Getting Started with QuickBooks Online
The course covers initial setup of QuickBooks Online, including customization, work area relationships, inviting others to use company files, working with lists, and linking accounts to the bank, culminating in an overview of the Chart of Accounts.
90 Minutes
6 months
711125
Group Attendees: Any number of participants
Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
The use of this seal confirms that this activity has met HR Certification Institutes (HRCI) criteria for recertification credit pre-approval.
This activity has been approved for
1.5 HR
(General) recertification credit
TrainHRLearning is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®.
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1-hour and 15 minute concurrent conference session = 1.25 PDCs.
3-hour e-learning course = 3 PDCs.
This course is designed to help new users set up the company data file correctly from the very beginning. Our 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.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.
Our 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?
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
Who Will Benefit:
- New Users
- Accountants
- Bookkeepers
- Business Owners
- Office Managers
- Anyone wanting to Learn QuickBooks Online
Cindy McGuckin is a top-notch, seasoned software trainer, specializing in both the Desktop and the Online versions of QuickBooks. She is passionate about teaching various software applications and has been told many times by her students that she has a unique ability relay information on a level that is very easy for her students to understand the concepts being taught.
Over her 15+ years of teaching software courses, Cindy has taught many large groups in classroom settings and remotely. She also works with individuals who need a little more of a personal touch. Her experience has helped her develop a unique ability to connect with her students and quickly assess their needs in order to customize their QuickBooks company file. She can tell very quickly which features of QuickBooks the she really needs to focus on, then gets the job done quickly and very efficiently.
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