QuickBooks Online DIY Boot Camp

QuickBooks Online DIY Boot Camp is an in-office, 3 hour hands-on workshop for business owners who want to set up QuickBooks correctly from the very beginning.

You will work directly on your own laptop and inside your own QuickBooks Online account while we guide you through building a clean, structured foundation so your books are accurate, organized, and easy to understand.

This session focuses on proper setup, core workflows, and the reports every business owner should know how to read.

Seating is limited to 8 business owners to ensure individual attention. Your one time investment of $399 reserves your seat.

Info: • Confirm subscription level
• Complete key setup screens
• Review dashboard and sidebar layout
• Show where core tools and settings live

Info: • Link bank and credit card accounts
• Choose correct transaction start date
• Review how transactions flow into the bank feed

Info: • Review default accounts
• Make unnecessary accounts inactive
• Align income, COGS, and expense categories
• Explain when to create a new account

Info: • Create products or services
• Connect items to correct income accounts
• Confirm tax settings tied to items

Info: • Set up customers
• Review payment terms
• Create and review a live invoice

Info: • Add vendors or subcontractors
• Gather W9 info
• Mark vendors for 1099 tracking

Info: • Review bank transactions
• Assign correct categories and payees
• Create one smart rule
• Discuss when rules should not auto post

Info: • Review Sales Tax liability screen
• Run Profit and Loss report
• Run Balance Sheet report
• Access and customize additional reports

Event Venue & Nearby Stays

Goldsmith Business Solutions, 316 S McKenzie St, Foley, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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