QuickBooks Income & Expense Tutoring

I’ve just subscribed to QuickBooks Online and need clear, hands-on guidance so I can track income and expenses correctly instead of relying on raw bank and credit-card statements.
At the end of our time together I want my accounts linked, my first month of data imported, and every transaction sitting in the right category so that future reporting will be effortless. Screen-share sessions suit me best and I learn fastest when I can ask questions in real time.

Deliverables
• Connect bank and credit-card accounts and import historical transactions
• Sort those transactions into the appropriate income or expense categories (chart of accounts setup, rules, split-coding where needed)
• Provide a concise checklist or cheat-sheet so I can repeat the process on my own going forward

Please be comfortable demonstrating directly inside QuickBooks Online, explaining why each step matters, and pacing the lesson so a non-accountant can follow along with confidence.