Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, setting up your lists, connecting your bank accounts, and turning on all the features.
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Preview this course:
Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!
Course Description
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
Instructional LevelIntermediate
Course Length1.5 hours
Course Credits1.5 CPE, Certificate of Completion
Field of StudyComputer Software & Applications Delivery MethodQAS / Self-Study Who should take this class?
Advanced Preparation:
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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 Solutions Inc. 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 Credits: 1.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: October 2023
Course Page Update: October 2023
Here is the course outline:
Download the HandoutsDownload your class handouts here 4 sections
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Watch the videos: Setting Up QBO 2023Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, setting up your lists, connecting your bank accounts, and turning on all the features. 19 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 CPE Certificate |
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