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LinkedIn Learning

QuickBooks Online Essential Training

via LinkedIn Learning

Overview

Learn everything you need to know to use QuickBooks Online, the popular cloud-based bookkeeping platform.

Syllabus

Introduction
  • Manage your business finances online
  • Is QuickBooks Online right for your business?
  • Which online edition should you choose?
  • What is double-entry accounting?
  • How to use the exercise files
1. Get Started
  • Tour the interface
  • Add company information in QuickBooks Online
  • Work with the chart of accounts
  • Create bank accounts and credit cards
  • Use account numbers
  • Set up sales tax
  • Add services
  • Create noninventory products
  • Add inventory products
  • Import inventory
  • Bundle several items sold as a group
  • Edit company information
2. Set Up Customers, Vendors, and Employees
  • Set up lists
  • Create and edit customers
  • Create and edit vendors
  • Import customers and vendors
  • Create projects
  • Add and edit users
3. Day-to-Day Operations
  • Create estimates
  • Record purchase orders
  • Record vendor bills
  • Record customer invoices
  • Invoice customers for progress
  • Record billable expenses and mileage
  • Enter time worked
  • Process a batch of transactions
  • Receive payments
  • Create sales receipts for cash sales
  • View reminders for overdue invoices
  • Send statements to customers
  • Job costing with projects
4. Work with Bank Accounts
  • Work with account registers manually
  • Record credit card charges
  • Record bank deposits
  • Pay vendor bills
  • Print checks
  • Set up accounts for online banking
  • Set up bank rules
  • Process downloaded online transactions
  • Reconcile bank accounts
5. Handle Special Cases
  • Issue refunds
  • Handle customer credits
  • Record vendor credits and refunds
  • Void transactions
  • Apply discounts
  • Work with online price rules
  • Make items inactive
  • Assess late fees and finance charges
  • Automate recurring transactions
6. Other Financial Tasks
  • Pay sales tax
  • Record depreciation
  • Track and reorder inventory
  • Record inventory adjustments
7. Review Financial Information
  • Review financial info in the dashboard
  • Use tags to categorize your finances
  • Search for information
  • Run reports
  • Customize and memorize reports
Conclusion
  • Next steps

Taught by

Bonnie Biafore

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