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: 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...]

Finding your company file and other file tips

Over the lifespan of QuickBooks for Mac, a lot of users have asked a lot of questions about working with their company file. "Help!? I can't find where I saved my company file!" or "Where should I back up my file?" Here's our best advice: If you … [Read more...]

Getting Going with QuickBooks for Mac: One Real User’s Journey

A freelance writer, I’m a new user to QuickBooks for Mac. Until now, I’ve been managing my business with an ultra-professional jumble of Excel spreadsheets and notes scrawled on a motley heap of notebooks. Oddly enough, this system hasn’t produced … [Read more...]

Tips for getting off to a smooth start with QuickBooks

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...]

QuickBooks for Mac ebook in PDF or ready for your iPad

The QuickBooks for Mac comes with a free ebook. You can always find the ebook on your Help menu (Help > User's Guide) or you can download it here. QuickBooks 2012 The new ebook for QuickBooks 2012 is now available! We heard a lot of your … [Read more...]

Video: Introduction to online banking

Ever wonder what online banking in QuickBooks for Mac can do for you? Using the QuickBooks features for online banking can make your life so much easier. By downloading your transactions directly from your financial institution into QuickBooks, … [Read more...]

QuickBooks Defined: Transactions

In the QuickBooks world, we talk about transactions a lot. In the simplest of terms, any time money changes hands, invoice a customer so they will pay you, write a check to pay a vendor or deposit money into your bank account, it’s a … [Read more...]

Video: Mileage-tracking for taxes and client billing

Will Lynes, Product Manager for QuickBooks for Mac, describes how you can track miles for taxes and client billing in QuickBooks 2011 for Mac. This is a new feature in QuickBooks 2011 for Mac. … [Read more...]

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