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QuickBooks Online: System Configuration and Account Management

Covers how to configure QuickBooks Online in Bravo, including setting up accounts, mapping transactions, and managing financial processes.

In this video, we cover key aspects of system configuration in QuickBooks Online, including mapping accounts, tracking transactions, and managing financial processes. This guide is useful for both beginners and those looking to improve their accounting setup.

Video Breakdown:

  • Introduction to System Configuration: Overview of system settings and optimizing QuickBooks Online for better financial operations.

  • Mapping Accounts: How to assign accounts properly for accurate financial tracking.

  • Tracking Bank Transactions: Linking, categorizing, and reconciling bank transactions correctly.

  • Creating Expense Accounts: Setting up and managing expense accounts to track spending.

  • Tracking Cash Disbursements: Recording and managing cash outflows accurately.

  • Pointing Fees to Miscellaneous Accounts: Assigning fees and charges to miscellaneous accounts for better tracking.

  • Managing Surplus Inventory: Tracking and managing excess inventory to maintain accurate records.

This video provides step-by-step instructions to help streamline QuickBooks Online setup and improve accounting efficiency. Watch the full tutorial for details. 

Time to watch: 25 Minutes