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Get started with QuickBooks Online in 7 easy steps
Before we get started
Welcome!
Course Fundamentals (1:27)
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STEP 1 - Get QBO
How to access the QBO Sample Company (1:00)
Which version of QBO is right for you? (0:47)
QBO quick decision-making guide (PDF download)
Sign up for QuickBooks Online
Use Google Chrome for best results
Expert tips
Change is not easy - words of encouragement (1:02)
STEP 2 - Learn how to get around in QBO
A tour of QuickBooks Online 2017 (3:36)
The Left Navigation Bar
The Quick Create (+) Menu
The Gear Icon
The Search Icon
STEP 3 - Set up and customize lists
Introduction (0:51)
QuickBooks Online Quick Set Up Checklist
Customize the Chart of Accounts: Part 1 (3:39)
Customize the Chart of Accounts: Part 2 (3:23)
Add bank accounts to the Chart of Accounts
Add credit card accounts to the Chart of Accounts
Customize the Products and Services list: Part 1 (3:14)
Customize the Products and Services List: Part 2 (2:56)
Add customers
Add vendors
Import Lists (2:53)
STEP 4 - Customize company settings
Introduction (1:04)
Company Settings
Billing and Subscriptions
Sales settings
Expenses settings
Payments Settings
Advanced settings
STEP 5 - Set up users
Introduction (1:29)
How to add users
How to invite your accountant to QBO
STEP 6 - Connect bank and credit card accounts
Introduction (1:18)
Connect QBO to your bank and credit card accounts
STEP 7 - Get training
Now what? Get free QBO training (0:56)
BONUS CONTENT
How to avoid making a mess in QBO (1:48)
How to add users
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