Free CourseBeginner
QuickBooks Online, Set Up Right
Nearly every messy QuickBooks file we see was set up in twenty rushed minutes. A handful of those early settings — start date, opening balances, products and services, bank feed rules — quietly decide how much cleanup you pay for later. This course walks the setup in the right order and stops at each decision that is expensive to reverse.
1 lessons · about 4 minutes total
By the end you can
- Set a start date and opening balances that reconcile on day one
- Connect bank feeds and write rules that categorise correctly, not just quickly
- Set up products, services and invoices so your P&L is readable by line of business
- Run the three reports that tell you whether the file is healthy
The syllabus.
+ 2 more lessons in this course being written now