QuickBooks Online offers Simple Start, Essentials, Plus, and Advanced plans. Most small businesses start with Essentials ($30/month) which includes bill management and multi-user access. Evaluate features before choosing.

Set up your company in QBO: enter business name, address, industry, and fiscal year. Connect your bank accounts and credit cards for automatic transaction importing. This is the foundation of accurate bookkeeping.

Link your business bank accounts and credit cards to QBO for automatic transaction downloads. QBO learns your categorization patterns over time, making monthly bookkeeping faster and more accurate.

Learn the QBO dashboard: income, expenses, profit and loss at a glance. Navigate between banking, sales, expenses, reports, and taxes. Understanding the layout helps you find information quickly.