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!