You’re creating a new QuickBooks Online account, what’s next? If you’re just getting started with QuickBooks you might be tempted to go it alone, but setting up QBO by trial and error is a mistake. Let’s tackle how to set up QuickBooks Online together and make sure it’s done well.

While QuickBooks Online is the world’s most popular bookkeeping software, setting it up on your own through trial and error is just asking for trouble.

As business owners, we often tend to try to do everything ourselves (speaking from experience here!). That can be a problem when it comes to setting up Quickbooks Online.

It’s easy to make a simple mistake that will end up costing you more to fix than you’d ever have paid to set things up right from the beginning (not to mention the hassle of it all).

You’ve got enough to worry about. Let me show you how to set your QuickBooks up the right way so you can have peace of mind knowing there won’t be any headaches down the road.

We’ll answer all these questions and get you started on the right foot so that you won’t spend time needlessly spinning your wheels while you try to figure it all out yourself. Your business will be successful when you get the advice you need to do it right the first time, quickly and easily!

You’ll Learn About

• 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

After completing this course, you will be able to: 

• Identify the correct QBO subscription level for your needs
  
• Describe the steps to set up a new QBO file including settings and lists
  
• Recall how to add your bank accounts and credit cards to import transactions
  
• Recognize how to enter historic balances
  
• Describe how to recreate open invoices and bills
  
• Recognize considerations with Sales Tax and Payroll Taxes