Take control of your finances with QuickBooks Online for business. Learn the essentials today and start running your business smoothly! Read more.
Alicia received her first computer, an Apple IIc, when she was 13 years old, and her passion for computers grew as she did. She began her career by designing a database for her father’s dental practice that automatically sent checkup reminders to patients every 6 months. Alicia later earned her Master of Arts in Teaching from Tufts University and developed computer curricula. Today, she is the President of Royalwise.com, where she and her husband, Jamie, are in-demand computer trainers a
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Business Owners
- Accountants
- QuickBooks Users
What you’ll learn:Â
- How to accurately enter financial transactions
- How to set up QuickBooks Online (QBO) for reporting
- A detailed walkthrough of common QuickBooks errors and how to avoid them
Requirements:
- No prior experience is necessary to take this course
Software version used in the course:
- QuickBooks Online (QBO)
Learn Quickbooks Online for Business!
In this course, bookkeepers and business owners will master the correct way to enter financial transactions in QuickBooks Online.
I’ll guide you through setting up QuickBooks Online (QBO) so you can generate reports that provide valuable insights into your business’s growth. We’ll cover the proper methods for recording sales income from customers, explore various options for tracking your company’s expenses, and address the most common errors I encounter—so you can avoid them too.
Whether you’re new to QuickBooks Online or feel you may not be using it to its full potential, this course will teach you all the basics, along with plenty of tips and tricks to help you maximize your software and support your company’s growth.
As a certified QuickBooks ProAdvisor and a member of the Intuit Trainer/Writer Network, I’ve helped hundreds of small businesses configure and resolve issues with their QuickBooks files, helping them save both time and money.
Curious about how to stay ahead of the curve? Join my courses and learn the latest trends.
Our Promise to You
By the end of this course, you’ll have a clear understanding of how to set up and effectively use QuickBooks Online for business.
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 how to set up and use QuickBooks Online effectively!
Course Curriculum
| Section 1 - Introduction | |||
| Getting Started | 00:00:00 | ||
| Section 2 - Setting Up QBO | |||
| Choosing Your Version Of QBO | 00:00:00 | ||
| Choosing A Start Date | 00:00:00 | ||
| Creating A New Company | 00:00:00 | ||
| Starting From Scratch | 00:00:00 | ||
| Importing From Desktop | 00:00:00 | ||
| Welcome Screen & Company Settings | 00:00:00 | ||
| User Accounts | 00:00:00 | ||
| Sales Tax | 00:00:00 | ||
| Customizing Invoices & Sales Receipts | 00:00:00 | ||
| Merchant Services | 00:00:00 | ||
| Payroll And Timesheets | 00:00:00 | ||
| Section 3 - Creating A Chart Of Accounts | |||
| What Is The Chart Of Accounts? | 00:00:00 | ||
| Bank Accounts | 00:00:00 | ||
| Credit Card Accounts | 00:00:00 | ||
| AR & AP | 00:00:00 | ||
| Assets | 00:00:00 | ||
| Liabilities & Undeposited Funds | 00:00:00 | ||
| Owner’s Equity | 00:00:00 | ||
| Income Accounts | 00:00:00 | ||
| Cost Of Goods | 00:00:00 | ||
| Expense Accounts | 00:00:00 | ||
| Other Income And Other Expense | 00:00:00 | ||
| Creating Accounts On The Fly | 00:00:00 | ||
| Deleting And Merging Accounts | 00:00:00 | ||
| Account Numbering | 00:00:00 | ||
| Section 4 - Working With Lists | |||
| Payment Methods | 00:00:00 | ||
| Terms | 00:00:00 | ||
| Attachments | 00:00:00 | ||
| Classes | 00:00:00 | ||
| Locations | 00:00:00 | ||
| Section 5 - Defining Products And Services | |||
| Overview | 00:00:00 | ||
| Services | 00:00:00 | ||
| Products | 00:00:00 | ||
| Setting Up Inventory | 00:00:00 | ||
| Section 6 - Using The Interface | |||
| Tour | 00:00:00 | ||
| Transactions Screen | 00:00:00 | ||
| Dynamic Buttons | 00:00:00 | ||
| Keyboard Shortcuts | 00:00:00 | ||
| QuickBooks Labs | 00:00:00 | ||
| Section 7 - Working With Customers | |||
| Working With The Customer Center | 00:00:00 | ||
| Sales Settings | 00:00:00 | ||
| Adding New Customers | 00:00:00 | ||
| Generic Customers | 00:00:00 | ||
| Inactivating/Deleting Customers | 00:00:00 | ||
| Merging Customers | 00:00:00 | ||
| Sales Receipts | 00:00:00 | ||
| Invoices | 00:00:00 | ||
| Receive Payments | 00:00:00 | ||
| Overpayment | 00:00:00 | ||
| Refunds | 00:00:00 | ||
| Credit Memos | 00:00:00 | ||
| Estimates | 00:00:00 | ||
| Taking Deposits | 00:00:00 | ||
| Bank Deposits | 00:00:00 | ||
| Bartering | 00:00:00 | ||
| Section 8 - Working With Vendors | |||
| Working With The Vendor Center | 00:00:00 | ||
| Accounts Payable Settings | 00:00:00 | ||
| Adding New Vendors | 00:00:00 | ||
| Cleaning Up The Vendor List | 00:00:00 | ||
| Creating And Paying Bills | 00:00:00 | ||
| Writing Checks | 00:00:00 | ||
| Printing Checks | 00:00:00 | ||
| Using Credit Cards | 00:00:00 | ||
| Vendor Credits | 00:00:00 | ||
| Marking Expenses As Billable | 00:00:00 | ||
| Section 9 - Running Reports | |||
| Which Reports Are Available In Each QBO Version | 00:00:00 | ||
| Reports Center | 00:00:00 | ||
| Your Profit & Loss Report | 00:00:00 | ||
| The Balance Sheet Report | 00:00:00 | ||
| Company Snapshot | 00:00:00 | ||
| The Scorecard | 00:00:00 | ||
| Sales Reports | 00:00:00 | ||
| Review Expenses Reports | 00:00:00 | ||
| Accounts Receivable Reports | 00:00:00 | ||
| Accounts Payable Reports | 00:00:00 | ||
| Customized Reports | 00:00:00 | ||
| Section 10 - Doing Your Banking | |||
| Journal Entries | 00:00:00 | ||
| Transfers | 00:00:00 | ||
| Reconciling | 00:00:00 | ||
| Bank Feed – Importing Transactions | 00:00:00 | ||
| Bank Feed – Tips And Troubleshooting | 00:00:00 | ||
| Bank Feed – Matching Deposits, Loans And Transfers | 00:00:00 | ||
| Recurring Transactions | 00:00:00 | ||
| Section 11 - Special Topics | |||
| Providing Feedback To Intuit | 00:00:00 | ||
| Apps To Extend QBO Abilities | 00:00:00 | ||
| Backing Up & Exporting Data | 00:00:00 | ||
| Using On A Smartphone Or Tablet | 00:00:00 | ||
| Customer Workflow Summary | 00:00:00 | ||
| Daily Bookkeeping | 00:00:00 | ||
| Top 10 Mistakes People Make | 00:00:00 | ||
About This Course
Who this course is for:
- Business Owners
- Accountants
- QuickBooks Users
What you’ll learn:Â
- How to accurately enter financial transactions
- How to set up QuickBooks Online (QBO) for reporting
- A detailed walkthrough of common QuickBooks errors and how to avoid them
Requirements:
- No prior experience is necessary to take this course
Software version used in the course:
- QuickBooks Online (QBO)
Learn Quickbooks Online for Business!
In this course, bookkeepers and business owners will master the correct way to enter financial transactions in QuickBooks Online.
I’ll guide you through setting up QuickBooks Online (QBO) so you can generate reports that provide valuable insights into your business’s growth. We’ll cover the proper methods for recording sales income from customers, explore various options for tracking your company’s expenses, and address the most common errors I encounter—so you can avoid them too.
Whether you’re new to QuickBooks Online or feel you may not be using it to its full potential, this course will teach you all the basics, along with plenty of tips and tricks to help you maximize your software and support your company’s growth.
As a certified QuickBooks ProAdvisor and a member of the Intuit Trainer/Writer Network, I’ve helped hundreds of small businesses configure and resolve issues with their QuickBooks files, helping them save both time and money.
Curious about how to stay ahead of the curve? Join my courses and learn the latest trends.
Our Promise to You
By the end of this course, you’ll have a clear understanding of how to set up and effectively use QuickBooks Online for business.
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 how to set up and use QuickBooks Online effectively!
Course Curriculum
| Section 1 - Introduction | |||
| Getting Started | 00:00:00 | ||
| Section 2 - Setting Up QBO | |||
| Choosing Your Version Of QBO | 00:00:00 | ||
| Choosing A Start Date | 00:00:00 | ||
| Creating A New Company | 00:00:00 | ||
| Starting From Scratch | 00:00:00 | ||
| Importing From Desktop | 00:00:00 | ||
| Welcome Screen & Company Settings | 00:00:00 | ||
| User Accounts | 00:00:00 | ||
| Sales Tax | 00:00:00 | ||
| Customizing Invoices & Sales Receipts | 00:00:00 | ||
| Merchant Services | 00:00:00 | ||
| Payroll And Timesheets | 00:00:00 | ||
| Section 3 - Creating A Chart Of Accounts | |||
| What Is The Chart Of Accounts? | 00:00:00 | ||
| Bank Accounts | 00:00:00 | ||
| Credit Card Accounts | 00:00:00 | ||
| AR & AP | 00:00:00 | ||
| Assets | 00:00:00 | ||
| Liabilities & Undeposited Funds | 00:00:00 | ||
| Owner’s Equity | 00:00:00 | ||
| Income Accounts | 00:00:00 | ||
| Cost Of Goods | 00:00:00 | ||
| Expense Accounts | 00:00:00 | ||
| Other Income And Other Expense | 00:00:00 | ||
| Creating Accounts On The Fly | 00:00:00 | ||
| Deleting And Merging Accounts | 00:00:00 | ||
| Account Numbering | 00:00:00 | ||
| Section 4 - Working With Lists | |||
| Payment Methods | 00:00:00 | ||
| Terms | 00:00:00 | ||
| Attachments | 00:00:00 | ||
| Classes | 00:00:00 | ||
| Locations | 00:00:00 | ||
| Section 5 - Defining Products And Services | |||
| Overview | 00:00:00 | ||
| Services | 00:00:00 | ||
| Products | 00:00:00 | ||
| Setting Up Inventory | 00:00:00 | ||
| Section 6 - Using The Interface | |||
| Tour | 00:00:00 | ||
| Transactions Screen | 00:00:00 | ||
| Dynamic Buttons | 00:00:00 | ||
| Keyboard Shortcuts | 00:00:00 | ||
| QuickBooks Labs | 00:00:00 | ||
| Section 7 - Working With Customers | |||
| Working With The Customer Center | 00:00:00 | ||
| Sales Settings | 00:00:00 | ||
| Adding New Customers | 00:00:00 | ||
| Generic Customers | 00:00:00 | ||
| Inactivating/Deleting Customers | 00:00:00 | ||
| Merging Customers | 00:00:00 | ||
| Sales Receipts | 00:00:00 | ||
| Invoices | 00:00:00 | ||
| Receive Payments | 00:00:00 | ||
| Overpayment | 00:00:00 | ||
| Refunds | 00:00:00 | ||
| Credit Memos | 00:00:00 | ||
| Estimates | 00:00:00 | ||
| Taking Deposits | 00:00:00 | ||
| Bank Deposits | 00:00:00 | ||
| Bartering | 00:00:00 | ||
| Section 8 - Working With Vendors | |||
| Working With The Vendor Center | 00:00:00 | ||
| Accounts Payable Settings | 00:00:00 | ||
| Adding New Vendors | 00:00:00 | ||
| Cleaning Up The Vendor List | 00:00:00 | ||
| Creating And Paying Bills | 00:00:00 | ||
| Writing Checks | 00:00:00 | ||
| Printing Checks | 00:00:00 | ||
| Using Credit Cards | 00:00:00 | ||
| Vendor Credits | 00:00:00 | ||
| Marking Expenses As Billable | 00:00:00 | ||
| Section 9 - Running Reports | |||
| Which Reports Are Available In Each QBO Version | 00:00:00 | ||
| Reports Center | 00:00:00 | ||
| Your Profit & Loss Report | 00:00:00 | ||
| The Balance Sheet Report | 00:00:00 | ||
| Company Snapshot | 00:00:00 | ||
| The Scorecard | 00:00:00 | ||
| Sales Reports | 00:00:00 | ||
| Review Expenses Reports | 00:00:00 | ||
| Accounts Receivable Reports | 00:00:00 | ||
| Accounts Payable Reports | 00:00:00 | ||
| Customized Reports | 00:00:00 | ||
| Section 10 - Doing Your Banking | |||
| Journal Entries | 00:00:00 | ||
| Transfers | 00:00:00 | ||
| Reconciling | 00:00:00 | ||
| Bank Feed – Importing Transactions | 00:00:00 | ||
| Bank Feed – Tips And Troubleshooting | 00:00:00 | ||
| Bank Feed – Matching Deposits, Loans And Transfers | 00:00:00 | ||
| Recurring Transactions | 00:00:00 | ||
| Section 11 - Special Topics | |||
| Providing Feedback To Intuit | 00:00:00 | ||
| Apps To Extend QBO Abilities | 00:00:00 | ||
| Backing Up & Exporting Data | 00:00:00 | ||
| Using On A Smartphone Or Tablet | 00:00:00 | ||
| Customer Workflow Summary | 00:00:00 | ||
| Daily Bookkeeping | 00:00:00 | ||
| Top 10 Mistakes People Make | 00:00:00 | ||
Course Review
5.0
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Great information, Easy to understand
Informative and easy to follow. Even the areas of Quickbooks that I never use are made easy to understand and worth learning in case I may ever need it in the future. I learned a lot of things that I was doing wrong. This will save me a lot of time and hassle from now on.