QuickBooks Online Event I – Chart of Accounts
Duration: 1 Hour
Level: Beginner
Format: Live Human Online Event with Guided Demonstrations
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)
Event Schedule (1 Hour)
Welcome & Orientation
How this session fits into QuickBooks Online fundamentalsTopic 1: What the Chart of Accounts Is
Understanding the backbone of accounting systemsTopic 2: How QuickBooks Online Uses the Chart of Accounts
Account types, structure, and reporting impactTopic 3: Live Demonstration
Exploring and navigating the Chart of Accounts in Accountant ViewWrap-Up, Q&A & Next Steps
Event Description
QuickBooks Online Event I introduces the Chart of Accounts, the foundation of every accounting system and one of the most important areas to understand when working in QuickBooks Online. This live session focuses on helping you understand what the Chart of Accounts represents, how it is structured, and why it directly affects financial reports.
Rather than jumping straight into data entry, this event emphasizes conceptual clarity. You’ll see how accounts are categorized, how transactions flow into the Chart of Accounts, and how this structure supports accurate reporting and decision-making.
All demonstrations are performed using the QuickBooks Online Test Drive account in Accountant View, ensuring a consistent, real-world learning environment without risk to live company data.
By the end of the hour, you’ll understand how the Chart of Accounts works in QuickBooks Online and why proper setup and organization matter before recording transactions.
Topic Areas
Topic 1: Understanding the Chart of Accounts
Learn what the Chart of Accounts represents and why it serves as the backbone of financial reporting. We’ll discuss common account categories such as assets, liabilities, equity, income, and expenses.
Topic 2: Chart of Accounts Structure in QuickBooks Online
Explore how QuickBooks Online organizes accounts, including account types, detail types, and numbering conventions. This section focuses on how structure impacts reports like the Balance Sheet and Profit & Loss.
Topic 3: Live Chart of Accounts Walkthrough
Watch a guided walkthrough of the Chart of Accounts using the QuickBooks Online Test Drive (Accountant View). You’ll see how to locate accounts, review details, and understand how transactions connect to accounts.
Who This Event Is For
New QuickBooks Online users
Business owners learning their accounting system
Bookkeepers and accounting staff
Anyone wanting a clearer understanding of financial structure
What You’ll Gain
A clear understanding of the Chart of Accounts
Insight into how QuickBooks Online organizes financial data
Confidence navigating the Chart of Accounts
Preparation for recording transactions correctly
Other QuickBooks Online Events
This 1-hour event introduces the accounting foundation.
Additional QuickBooks Online events expand on this by covering:
Products and services
Customers, vendors, and transactions
Banking and reconciliation
Reporting and financial analysis
QuickBooks Online Event I ensures you understand the structure before the numbers—setting you up for accurate, confident bookkeeping.
