Our expert trainer will walk you through the QuickBooks chart of accounts setup process so that you will have successful financial reporting.
This course is performed in QuickBooks Enterprise which is a desktop product, however, the concepts can be carried into QuickBooks Online. Importantly, business owners are not likely to review a lengthy chart of account datasheet. It’s good practice to have a one-page balance and profit and loss report so that it’s easy to scan. In order to be a successful business, you need to know your numbers so we are here to help.
QuickBooks chart of accounts instructions covered
- Setting up QuickBooks chart of accounts
- Identify the types of accounts you can set up in QuickBooks
- Organize a chart of accounts using header and sub-accounts
Marjorie Adams is the Founder and CEO of Fourlane, Inc., as well as our QuickBooks training guru. She is considered one of the top QuickBooks trainers in the country. Marjorie was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015. Additionally, she was recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.
At present, Marjorie sits on Intuit’s VIP Program and is a frequent contributor to Inuit Accountants News Central. Further, she has been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.