

When you first created an account, you may have overlooked entering an opening balance or entered the wrong balance. In this video, I'll show you how you can change or add an opening balance for an … [Read more...]

Sales summary: When you don’t need to track every little thing

Here’s a situation. You own a coffee shop. In an hour, you may have 25 customers come in and order anything from a decaf, lowfat, iced latte with two pumps of sugar free vanilla syrup (not that that I know anyone who does that:-) to just a simple cup … [Read more...]

Ask Addy: Favorite tips and tricks

Editor’s note: Dear Addy is an advice column on using QuickBooks for Mac. This is a place to answer your direct questions about QuickBooks and share them with other users. If you have a question for Addy, click We want to hear from you in the top … [Read more...]

QuickBooks checklist: Periodic tasks that make your life easier

You know how if you don't keep up with the housework, things getting out of control and pretty soon you're spending all weekend doing 500 loads of laundry? You may be thinking, "If I'd just taken a few minutes to do the little things, I wouldn't be … [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: Bookkeeping 101

This one is an oldie, but a goodie. We've had this video in past versions of QuickBooks for Mac. It's a little dated in the look and feel, but still has some great information. If you're brand new to running your business with QuickBooks, it's a good … [Read more...]

Video: Chart of Accounts…What is that?

QuickBooks for Mac didn't invent the Chart of Accounts (some accountant-type did way back when), but we can help you use it to get more insight into your business. Here's a brief introduction to your Chart of Accounts. You might also like: … [Read more...]

Overstuffed? Condense the size of your company file

Here on the QuickBooks for Mac team, we often talk to users who have been using QuickBooks for ten years or more.  Yep, over ten years! And even if you haven't been using QuickBooks that long, you may have an active business with lots of … [Read more...]

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