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This webinar is the first and part of a three part webinar series and is designed for new or prospective QuickBooks Online (QBO) users who have questions about key processes and software functions. Join us for an in-depth introduction to QuickBooks that will cover the key features of the accounting software and how to implement them into your overall accounting system.

Monday, July 12 at 2 PM | Class 1 will cover:

  • Benefits of QBO
  • Conversion of Desktop to QBO (Use a Proadvisor)
  • Subscription levels, how to chose the right level for your business.
  • Navigating QBO
    • Demo company
    • Sign in
    • Set up wizard
    • Layout
  • Setting up you books (The Gear Wheel)
    • Company
    • Lists
    • Tools
  • Quick Create (the plus button)
  • Navigation Panel
    • Sales Center
    • Expenses Center

Monday, July 19 at 2 PM | Class 2 will cover:

  • Customize the Chart of Accounts
  • Use Products and Services
  • Use Vendor, Expenses and Purchase
  • Use Customer and Sales Transactions

Monday, July 26 at 2 PM | Class 3 will cover:

  • QBO Payroll
  • Bank Fees and Reconciling
  • Sales Tax
  • Extra Information on Transactions
  • Reporting
  • Expanded Functionality
  • Getting Help

You will receive a link to join this webinar the day before the first session.

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