QuickBooks Online: Setting Up a New Company

Course details

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.