Getting Started with QuickBooks Online
Recorded Webinar | Cindy McGuckin |
Jun 12, 2025 |
01:00 PM EST | 90 Minutes
Description
This course is designed to help new users set up the company data file correctly from the very beginning. Professional Training LLC instructors will help you determine which subscription plan is best for your business. Once you have chosen a subscription, you can get started with the initial setup. Starting with an overview of the QuickBooks Online screen, learn how to customize the work area and how the different areas of QuickBooks Online relate to each other. Learn how to invite others to use the company file. This course will also cover working with different lists and linking QuickBooks accounts to the bank. To finish up the course, you will get an overview of the most important part of QuickBooks, the Chart of Accounts.
Areas Covered in the Session:-
- QuickBooks Online subscriptions
- Overview of QuickBooks Online
- Customizing the work area
- Inviting others to use the company file
- Using Lists in QuickBooks Online
- Linking accounts in QuickBooks to the bank
- Overview of the Chart of Accounts
- Create a QuickBooks company file
Background:-
In the past, the Desktop version of QuickBooks has been the version of choice for most users. Intuit is now trying to move all users to the QuickBooks Online version. As of July 31, 2024, new users are no longer able to purchase the Desktop version, with the exception of the Enterprise Edition.
Existing users are grandfathered in and will still be able to pay a yearly subscription fee to keep using the Desktop version.
Why You Should Attend:-
New to QuickBooks Online? No idea which subscription is best for your business? If you are considering QuickBooks Online for all your essential accounting and bookkeeping needs but have no idea where to start, this course is for you.
Professional Training LLC instructors make it easy to help you get started by taking the fear out of learning a new accounting software package. From choosing the right subscription to setting up your company data file, you will find QuickBooks Online super simple to use. No more fear of making a mistake and then being stuck.
You will be guided from start to finish, making the entire setup process a breeze. You will find QuickBooks Online an essential tool to help free up your valuable time so that you can spend more time doing what you do best, growing your business. Ready to get started?
Who Will Benefit?
- New Users
- Accountants
- Bookkeepers
- Business Owners
- Office Managers
- Anyone wanting to use QuickBooks.
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