Quickbooks Set Up for Solopreneurs
Set up your Quickbooks account correctly right from the start so your small one-person soloprenuer business will thrive.
Welcome!
Course Tour
Before We Begin...
What Is Bookkeeping?
Money Mindset
Financial Goals
What Are Your Financial Goals?
What Do I Need To Get Started?
Which Plan Should I Choose?
Sign up for QBO
Account Settings - Simple Start Plan
Account Settings - Plus Plan
Customize Forms
Ideal Account Set Up
Connect Bank Accounts
Financial Statements Intro
Profit & Loss
Balance Sheet
Cash Flow Statement
Quiz
What is the Chart of Accounts?
Match Schedule C
Match Schedule E
Chart of Accounts Set Up - Schedule C
Chart of Accounts Set Up - Schedule E
Bank Feeds
Bank Feed Walkthrough
Bank Feed with Class/Locations
Bank Feed Examples
Money In & Out of Business
Transfers, Matches, and Credit Card Payments
Split Transactions
Automation with Rules
Tags
What Not To Do
Journal Entries
Debit & Credit Examples
Journal Entry Example
What Is A Catch Up?
Catch Up Overview
Beginning Balances
Beginning Balance Example
Catch Up Example
Reconcile Balances
Reconcile Example