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Everything you need to know to get your accounting up and running with QuickBooks Online
Lectures 37
Video 3.5 hours
Skill Level Beginner Level
Languages English
Includes Lifetime access
30 day money back guarantee!
Available on iOS and Android
Certificate of Completion

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Learn QuickBooks Online! In this 3-hour course, business owners and bookkeepers will learn the correct way to create a new company file in QuickBooks Online.

Should you import your existing records, or start from scratch? Should you start at the beginning of the year, or partway through? I’ll explore your considerations for getting started.

Then I’ll show you how to set up your QBO by exploring the Company Settings and source Lists so that you have the correct features for your needs. 

We’ll also cover the Chart of Accounts in detail, as well as the Products and Service Items you provide to customers.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 3 CPE Credits! 

This stand-alone course is one part of a series, including additional courses on setting up QBO, working with customers, managing expenses, and running reports.

Full details
Choose the right version of QBO for you
Import an existing file from Desktop, or start over from scratch?
Choosing a Start Date
Creating the new QBO file
Setting up the Chart of Accounts
Creating User Accounts
Set up the Sales Tax Center
Customize settings
Design your Invoices and Sales Receipts
Set up Merchant Services to accept credit cards
Set up Payroll and Timesheets
Create your list of Payment Terms
Add attachments to transactions, from POs to paper receipts
Using Classes to divide your transactions into groups
Using Locations when you have multiple offices or stores

Full details
Business owners and employees who maintain their company’s financial records
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills
Students and job-seekers will boost their employment marketability
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

Full details

Alicia Katz Pollock
QuickBooks Online: Setting Up a New Company
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