How-to guides
Every Iris tool, ranked by importance. Read the guide for the steps, or take the course to practise them.
Sign in to QuickBooks first. Open QuickBooks Online in a separate browser tab and sign in before you start an Iris tool. If you are not signed in, transactions may not open correctly when you click them in Iris.
Step 1Pick the client
Click the client box at the top of the left sidebar and choose the company. Every tool works on that client.
Step 2Set the fiscal year
Click the FY pill in the top bar, enter Start and End, and press Save. The ‹ › arrows beside it flip a whole year back or forward.
Step 3Open the tool
Pick it below or from Tools in the sidebar. New to Iris? Take Start here: Iris basics first.
ToolLearn it