QuickBAS Quick Start Guide

QuickBAS Quick Start Guide
Welcome to the QuickBAS Quick Start Guide.
QuickBAS has been designed to make bookkeeping easy for small businesses and sole traders.
This page will get you up and running quickly.

For more details about each step, go back to our User Guide main page and click on each topic.
All screenshots are Mac, but Windows has similar layout and same functionality.
Screenshots zoom in when clicked.

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Small Business Activity Statement BAS Accounting Australia
Step 1 - Create a BAS Worksheet
- Click on the BAS Manager icon in the top menu.
- In the menu at left, enter your business name, the tax year, your ABN and the GST rate.
- Click Save. Your new BAS Worksheet is open and ready to use.
QuickBAS Worksheet Manager

Click to expand

Small Business Activity Statement Australia
Step 2 - Add Income and Expense Categories
- Every transaction must belong to a category.
- Click on the Categories icon in the top menu.
- Use the fields at left to create Income Categories
- Use the fields at right to create Expense Categories
QuickBAS Categories Sheet
Small Business Activity Statement BAS Accounting
Step 3 - Add Some Income Transactions
- Click on the Income icon in the top menu.
- For every transaction, make an income entry by filling out the fields
- Click Save and your transaction appears in the list
QuickBAS Income Sheet
Activity Statement BAS Accounting Australia
Step 4 - Add Some Expense Transactions
- Click on the Expenses icon in the top menu.
- For every transaction, make an expense entry by filling out the fields at left
- Click Save and your transaction appears in the list
QuickBAS Expenses Sheet
Small Business Australia
Step 5 - Add Wages and Withholding amounts (optional)
- This is optional and only for businesses with employees/contractors/suppliers.
- Click on the Wages icon in the top menu.
- Add employees using the panel at bottom left
- Then add wages and any tax withheld from those wages.
QuickBAS Wages Sheet
Business Activity Statement
Step 6 - Generate a BAS
- Click on the BAS icon in the top menu.
- Choose a time period (annual, quarterly, monthly)
- You can edit the extra values such as PAYG Tax
- Your BAS is generated, ready for you to fill out your form.
QuickBAS BAS Sheet
Small Business BAS Accounting Australia
Step 7 - Generate a Report
- Click on the Reports icon in the top menu.
- Reports summaries your income and expenses by category
- And also Wages and withholding by employee
- This can be useful to track expenses and for your annual tax return.
QuickBAS Reports Sheet