QuickBooks Online Version: Introduction Part 1

Part I (Introduction) will cover:

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

Presented By:

Andrea Manion

Certified QuickBooks ProAdvisor
Owner, Manion & Associates, LLC