2026年に会計士を雇わずにQuickBooksを使う方法とは？

クイックスタート

このガイドでは、QuickBooksのすべての機能について説明します。

• はじめる — Create your Intuit account and set up the basics
• 銀行フィードの使い方 — Connect bank accounts so transactions download automatically each day
• クラウド会計ソフトウェアの使い方 — Run your books from any browser, phone, or tablet anytime
• プロジェクト収益性を活用する方法 — See which job earns money and which one quietly loses it
• 会計レポートの使い方 — Pull profit and loss, balance sheet, and cash flow reports on demand
• 経費トラッカーの使い方 — Capture receipts and sort expenses long before tax season arrives
• 請求書の使い方と支払い方法 — Send invoices, take payments, and schedule supplier bills on one page
• 在庫管理の使い方 — Track stock counts and cost of goods sold as sales happen
• VAT & GSTトラッカーの使い方 — Calculate tax on every transaction and file returns with confidence
• モバイル会計アプリの使い方 — Snap receipts, check balances, and send invoices from your phone

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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

QuickBooks is the 会計ソフトウェア most small businesses land on first.

But most owners only ever touch invoices and bank feeds.

このガイドでは、主要な機能の使い方をすべて説明します。

スクリーンショットと今日からすぐに実践できるプロのコツを交えながら、ステップバイステップで解説します。

QuickBooksチュートリアル

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

クイックブックス

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.

今すぐQuickBooksをお試しください →

レビュー全文を読む →

QuickBooksの代替ソフト →

QuickBooksを使い始める

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

約3分かかります。

Here is what the software looks like in daily use:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the Intuit QuickBooks website and select your country.

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

✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。

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.

これがその様子です。

✓ チェックポイント: 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.

QuickBooksの銀行フィードの使い方

銀行フィード lets you connect bank accounts so transactions download automatically each day.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: You should see a For review tab filling with transactions.

Step 3: Review the First Batch

QuickBooks downloads 90 days of transactions automatically.

QuickBooksクラウド会計ソフトウェアの使い方

雲 会計ソフトウェア lets you run your books from any browser, phone, or tablet anytime.

以下に、その使用方法をステップごとに説明します。

ステップ1：任意のブラウザからログインする

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.

これがその様子です。

✓ チェックポイント: Your income and expense totals appear on the dashboard.

Step 3: Invite Your Accountant

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

How to Use QuickBooks Project Tracker

プロジェクトの収益性 lets you see which job earns money and which one quietly loses it.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

QuickBooks会計レポートの使い方

会計報告書 lets you pull profit and loss, balance sheet, and cash flow reports on demand.

以下に、その使用方法をステップごとに説明します。

ステップ1：レポートハブを開く

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.

これがその様子です。

✓ チェックポイント: 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.

QuickBooks経費トラッカーの使い方

経費トラッカー lets you capture receipts and sort expenses long before tax season arrives.

以下に、その使用方法をステップごとに説明します。

Step 1: Snap the Receipt

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

その 文章 is read for you automatically.

Step 2: Match It to a Transaction

QuickBooks links the receipt to the matching bank line.

これがその様子です。

✓ チェックポイント: 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.

QuickBooksの請求書作成と支払い方法

請求書の発行と支払い lets you send invoices, take payments, and schedule supplier bills on one page.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: A Pay now button appears on the invoice preview.

Step 3: Schedule Supplier Bills

Enter bills under Expenses and set the due date.

How to Use QuickBooks Inventory Manager

在庫管理 lets you track stock counts and cost of goods sold as sales happen.

以下に、その使用方法をステップごとに説明します。

ステップ1：在庫追跡を有効にする

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

ステップ2：商品を追加する

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

これがその様子です。

✓ チェックポイント: 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.

QuickBooks VAT & GST Tracker の使い方

VAT & GSTトラッカー lets you calculate tax on every transaction and file returns with confidence.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

QuickBooksモバイル会計アプリの使い方

モバイル会計アプリ lets you snap receipts, check balances, and send invoices from your phone.

以下に、その使用方法をステップごとに説明します。

ステップ1：アプリをダウンロードする

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.

これがその様子です。

✓ チェックポイント: 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.

QuickBooksのプロ向けヒントとショートカット

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

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• 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:

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

QuickBooksでよくある間違いとその回避方法

間違いその1：個人資金と事業資金を混同する

Mistake #2: Accepting Every AI-Suggested Category

Mistake #3: Skipping Reconciliation

QuickBooksのトラブルシューティング

Problem: Bank Feed Stopped Updating

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

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

Problem: Duplicate Transactions Everywhere

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

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

Problem: Reports Do Not Match Your Bank Statement

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

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

📌 注記： これらの方法で問題が解決しない場合は、QuickBooksのサポートにお問い合わせください。

QuickBooks とは何ですか?

クイックブックス is accounting software from Intuit that tracks sales, expenses, and taxes for 中小企業.

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

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• 銀行フィード: Automatic transaction downloads from your bank and credit cards
• クラウド会計ソフトウェア： Browser-based books that sync across every device you own
• プロジェクトの収益性: Job-level income and cost tracking with time tracking built in
• 会計報告書： More than 50 reports covering sales, expenses, and cash flow
• 経費トラッカー： Receipt capture, mileage, and rules that categorize spending
• 請求書の発行と支払い： Invoices, online payments, and scheduled supplier bills
• 在庫管理: Live stock counts with cost of goods sold posted for you
• VAT & GSTトラッカー： Tax codes applied per line, plus filing-ready summaries
• モバイル会計アプリ： Full iOS and アンドロイド 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.

詳細なレビューについては、こちらをご覧ください。 QuickBooksのレビュー.

QuickBooksの価格設定

2026年のQuickBooksの価格は以下の通りです。

無料トライアル: Yes — 30 days free, or a discount if you skip the trial.

返金保証: Yes — 60 days, and you can cancel subscriptions anytime.

💰 最もお得な価格: Plus — it adds inventory, projects, and time tracking, which is where the real saving shows up.

QuickBooksと代替ソフトの比較

QuickBooksは他社製品と比べてどうでしょうか？競合状況は以下のとおりです。

おすすめ商品：

• 総合ベスト： QuickBooks — the widest feature set and the most 会計士 who know it
• ベスト予算： Wave — free invoicing and accounting for very simple books
• 初心者におすすめ： FreshBooks — fewer menus and a gentler learning curve
• Best for inventory: Sage — deeper stock control for product businesses

🎯 QuickBooksの代替ソフト

QuickBooksの代替ソフトをお探しですか？おすすめの選択肢はこちらです。

• 🚀 パズルIO: Accounting built for startups, with automated close workflows and clean investor reporting.
• 💰 デクスト： Receipt and bill capture that feeds clean data straight into your books.
• 🎨 ゼロ： The closest rival, with unlimited users on every plan and a strong app store.
• ⚡ スナイダー： Syncs Shopify, Stripe, and PayPal sales into your ledger automatically.
• 🔒 楽な月末: A checklist tool that keeps your month-end close on schedule.
• 🧠 ドシット: 人工知能 簿記 aimed at multi-location businesses and franchise owners.
• 👶 セージ： Long-standing accounting software with strong stock and manufacturing features.
• 🏢 Zohoブックス: Cheap, capable, and excellent if you already use other Zoho apps.
• 🔧 波： Free invoicing and accounting for freelancers with simple needs.
• 🌟 クイックン: Better suited to personal money management than company books.
• ⭐ ハブドック: Fetches statements and bills from suppliers so nothing goes missing.
• 🎯 経費精算: Employee expense claims and card control done properly.
• 💼 自動入力: Converts paper documents into posted transactions with little typing.
• 📊 フレッシュブックス: Invoicing-first design that service businesses find easier to learn.
• 🔥 ネットスイート: Full enterprise finance for companies that have outgrown small business tools.

全リストについては、こちらをご覧ください。 QuickBooksの代替品 ガイド。

⚔️ QuickBooksの比較

QuickBooksと各競合製品との比較は以下のとおりです。

• QuickBooks vs Puzzle IO: QuickBooks wins on bank feeds and support. Puzzle IO wins for venture-backed startups needing accrual reporting.
• QuickBooks vs Dext: Not really rivals. Dext feeds documents in, QuickBooks does the accounting.
• QuickBooksとXeroの比較: Xero includes unlimited users. QuickBooks has deeper reports and wider accountant support.
• QuickBooks vs Synder: Synder is a connector. QuickBooks is the ledger those sales land in.
• QuickBooks vs Easy Month End: Easy Month End organises your close. QuickBooks holds the underlying data.
• QuickBooks vs Docyt: Docyt automates more categorization. QuickBooks costs less and scales down better.
• QuickBooks vs Sage: Sage handles complex stock better. QuickBooks is easier to learn in a week.
• QuickBooksとZoho Booksの比較: Zoho Books is cheaper. QuickBooks has more accountants who already know it.
• QuickBooks vs Wave: Wave is free but thin. QuickBooks adds payroll, projects, and inventory.
• QuickBooksとQuickenの比較: Quicken tracks household money. QuickBooks tracks a business.
• QuickBooks vs Hubdoc: Hubdoc collects paperwork. QuickBooks turns it into reports.
• QuickBooksとExpensifyの比較: Expensify owns staff claims. QuickBooks owns the books they post to.
• QuickBooksとAutoEntryの比較: AutoEntry does data entry. QuickBooks does everything after that.
• QuickBooksとFreshBooksの比較: FreshBooks is friendlier for invoicing. QuickBooks is stronger on accounting depth.
• QuickBooksとNetSuiteの比較: NetSuite fits large groups. QuickBooks fits small businesses at a fraction of the price.

今すぐQuickBooksを使い始めましょう

QuickBooksの主要な機能をすべて使いこなせるようになりました。

• ✅ 銀行フィード
• ✅ クラウド会計ソフトウェア
• ✅ プロジェクトの収益性
• ✅ 会計報告書
• ✅ 経費トラッカー
• ✅ 請求書の発行と支払い
• ✅ 在庫管理
• ✅ VAT & GSTトラッカー
• ✅ モバイル会計アプリ

次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。

ほとんどの人は銀行フィードから始める。

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

よくある質問

QuickBooksの使い方を独学で習得することは可能でしょうか？

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は初心者でも使いやすいですか？

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

会計士はなぜQuickBooks Onlineを好まないのか？

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

QuickBooksの5つの基本機能は何ですか？

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

QuickBooksのマニュアルはありますか？

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