QuickBooks Online: Get Setup and GO!

Instructor: Deborah Wolfe
Product ID: 705549
  • 23
  • March 2018
  • 11:00 AM PDT | 02:00 PM EDT
    Duration: 90 Min

Live Online Training
March 23, Friday 11:00 AM PDT | 02:00 PM EDT | Duration: 90 Min

One Dial-in One Attendee
Group-Max. 10 Attendees/Location
(For multiple locations contact Customer Care)

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section 48 hrs after completion of Live training

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days after completion of Live training

Combo Offers

Live + Recorded Version


Live + Training CD/USB


Customer Care

Fax: +1-650-362-2367


Read Frequently Asked Questions

QuickBooks Online is an inexpensive and widely used bookkeeping program designed for entrepreneurs and small business owners to use themselves. Setting up your company file correctly is very important for record keeping, reconciliation, and creating financial statements, like Profit and Loss or Income Statements. Whether you plan to use QuickBooks Online yourself, have an in-house bookkeeper, or hire a professional accountant or CPA, knowing how to setup your file and get started using QuickBooks Online yourself is critical.

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

Who Will Benefit:

  • Accountants
  • Bookkeepers
  • Small Business Owners
  • Entreprenuers, Sole Proprietors, Self-Employed Professionals
  • Non-Profit Organizations
  • Grant Managers and Fund Directors
  • Budget Managers
Instructor Profile:
Deborah Wolfe

Deborah Wolfe
Business Consultant, Wolfe Business Consulting

Deborah Wolfe has been a successful government, non-profit,and private accountant for over 18 years. She empowers individuals and builds confidence with education, originality,and authenticity. Her approach combines professionality andoriginality to design and improve business and accounting solutions. For the past 4 years, Deborah has been a speaker and small business owner consultant, guiding business owners and entreprenuers from startup to success! She is based in St Augustine Florida and is an active writer on LinkedIn

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email call +1-888-717-2436 (Toll Free).

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