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Setting Up QuickBooks® Online


When you start your QuickBooks® Online subscription, it’s not ready to go right away. There is a lot of setup to do! Take this course to learn how to set up your file including the Chart of Accounts, Products and Services, Bank Accounts, and more.

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Module 1Introduction
Unit 1Getting Started
Unit 2Module 1 Quiz
Module 2Setting Up QBO
Unit 1Choosing Your Version of QBO
Unit 2Choosing a Start Date
Unit 3Importing from Desktop
Unit 4Creating a New Company
Unit 5Starting from Scratch
Unit 6Welcome Screen & Company Settings
Unit 7User Accounts
Unit 8Sales Tax
Unit 9Customizing Invoices & Sales Receipts
Unit 10Merchant Services
Unit 11Payroll and Timesheets
Unit 12Module 2 Quiz
Module 3Creating a Chart of Accounts
Unit 1What is the Chart of Accounts?
Unit 2Bank Accounts
Unit 3Credit Card Accounts
Unit 4AR & AP
Unit 5Assets
Unit 6Liabilities & Undeposited Funds
Unit 7Owner's Equity
Unit 8Income Accounts
Unit 9Cost of Goods
Unit 10Expense Accounts
Unit 11Other Income & Other Expense
Unit 12Creating Accounts on the Fly
Unit 13Deleting and Merging Accounts
Unit 14Account Numbering
Unit 15Module 3 Quiz
Module 4Working with Lists
Unit 1Payment Methods
Unit 2Terms
Unit 3Attachments
Unit 4Classes
Unit 5Locations
Unit 6Module 4 Quiz
Module 5Defining Products and Services
Unit 1Overview
Unit 2Services
Unit 3Products
Unit 4Setting Up Inventory
Unit 5Module 5 Quiz
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