This course is designed for those who are interested in learning about how to setup and use QuickBooks Online effectively for their business.
Read more.Instructor
Alicia received her first computer, an Apple IIc, when she was 13 years old, and her passion for computers grew as she did. She began her career by designing a database for her father’s dental practice that automatically sent checkup reminders to patients every 6 months. Alicia later earned her Master of Arts in Teaching from Tufts University and developed computer curricula. Today, she is the President of Royalwise.com, where she and her husband, Jamie, are in-demand computer trainers a
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About This Course
Who this course is for:
- Business owners
- Accountants
- QuickBooks users
What you’ll learn:
- Learn the correct way to enter financial transactions
- How to set up QBO to run reports
- Walkthrough of all the common errors
Requirements:
- No prior knowledge is required to take this course
Software version used in the course:
- QuickBooks
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.
10 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!
Course Curriculum
| Section 1 - Introduction | |||
| Getting Started | 00:00:00 | ||
| Section 2 - Setting Up QBO | |||
| Choosing Your Version Of QBO | 00:00:00 | ||
| Choosing A Start Date | 00:00:00 | ||
| Creating A New Company | 00:00:00 | ||
| Starting From Scratch | 00:00:00 | ||
| Importing From Desktop | 00:00:00 | ||
| Welcome Screen & Company Settings | 00:00:00 | ||
| User Accounts | 00:00:00 | ||
| Sales Tax | 00:00:00 | ||
| Customizing Invoices & Sales Receipts | 00:00:00 | ||
| Merchant Services | 00:00:00 | ||
| Payroll And Timesheets | 00:00:00 | ||
| Section 3 - Creating A Chart Of Accounts | |||
| What Is The Chart Of Accounts? | 00:00:00 | ||
| Bank Accounts | 00:00:00 | ||
| Credit Card Accounts | 00:00:00 | ||
| AR & AP | 00:00:00 | ||
| Assets | 00:00:00 | ||
| Liabilities & Undeposited Funds | 00:00:00 | ||
| Owner’s Equity | 00:00:00 | ||
| Income Accounts | 00:00:00 | ||
| Cost Of Goods | 00:00:00 | ||
| Expense Accounts | 00:00:00 | ||
| Other Income And Other Expense | 00:00:00 | ||
| Creating Accounts On The Fly | 00:00:00 | ||
| Deleting And Merging Accounts | 00:00:00 | ||
| Account Numbering | 00:00:00 | ||
| Section 4 - Working With Lists | |||
| Payment Methods | 00:00:00 | ||
| Terms | 00:00:00 | ||
| Attachments | 00:00:00 | ||
| Classes | 00:00:00 | ||
| Locations | 00:00:00 | ||
| Section 5 - Defining Products And Services | |||
| Overview | 00:00:00 | ||
| Services | 00:00:00 | ||
| Products | 00:00:00 | ||
| Setting Up Inventory | 00:00:00 | ||
| Section 6 - Using The Interface | |||
| Tour | 00:00:00 | ||
| Transactions Screen | 00:00:00 | ||
| Dynamic Buttons | 00:00:00 | ||
| Keyboard Shortcuts | 00:00:00 | ||
| QuickBooks Labs | 00:00:00 | ||
| Section 7 - Working With Customers | |||
| Working With The Customer Center | 00:00:00 | ||
| Sales Settings | 00:00:00 | ||
| Adding New Customers | 00:00:00 | ||
| Generic Customers | 00:00:00 | ||
| Inactivating/Deleting Customers | 00:00:00 | ||
| Merging Customers | 00:00:00 | ||
| Sales Receipts | 00:00:00 | ||
| Invoices | 00:00:00 | ||
| Receive Payments | 00:00:00 | ||
| Overpayment | 00:00:00 | ||
| Refunds | 00:00:00 | ||
| Credit Memos | 00:00:00 | ||
| Estimates | 00:00:00 | ||
| Taking Deposits | 00:00:00 | ||
| Bank Deposits | 00:00:00 | ||
| Bartering | 00:00:00 | ||
| Section 8 - Working With Vendors | |||
| Working With The Vendor Center | 00:00:00 | ||
| Accounts Payable Settings | 00:00:00 | ||
| Adding New Vendors | 00:00:00 | ||
| Cleaning Up The Vendor List | 00:00:00 | ||
| Creating And Paying Bills | 00:00:00 | ||
| Writing Checks | 00:00:00 | ||
| Printing Checks | 00:00:00 | ||
| Using Credit Cards | 00:00:00 | ||
| Vendor Credits | 00:00:00 | ||
| Marking Expenses As Billable | 00:00:00 | ||
| Section 9 - Running Reports | |||
| Which Reports Are Available In Each QBO Version | 00:00:00 | ||
| Reports Center | 00:00:00 | ||
| Your Profit & Loss Report | 00:00:00 | ||
| The Balance Sheet Report | 00:00:00 | ||
| Company Snapshot | 00:00:00 | ||
| The Scorecard | 00:00:00 | ||
| Sales Reports | 00:00:00 | ||
| Review Expenses Reports | 00:00:00 | ||
| Accounts Receivable Reports | 00:00:00 | ||
| Accounts Payable Reports | 00:00:00 | ||
| Customized Reports | 00:00:00 | ||
| Section 10 - Doing Your Banking | |||
| Journal Entries | 00:00:00 | ||
| Transfers | 00:00:00 | ||
| Reconciling | 00:00:00 | ||
| Bank Feed – Importing Transactions | 00:00:00 | ||
| Bank Feed – Tips And Troubleshooting | 00:00:00 | ||
| Bank Feed – Matching Deposits, Loans And Transfers | 00:00:00 | ||
| Recurring Transactions | 00:00:00 | ||
| Section 11 - Special Topics | |||
| Providing Feedback To Intuit | 00:00:00 | ||
| Apps To Extend QBO Abilities | 00:00:00 | ||
| Backing Up & Exporting Data | 00:00:00 | ||
| Using On A Smartphone Or Tablet | 00:00:00 | ||
| Customer Workflow Summary | 00:00:00 | ||
| Daily Bookkeeping | 00:00:00 | ||
| Top 10 Mistakes People Make | 00:00:00 | ||
Course Review
5.0
8 RatingsRelated Courses
QB Online
Alicia was SUPER knowledgeable from start to finish in QuickBooks Online.
Very thorough and helpful!
Alicia
This training was gave me the insight needed. Alicia was easy to listen to and got to the point.
QuickBooks Online For Business: From Setup To Tax Reporting
I am not an accountant. Let me repeat, I am not an accountant. I am barely a bookkeeper. With that in mind, I truly appreciate and at times enjoyed this course! I have learned a great deal and I believe I now have a solid foundation. Thank you very much Alicia! You are awesome!
An excellent course with lots of detail…found it quick enjoyable
now to start and use