QuickBooks Online 2025 Beginner Tutorial (New Layout Explained)

About this video

This beginner tutorial, presented in partnership with Intuit, walks through QuickBooks Online’s massive 2025 layout update in 12 minutes via five core features: sending invoices, paying bills, categorizing expenses, handling sales tax, and creating reports. It starts by choosing a plan — Simple Start if only one person needs access, a higher plan for more users or extra features — skipping payroll, answering setup questions, and orienting to the new layout of apps at the top and via My Apps, pinnable with Customize, plus quick actions and the dashboard. After connecting a business bank account and choosing how far back to pull transactions, it creates an invoice: add a customer such as Sugarland with email and address for tax calculation, set terms like net 15 and due date, add a non-inventory product — glazed donuts at $25 a dozen — set the income account, set quantity to five dozen, verify the business for payments, set up sales tax, enable automatic invoice reminders, and Review and Send. For bills, it forwards a supplier invoice to the address shown, reviews the extracted details, corrects the vendor and category to cost of goods sold, saves and schedules payment, noting bill pay is a separate subscription with five free ACH transfers per month on the free plan. For expenses, it categorizes bank transactions, corrects Intuit AI guesses, creates a rule for descriptions containing Hope Mills, and snaps receipts in the mobile app for auto-matching. Finally it shows the sales tax hub — filing itself must be done on the state’s website — and the profit and loss report, which can be drilled into, filtered, dated and compared year to year.

Key takeaways

• Choose Simple Start for single-user access and connect your bank account first, pulling transactions from the beginning of the year unless you have a reason not to
• Build invoices by adding the customer, terms and due date, product/service with price and income account, then set up sales tax before Review and Send
• Forward bills to the QuickBooks email address shown, verify extracted vendor and expense categories, then Save and Schedule Payment
• Categorize bank transactions carefully for tax deductibility, create rules for repeat vendors, and snap receipts in the mobile app for auto-matching
• Use the sales tax overview to see what you owe by agency and level, file on the state website, and use the profit and loss report to track cash flow

Episode details: published July 31, 2025 · 13:17 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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