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QuickBooks Online Webinar I – Chart of Accounts and the Item List

Duration: 3 Hours
Level: Beginner
Format: Live Human Online Webinar with Guided Labs
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)

Webinar Schedule (3 Hours)

Session 1: Chart of Accounts Foundations

  • Purpose of the Chart of Accounts

  • Account types and detail types

  • How QuickBooks Online uses accounts behind the scenes

  • Common Chart of Accounts mistakes

Lab 1:

  • Navigate the Chart of Accounts

  • Review account types and balances

  • Identify how transactions post to accounts

  • Trace balances back to source transactions

Session 2: Understanding the Item List

  • Why QuickBooks uses items instead of direct account posting

  • Types of items (products, services, non-inventory)

  • How items link to income, expense, and asset accounts

  • Items vs accounts: roles and responsibilities

Lab 2:

  • Review existing items in the Items List

  • Identify linked accounts for each item

  • Compare item posting vs category posting

  • Observe how items affect reports

Session 3: Chart of Accounts + Items Working Together

  • How items protect accounting accuracy

  • Impact on Profit & Loss and Balance Sheet

  • Designing a clean, scalable setup

  • Preparing for real transaction workflows

Lab 3:

  • Create sample items linked to correct accounts

  • Use items on transactions

  • Review resulting financial reports

  • Validate posting accuracy

Webinar Description

QuickBooks Online Webinar I is a hands-on, instructor-led session focused on the two most important structural components in QuickBooks Online: the Chart of Accounts and the Item List. Together, these elements determine how every transaction is recorded and reported.

This webinar goes beyond surface-level explanations and into cause-and-effect accounting logic. Participants learn not just where to click, but why QuickBooks behaves the way it does—and how proper setup prevents reporting issues later.

All demonstrations and labs are completed using the QuickBooks Online Test Drive account in Accountant View, ensuring a consistent, real-world learning environment with no risk to live data.

By the end of the webinar, attendees will understand how to design and evaluate a QuickBooks Online file that produces reliable financial reports.

Lab & Exercise Structure

Each lab is:

  • Instructor-guided with live explanation

  • Hands-on and scenario-based

  • Focused on real bookkeeping decisions

  • Performed in the QuickBooks Online Test Drive (Accountant View)

Lab scenarios mirror real business workflows and common setup mistakes.

Who This Webinar Is For

  • Attendees of QuickBooks Online Events I and II

  • New QuickBooks Online users

  • Business owners setting up QuickBooks

  • Bookkeepers seeking stronger fundamentals

What You’ll Gain

  • Deep understanding of the Chart of Accounts

  • Clear insight into how items drive accounting

  • Ability to diagnose posting and reporting issues

  • Confidence setting up QuickBooks correctly from the start

Other QuickBooks Online Webinars

This webinar begins the hands-on QuickBooks Online series.
Additional QuickBooks Online webinars expand on this foundation by covering:

  • Customers, invoices, and payments

  • Vendors, expenses, and bills

  • Banking, reconciliation, and cleanup

  • End-to-end financial reporting

QuickBooks Online Webinar I ensures the foundation is right—so everything built on top of it works the way it should.