How To Set Up QuickBooks Online – Step by Step Instructions

Setting up the books for your small business can feel overwhelming.  Unless you have some prior accounting or bookkeeping knowledge, you will likely find yourself in need of a little help.  Luckily, you don’t need an accounting background to set up QuickBooks Online.

The key to being able to manage your bookkeeping smoothly in QuickBooks is getting off to a good start. By investing a little time upfront, you will save time and money in the long run.

We have simplified the set up process for QuickBooks Online by breaking it down into 15 bite-size lessons that include topics such as:

  • Setting up a good quality chart of accounts so that you have accurate financial statements.

  • Setting up customers and vendors for accurate sales and expense reporting.

  • Connecting QuickBooks Online with your bank & credit card accounts to ensure all income and expenses are accounted for.

  • Customizing QuickBooks Online with your company information to create professional-looking sales forms.

By completing this course, you will be ready to start running your day to day business with QuickBooks Online. If you would like a customised Training, please contact us.

Below, you will find a brief summary of what you can expect to learn in each lesson:

Lesson 1: How to Set Up Company Information in QuickBooks Online 
In this lesson, we will walk you through how to set up basic company information. This includes company name, logo, address, email, and website information.  This information will be used on reports, customer invoices, and tax returns.
Lesson 2: How to Customize Invoices, Sales Receipts & Estimates in QuickBooks Online 
In this lesson, we will walk through how to customize your sales forms so that they are professional and provide the level of detail that your customers expect. We recommend customizing your sales forms before learning how to set up sales forms in the next lesson.
Lesson 3: How to Set Up Invoices, Sales Receipts & Estimates in QuickBooks Online –
In this lesson, we will determine what information will appear on your sales forms, set up customer payment terms, and learn how to include customer deposits and discounts on an invoice.

Lesson 4: How to Set Up Products and Services in QuickBooks Online – In this lesson, we will determine the level of detail that you include on sales forms regarding products and services sold to your customers.