This course on QuickBooks Online for beginners aims to help learners become confident QuickBooks users. By the end of the course, students will be able to set up a new company file, customize company files, manage users, work with the chart of accounts, handle customer-related tasks such as adding, editing, and making customers inactive, process sales transactions, manage products and services, create purchase orders, and generate various reports. The teaching method involves a detailed tutorial with practical demonstrations and examples. This course is intended for individuals who are new to QuickBooks Online and want to learn how to efficiently manage their finances using the software.
Overview
Syllabus
Welcome and Overview
QuickBooks Online Subscriptions
QuickBooks Online & Mobile Devices
Accessing QuickBooks Online Sample Files
Setting Up A New Company File
Uploading QuickBooks Desktop Files to the Online Version
Overview of the User Interface
The Gear Menu
Customizing Your Company File
Customizing Your Company File - part 2
Managing Users
Chart of Accounts part-1
Chart of Accounts part-2
Customer List
Adding Customers
Adding Sub-Customers
Editing Customer
Making Customers Inactive
Importing Customers
Sales Overview
Sales Receipts
Invoicing Customers
Recording Customer Payments
Make Deposits
Credit Memos
Refunds
Statements
Tags
Customer & Sales Reports
Overview of Products & Services
Adding New Products & Services
Adding Inventory Products
Purchase Orders
Receiving Products Into Inventory
Product & Service Reports
Taught by
Simon Sez IT
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