By Totally Sound Books

Ready to finally make sense of QuickBooks Online? This beginner-friendly guide was designed with new business owners in mind—especially those who feel overwhelmed by all the buttons, tabs, and terms.

Inside, you’ll find:

1. 10 essential steps to confidently set up and use QuickBooks Online

2. Step-by-step instructions for invoicing, categorizing transactions, reconciling accounts, and reviewing financial reports

3. Helpful bonus checklists, keyboard shortcuts, and sample charts of accounts for different industries including construction, ecommerce, and service-based businesses

Whether you're setting up your company file for the first time or trying to get a handle on your daily bookkeeping routine, this guide walks you through everything in plain English—no accounting degree required.

Created by

Carol Holm, bookkeeping professional and founder of Totally Sound Books, this guide is perfect for small business owners, freelancers, and side-hustlers who want to start strong with QuickBooks Online.