ZenCase

If you are new to Quickbooks Online (QBO) and are purchasing QBO for the first time, then ensure you choose the <a href="https://quickbooks.intuit.com/online/advanced/" rel="nofollow noopener noreferrer" target="_blank">QBO Advanced</a> plan.  ZenCase requires QBO Advanced in order to ensure functionality with the QBO integration performs properly.

Quickbooks has certified ProAdvisor that can assist with QBO training, bookkeeping / accounting services, and troubleshooting for a paid fee.  You can find a local QBO ProAdvisor using the <a href="https://quickbooks.intuit.com/find-an-accountant/" rel="nofollow noopener noreferrer" target="_blank">Find an Accountant</a> directory.

QBO ProAdvisors can also offer wholesale discounts to help you save on the QBO subscription fees, <a href="https://quickbooks.intuit.com/find-an-accountant/" rel="nofollow noopener noreferrer" target="_blank">Find an Accountant</a> and ask about the discounts they can offer!

Quickbooks Online has a healthy set of video tutorials available to help you get started, it's titled "<a href="https://quickbooks.intuit.com/learn-support/en-us/quickbooks-online/help-tutorial/get-started" rel="nofollow noopener noreferrer" target="_blank">Watch step-by-step videos to learn your way around QuickBooks</a>".

<a href="https://quickbooks.intuit.com/learn-support/en-us/configure-products/how-to-get-started-in-quickbooks-online/00/344848" rel="nofollow noopener noreferrer" target="_blank">Get started in QuickBooks Online: a quick tour &amp; what to do next</a>

- <a href="https://quickbooks.intuit.com/learn-support/en-us/your-business-information/how-to-set-up-company-settings/01/490568" rel="nofollow noopener noreferrer" target="_blank">How to set up your company settings in QuickBooks Online</a>
- <a href="https://quickbooks.intuit.com/learn-support/en-us/product-preferences/how-to-set-up-your-expense-settings/00/480817" rel="nofollow noopener noreferrer" target="_blank">How to set up your expense settings in QuickBooks Online</a>
- <a href="https://quickbooks.intuit.com/learn-support/en-us/product-preferences/how-to-set-up-advanced-settings/00/489616" rel="nofollow noopener noreferrer" target="_blank">How to set up your advanced settings in QuickBooks Online</a>

<a href="https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/understanding-chart-accounts/L5MraHgGZ_US_en_US" rel="nofollow noopener noreferrer" target="_blank">Understanding how the chart of accounts works in QuickBooks Online</a>

<a href="https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/how-to-manually-add-an-account-to-your-chart-of-accounts/00/489610" rel="nofollow noopener noreferrer" target="_blank">How to add accounts to your chart of accounts in QuickBooks Online</a>

- <a href="https://quickbooks.intuit.com/learn-support/en-us/configure-products/how-to-get-started-in-quickbooks-online/00/344848" rel="nofollow noopener noreferrer" target="_blank">Get started in QuickBooks Online: a quick tour &amp; what to do next</a>
- Check the QBO Settings
  - <a href="https://quickbooks.intuit.com/learn-support/en-us/your-business-information/how-to-set-up-company-settings/01/490568" rel="nofollow noopener noreferrer" target="_blank">How to set up your company settings in QuickBooks Online</a>
  - <a href="https://quickbooks.intuit.com/learn-support/en-us/product-preferences/how-to-set-up-your-expense-settings/00/480817" rel="nofollow noopener noreferrer" target="_blank">How to set up your expense settings in QuickBooks Online</a>
  - <a href="https://quickbooks.intuit.com/learn-support/en-us/product-preferences/how-to-set-up-advanced-settings/00/489616" rel="nofollow noopener noreferrer" target="_blank">How to set up your advanced settings in QuickBooks Online</a>
- <a href="https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/understanding-chart-accounts/L5MraHgGZ_US_en_US" rel="nofollow noopener noreferrer" target="_blank">Understanding how the chart of accounts works in QuickBooks Online</a>
- <a href="https://quickbooks.intuit.com/learn-support/en-us/set-up-bank-connection/how-to-manually-add-an-account-to-your-chart-of-accounts/00/489610" rel="nofollow noopener noreferrer" target="_blank">How to add accounts to your chart of accounts in QuickBooks Online</a>

Once you have the ZenCase <a href="https://intercom.help/zencase/en/articles/3948738-admin-integrate-billing-with-quickbooks" rel="nofollow noopener noreferrer" target="_blank">Integrate Billing With Quickbooks</a> is setup, the next step is to <a href="https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/connect-bank-credit-card-accounts-quickbooks/L4yDAHMNH_US_en_US" rel="nofollow noopener noreferrer" target="_blank">connect bank and credit card accounts to QuickBooks Online</a>.

The banking feed will automatically import transactions from your bank into QBO that can be then categorized and reconciled.

Quickbooks Plans

Quickbooks ProAdvisor

Quickbooks Video Tutorials

Quickbooks Banking Feed