QuickBooks Online Essential Training
4h 21mBeginner2023-05-08
Authors
Hector Garcia
Certified Public Accountant, Certified Advanced QuickBooks ProAdvisor
Course details
Get up to speed with QuickBooks Online so you can manage business finances in the cloud, anywhere you go. Small business accounting expert Hector Garcia shows business managers who are new to QuickBooks and old hands making the leap to the online edition how to pay bills on time, collect the money earned, and run reports to see how the company is performing. Plus, discover how to set up customers, vendors, products, and services; record transactions; reconcile bank statements; deposit payments; pay sales tax; and more.
Skills covered
QuickBooks OnlineQuickBooksIntuitAccounting SoftwareFinance and AccountingEssential TrainingBusiness Software and Tools
Concepts
0. Introduction
- 01 - What is QuickBooks
1. Setting Up Your Account
- 02 - Setting up your account overview
- 03 - Browser tips and tricks
- 04 - Getting familiar with the QBO interface
- 05 - Account settings
- 06 - Create new customers
- 07 - Create new vendors and 1099 subcontractors
- 08 - Setting up your chart of accounts
- 09 - Setting up tags
- 10 - Setting up your service and non-inventory items
- 11 - Setting up custom form styles (templates)
2. Entering Income and Expenses
- 12 - Entering income and expenses overview
- 13 - Create a sales receipt
- 14 - Create a deposit as income
- 15 - Create expenses paid from the bank
- 16 - Write and print checks
- 17 - Create expenses paid from credit cards
- 18 - Entering transactions manually in the register
3. Working with Banks and Credit Cards
- 19 - Working with banks and credit cards overview
- 20 - Working with transfers and credit card payments
- 21 - Bank feed downloaded transactions
- 22 - Bank reconciliations
4. Managing Receivables and Payables
- 23 - Managing receivables and payables overview
- 24 - Create estimates
- 25 - Create invoices
- 26 - Receive customer payments
- 27 - Create a deposit from undeposited funds
- 28 - Create a credit memo
- 29 - Create a customer statement
- 30 - Creating vendor bills
- 31 - Paying open bills with a check, credit card, or bank debit
- 32 - Adjusting vendor balances via vendor credit
5. Reports and Journal Entries
- 33 - Reports and journal entries overview
- 34 - Understanding basic financial statements
- 35 - Sales and item reports
- 36 - Exporting reports
- 37 - Business overview and cashflow dashboards
- 38 - Creating a journal entry and its effect on reports
- 39 - Tag reports on transactions
- 40 - Detail report and column customization
- 41 - Open balance reports
Conclusion
- 42 - Where to learn more about QuickBooks Online