2026年如何在不聘请会计师的情况下使用QuickBooks？

快速入门

本指南涵盖了 QuickBooks 的所有功能：

• 入门 — Create your Intuit account and set up the basics
• 如何使用银行账户信息 — Connect bank accounts so transactions download automatically each day
• 如何使用云会计软件 — Run your books from any browser, phone, or tablet anytime
• 如何运用项目盈利能力 — See which job earns money and which one quietly loses it
• 如何使用会计报表 — Pull profit and loss, balance sheet, and cash flow reports on demand
• 如何使用费用跟踪器 — Capture receipts and sort expenses long before tax season arrives
• 如何使用发票和支付账单 — Send invoices, take payments, and schedule supplier bills on one page
• 如何使用库存管理 — Track stock counts and cost of goods sold as sales happen
• 如何使用增值税和商品及服务税追踪器 — Calculate tax on every transaction and file returns with confidence
• 如何使用移动会计应用程序 — Snap receipts, check balances, and send invoices from your phone

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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

QuickBooks is the 会计软件 most small businesses land on first.

But most owners only ever touch invoices and bank feeds.

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧，让你今天就能应用。

QuickBooks教程

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.

立即试用 QuickBooks →

阅读完整评测 →

QuickBooks 的替代方案 →

QuickBooks入门指南

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

大约需要三分钟。

Here is what the software looks like in daily use:

现在让我们一步一步来。

第一步：创建您的帐户

Go to the Intuit QuickBooks website and select your country.

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

✓ 检查点： 检查你的 收件箱 用于确认邮件。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 银行账户信息馈送

银行馈送 lets you connect bank accounts so transactions download automatically each day.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： You should see a For review tab filling with transactions.

Step 3: Review the First Batch

QuickBooks downloads 90 days of transactions automatically.

如何使用 QuickBooks 云会计软件

云 会计软件 lets you run your books from any browser, phone, or tablet anytime.

以下是使用步骤。

步骤 1：使用任意浏览器登录

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.

这就是它的样子：

✓ 检查点： 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

项目盈利能力 lets you see which job earns money and which one quietly loses it.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 会计报表

会计报告 lets you pull profit and loss, balance sheet, and cash flow reports on demand.

以下是使用步骤。

步骤 1：打开报表中心

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 费用跟踪器

费用追踪器 lets you capture receipts and sort expenses long before tax season arrives.

以下是使用步骤。

Step 1: Snap the Receipt

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

这 文本 is read for you automatically.

Step 2: Match It to a Transaction

QuickBooks links the receipt to the matching bank line.

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 开票和支付账单

开具发票和支付账单 lets you send invoices, take payments, and schedule supplier bills on one page.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

库存管理 lets you track stock counts and cost of goods sold as sales happen.

以下是使用步骤。

第一步：启用库存跟踪

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

步骤二：添加您的产品

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

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 增值税和商品及服务税跟踪器

增值税和商品及服务税追踪器 lets you calculate tax on every transaction and file returns with confidence.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 QuickBooks 移动会计应用程序

移动会计应用程序 lets you snap receipts, check balances, and send invoices from your phone.

以下是使用步骤。

第一步：下载应用程序

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.

这就是它的样子：

✓ 检查点： 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 专业技巧和快捷方式

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

键盘快捷键

大多数人错过的隐藏功能

• 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常见错误及避免方法

错误一：将个人资金和公司资金混为一谈

Mistake #2: Accepting Every AI-Suggested Category

Mistake #3: Skipping Reconciliation

QuickBooks故障排除

Problem: Bank Feed Stopped Updating

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

使固定： 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.

使固定： 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.

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

📌 笔记： 如果以上方法均无法解决您的问题，请联系 QuickBooks 技术支持。

QuickBooks是什么？

QuickBooks is accounting software from Intuit that tracks sales, expenses, and taxes for 小型企业.

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

观看这段快速概览：

它包含以下主要特点：

• 银行账户信息： Automatic transaction downloads from your bank and credit cards
• 云端会计软件： Browser-based books that sync across every device you own
• 项目盈利能力： Job-level income and cost tracking with time tracking built in
• 会计报告： More than 50 reports covering sales, expenses, and cash flow
• 费用追踪器： Receipt capture, mileage, and rules that categorize spending
• 开具发票和支付账单： Invoices, online payments, and scheduled supplier bills
• 库存管理： Live stock counts with cost of goods sold posted for you
• 增值税和消费税追踪器： Tax codes applied per line, plus filing-ready summaries
• 移动会计应用： Full iOS and 安卓 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.

如需完整评测，请参阅我们的 QuickBooks评测.

QuickBooks定价

以下是 QuickBooks 在 2026 年的费用：

免费试用： Yes — 30 days free, or a discount if you skip the trial.

退款保证： Yes — 60 days, and you can cancel subscriptions anytime.

💰 性价比最高： Plus — it adds inventory, projects, and time tracking, which is where the real saving shows up.

QuickBooks 与其他替代方案

QuickBooks 与其他产品相比如何？以下是竞争格局：

快速精选：

• 综合最佳： QuickBooks — the widest feature set and the most 会计师 who know it
• 最佳预算： Wave — free invoicing and accounting for very simple books
• 最适合初学者： FreshBooks — fewer menus and a gentler learning curve
• Best for inventory: Sage — deeper stock control for product businesses

🎯 QuickBooks 的替代方案

正在寻找 QuickBooks 的替代方案？以下是一些最佳选择：

• 🚀 Puzzle IO: Accounting built for startups, with automated close workflows and clean investor reporting.
• 💰 右手： 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.
• ⚡ 辛德： Syncs Shopify, Stripe, and PayPal sales into your ledger automatically.
• 🔒 轻松月末: A checklist tool that keeps your month-end close on schedule.
• 🧠 Docyt： 人工智能 簿记 aimed at multi-location businesses and franchise owners.
• 👶 圣人： Long-standing accounting software with strong stock and manufacturing features.
• 🏢 Zoho Books： Cheap, capable, and excellent if you already use other Zoho apps.
• 🔧 海浪： Free invoicing and accounting for freelancers with simple needs.
• 🌟 加速: 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.
• 💼 自动输入: 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.

完整列表请参见我们的 QuickBooks的替代方案 指导。

⚔️ QuickBooks 对比

以下是 QuickBooks 与各竞争对手的对比情况：

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

立即开始使用 QuickBooks

您已学会如何使用 QuickBooks 的所有主要功能：

• ✅ 银行账户信息
• ✅ 云会计软件
• ✅ 项目盈利能力
• ✅ 会计报告
• ✅ 费用追踪器
• ✅ 开具发票和支付账单
• ✅ 库存管理
• ✅ 增值税和消费税追踪器
• ✅ 移动会计应用

下一步： 选择一项功能，立即试用。

大多数人都是从银行账户开始的。

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

常见问题解答

我可以自学如何使用 QuickBooks 吗？

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对新手来说容易上手吗？

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

为什么会计师不喜欢 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.

QuickBooks的5个基本功能是什么？

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

有 QuickBooks 用户手册吗？

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