Before you record
- Use a sample company where possible.
- Turn on Phone numbers; emails and card numbers are blurred automatically. Blur customer names and amounts with Alt+click or blur areas.
Record your QuickBooks Online walkthrough
- Open the task
(invoice, bill, reconciliation).
- Record
it once, carefully.
- Export a PDF guide
for your finance SOP binder.
Turn it into a written QuickBooks Online guide
Forms are labelled, so generated steps are precise.
Tips for QuickBooks Online recordings
- Review every frame for confidential numbers before sharing.