Introduction to QuickBooks Online Webinar Series

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.

Friday, January 15 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 your 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

Friday, January 22 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

Friday, January 29 at 2 PM | Class 3 will cover:

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