QuickBooks Online: Setting Up a New Company
- 3.8
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Brief Introduction
Everything you need to know to get your accounting up and running with QuickBooks OnlineDescription
Learn QuickBooks Online! In this 3-hour course, business owners and bookkeepers will learn the correct way to create a new company file in QuickBooks Online.
Should you import your existing records, or start from scratch? Should you start at the beginning of the year, or partway through? I'll explore your considerations for getting started.
Then I’ll show you how to set up your QBO by exploring the Company Settings and source Lists so that you have the correct features for your needs.
We'll also cover the Chart of Accounts in detail, as well as the Products and Service Items you provide to customers.
As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.
Complete this course and earn 3 CPE Credits!
This stand-alone course is one part of a series, including additional courses on setting up QBO, working with customers, managing expenses, and running reports.
Requirements
- Requirements
- You will need a subscription to QuickBooks Online. Note that if you want the Essentials or Plus versions, we can help you get a 20% discount!
Knowledge
- Choose the right version of QBO for you
- Import an existing file from Desktop, or start over from scratch?
- Choosing a Start Date
- Creating the new QBO file
- Setting up the Chart of Accounts
- Creating User Accounts
- Set up the Sales Tax Center
- Customize settings
- Design your Invoices and Sales Receipts
- Set up Merchant Services to accept credit cards
- Set up Payroll and Timesheets
- Create your list of Payment Terms
- Add attachments to transactions, from POs to paper receipts
- Using Classes to divide your transactions into groups
- Using Locations when you have multiple offices or stores
Alicia Katz Pollock
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