QuickBooks Online Part I

Students in this class will learn key features and capabilities of QuickBooks Online. Topics include navigating the user interface, keyboard shortcuts, changing settings, working with the Chart of Accounts and other lists, using the Banking Feed, setting up and working with Customers and Vendors, and managing inventory, bills, and employees.

Class Outline

Dashboard

Getting Started

• Review Platform
• Company Settings
• Manage Users
• Chart of Accounts
• Product & Services List
• Reconcile
• Audit Log

Add New Transaction

• Invoices
• Receive payment
• Credit Memos
• Sales Receipts
• Bills / Pay Bills
• Print Checks
• Bank Deposits

Banking

Bank Rules

• New Rule
• Edit existing rules Update

Update

• Review
• In QuickBooks
• Excluded

Batch Actions

• All
• Recognized

Go To Register

Sales

All Sales

• New Transaction
• Filter Functions

Invoices

• New Invoices
• Filter Functions

Sales – continued

Customers

• New Customers
• Filter Functions
• Search function

Product and Services

• New
• Find / Filter Functions

Expenses

• New Transactions
• Print Checks
• Filter / Find Functions
• Vendors

1. New Vendor
2. Prepare 1099s
3. Find / Filter Functions
4. Edit Vendor Information
5. Review Transactions for Vendor

Workers

• Only if Payroll is purchased and setup

Reports

All

• Favorites
• Business Overview
• Who owes you
• Sales and Customers
• What you owe
• Expenses and Vendors
• Employees
• For My Accountant
• Payroll

Custom Reports

Management Reports

Taxes

Accounting

My Accountant

Print Checks

Turn On Payroll