"Quick" Chats w/Kitty Understanding the Chart of Accounts

Regular check-ins and support are the foundation of a positive experience when using QuickBooks Online. It is more important than ever to have continuous conversations and to discuss challenges specific to your experience. This monthly call provides a platform to do just that. These sessions are designed to cover specific QuickBooks topics, but to also allow time for your specific questions.

All classes are done live via Zoom and will be held on the 2nd Tuesday of each month. Login information will be provided with your ticket purchase.

The Chart of Accounts is a financial organizational tool that provides a complete listing, by category, of every account in the general ledger of a company. It is important because it is designed to separate expenditures, revenue, assets, and liabilities, so a business can have a clear understanding and view of their overall financial health.

Your Chart of Accounts should be the first item you customize in QuickBooks, and not understanding how it works can create issues later with the accuracy of your financial reports. Assigning transactions to the wrong accounts leads to significant errors and reporting for your business.

We’ll spend this hour understanding the Chart of Accounts and demonstrating how to customize it so it best reflects your company’s finances.