Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up your products and services list in QuickBooks Online. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d like to learn…
How to Set Up the Chart of Accounts in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to add, delete, and modify the chart of accounts list. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. If you’d rather save your time and hire…
How to Set Up Multiple Users in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to give your accountant, bookkeeper, or other users access to your QuickBooks Online account. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d…
How to Set Up Advanced Settings in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up Advanced Settings in QuickBooks Online. These settings will affect what shows up on your financial reports, including your profit & loss statement, balance sheet, and cash flow statement To complete this lesson, you can…
How to Set Up Expenses in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up expenses in QuickBooks Online. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d like to learn more about managing income,…
How to Set Up Vendors in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up vendors in QuickBooks Online. We’ll explain how to manually add customers and how to upload vendor data from an Excel or CSV file. To complete this lesson, you can either watch the video below,…
How to Set Up Messages in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up messages in QuickBooks Online. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d like to learn more about managing income,…
How to Set Up Statements in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up statements in QuickBooks Online. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d like to learn more about managing income,…
How to Set Up Invoices, Sales Receipts & Estimates in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up your sales forms (i.e. your invoices, sales receipts, and estimates). To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d like…
How to Set Up Company Information in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up your company information. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. If you’d rather save your time and hire a local bookkeeper to…
What do New Zealand sheep farmers know about innovative accounting? An interview with Xero’s Russell Fujioka
I have interviewed dozens of CEOs and senior executives in the small business space. The term “southern hemisphere” has only come up in one interview. Recently, I interviewed the U.S. President of Xero (XRO NZE), Russell Fujioka. The conversation briefly turned to New Zealand sheep farmers and herd management. His company, Xero, is very well known…
The Value Of Time: An Interview With Bank Of America’s Will Barr
Bank Of America defines small businesses as companies with less than $5 million dollars in annual revenues. They serve approximately 3 million small business customers that have around $80 billion dollars of deposits with Bank Of America. Fit Small Business is a satisfied Bank of America client. We have our business checking and saving accounts…
