QuickBooks Online Version: Introduction Part 1

Part I (Introduction) will cover:

1. Features, benefits, and summary of types of files (Backup, 2. Accountant’s Version, Portable Copy)
3.Navigating the global, dashboard, and settings menu options
4. Exporting files from QBO to QBDT
5. Importing Customers, Vendors, Products & Services lists
6. Setting up your chart of accounts
7. Setting up user security
8. Creating customers and vendors
9. Connecting your bank account to QBDT for transactions download
10. Reconciling bank accounts
11. Creating invoices
12. Recording bank deposits
13. Recording expenses

Presented By: Paul DuMond, CPA
Founder, Beyond The Box Accounting