QuickBooks Online Beginning

SETUP:

• Setup your company "from scratch" OR Import your company file from QuickBooks Desktop Version OR Import individual lists (Customers/Vendors/Items) from QuickBooks Desktop Version or Excel
• Navigate QBO Program
• Customize Program Settings
• Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
• Setup Checking/Savings/Credit Card Accounts
• Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
• Setup Payment Terms for Customers / Vendors
• Setup Budgets
• Keyboard Shortcuts
• Tips & Tricks
• Do's and Don'ts
• Apps that increase your productivity

CUSTOMERS (Accounts Receivable):

• Setup Customers
• Setup Sub-Customers (Jobs, Locations, etc.)
• Create Sales Receipts
• Create Invoices
• Create Statements
• Receive Payments (full / partial / split payments)
• Make Deposits

VENDORS (Accounts Payable):

• Setup Vendors
• Enter Bills
• Pay Bills
• Vendor Discounts
• Vendor Credits

ITEMS (Products / Services):

• Setup Services & Products
• Setup Inventory Items (products you keep in stock)
• Setup Non-Inventory Items (products you don't stock)
• Setup Shipping Items
• Setup Inventory (available in QuickBooks Online Plus)
• Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

BANKING:

• Write Checks (split / void / delete / memorize / print / e-mail)
• Use Credit Cards / Debit Cards / EFTs
• Download Transactions (automatically or manually)
• Match Transactions to Existing Transactions in QuickBooks
• Create Bank Rules to streamline downloads and assigning of names / accounts
• Reconcile Bank / Credit Card Accounts

REPORTS:

• Create / Customize Reports
• Run Profit & Loss, Balance Sheet, and Sales Reports