QuickBooks Online Event II – Items List
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 & Quick Review
How the Chart of Accounts connects to daily transactionsTopic 1: What the Items List Is
Understanding how QuickBooks records income and expensesTopic 2: How Items Drive Accounting Behind the Scenes
Linking items to accounts automaticallyTopic 3: Live Demonstration
Exploring the Items List in Accountant ViewWrap-Up, Q&A & Next Steps
Event Description
QuickBooks Online Event II focuses on the Items List, one of the most misunderstood but critical areas of QuickBooks Online. This live session explains how items act as the bridge between daily transactions and the Chart of Accounts—ensuring income, expenses, and costs are recorded correctly without manual account selection.
Rather than thinking of items as just “products,” this event shows how items represent what you sell, buy, or use, and how they control where amounts post on financial reports. Understanding items is essential for accurate invoicing, reporting, and job costing.
All demonstrations are performed using the QuickBooks Online Test Drive account in Accountant View, providing a safe, standardized environment to explore real QuickBooks workflows.
By the end of the hour, you’ll understand why items matter, how they simplify transaction entry, and how they protect the integrity of your financial reports.
Topic Areas
Topic 1: Understanding the Items List
Learn what the Items List is and why QuickBooks uses items instead of direct account posting on many forms. We’ll clarify common item types such as products, services, and non-inventory items.
Topic 2: Items and the Chart of Accounts
Explore how each item is linked to specific income, expense, or asset accounts. This section explains how items automate posting and reduce accounting errors.
Topic 3: Live Items List Walkthrough
Watch a guided walkthrough of the Items List using the QuickBooks Online Test Drive (Accountant View). You’ll see how items are set up, reviewed, and used in transactions.
Who This Event Is For
QuickBooks Online users entering invoices or bills
Business owners confused by items vs accounts
Bookkeepers and accounting staff
Anyone wanting cleaner financial reporting
What You’ll Gain
Clear understanding of what items are and why they matter
Insight into how items control accounting automatically
Confidence navigating the Items List
Preparation for accurate transaction entry
Other QuickBooks Online Events
This 1-hour event builds on accounting fundamentals.
Additional QuickBooks Online events expand on this foundation by covering:
Customers and invoicing
Vendors and bills
Banking and reconciliations
Financial reporting and analysis
QuickBooks Online Event II helps ensure your transactions hit the right accounts—without guesswork.
