QuickBooks Online – Start up Checklist

Information concept: Head With Padlock and Data Loss
Things to consider, avoiding data catastrophes from occurring in your organization.
October 3, 2015
Memorized Report
How to use Memorized Reports in QuickBooks Pro, Premier, Enterprise
October 27, 2015
QuickBooks Online Training

First things first, before you start using QuickBooks Online for your business, validate what tools you will require to activate in QBO.


Your Business Setup

  • Accounting Method: Cash or Accrual
  • Chart of Accounts
  • Your Customers
  • Your Suppliers
  • Product / Items
  • Your Bank and Credit Card accounts
  • Invoice Format
  • Sales Tax
  • Payroll (Additional charges apply, please refer to QuickBooks Online plan details)
  • Multi Currency (Caution: Once turned ON, you cannot turn this feature OFF)
  • Locations (Available only in QuickBooks Online Plus)

Please refer to our QBO Analyzer tool developed for QuickBooks Online to get further insight.

  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


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