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Beginner LevelQuickBooks Online
How to Start Over in QuickBooks Online
Start your journey with this course, which teaches you how to start over in QuickBooks Online. Learn the best practices and path forward in QuickBooks Online.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Company Setup
✓Setup Issues
✓Should I Start Over?
✓Purge Company
✓Create a New Account with the Same Email
✓Create a New Account
✓New Company File Best Practices
✓Import Company Information Intro
✓Import from QuickBooks Desktop
✓Import Data from Excel
✓Import Chart of Accounts
✓Import Customers
✓Import Vendors
✓Import Products and Services
✓Opening Balances: Intro
✓Enter Account Opening Balances
✓Enter Customer Opening Balances
✓Enter Vendor Opening Balances
✓Enter Inventory Opening Balances
✓Enter Transaction History
✓Connect to Online Banking
✓Download Transaction History
Customizing Your Software
✓Customize Your Software
✓Customer Label
✓Custom Fields: Intro
✓Set up a Custom Field (QBO Plus)
✓QBO Advanced: Set up and use Custom Fields for a Customer
✓QBO Advanced: Set up and use Custom Fields for a Vendor
✓QBO Advanced: Set up and use Custom Fields for Transactions
✓QBO Advanced: Report Options for Custom Fields
✓Customize Forms: Intro
✓Customize Sales
✓Customize Invoices and Estimates: Look and Feel
✓Customize Invoices and Estimates: Messaging
✓Customize Sales Receipts: Look and Feel
✓Customize Sales Receipts: Header
✓Customize Sales Receipts: Body
✓Customize Sales Receipts: Footer and Messaging
Reconciliation
✓Reconciliation
✓Begin a Reconciliation
✓How to Use the Reconciliation Window
✓Mark Transactions as Cleared
✓What Causes a Difference?
✓Complete a Reconciliation
✓Reconciliation History
✓Credit Card Reconciliation Intro
✓Credit Card Reconciliation Setup
✓Credit Card Reconciliation
✓Reconcile Petty Cash
✓Register Tips
Reconciliation Issues & Starting Over
✓Fix Beginning Balances
✓Start Over
Accounting Tasks & Procedures
✓Accounting Tasks & Procedures
✓What is a Closing Date?
✓Set Up a Closing Date
✓What are Users?
✓Set Up a New User
✓QBO Advanced: Set up and Use Roles
✓Invite Accountant
✓What is the Audit Log?
✓Use the Audit Log
Utilities
✓Utilities
✓Remove All Billable Time and Costs
✓Export Company
✓Import Information from Other QBO Company
Working with Accountants
✓Accountants
✓Journal Entry Rules
✓Reversing a Journal Entry
✓Year-End Procedures
✓Closing Entries
Advanced Sales
✓A/R and Invoice Troubleshooting
✓Apply Invoice Payment from Deposit
✓Apply Invoice Payment from Payment
✓Undeposited Funds Problems
✓Apply Payments to Existing Deposit
✓Group Multiple Payments Into Deposit
✓Bad Debt: Intro
✓Write Off Bad Debt Without Sales Tax
✓Write Off Bad Debt With Sales Tax
✓Customer Under/Over Payments: Intro
✓Customer Underpayment
✓Customer Overpayment
✓Transfer Customer Credit to Vendor
✓NSF/Bounced Customer Payments: Intro
✓Record Bounced Check
✓Reinvoice Customer for Bounced Check
✓How to Close a Project
Advanced Purchases
✓Recategorize Multiple Expenses/Checks
✓Enter a Loan from a Previous Year
✓Bill Payment Errors
✓Apply Existing Check/Expense to BIll
✓Close Paid Bill in QuickBooks
✓Transfer Vendor Balance to a Customer
✓Void Prior Year Checks: Intro
✓Void Prior Year Checks: Journal Entries
✓Void Prior Year Checks: Void Check
✓Void Prior Year Checks: Reports
✓Close Open Bills
✓Rate this course