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QUICKBOOKS ONLINE CLIENT TRAINING Course 1: Getting Started
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QuickBooks Online Client Training Table of Contents Course 1: Getting Started 1 Table of Contents About the Author ................................................................................................................................ 2 Training at a Glance ............................................................................................................................ 3 QuickBooks Online Test Drive ................................................................................................................. 4 Topic 1: Product Overview .................................................................................................................. 5 Know the Features of Your QuickBooks Online Subscription .................................................................... 6 Topic 2: Importing Data ...................................................................................................................... 8 Identify Steps to Import Data into QuickBooks Online .............................................................................. 8 Topic 3: Setting Up Your Company .................................................................................................... 13 Recognize the Steps to Set up and Modify Lists and Users .................................................................... 13 Recognize the Steps to Manage Company Settings .............................................................................. 17 Guide Conclusion ............................................................................................................................. 25
QuickBooks Online Client Training About the Author Course 1: Getting Started 2 About the Author Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who was named one of the Top 10 QuickBooks ProAdvisors in the world, with the title Top International ProAdvisor. Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries, as well as Australia where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooks Connect and other conferences, as well as those of various accounting and professional organizations and written countless articles for Intuit Global. Esther counts among her clients companies from around the world, as well as accounting professionals who seek her out on behalf of their own clients for her expertise in various countries’ editions of QuickBooks Desktop and Online, and for her talent in customizing QuickBooks usage for different industries.

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