🧾 What is QuickBooks?
QuickBooks software is an all-in-one accounting solution that simplifies invoicing, expense tracking, payroll, payments, and reporting for small businesses. Whether you're using QuickBooks Desktop for offline access or exploring new features via a QuickBooks download, it streamlines your financial operations. Plus, QuickBooks Payments enables easy online payment collection to help you get paid faster.
Step 1: Sign Up
Visit the QuickBooks Official Website
Click “Start Free Trial”
Fill in your registration info (email, password, company name)
Select your industry type and business size as prompted
✅ Try QuickBooks for Free
💡 30-day full-feature trial
No credit card required
Optimized for ad spend tracking
📥 Step 2: Connect Your Bank Account (Optional but Recommended)
In the left menu, go to Banking
Click "Connect Account" and choose your bank
Sign in and authorize QuickBooks to access your transaction data
Transactions will sync automatically for easy categorization and reconciliation
📊 Step 3: Add Projects and Client
Go to Sales > Customers to add client profiles
Use the Projects feature to create separate records for each ad campaign or contract
View profit/loss by project for better financial insight
🧾 Step 4: Create and Send Invoices
Click + New on the left > Invoice
Select a customer, input product/service, amount, and tax
Set the due date and add optional notes
Click Save and Send to email the invoice directly to the client
You can enable Recurring Invoice to bill automatically on a regular basis
💳 Step 5: Record Expenses
In the left menu, go to Banking
Click "Connect Account" and choose your bank
Sign in and authorize QuickBooks to access your transaction data
Transactions will sync automatically for easy categorization and reconciliation
📈 Step 6: Run Financial Reports
Under the Reports tab, you can access:
Profit and Loss (P&L)
Cash Flow Statement
Accounts Receivable and Payable
Income analysis by project or client
✅ Simplify daily bookkeeping tasks
✅ Reduce human errors
✅ Increase financial transparency
✅ Quickly prepare financial reports and tax documents
