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What you'll Learn

  1. Getting Started and Setting Up
    • What version of QuickBooks Online is right for you?
    • Setting up your company account
    • Online banking setup
    • Credit card setup
    • Importing from QuickBooks desktop editions
    • Moving around QuickBooks Online the fast and easy wayl
    • Getting help…FAST!
    • Differences between QuickBooks desktop and QuickBooks Online
  2. Work with Lists and Inventory
    • Setting up and working with lists
    • Cleaning up lists: delete, edit, and merge
    • Setting up inventory in QuickBooks Online
  3. Everyday Transactions
    • Using the Customer and Vendor Lists
    • Selling: invoices, sales receipts, invoice payments, credit memos, delayed charges, and customer statements
    • Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable vs. not tracking accounts payable
    • Voiding vs. deleting checks
    • Sales Taxes: set up, adjust, and pay
    • Banking: bank reconciliation and locating discrepancies
  4. Understand Accounting
    • Really understanding your financial statements
    • Showing the Profit & Loss Statement by month or as a percentage of income
    • Setting up the Chart of Accounts
    • Using Cash vs. Accrual accounting
    • Entering general journal entries
  1. Payroll
    • Setting up employees, deductions and company contributions
    • Setting up company payroll preferences
    • Tracking and invoicing time
    • Processing paychecks
    • Making tax deposits
  2. Work with Reports
    • Customizing columns: add, reorder, delete, and resize
    • Saving report customizations
    • Setting up email schedules for reports
  3. Advanced Features
    • Setting up users: administrator, normal, reports only and timesheet only
    • Assigning access rights and user levels
    • Using the Audit Log
    • Using classes and locations
    • Closing the books
    • Exporting to QuickBooks desktop
    • Creating recurring transactions: scheduled and unscheduled
Register Now
Mastering QuickBooks Online Level 1 Online course
  • Course ID:
    253471
  • Duration:
    1 day
  • Price:
    $450