Setting Up QuickBooks Online
Course
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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.
Course Description
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.
Should you import your existing QuickBooks file, or start a new one from scratch? How do you set up a Chart of Accounts (and by the way, what even is a chart of accounts?)? How do you connect your checking account and credit cards? How do you create your products and services?
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!
What You’ll Learn
- The importance of good record keeping
- When do you need a bookkeeper and when can you do it yourself?
- Common bookkeeping mistakes business owners make
- Setting up QuickBooks®
- QuickBooks® Preferences
- Creating your Items list
- Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
- Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
- Bank feeds
- Reconciling
Instructional LevelBeginner to Intermediate
Course Length1 hour
Course Credits1 CPE, Certificate of Completion
Field of StudyAccounting/Bookkeeping Delivery MethodQAS/Self Study Who should take 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
Here is the course outline:
Download the HandoutDownload your class handout here 1 section
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Setting Up QBO: 1st Steps - Plan AheadWhen starting up a new QBO subscription, it's important to choose the right version and get help when you need it! 2 sections
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Converting from QuickBooks DesktopAre you migrating an existing QuickBooks Desktop Pro, Premier, or Enterprise file to QuickBooks Online? Watch this section to understand the benefits & drawbacks, and learn the steps to a successful transition. 4 sections
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Beginning with QBO from ScratchIf you're starting a new QuickBooks Online file from scratch, here are the steps involved. 6 sections
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After Setting Up - Your Next Steps in QBO6 sections
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Quiz and CPE CreditTake this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points! 2 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |