QuickBooks Online: Getting Up and Running

You’ve decided to learn QuickBooks Online to better track your business finances. But managing finances involves more than just exporting your business check register to Excel. It requires an understanding of what you’re selling, to whom you’re selling, who owes you money, and much more. In this course, Rachel Barnett, a long-time QuickBooks ProAdvisor and 3-time winner of the Insightful Accountant’s Top 100 ProAdvisor of the Year award, will guide you through the fundamentals of QuickBooks Online. Rachel will begin by demonstrating how to customize the financial reports you’re already familiar with. From there, she will delve into the use and customization of the chart of accounts, ensuring that you can tailor the data available in your reports. Rachel will also cover tracking the specifics of sales and seamlessly transition into recording income and expenses. By the end of this course, you’ll be prepared to link your bank to QuickBooks and establish an efficient bookkeeping workflow.