Spend an hour getting to know QBO’s interface, and what you’ll have to do to maintain your business records.

What you will learn

Get around the QBO Interface

Use Keyboard Shortctus

Become familiar with QBO’s Customer, Vendor, and Report Centers

Understand 3rd Party Plugin Apps

Submit suggestions to Intuit

Use QBO on a smartphone or tablet

Backup and Export Data

Understand a typical customer workflow

Know the traps some businesses fall into

Why take this course?

New to QuickBooks Online? Get comfortable quickly by watching this 1-hour overview course.

Business owners will get a feel for the QBO interface as we tour the interface. We’ll explore the the Sidebar, Gear, and Create buttons so you know where to look for what you need.

Alicia will demonstrate a sample daily workflow so you can see the big picture about what’s involved in managing your customers and expenses.

Get Instant Notification of New Courses on our Telegram channel.

And she’ll show you the top mistakes people make so that you don’t fall into the same traps.

This standalone module introduces concepts that are explained in-depth in our other Master QuickBooks online courses.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 1 CPE Credit.