This course will guide the reader through the “Account and Settings” sections of QuickBooks Online. The references are based on the US version of QuickBooks Online; however, most of the set up procedures and labels are similar in the Canadian and UK versions.
The author reviews every step required in the setup of the company profile sections, including the company ID, billing and subscription, sales, expenses as well as the advanced category. Relative linked screenshots are provided for quick reference.
It is recommended that the student should have his or her QuickBooks Online software open on the browser and follow along thus making it easy to set up their own QuickBooks Online application. A few of the account and settings selections may be subject to clarification from the user’s accountant due to type of legal entity and tax jurisdiction.
You can subscribe to the “QuickBooks Online Membership” and have access to all the QuickBooks Online courses at a discounted subscription fee. Go to the QuickBooks Online Membership page for more details.
Account and Settings
The student has access to this training course for a period of 6 months from the date of purchase. Intuit is constantly changing and improving QuickBooks Online application; thus the student may find frequent updates to the training course.