QuickBooks Online Setup & Clean Up Course

Whether you're setting up a brand-new QuickBooks Online account or cleaning up an existing one that's gotten messy, this training walks you through exactly where to focus your time — without getting lost in every feature QBO has to offer.

In this course, you'll learn how to:

• Configure your Account and Settings correctly the first time, including company info, invoicing preferences, payments, and the Advanced settings that are easy to overlook but hard to fix later (like accrual vs. cash accounting and closing the books)
• Clean up your Chart of Accounts so it actually makes sense — understand the five account types (assets, liabilities, equity, income, expenses) and why this list is the foundation of everything else
• Set up Products and Services so your invoices and sales forms populate correctly
• Organize your Customers, Vendors, Bills, and Expenses so your records are accurate and complete
• Connect and categorize your Bank Transactions — the area that will save you the most time when done right
• Reconcile your accounts every month so you can trust your numbers
• Bookmark the key areas of QuickBooks so you can navigate efficiently instead of getting overwhelmed by the full menu
• Run and save the two financial reports every business owner needs: the Balance Sheet and Profit & Loss statement

By the end of this training, you'll know exactly which areas of QuickBooks Online deserve your attention and which ones you can safely ignore — so your books are accurate, your financial statements are reliable, and you're ready for tax time.