B2.1 Dashboard, menus, search and Create
B2.2 QuickBooks Online plans: what to check before choosing
B2.3 Chart of accounts basics
B2.4 Customers and vendors
B2.5 Products and services
B2.6 Set up a new company from scratch
B2 Skill check: Getting around QuickBooks Online

Step 1 of 5

New words in this lesson

QuickBooks Online

Intuit's cloud accounting software for small businesses. Other tools include Xero, FreshBooks, Wave and spreadsheets.

Company file

One business's complete set of books inside the software. A bookkeeper with several clients works in several company files.

Look up any other word in the glossary

One product, several plans

is sold as a monthly subscription, in several plans. Bigger plans add more features and let more people use the books.

Intuit sets the prices and decides what each plan includes, and it changes them from time to time. So this course doesn't list them. Before you recommend a plan, open Intuit's official plans page and check it that day.

How many people need to use the books? Check how many users each plan allows.
Which features does the business need? For example, bills to pay later, inventory (stock), projects, or tracking by location.
Can the bookkeeper get in? Check that the plan lets the business invite an accountant or bookkeeper.

Official pages

QuickBooks Online plans and pricing (Intuit) (opens in a new tab)

BookkeeperReady is an independent training product. It has not been approved, sponsored or endorsed by Intuit Inc. and is not affiliated with it. Intuit and QuickBooks are registered trademarks of Intuit Inc.