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Getting Started
Table of Contents
TABLE OF CONTENTS
About the Author ....................................................................................... 3
Activity Handbook Overview ...................................................................... 4
Purpose of this Handbook .............................................................................. 4
Additional Resources ..................................................................................... 4
Logging in to QuickBooks Online ..................................................................... 5
QuickBooks Online Accountant Test Drive ........................................................ 6
Browser Tips & Tricks .................................................................................... 6
Training at a Glance .................................................................................... 11
Lesson 1: Product Overview .................................................................... 12
Lesson Objectives ....................................................................................... 12
Identify Benefits of using QuickBooks Online .................................................. 12
Determine when to Recommend the Different Versions of QuickBooks Online ..... 14
Lesson 2: Navigating QuickBooks Online ................................................. 17
Lesson Objectives ....................................................................................... 17
Identify Steps to Get Started for the First Time User ....................................... 17
Recognize the Location of Various Components of the QuickBooks Online
Interface .................................................................................................. 20
Recognize Common Workflows that are Initiated from the Home Page............... 25
Distinguish the Accountant Tools in QuickBooks Online Accountant ................... 27
Lesson 3: Setting Up QuickBooks Online .................................................. 28
Lesson Objectives ....................................................................................... 28
Identify Steps to Import Data from QuickBooks Desktop to QuickBooks Online ... 28
1
Getting Started
Table of Contents
Recognize the Steps to Set up and Modify Lists & Users................................... 30
Recognize the Steps to Manage Company Settings .......................................... 31
Course Conclusion ................................................................................... 34
