Insightful Accountant QBO101: Setting Up QBO

About

Let's look at the options and workflow for setting up a new QuickBooks Online file. In partnership with IntuitiveAccountant.com

Course Description

This free webinar is a companion to Alicia’s QBO 101 column at insightfulaccountant.com. She discusses how to talk to your clients about their need for a bookkeeper, how to set up a QBO file, and opportunities for training. The conversation is targeted at Bookkeepers but has great info for business owners, too.

For more information, please visit IntuitiveAccountant.com, or click here.

What You’ll Learn in this class

The difference between the QuickBooks Online subscription levels
Creating a new account
Connecting with a bookkeeper for discounts
Importing a QuickBooks Desktop file into QuickBooks Online
Setting up a Chart of Accounts
Connecting Bank accounts and credit cards
Entering open invoices and bills
Entering opening balance history
Comparing previous and new reports

Instructional Level

Beginner to Intermediate

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

Delivery Method

QAS/Self Study

Suggested Prerequisites

Intro to Accounting and Bookkeeping

Who should take this class?

Small business owners starting new QuickBooks Online files
Bookkeepers converting their clients to QuickBooks Online

Other learners purchased these courses after completing this class:

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Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Updated: December 2021