Setting up for Success With QuickBooks Online

“Setting up for Success” is a series of snack-sized summaries based around task-oriented video tutorials. Each set of videos is curated around specific accounting workflows and the fundamental concepts behind them.

Each article features three to five comprehensive tutorials and highlight summaries. While we've handpicked these tutorials for first time QuickBooks Online users, this series is an excellent resource for anyone needing a refresher on QuickBooks Online and accounting basics.

We recommend watching all of the videos, as a set and in order, so you can confidently complete the specified accounting tasks in QuickBooks Online. If you do decide to skip ahead to specific sections of the article, set aside time to go back and watch the videos in their entirety so you have a firm grasp of the process end-to-end. 

The Basics and Accounting Concepts

• The Fundamentals
• "The Big Picture" 

Transactions

• Adding Items (Products and Services, Customers, Vendors and Accounts) to Lists

Products and Services

• Setting Up Inventory

Accounts and Reporting

• Financial Reports and Reporting Features
• Creating and Managing Accounts
• Understanding (and Separating) Owner Funds and Company Funds

Bookkeeping Best-Practices

• Bookkeeping Tips