QuickBooks Beginning (Online Version)

This class is intended for:

PC/Windows Users: YES
Mac Users: YES
Version Used in Class: QuickBooks Online for PC or Mac
Course Materials: FREE
Certificate of Completion (optional): $5
Course Length: 1 Day

SETUP:

Setup your company "from scratch" OR Import your company file from QuickBooks Desktop Version OR Import individual lists (Customers/Vendors/Items) from QuickBooks Desktop Version or Excel
Navigate QBO Program
Customize Program Settings
Setup Chart of Accounts (Income/Expenses/Assets/Liabilities)
Setup Checking/Savings/Credit Card Accounts
Setup Bank Feeds (Online Banking) using Direct Connect or Web Connect
Setup Payment Terms for Customers / Vendors
Setup Budgets
Keyboard Shortcuts
Tips & Tricks
Do's and Don'ts
Apps that increase your productivity

CUSTOMERS (Accounts Receivable):

Setup Customers
Setup Sub-Customers (Jobs, Locations, etc.)
Create Sales Receipts
Create Invoices
Create Statements
Receive Payments (full / partial / split payments)
Make Deposits

VENDORS (Accounts Payable):

Setup Vendors
Enter Bills
Pay Bills
Vendor Discounts
Vendor Credits

ITEMS (Products / Services):

Setup Services & Products
Setup Inventory Items (products you keep in stock)
Setup Non-Inventory Items (products you don't stock)
Setup Shipping Items
Setup Inventory (available in QuickBooks Online Plus)
Create Purchase Orders and Receive Items (available in QuickBooks Online Plus)

BANKING:

Write Checks (split / void / delete / memorize / print / e-mail)
Use Credit Cards / Debit Cards / EFTs
Download Transactions (automatically or manually)
Match Transactions to Existing Transactions in QuickBooks
Create Bank Rules to streamline downloads and assigning of names / accounts
Reconcile Bank / Credit Card Accounts

REPORTS:

Create / Customize Reports
Run Profit & Loss, Balance Sheet, and Sales Reports

PREREQUISITES:

PC or Mac computer experience.