Upper Menu

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.

Click the orange links below to watch.

If you do not already have access to this course:
Enroll Now

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
You need to be logged in to see your course progress.