Top QuickBooks Features New Business Owners Should Use Right Away

Once your QuickBooks account is set up, it’s time to take advantage of the features that make day-to-day bookkeeping easier. These tools are designed to simplify your workflow, save time, and give you better visibility into your finances.

One of the most useful features is invoicing. QuickBooks lets you send professional, branded invoices with just a few clicks. You can even enable online payments to get paid faster. For recurring clients, set up automated invoicing to keep your income consistent and predictable.

Another time-saving feature is expense tracking. Link your bank and credit card accounts so that expenses are imported automatically. Use the receipt capture tool on the QuickBooks mobile app to snap photos of receipts and attach them to transactions in real-time—no more shoeboxes of paper receipts!

Take advantage of bank rules to automatically categorize frequent transactions, and use recurring transactions to schedule fixed monthly expenses like rent, software subscriptions, or loan payments. You should also get familiar with the dashboard, which gives you a high-level view of your financial performance at a glance, including your profit and loss, cash flow, and expenses.