Learn the basics of using QuickBooks Online 2021 and the different forms and reports involved in the accounting process.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Who this course is for:
- Accountants
- Bookkeepers
- Small business owners
What you’ll learn:Â
- How to navigate through the major components of the QuickBooks Online software
- The typical vendor and customer cycles and the forms included in the accounting process
- What a chart of accounts is, how it is formatted, and its vital role in the accounting process
- How service items and inventory items are set up and used in the accounting process
- How to generate major reports including the financial statement reports of the balance sheet and profit and loss
Requirements:Â
- No prior knowledge is required to take this courseÂ
- Access to the softwareÂ
Software version used in the course:Â
- QuickBooks Online 2021
This course will cover the QuickBooks Online Fundamentals.
We will discuss options for getting access to the software including a trial version, often offered by Intuit (Owner of QuickBooks) for free.
Learners will understand how to navigate through the major components of the QuickBooks Online software. You will be able to list the steps in a typical vendor cycle and discuss the forms included in the accounting process.
We will also know the steps in a typical customer cycle and discuss the forms involved in the accounting process. You will know what a chart of accounts is, how it is formatted, and its vital role in the accounting process.
The course will demonstrate how service items and inventory items are set up and used in the accounting process.
Learners will be able to generate major reports including the financial statement reports of the balance sheet and profit and loss. We will learn to run many other reports and how they are related to these core financial reports.
Our Promise to You
By the end of this course, you will have learned how to use QuickBooks Online 2021.
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 more about QuickBooks.
Course Curriculum
| Section 1 - Getting Started - Getting Setup With QuickBooks | |||
| Getting Software For Free | 00:00:00 | ||
| 30 – Day Free Trial Setup | 00:00:00 | ||
| QuickBooks Desktop 2021 Vs QuickBooks Online | 00:00:00 | ||
| QuickBooks Online 2021 Test Drive | 00:00:00 | ||
| Navigation Overview | 00:00:00 | ||
| Bank Feeds | 00:00:00 | ||
| Preferences – Account And Settings | 00:00:00 | ||
| Data Files To Use For Reference Download | 00:00:00 | ||
| Section 2 - Vendor Cycle, Purchases Cycle, Or Sales Cycle | |||
| Vendor, Expense, Purchases, Or Accounts Payable AP Cycle | 00:00:00 | ||
| Vendor Center Expenses Or Vendor Tab | 00:00:00 | ||
| Bill Form | 00:00:00 | ||
| Pay Bills Form | 00:00:00 | ||
| Purchase Order Form – P.O. | 00:00:00 | ||
| Check And Expense Forms | 00:00:00 | ||
| Void Check Prior Period Adjustment | 00:00:00 | ||
| Section 3 - Customer Cycle , Sales Cycle, Or Accounts Receivable Cycle | |||
| Customer, Sales, Revenue, Or Accounts Receivable AR Cycle | 00:00:00 | ||
| Customer Center Or Sales Tab | 00:00:00 | ||
| Invoice Form | 00:00:00 | ||
| Receive Payment Form | 00:00:00 | ||
| Deposit Form | 00:00:00 | ||
| Sales Receipts Form | 00:00:00 | ||
| Credit Memo Refund Form And Bad Debt Expense | 00:00:00 | ||
| Section 4 - Other Important Forms And Functions, Shortcuts, And Employee Cycle | |||
| Other Section Forms And Functions | 00:00:00 | ||
| Shortcuts | 00:00:00 | ||
| Employee Cycle Payroll Cycle | 00:00:00 | ||
| Section 5 - Lists - Chart Of Accounts And Products And Services Lists | |||
| Lists | 00:00:00 | ||
| Chart Of Accounts | 00:00:00 | ||
| Products And Services List Item List | 00:00:00 | ||
| Section 6 - Help/Support And Reports Overview | |||
| Help And Support Options | 00:00:00 | ||
| Reports Overview | 00:00:00 | ||
| Section 7 - Balance Sheet Reports | |||
| Balance Sheet Report Overview | 00:00:00 | ||
| Report Formatting Basics | 00:00:00 | ||
| Report Formatting Basics Part 2 | 00:00:00 | ||
| Comparative Balance Sheet Creation | 00:00:00 | ||
| Print, Export To Excel, And Create PDF From Reports | 00:00:00 | ||
| Balance Sheet Vertical Analyses | 00:00:00 | ||
| Summary Balance Sheet | 00:00:00 | ||
| Memorize Report | 00:00:00 | ||
| Section 8 - Profit And Loss/Income Statement | |||
| Profit And Loss, P&L, Income Statement Overview | 00:00:00 | ||
| Custom Income Statement | 00:00:00 | ||
| Comparative Profit And Loss, P&L, Income Statement | 00:00:00 | ||
| Vertical Analysis Profit And Loss, P&L, Income Statement | 00:00:00 | ||
| Section 9 - Statement Of Cash Flows And Supplemental Reports | |||
| Statement Of Cash Flows | 00:00:00 | ||
| Accounts Receivable Aging Reports | 00:00:00 | ||
| Accounts Payable Aging Reports | 00:00:00 | ||
| Sales By Customer Or Income By Customer Reports | 00:00:00 | ||
| Sales By Item Reports | 00:00:00 | ||
| Form 1099 And Expenses By Vendor Reports | 00:00:00 | ||
| Inventory Reports | 00:00:00 | ||
| Payroll And Employee Reports And Bank Reconciliation Reports | 00:00:00 | ||
| Transaction List By Date Report | 00:00:00 | ||
| Journal Report | 00:00:00 | ||
| Accounts Receivable Graphs Excel | 00:00:00 | ||
| Accounts Payable Graphs Excel | 00:00:00 | ||
| Sales By Customer Graphs Excel | 00:00:00 | ||
| Sales By Product Or Service (Item) Graph Excel | 00:00:00 | ||
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