Quickbooks Online Complete


 
Course Length: 6hrs (1 Day)
QuickBooks Online is the cloud-based service from Intuit, which accesses the QuickBooks software through a secure logon via a Web browser. The online software offers solutions for accounting and bookkeeping, business payments, invoicing, payroll functions, tracking taxes, and much more. It provides much of the same kind of functionality as the QuickBooks desktop software, but is regularly patched and updated by Intuit.

Learning Objectives:
In the QuickBooks Online course, you will learn how to log in and to cover all the aspects of setting up your QuickBooks Company, charting your accounts, working with bank accounts, payables, receivables, taxes, and reporting. You will:
  • Work with charts of accounts, recurring transactions, product categories, and payment methods
  • Add bank accounts, enter and void expenses, transfer funds, and reconcile accounts
  • Generate and edit invoices and billing statements
  • Process payments and display aged receivables reports
  • Manage bills and vendor credits
  • Control memorized transactions
  • Create and share reports
  • Set up and manage inventory, tracking and categorizing products
  • Set up employee payroll information, schedules, and prepare payroll tax forms
  • Write and print payroll cheques and stubs
  • Track your payroll and sales taxes
Target Student:
Users who are running their own business, or working for a small or medium-sized company, and would like to learn how to use QuickBooks Online to successfully manage their bookkeeping, finances, and business resources. This course is for those who would like to manage inventory, customers, banking, accounts receivable, accounts payable, payroll or taxes.

Course Outline:
Section 1: Getting Started – Set up and Overview
Creating a QuickBooks Company
Setting up a Password
Setting a Closing Date
Setting Preferences
Navigating Home Page

Section 2: Working with Lists
Chart of Accounts
Recurring Transactions
Products and Services
Product Categories
Custom Form Styles
Payment Methods
Terms
Attachments

Section 3: Bank Accounts
Adding a Bank Account
Entering Expenses
Entering Cheques
Voiding an Expense
Transferring Funds Between Accounts
Reconciling Bank Accounts

Section 4: Invoicing
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Creating Billing Statements
Emailing an Invoice
Changing the Invoice Format

Section 5: Processing Payments
Displaying the Customer Listing
Receiving Payments
Displaying Aged A/R Report
Handling Bounced Cheques

Section 6: Entering and Paying Bills
Entering Bills
Paying Bills
Entering Vendor Credit

Section 7: Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Using a Memorized Transaction

Section 8: Report Overview
Accessing Reports
Customizing Reports
Memorizing Reports
Sharing Reports
Exporting Reports to Excel

Section 9: Setting up Inventory
Entering Products and Services
Tracking Products
Categorizing Products
Manually Adjusting Inventory

Section 10: Using Payroll with QuickBooks
Turning on Payroll
Setting up Employee Payroll Information
Setting up a Payroll Schedule
Writing a Payroll Cheque
Printing Payroll Cheque Stubs
Tracking Your Tax Liabilities
Paying Your Payroll Taxes
Preparing Payroll Tax Forms

Section 11: Tracking and Paying Sales Tax
Setting up Tax Rates and Agencies
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies
Online Complete

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