Virtual QuickBooks Online Class - Webinar via Zoom - 3 Day Course - 5/20, 5/21, 5/22/2025

Event description

Day 1

Objectives:

• To get familiar with what QuickBooks (QBO) as to offer
• Learn or review set up options in system
• Explore and get familiar with navigating the program

Agenda:

• Introduction to myself and QuickBooks On-line (QBO)
• Explain different Tiers for QBO
• Introduction to the Test Company – How to get to it
• Converting QuickBooks Desktop to On-line version
• Review basic set up features and best practice options developing your lists
• Customer Lists
• Vendor Lists
• Items Lists
• Introduction to Chart of accounts
• Defining types of accounts
• Defining the what and not the who
• Think about your current accounting process, and answer what features in QBO will you really need, or not need
• Open Test Company and explore the “Gear” icon and set up features you think you will need to support your current accounting process
• Open the Chart of Accounts, add/inactivate/delete or edit accounts

Day 2

Objectives:

• Review Setup features
• Learn how to enter data into QBO
• Grasp terminology and basic knowledge of how QBO works

Agenda:

• Review setup features in the “Gear” icon
• Review the Chart of accounts
• Add
• Inactivate/Delete
• Edit
• Accounts Payable
• Accounts Receivable
• Basic Data Entry
• Bank Feeds
• Reconciliations
• In Test Company – Follow instructions in the booklet for sample transaction entry
• Explore the bank feed option
• Create transactions in the test company of your own

Day 3

Objectives:

• To understand what happens to the data you input
• How to run reports and do simple customizations to already created reports
• How to review your reports and quickly find data entry errors or other problems

Agenda:

• Transaction entry (via bank feed or manual)
• Reconciliations
• Introduce Reporting
• Different types of reports and where to find them
• How to customize each report to meet your business needs
• Tips and tricks on how to read and recognize errors
• How to use the reports to plan for the future of your business

Webinar Instructed by: David B. Plemons CPA, Inc.