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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, September 13 at 2 PM | Class 1 will cover:

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

Monday, September 20 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, September 27 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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