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- Getting Started and Setting Up
- What version of QuickBooks Online is right for you?
- Setting up your company account
- Online banking setup
- Credit card setup
- Moving around QuickBooks Online the fast and easy wayl
- Getting help FAST!
- Differences between QuickBooks desktop and QuickBooks Online
- Work with Lists and Inventory
- Setting up and working with lists
- Cleaning up lists: delete, edit, and merge
- Setting up inventory in QuickBooks Online
- Understand Accounting
- Really understanding your financial statements
- Showing the Profit & Loss Statement by month or as a percentage of income
- Setting up the Chart of Accounts
- Using Cash vs. Accrual accounting
- Accounting Basics
- Definition of Accounting from a small business perspective
- Explanation of why you need accounting
- Financial statements…what are they?
- What is an account?
- Accounting Basics in QuickBooks
- The balance sheet and profit & loss statement
- Working with account types
- Setting up the chart of accounts
- Understanding debits/credits in common QuickBooks transactions (checks, invoices, payments, deposits, bills, bill payments, and journal entries)
- Reviewing Numbers for Accuracy
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