AaaS QuickBooks Online Checklist
Please watch these two videos to get familiar with QuickBooks Online
Introduction to QuickBooks Online
3 minutes
Connect your bank account and credit cards to QuickBooks Online
2 minutes
Woohoo!
Your homework is done and you are ready for your first AaaS office hour!
Extra Credit: Keep scrolling to watch more intro videos
Bonus material for the excited and eager
How to record spending money
2 minutes
How to add products and services
3 minutes
NOTE: This is what you sell. We recommend avoiding setup of any inventory items (non-inventory is ok) without a prior discussion with your accounting team.
How to add a customer
2 minutes
How to create and email an invoice
5 minutes
NOTE: QBPayments will be offered from the software. Our clients get a discount, but only if we call to set it up. If you sign up through the software by yourself, the discount will not apply.
Still want more QuickBooks tutorials?
Visit the QuickBooks Online training section
See you at your office hour!