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Come utilizzare QuickBooks senza assumere un commercialista nel 2026?

da | Last updated Aug 16, 2026

Avvio rapido

Questa guida illustra tutte le funzionalità di QuickBooks:

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

I have run a real Attività commerciale on QuickBooks for over a year and tested every feature here. This tutorial comes from hands-on work, not vendor screenshots.

Come usare QuickBooks

QuickBooks is the software di contabilità most small businesses land on first.

But most owners only ever touch invoices and bank feeds.

Questa guida ti mostra come utilizzare tutte le principali funzionalità.

Passo dopo passo, con screenshot e consigli professionali che puoi mettere in pratica fin da subito.

Tutorial di QuickBooks

This How to Use QuickBooks tutorial walks you through the whole process, from your first login to the reports your accountant actually wants.

QuickBooks

Stop rebuilding your books in a spreadsheet every month. QuickBooks connects your bank accounts, sorts expenses automatically, and keeps cash flow up to date. Start free and cancel anytime.

Introduzione a QuickBooks

Before any feature makes sense, finish this one-time setup.

Ci vogliono circa tre minuti.

Here is what the software looks like in daily use:

Tutorial di QuickBooks Online 2025 per principianti (anche se odiate tenere traccia delle spese!)

Ora analizziamo passo passo ciascuna fase.

Passaggio 1: crea il tuo account

Go to the Intuit QuickBooks website and select your country.

Click Sign up or Start free trial, then enter your email.

Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.

Step 2: Open QuickBooks Online in Your Browser

QuickBooks Online needs no download, unlike QuickBooks Desktop.

Log in and spend two minutes learning the dashboard layout.

Ecco come si presenta:

I principali vantaggi di QuickBooks

Punto di controllo: You should see income, expenses, and cash flow tiles.

Step 3: Add Your Company Details

Click the gear icon and select Account and settings.

Enter your business name, tax details, and financial year start date.

Then import your existing data so you are not starting from scratch.

If you pay staff, add QuickBooks Payroll now so employees and wage costs sit in the same file.

✅ Fatto: You are ready to get started with QuickBooks and use any feature below.

Come utilizzare i feed bancari di QuickBooks

Feed bancari lets you connect bank accounts so transactions download automatically each day.

Ecco come usarlo passo dopo passo.

Step 1: Open the Banking Page

Select Transactions, then Bank transactions from the left menu.

Click the Connect account button to start.

Step 2: Search for Your Bank

Type your bank name in the search box and sign in.

Ecco come si presenta:

Feed bancari di QuickBooks

Punto di controllo: You should see a For review tab filling with transactions.

Step 3: Review the First Batch

QuickBooks downloads 90 days of transactions automatically.

✅ Risultato: Your bank accounts feed QuickBooks without any manual entry.

💡 Consiglio da professionista: Connect your business credit card too, not just the current account. Split feeds make reconciliation far faster.

Come utilizzare il software di contabilità QuickBooks Cloud

Nuvola Software di contabilità lets you run your books from any browser, phone, or tablet anytime.

Ecco come usarlo passo dopo passo.

Passaggio 1: Accedi da qualsiasi browser

Go to the Intuit QuickBooks sign-in page and enter your details.

Nothing installs, unlike QuickBooks Desktop.

Step 2: Check the Dashboard Widgets

The home dashboard shows income, expenses, and cash flow at a glance.

Ecco come si presenta:

Contabilità cloud QuickBooks

Punto di controllo: Your income and expense totals appear on the dashboard.

Step 3: Invite Your Accountant

Select Manage users, then add an accounting firm by email.

✅ Risultato: Your books are live and shared with the people who need them.

💡 Consiglio da professionista: Bookmark the dashboard, not the login page. It saves a click every single time you work.

How to Use QuickBooks Project Tracker

Redditività del progetto lets you see which job earns money and which one quietly loses it.

Ecco come usarlo passo dopo passo.

Step 1: Turn On Projects

Open the gear icon, select Account and settings, then Advanced.

Switch on Projects and time tracking together.

Step 2: Create a Project

Select Projects, click New project, and attach a customer.

Ecco come si presenta:

Redditività del progetto QuickBooks

Punto di controllo: The new job shows in your project list with a zero balance.

Step 3: Tag Income and Costs

Assign every invoice, bill, and timesheet to that job.

✅ Risultato: You can see profit per job instead of guessing.

💡 Consiglio da professionista: Turn on time tracking before your team starts logging hours. Labour cost is where most job profit quietly disappears.

Come utilizzare i report contabili di QuickBooks

Rapporti contabili lets you pull profit and loss, balance sheet, and cash flow reports on demand.

Ecco come usarlo passo dopo passo.

Passaggio 1: Aprire l'Hub dei report

Select Reports from the left menu to see the full chart of options.

Step 2: Set the Date Range

Pick the month, quarter, or week you want to review.

Ecco come si presenta:

Report contabili di QuickBooks

Punto di controllo: The report reloads showing only the dates you selected.

Step 3: Save It as a Custom Report

Click Save customization so the report is one click away.

✅ Risultato: Your key reports are saved and ready whenever you need them.

💡 Consiglio da professionista: Email your saved profit and loss to yourself every Monday. A weekly habit catches problems while they are still small.

Come utilizzare il tracker delle spese di QuickBooks

Tracker delle spese lets you capture receipts and sort expenses long before tax season arrives.

Ecco come usarlo passo dopo passo.

Step 1: Snap the Receipt

Open the mobile app and photograph the receipt after you pay.

IL testo is read for you automatically.

Step 2: Match It to a Transaction

QuickBooks links the receipt to the matching bank line.

Ecco come si presenta:

Monitoraggio delle spese di QuickBooks

Punto di controllo: The receipt moves from For review into the matched tab.

Step 3: Set a Category Rule

Create a rule so similar expenses post to the same account.

✅ Risultato: Every expense is filed with proof attached, saving you hours at tax time.

💡 Consiglio da professionista: Forward supplier emails to your receipts inbox address. QuickBooks reads the attachment and creates the expense for you.

Come utilizzare la fatturazione e il pagamento delle bollette con QuickBooks

Fatturazione e pagamento delle bollette lets you send invoices, take payments, and schedule supplier bills on one page.

Ecco come usarlo passo dopo passo.

Step 1: Create the Invoice

Select New, then Invoice, and choose your customer.

Add each product or service on its own line.

Step 2: Turn On Online Payments

Switch on card and bank payment options before sending.

Ecco come si presenta:

Fatturazione e pagamenti in QuickBooks

Punto di controllo: A Pay now button appears on the invoice preview.

Step 3: Schedule Supplier Bills

Enter bills under Expenses and set the due date.

✅ Risultato: Customers can pay you in a click and suppliers get paid on time.

💡 Consiglio da professionista: Set payment terms to 14 days rather than 30. Cash flow improves without a single awkward phone call.

How to Use QuickBooks Inventory Manager

Gestione dell'inventario lets you track stock counts and cost of goods sold as sales happen.

Ecco come usarlo passo dopo passo.

Passaggio 1: Abilitare il monitoraggio dell'inventario

Open Account and settings, select Sales, then switch on stock quantity.

Passaggio 2: Aggiungi i tuoi prodotti

Select Products and services, then New, then Inventory item.

Ecco come si presenta:

Gestione dell'inventario QuickBooks

Punto di controllo: Each product now shows a quantity on hand figure.

Step 3: Set Reorder Points

Enter a low-stock alert level for every fast-moving item.

✅ Risultato: Stock levels and cost of goods sold stay accurate as sales happen.

💡 Consiglio da professionista: Count your top ten items monthly instead of everything yearly. Small, frequent checks keep the data honest.

Come utilizzare QuickBooks VAT & GST Tracker

Strumento di monitoraggio IVA e GST lets you calculate tax on every transaction and file returns with confidence.

Ecco come usarlo passo dopo passo.

Step 1: Set Up Your Tax Rates

Select Taxes, then Set up tax, and enter your registration details.

Step 2: Apply Codes to Transactions

Choose the correct tax code on each invoice and bill line.

Ecco come si presenta:

Strumento di monitoraggio IVA e GST di QuickBooks

Punto di controllo: Tax appears as its own line on the invoice total.

Step 3: Run the Return

Open Taxes and select Prepare return for the current period.

✅ Risultato: Your tax figures are ready to file without a spreadsheet.

💡 Consiglio da professionista: Never edit a filed return. Post an adjustment instead so the revisione contabile trail stays clean.

Come utilizzare l'app di contabilità mobile QuickBooks

App di contabilità per dispositivi mobili lets you snap receipts, check balances, and send invoices from your phone.

Ecco come usarlo passo dopo passo.

Passaggio 1: Scarica l'app

Search for Intuit QuickBooks in the App Store or Google Play.

Step 2: Log In and Sync

Enter the same credentials you use on the web.

Ecco come si presenta:

App di contabilità mobile QuickBooks

Punto di controllo: The app dashboard mirrors what you see on the web.

Step 3: Enable Mileage Tracking

Switch on automatic mileage so trips are logged as you drive.

✅ Risultato: You can run the business from your phone anytime.

💡 Consiglio da professionista: Enable Face ID for the app. You will actually check balances daily when logging in takes one second.

Suggerimenti e scorciatoie per QuickBooks Pro

After more than a year with QuickBooks, these are the habits that save time.

Scorciatoie da tastiera

AzioneScorciatoia
Create invoiceCtrl + Alt + I
Create expenseCtrl + Alt + E
Open customer listCtrl + Alt + C
Show all shortcutsCtrl + Alt + /

Funzionalità nascoste che la maggior parte delle persone non nota

  • The AI sidebar: The 2026 release auto-categorizes expenses and answers plain-English questions, so navigation stops being a search exercise.
  • Classes and locations: Switch these on under Advanced for deeper reporting on branches, product lines, or business segments.
  • A practice company file: Create one and test odd transactions without touching live data, allowing you to break things safely.

Here is the workflow I settled on after a year of daily use:

Esperienza personale con QuickBooks

Ten to fifteen minutes each week is all the help most owners need to stay up to date.

Errori comuni da evitare in QuickBooks

Errore n. 1: Mescolare denaro personale e denaro aziendale

❌ Sbagliato: Paying for groceries and supplier bills from the same bank account.

✅ A destra: Keep a separate business account. Mixed spending creates tax and legal trouble later.

Mistake #2: Accepting Every AI-Suggested Category

❌ Sbagliato: Clicking Accept all in the bank feed without reading the suggestions.

✅ A destra: Spend 10–15 minutes weekly checking categories against your chart of accounts. Small errors compound fast.

Mistake #3: Skipping Reconciliation

❌ Sbagliato: Trusting the dashboard without ever comparing it to a bank statement.

✅ A destra: Reconcile every account monthly so your reports match reality.

Risoluzione dei problemi di QuickBooks

Problem: Bank Feed Stopped Updating

Causa: Your bank expired the connection, which many now do every 90 days.

Aggiustare: Open Bank transactions, select the account tile, then Edit sign-in details to reconnect.

Problem: Duplicate Transactions Everywhere

Causa: You imported a spreadsheet and also connected the same bank.

Aggiustare: Open the Excluded tab, remove the duplicates, then match rather than add in future.

Problem: Reports Do Not Match Your Bank Statement

Causa: Uncleared transactions, a wrong date range, or a customer refund posted twice.

Aggiustare: Run the Reconciliation Discrepancy report and check each flagged line.

📌 Nota: Se nessuna di queste soluzioni risolve il problema, contatta l'assistenza di QuickBooks.

Che cos'è QuickBooks?

QuickBooks is accounting software from Intuit that tracks sales, expenses, and taxes for piccole imprese.

Think of it like a bookkeeper who never sleeps and never loses a receipt.

Guarda questa breve panoramica:

Cos'è QuickBooks e come funziona? [Spiegazione di QuickBooks]

Include le seguenti caratteristiche principali:

  • Feed bancari: Automatic transaction downloads from your bank and credit cards
  • Software di contabilità in cloud: Browser-based books that sync across every device you own
  • Redditività del progetto: Job-level income and cost tracking with time tracking built in
  • Report contabili: More than 50 reports covering sales, expenses, and cash flow
  • Strumento di monitoraggio delle spese: Receipt capture, mileage, and rules that categorize spending
  • Fatturazione e pagamento delle bollette: Invoices, online payments, and scheduled supplier bills
  • Gestione dell'inventario: Live stock counts with cost of goods sold posted for you
  • Strumento di monitoraggio IVA e GST: Tax codes applied per line, plus filing-ready summaries
  • App di contabilità per dispositivi mobili: Full iOS and Android apps for work away from the desk

It also connects with thousands of compatible apps that streamline the work around your books.

Your success with it comes down to one thing: clean, accurate data every week.

Per una recensione completa, consulta la nostra Recensione di QuickBooks.

Cos'è QuickBooks?

Prezzi di QuickBooks

Ecco quanto costerà QuickBooks nel 2026:

PianoPrezzoIdeale per
Inizio semplice$ 1,90/meseLiberi professionisti e lavoratori autonomi
Essenziali$ 2,80/meseSmall teams billing customers monthly
Più$4/meseBusinesses tracking inventory and projects
Avanzato$7,60/meseGrowing companies needing deeper reports

Prova gratuita: Yes — 30 days free, or a discount if you skip the trial.

Garanzia di rimborso: Yes — 60 days, and you can cancel subscriptions anytime.

Prezzi di QuickBooks

💰 Miglior rapporto qualità-prezzo: Plus — it adds inventory, projects, and time tracking, which is where the real saving shows up.

QuickBooks contro alternative

Come si posiziona QuickBooks rispetto alla concorrenza? Ecco il panorama competitivo:

AttrezzoIdeale perPrezzoValutazione
QuickBooksAll-round accounting1,90 $/mese⭐ 4.4
XeroUtenti illimitati$20/mese⭐ 4.4
FreshBooksFatturazione dei servizi21 dollari al mese⭐ 4.3
Zoho BooksSicurezza dell'identità e PAM$20/mese⭐ 4.4
OndaFree basics$0/mese⭐ 4.1
SaggioStock control25 dollari al mese⭐ 4.1
NetSuiteEnterprise financeCostume⭐ 4.0
ExpensifyStaff expenses5 dollari al mese⭐ 4.4

Scelte rapide:

  • Il migliore in assoluto: QuickBooks — the widest feature set and the most commercialisti who know it
  • Miglior budget: Wave — free invoicing and accounting for very simple books
  • Ideale per principianti: FreshBooks — fewer menus and a gentler learning curve
  • Best for inventory: Sage — deeper stock control for product businesses

🎯 Alternative a QuickBooks

Cerchi alternative a QuickBooks? Ecco le migliori opzioni:

  • 🚀 Puzzle IO: Accounting built for startups, with automated close workflows and clean investor reporting.
  • 💰 Destra: Receipt and bill capture that feeds clean data straight into your books.
  • 🎨 Xero: The closest rival, with unlimited users on every plan and a strong app store.
  • Sinder: Syncs Shopify, Stripe, and PayPal sales into your ledger automatically.
  • 🔒 Fine mese facile: A checklist tool that keeps your month-end close on schedule.
  • 🧠 Docyt: intelligenza artificiale contabilità aimed at multi-location businesses and franchise owners.
  • 👶 Saggio: Long-standing accounting software with strong stock and manufacturing features.
  • 🏢 Zoho Books: Cheap, capable, and excellent if you already use other Zoho apps.
  • 🔧 Onda: Free invoicing and accounting for freelancers with simple needs.
  • 🌟 Accelerare: Better suited to personal money management than company books.
  • Hubdoc: Fetches statements and bills from suppliers so nothing goes missing.
  • 🎯 Expensify: Employee expense claims and card control done properly.
  • 💼 Ingresso automatico: Converts paper documents into posted transactions with little typing.
  • 📊 FreshBooks: Invoicing-first design that service businesses find easier to learn.
  • 🔥 NetSuite: Full enterprise finance for companies that have outgrown small business tools.

Per l'elenco completo, consultare il nostro Alternative a QuickBooks guida.

⚔️ Confronto tra QuickBooks

Ecco come QuickBooks si confronta con ciascun concorrente:

Inizia subito a usare QuickBooks

Hai imparato a utilizzare tutte le principali funzionalità di QuickBooks:

  • ✅ Feed bancari
  • ✅ Software di contabilità in cloud
  • ✅ Redditività del progetto
  • ✅ Report contabili
  • ✅ Monitoraggio delle spese
  • ✅ Fatturazione e pagamento delle bollette
  • ✅ Gestione dell'inventario
  • ✅ Monitoraggio IVA e GST
  • ✅ App di contabilità per dispositivi mobili

Passo successivo: Scegli una funzionalità e provala subito.

La maggior parte delle persone inizia con i feed bancari.

It takes less than five minutes, and thousands of owners join every week.

Domande frequenti

Posso imparare da solo a usare QuickBooks?

Yes. Intuit publishes free tutorials, videos, and on-demand webinars. Most owners learn the basics in a week, working at their own pace with no accounting background.

QuickBooks è facile da usare per i principianti?

Mostly. The dashboard is plain and setup wizards guide you. Invoicing and expenses click quickly, while payroll and inventory take a little more learning.

Perché i commercialisti non apprezzano QuickBooks Online?

Some find the audit trail weaker than QuickBooks Desktop and dislike automated category guesses. Untidy client data creates cleanup work at every month end.

Quali sono le 5 funzioni principali di QuickBooks?

Invoicing, expense tracking, bank reconciliation, payroll, and reporting. Small businesses run all five from one dashboard without touching a spreadsheet.

Esiste un manuale di QuickBooks?

Intuit offers free help articles, guided tutorials, and videos instead of a printed manual. That support page is updated whenever features change.

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