QuickBooks Online, Part 2: QuickBooks Setup

On-Demand Webinars

Learn how to configure crucial aspects of QuickBooks Online with great precision. You will become proficient in setting up bank and credit card accounts, creating invoice templates, defining products and services, and organizing the chart of accounts.

Watch Webinar

We will discuss:

Company Settings
Chart of Accounts (COA) and Accounts Numbers
Setting Up Products and Services
Setting Up Messages & Statements
Customizing Invoices, Sales Receipts & Estimates
Expenses
Importing Bank & Credit Card Transactions
Setting Up Multiple Users
Lists
Adding Customers & Vendors
Closing the Books
Advanced Settings

Presented by Antonia Gonzalez, MBA, MAcc; Owner of Providence Tax & Finance Management LLC