Bookkeeping and QuickBooks guides
Short, clear answers to the questions people ask most. Each guide gives the answer first, then the details, then a lesson to practice it.
- How to practice QuickBooks Online for freeFree ways to practice QuickBooks Online, from the Test Drive sample company to practice exercises with answers, plus a one-week plan for beginners.
- Debit vs credit in accounting: a simple explanationWhat debit and credit mean in accounting, a one-table cheat sheet, and six worked examples, including why your bank uses the words the other way round.
- Sales receipt vs invoice in QuickBooks Online: which to useWhen to use a sales receipt and when to use an invoice in QuickBooks Online, what each does to your books, and the mistakes to avoid.
- How to receive a payment in QuickBooks OnlineStep by step: record an invoice payment in QuickBooks Online, including one check for several invoices, partial payments and Undeposited Funds.
- How to reconcile a bank account in QuickBooks OnlineHow to reconcile a bank or credit card account in QuickBooks Online, what to do the first time, and how to find the difference when it won't reach zero.
- How to choose a QuickBooks Online planThe questions to answer before choosing a QuickBooks Online plan for a small business or a client, and where to find Intuit's current plans and prices.
- Bookkeeping interview questions and answers20 common bookkeeper interview questions with short model answers: the basics, journal entries, QuickBooks Online questions and real situations.
- QuickBooks certification: which one to getThe two QuickBooks certifications to know, who each is for, how to prepare, and where to find the official details.
- Month-end close checklist for small businessesA month-end close checklist for small-business bookkeepers, with a free template that opens in Excel or Google Sheets, a 5-day timeline and common mistakes.
- How to learn bookkeeping on your ownCan you teach yourself bookkeeping and QuickBooks? Yes. A step-by-step plan for beginners, how long each stage takes, and free resources to use.