Getting Started

truland · ‎April 07, 2021

Good morning, a few months ago my VFW Post (non-profit) named me Assistant Quartermaster. The QM is really the one who does the basic bookkeeping and some basic accounting. I will be elected to the QM position and take over in June. We decided to go with QB Online to get automated. We have not done anything other that register it and identify users at this point as the current QM is not computer savvy. Since I will be taking over, I want to see if there are some good either free or relatively inexpensive training courses I can take over the next two months to better get myself ready to get QB Online setup right and I can start using it effectively when I take over. I have the info to set up the on-line banking, but since I am not yet on the accounts I have not done anything with that. Any suggestions would be greatly appreciated.

Catherine_B · ‎April 07, 2021

I'll be more than happy to help you get started, truland.

We have resources that can assist you with how the system works. You can try creating transactions or performing bookkeeping through our Test Drive. In this sample company file, you can play around with QuickBooks from our sample lists, data, and settings.

If there are sections or features of QuickBooks you need help with, you can always browse articles. Just select a topic and we'll list all related resources about it.

Also, to help you further set up your account settings and business information, you'll want to directly go to these articles:

If you still have other questions, please don't hesitate to post them here. I'll be glad to assist. Take care and have a good one!

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Catherine_B · ‎April 07, 2021

I'll be more than happy to help you get started, truland.

We have resources that can assist you with how the system works. You can try creating transactions or performing bookkeeping through our Test Drive. In this sample company file, you can play around with QuickBooks from our sample lists, data, and settings.

If there are sections or features of QuickBooks you need help with, you can always browse articles. Just select a topic and we'll list all related resources about it.

Also, to help you further set up your account settings and business information, you'll want to directly go to these articles:

If you still have other questions, please don't hesitate to post them here. I'll be glad to assist. Take care and have a good one!

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