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.Students
3628
Course Skill Level
Beginner
Time Estimate
8h 46m
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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| 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 | ||
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