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QuickBooks Online Video Tutorials: Setting Up a New Company


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Nicole Brandsen Quickbooks Online Video Tutorial August 15, 2017

This course has provided me with countless tips on how to effectively operate QuickBooks Online (QBO). The teaching method overall is straightforward and concise, while definitely not being too simple. Eleven moderately challenging quizzes at the end of each module, were what I found to be especially enlightening. In addition to being able to take the course in the suggested sequence, it is also an effortless click of a button to revisit the site at any time and re-watch videos or study past quizzes if you need a refresher. I recommend this course to everyone, regardless of their current level of knowledge about QBO – trust me, you will benefit from this course!

Set up QuickBooks Online Correctly! As a business owner, you don’t have time for trial-and-error, especially when it comes to setting up your company’s financial software. Would you like to set up QBO properly, from the beginning?

In this video tutorial course, business owners and bookkeepers will learn the right way to set up a new QuickBooks Online file.

I’ll walk you all the most common errors I see people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect your copy isn’t set up correctly – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.

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.

Take this class as a guided experience to start using QuickBooks Online for your company.



QBO Home Screen

Are you setting up your QuickBooks Online® for the first time? It’s not quite ready to go “out of the box.” Whether you’re importing an existing QuickBooks® Desktop file or starting from scratch, there is a lot of setup to do. Some of it takes a bit of accounting and business knowledge. Take this class to make sure you’re covering all the bases and not leaving out any mission-critical steps that will cause errors down the road.

The 38 video tutorials and 5 quizzes give you a solid understanding of the issues and considerations you need to know to correctly set up QuickBooks Online, Intuit’s modern accounting software.

Receive a decorative Certificate of Completion when you finish!

Here is a list of what will be included:

  • Introduction
    1. Getting Started with QBO – Benefits

Certificate of Completion

  • Setting Up QuickBooks
    1. Choosing Your Version of QBO
    2. Choosing a Start Date
    3. Importing from Desktop
    4. Creating an Account
    5. Creating a New Company
    6. Starting from Scratch
    7. Welcome Screen
    8. Company Settings
    9. Setting Up User Accounts
    10. Sales Tax
    11. Customizing Invoices and Sales Receipts
    12. Merchant Services
    13. Payroll and Timesheets

Intuit Trainer/Writer Network

  • Chart of Accounts
    1. What is the Chart of Accounts?
    2. Bank Accounts
    3. Credit Card Accounts
    4. A/R and A/P
    5. Assets
    6. Liabilities
    7. Undeposited Funds
    8. Owners Equity
    9. Income Accounts
    10. Cost of Goods
    11. Expense Accounts
    12. Other Income and Other Expense
    13. Creating Accounts on the Fly
    14. Deleting and Merging Accounts
    15. Account Numbering
  • Lists
    1. Payment Methods
    2. Terms
    3. Attachments
    4. Classes
    5. Locations
  • Products and Services
    1. Products vs. Services Overview
    2. Products
    3. Services
    4. Setting Up Inventory

Alicia Katz Pollock is a Certified QuickBooks Online ProAdvisor, a member of the Intuit Trainer/Writer Network, and has a Masters in Teaching, so she explains things in a way you’ll be able to understand.

Additional information

QuickBooks Products



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