Bulletproof Configuration Mastery
Go beyond default settings to completely command your account creation, custom company profiles, and initial data integration with absolute precision.
Accelerate Your Professional Value
Transform from an uncertain user into a confident advisor capable of establishing compliant, error-free financial ecosystems that clients and businesses trust.
The 'Bedrock' Advantage for Long-Term Success
Lock in the vital first milestone of a comprehensive, multi-part learning path designed to support your professional growth through every stage of your career.
About the Course
Starting your journey in QuickBooks Online can feel incredibly overwhelming. Whether you are a business owner trying to keep accurate books or an accounting professional aiming to serve clients flawlessly, the fear of making a foundational mistake is real. Rushing through default settings or misconfiguring your fiscal year can quietly distort your financial reporting, trigger compliance issues, and cause massive headaches at tax time. You deserve to feel completely confident and secure from the very first click. That is exactly why this practical, step-by-step course was created. QuickBooks Online: Essential Company Setup guides you warmly through every critical configuration choice—from establishing your account and customizing company profiles to defining accounting methods and validating imported data. Through clear walkthroughs, hands-on exercises, and a practical final setup project, you will replace doubt with definitive system readiness, ensuring your numbers are accurate and your workflows are seamless. Most importantly, remember that mastering your company setup is not an isolated task—it is the vital first stepping stone of your broader professional evolution. This course represents Part 1 of a comprehensive learning series tailored to empower your long-term business or accounting career. By cementing these foundational skills today, you are unlocking the momentum needed to conquer advanced accounting workflows, deliver higher-value services, and scale your career with absolute confidence. We are with you every step of the way!
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Meet Your Instructor
Joe DiChiara, CPA Your Partner in Professional Growth Joe DiChiara, CPA, is a practicing certified public accountant with extensive expertise in accounting, tax strategy, and business advisory services. Throughout his career, Joe has committed himself to helping business owners and financial professionals cut through the noise to build practical, highly scalable systems. He doesn’t just teach software buttons; he mentors you on how to think like a seasoned professional. Joe is dedicated to being a supportive guide in your long-term career journey, ensuring your foundational skills translate into sustained real-world success.
Course Curriculum
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1
Welcome!
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(Included in full purchase)
Welcome to Quickbooks Online: Essential Short Series Setup - Company Setup (Course 1 of 3)
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2
Course Materials
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Course Textbook
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Course Syllabus
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Glossary of Terms
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Course Workbook
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3
Quickbooks Online: Essential Short Series Setup - Company Setup (Course 1 of 3)
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(Included in full purchase)
Course Overview
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(Included in full purchase)
Lesson 1: Creating Your QuickBooks Online Account
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(Included in full purchase)
Lesson 2: Initial Company Configuration
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(Included in full purchase)
Lesson 3: Customizing Company Information
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(Included in full purchase)
Lesson 4: Setting the Fiscal Year and Accounting Method
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Lesson 5: Importing Existing Company Data
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Course 1 Quiz
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4
Company Setup Resources
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Bonus 1: Company Setup Master Checklist
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Bonus 2: New Client Onboarding Checklist
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Bonus 3: Freelance Accounting Pricing Guide
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Bonus 4: Top Tax Deductions for Freelance Accountants
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Bonus 5: Data Import Preparation Worksheet
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Bonus 6: QBO Subscription Plan Comparison Guide
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Bonus 7: Cash vs. Accrual Accounting Decision Guide
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5
Congratulations!
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(Included in full purchase)
Congratulations on Completing Quickbooks Online: Essential Short Series Setup - Company Setup (Course 1 of 3)
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(Included in full purchase)
What People Are Saying
Discover how our course has transformed the way individuals and businesses manage their finances. Join our satisfied students and start your QuickBooks journey today.
"I felt completely in control from day one!" "I was so nervous about setting up my QuickBooks account incorrectly and messing up my taxes later on. Joe breaks everything down so clearly and supportively! This course gave me the exact blueprint I needed, and now I have total confidence in my financial system."
Boutique Agency Owner
"The Bedrock Advantage is real." "I’ve taken software tutorials before, but they always felt rushed and disconnected. Framing company setup as part of a larger career journey made so much sense. My QBO foundation is flawless, and I feel incredibly motivated to take the next course in the series!" > —
Corporate Accounting Specialist
"The perfect launchpad for my bookkeeping career." "As an aspiring bookkeeper, I wanted to ensure I was offering top-tier service to my clients. This course taught me the 'why' behind every configuration choice, not just the 'how.' It’s the perfect first step in my professional development, and I already feel more valuable to my clients!"
Freelance Bookkeeper
Ready to Master QuickBooks?
Enroll now to gain in-depth knowledge, practical skills, and confidence in managing your finances with QuickBooks.
₱399.00