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QuickBooks Online: Get Setup and GO! - Webinar

  • ID: 4900052
  • Webinar
  • March 2018
  • Region: Global
  • 120 Minutes
  • Compliance Online
Why Should You Attend:

Learn how your business should setup your QuickBooks Online company file and be able to complete your monthly bookkeeping cycle with this single webinar. This course will walk you through choosing a Chart of Accounts, connecting Bank accounts, entering transactions, and creating Invoices. You will be able to reconcile your monthly bank statements, add/customize accounts, and navigate all the key areas of QuickBooks Online after attending this webinar. Understand The critical elements of how QuickBooks Online works and common mistakes to avoid. If you have already started your QuickBooks Online file, this webinar will show you how to correct and update entries and fix reconciliation errors. The Webinar will take you step by step through the setup wizard, creating new accounts and customer, reconciliation, and generating your first Profit and Loss statement.

Learning Objectives:

Learn how your company’s tax structure will affect your QuickBooks Online file. Learn how to manage Accounts Payable and Accounts Receivable. Review monthly reconciliation procedures and best practices for ease of generating basic reports like Profit and Loss Statements, Income Statements, Balance Sheet, and End of Year financial reports for your tax accountant.

Areas Covered in the Webinar:

Setting up a new QuickBooks Online company file

Review of different company tax structures, how it affects your bookkeeping, and what choices to make during setup
Connect Bank accounts, import and enter transactions/deposits
Learn how to navigate QuickBooks Online
Create and customize your Chart of Accounts
Setup Customer accounts, including pre-existing balances
Create Invoices, Payments, and Sales Receipts
Add Vendors, including balances due
Enter Items and Services
Discussion of classifying transactions
Note: Product cover images may vary from those shown
Vidia S. Ramdeen, MPA, is CEO of Minerva Consulting and Ricochet Alternative Asset Management. He has worked within the finance industry in various roles for more than a decade and is consulted to examine policy and provide expert research. In addition, he has worked within local government and has spearheaded internal auditing initiatives. Mr. Ramdeen has been a reviewer for academic journals including the Academy of Management; and is a research writer and management, strategy, innovation and cyber security expert.
Note: Product cover images may vary from those shown