QuickBooks Online For Business: From Setup To Tax Reporting
This course is designed for those who are interested in learning about how to setup and use QuickBooks Online effectively for their business.
About This CourseBeginner
Learn QuickBooks Online! In this course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.
I’ll show you how to set up your QBO so that you can run reports to understand your business’s growth. We’ll talk about the correct way to enter your sales income from Customers. We’ll explore all your options for recording your company’s Expenses. And I’ll walk you all the most common errors I see people make, so that you don’t make them, too.
Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.
As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.
Our Promise to You
By the end of this course, you will have a clear understanding of how to setup and use QuickBooks Online effectively for your business.
30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn about how to setup and use QuickBooks Online effectively!
Section 1 - Introduction
Section 2 - Setting Up QBO
Choosing Your Version Of QBO
Choosing A Start Date
Creating A New Company
Starting From Scratch
Importing From Desktop
Welcome Screen & Company Settings
Customizing Invoices & Sales Receipts
Payroll And Timesheets
Section 3 - Creating A Chart Of Accounts
What Is The Chart Of Accounts?
Credit Card Accounts
AR & AP
Liabilities & Undeposited Funds
Cost Of Goods
Other Income And Other Expense
Creating Accounts On The Fly
Deleting And Merging Accounts
Section 4 - Working With Lists
Section 5 - Defining Products And Services
Setting Up Inventory
Section 6 - Using The Interface
Section 7 - Working With Customers
Working With The Customer Center
Adding New Customers
Section 8 - Working With Vendors
Working With The Vendor Center
Accounts Payable Settings
Adding New Vendors
Cleaning Up The Vendor List
Creating And Paying Bills
Using Credit Cards
Marking Expenses As Billable
Section 9 - Running Reports
Which Reports Are Available In Each QBO Version
Your Profit & Loss Report
The Balance Sheet Report
Review Expenses Reports
Accounts Receivable Reports
Accounts Payable Reports
Section 10 - Doing Your Banking
Bank Feed – Importing Transactions
Bank Feed – Tips And Troubleshooting
Bank Feed – Matching Deposits, Loans And Transfers
Section 11 - Special Topics
Providing Feedback To Intuit
Apps To Extend QBO Abilities
Backing Up & Exporting Data
Using On A Smartphone Or Tablet
Customer Workflow Summary
Top 10 Mistakes People Make