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