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
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
- New Vendor
- Prepare 1099s
- Find / Filter Functions
- Edit Vendor Information
- 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
