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QuickBooks Online
Remote Setup, Customization, and Training

Need help getting started? Choose between Setup / Customization / and / or Training package. Questions? Call (231) 670-4156.

QuickBooks Online Setup

Training Package A

QuickBooks Online Setup

Training Package B

QuickBooks POS v19

Training Package C

Getting Started

  • How to Navigate the Dashboard
  • Setup Preferences - Account and Settings
  • Manage Users
  • Setup Chart of Accounts
  • Setup and Import Customers
  • Setup and Import Vendors
  • Setup and Import Product and Services
  • Setup Sales Tax
  • Working With the Banking Center
  • Enter Historical Balances
  • Setup A Budget
  • Review Basic Reporting

Getting Started

  • How to Navigate the Dashboard
  • Setup Preferences - Account and Settings
  • Manage Users
  • Setup Chart of Accounts
  • Setup and Import Customers
  • Setup and Import Vendors
  • Setup and Import Product and Services
  • Setup Sales Tax
  • Working With the Banking Center
  • Enter Historical Balances
  • Setup A Budget
  • Review Basic Reporting

Getting Started

  • How to Navigate the Dashboard
  • Setup Preferences - Account and Settings
  • Manage Users
  • Setup Chart of Accounts
  • Setup and Import Customers
  • Setup and Import Vendors
  • Setup and Import Product and Services
  • Setup Sales Tax
  • Working With the Banking Center
  • Enter Historical Balances
  • Setup A Budget
  • Review Basic Reporting

Customize QuickBooks Online / Set Up

  • Setup Preferences
  • Setup Users
  • Customize Forms
  • Setup Recurring Transactions
  • Setup Custom Fields
  • Setup Classes, Locations, & Tags
  • Setup QBO Mobile App
  • Bookmark Pages for Quick Access

Customize QuickBooks Online / Set Up

  • Setup Preferences
  • Setup Users
  • Customize Forms
  • Setup Recurring Transactions
  • Setup Custom Fields
  • Setup Classes, Locations, & Tags
  • Setup QBO Mobile App
  • Bookmark Pages for Quick Access

QuickBooks Online Training

  • Sales Workflow
    • Estimate
    • Invoice / Sales Receipt
    • Receive Payment
    • Credit Memo
    • Refund Receipt
    • Delayed Credit
    • Delayed Charge
  • Vendor Workflow
    • Entering a Check
    • Entering a Bill
    • Paying a Bill
  • Managing the Bank Feed
    • Understanding How the Bank Feed Works
    • Matching Bank Data
    • Manually Adding Transactions
  • Reports
    • Understanding the Report Center
    • Running a Standard Report
    • Customizing a Report
    • How to Run a Management Report
    • Saving a Memorized Report