QuickBooks Online Tips and Tricks
1h 22mIntermediate2021-05-06
Authors
Bonnie Biafore
PMP, Trainer, Best-Selling Author
Course details
Learn how to work smarter with QuickBooks Online, the popular bookkeeping tool from Intuit. In this course, QuickBooks expert Bonnie Biafore shares time-saving tips for getting more done in the US edition of QuickBooks Online. Discover how to work more effectively with lists, display data in different ways, find just the records you want, and format dates. Plus, learn about numbering transactions, classifying expense transactions, tracking reimbursable and billable expenses, and performing progress invoicing for sales overruns. Bonnie also addresses special sales transactions like transferring credits between jobs and writing off bad debt. Check out chapter seven for time-saving tips, including fresh keyboard shortcuts and ways to automate some of your work.
Skills covered
QuickBooks OnlineQuickBooksIntuitAccounting SoftwareTips, Tricks, & TechniquesFinance and AccountingBusiness Software and Tools
Concepts
0. Introduction
- 01 - Tips and tricks for spending less time in QuickBooks Online
1. Working with Lists
- 02 - Sort and customize table columns
- 03 - Round values in a price rule
- 04 - Merge accounts and other records
2. Displaying Information
- 05 - Open multiple browser tabs for QuickBooks Online
- 06 - Bookmark shortcuts for QuickBooks Online pages
- 07 - Change fields in a customer page
3. Transaction Numbering
- 08 - Adjust transaction numbering
- 09 - Renumber incorrectly numbered checks
4. Expense Transactions
- 10 - Sort bills
- 11 - Reclassify expense transactions
5. Sales Transactions
- 12 - Track reimbursable expenses as income
- 13 - Apply markups to billable expenses
- 14 - Track nonbillable time
- 15 - Handle fixed-price jobs
- 16 - Progress invoicing for cost overruns
6. Special Sales Transactions
- 17 - Transfer a credit between customer jobs
- 18 - Record merchant fees
- 19 - Record retainers and deposits
- 20 - Write off bad debt
7. Time-Saving Tricks
- 21 - Select dates with keyboard shortcuts
- 22 - Other QuickBooks Online keyboard shortcuts
- 23 - Add, delete, and copy transaction lines
- 24 - Automatically prefill transaction content
- 25 - Attach documentation to transactions
- 26 - Send emails automatically
Conclusion
- 27 - Conclusion