QuickBooks Online Part I

In this comprehensive course, students will develop proficiency with the key features and capabilities of QuickBooks Online. You will explore topics including navigating the user interface, using keyboard shortcuts, configuring settings, managing the Chart of Accounts and related lists, leveraging the Banking Feed, setting up Customers and Vendors, and handling inventory, bills, and employee management.

Class Outline:

Dashboard and Getting Started

• Platform review and company settings
• User management and chart of accounts
• Product and services list setup
• Account reconciliation and audit log review

Add New Transaction

• Create invoices, receive payments, and issue credit memos
• Process sales receipts, bills, and bill payments
• Print checks and record bank deposits

Banking Management

• Bank rules: create and edit rules to automate categorization
• Update and manage transactions: review, categorize, or exclude items
• Batch actions: process multiple transactions at once

Sales Operations

• View all sales transactions and apply filter functions
• Create new invoices and use advanced filtering
• Manage customers: add new customers, apply filters, search for existing accounts
• Manage products and services: create items, find and filter existing products

Expense and Vendor Management

• Record new transactions, print checks, and use the filter and find functions
• Manage vendors: add new vendors, prepare 1099 forms, update vendor information, and review vendor transactions

Payroll and Reporting

• Workers section: available when payroll has been purchased and set up
• Access all reports, including business overview, sales and customer reports, expense and vendor reports, and employee reports
• Create custom and management reports for specific business needs
• Tax accounting: manage tax-related settings and filings
• My accountant section: prepare data for your accounting professional
• Check printing and payroll setup