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



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...]

Video: Introduction to Jobs

QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about how jobs help him organize his transactions. https://www.youtube.com/watch?v=dyVLHiiW9Xo Video … [Read more...]

Video: Which form do I use? (estimates, invoices, and sales receipts)

Ever wonder what the difference is between estimates and invoices? And when do you give a customer a sales receipt? Follow Charlie the Web Designer as he uses all three forms. Video script: The QuickBooks for Mac team presents…”Forms, forms … [Read more...]

QuickBooks 2010 Tutorials: Basic Tasks

These videos were included with QuickBooks 2010 for Mac. If you're using the latest version, QuickBooks 2011 for Mac, these videos may still be useful for you. There were only minor changes for Quickbooks 2011 for Mac in these areas. Creating an … [Read more...]

Video: Creating an Invoice in QuickBooks 2011 for Mac

It's video week on Little Square! We'll be posting lots of videos during the week specifically for QuickBooks 2011 for Mac. In this video tutorial, I show you how to create an invoice. This is for all you newbies out there who told us you wanted more … [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: Introduction to Customer Center

QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about the Customer Center. https://www.youtube.com/watch?v=g98wyxmtFEQ Video Script Hi I'm Ben, a Silicon … [Read more...]

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