Let's look at the options and workflow for setting up a new QuickBooks Online file. In partnership with IntuitiveAccountant.com
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
Beginner to Intermediate
1 CPE, Certificate of Completion
Field of Study
Who should take this class?
Other learners purchased these courses after completing this class:
Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!
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