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Beginner LevelQuickBooks Online
How to Use QuickBooks: QuickBooks for Beginners
Go from QuickBooks beginner to pro in 14 hours. If you’re new, take this course to start right. Or, if you’re experienced, learn to get even more out of QuickBooks.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Setup & Getting Around
✓Your Turns Introduction
✓Setup & Getting Around
✓Import Company Information Intro
✓Import from QuickBooks Desktop
✓Import Data from Excel: Customers
✓Import Data from Excel: Vendors
✓Import Products and Services
✓Import Chart of Accounts
✓What Can You Do On The Dashboard
✓Three Main Menus
✓Navigation Bar
✓Create
✓Gear Button
✓Check Your Settings
✓Search
✓Workflows, Integrations, Notifications, and Account Settings
✓Choose Your Starting Point
✓What is a Transaction?
✓Elements of a Transaction: Money In
✓Elements of a Transaction: Money Out
✓Enter Accounts and Opening Balances
✓Enter Customer Opening Balances
✓Enter Vendor Opening Balances
✓Enter Inventory Opening Balances
✓Enter Historical Transactions
Working with Lists
✓Working with Lists
✓What Are Lists?
✓The “WHO”: Introduction to Centers
✓The “WHO”: Customizing Customer and Vendor Centers
✓The “WHO”: Find and Record Transactions using Customer and Vendor Centers
✓The “WHAT”: Introduction to Other Lists
✓The “WHO” and the “WHAT”: Add New Entry
✓Why do you need The “WHO” and The “WHAT”
✓The “WHO” and The “WHAT”: Edit Entry
✓The “WHO” and The “WHAT”: How to Add Names to Multiple Lists
✓The “WHO” and The “WHAT”: Delete Entries without balances
✓The “WHO” and The “WHAT”: Delete Entries with balances
✓The “WHO” and The “WHAT”: Merge Entries
✓Get Ready to Practice
✓Your Turn: Working with Lists
✓Your Turn Answers: Working with Lists
Financial Statements
✓Financial Statements
✓Chart of Accounts
✓Balance Sheet
✓Profit & Loss
✓Intro to Account Creation
✓Set Up New Accounts
✓Intro to Subaccounts
✓Using Subaccounts
✓Collapse Report
✓Accrual vs. Cash
✓Statement of Cash Flows: Operating Activities
✓Statement of Cash Flows: Financing & Investing Activities
✓Intro to Journal Entries
✓Create a Journal Entry
✓Intro to Debits & Credits
✓What are Account Numbers?
✓Set Up and Use Account Numbers
✓Forecasts
✓Get Ready to Practice
✓Your Turn: Financial Statements
✓Your Turn Answers: Financial Statements
Products & Services
✓Products and Services
✓What are Products & Services?
✓Create a Product or Service
✓Sale with Multiple Products & Services
✓The Products and Services List
✓Get Ready to Practice
✓Your Turn: Products & Services
✓Your Turn Answers: Products & Services
Money In – I
✓Money In – I
✓Set Up a New Customer
✓Organize Customers with Sub-Customers
✓Money In Workflows: Invoices
✓Introduction to Accounts Receivable
✓Record a New Invoice
✓Transaction Insights with Intuit Assist
✓Accounts Receivable Reports
✓What is Undeposited Funds?
✓Receive Payment Towards an Invoice
✓Receive a Partial Payment
✓Record a Bank Deposit
✓Recording Deposit Fees
✓Upload an Invoice
✓The Open Invoices Report
✓The Invoice Tab
✓Get Ready to Practice
✓Your Turn: Money In – I
✓Your Turn Answers: Money In – I
Money In – II
✓Money In – II
✓Money In Workflows: Sales Receipts
✓Record a Sales Receipt
✓What is Undeposited Funds?
✓Record a Deposit for Sales Receipts
✓Deposit Only Method Intro
✓Uses of Deposit Only Method
✓Delayed Charges Intro
✓Record and Invoice Delayed Charges
✓Refunds and Credits: Intro
✓Record a Refund
✓Record a Credit Memo
✓Apply a Credit Memo
✓Delivery Options for Money In Transactions
✓Customer Statements: Intro
✓Balance Forward Statement
✓Open Item Statement
✓Transaction Statement
✓The Sales by Customer Summary Report
✓Get Ready to Practice
✓Your Turn: Money In – II
✓Your Turn Answers: Money In – II
Customize Your Software
✓Customize Your Software
✓Customer Label
✓Custom Fields: Intro
✓Set up a Custom Field (QBO Plus)
✓QBO Advanced: Set up and use Custom Fields for a Customer
✓QBO Advanced: Set up and use Custom Fields for a Vendor
✓QBO Advanced: Set up and use Custom Fields for Transactions
✓QBO Advanced: Report Options for Custom Fields
✓Customize Forms: Intro
✓Customize Sales
✓Customize Invoices and Estimates: Look and Feel
✓Customize Invoices and Estimates: Messaging
✓Customize Sales Receipts: Look and Feel
✓Customize Sales Receipts: Header
✓Customize Sales Receipts: Body
✓Customize Sales Receipts: Footer and Messaging
✓Get Ready to Practice
✓Your Turn: Customize Your Software
✓Your Turn Answers: Customize Your Software
Saving Time
✓Saving Time
✓Find Transactions with Centers
✓Transactions Search
✓Recurring Transactions: Intro
✓Set Up a Scheduled Transaction
✓Assign a Frequency and Save a Scheduled Transaction
✓Edit a Recurring Transaction
✓QuickBooks Payments: Intro
✓Send Invoices with a Pay Button
✓What do Customers See on their Invoice?
✓Record a Sales Receipt Using QuickBooks Payments
✓QuickBooks Checking
✓Tips and Tricks to Save Time: Intro
✓QuickMath
✓Date Shortcuts
✓Hotkeys
✓QBO Advanced: Introduction to Batch Transactions
✓QBO Advanced: Record Multiple Transactions
✓QBO Advanced: Delete Multiple Transactions
✓Use the QBO Desktop App
✓Sign up for the QBO Desktop App
✓Get Ready to Practice
✓Your Turn: Saving Time
✓Your Turn Answers: Saving Time
Sales Tax
✓Sales Tax
✓What is Sales Tax?
✓Sales Tax Setup
✓Sales Tax Options for Customers
✓Sales Tax Options for Products
✓Record a Taxable Sale
✓Record a Nontaxable Sale
✓Review and Pay Sales Tax
✓Get Ready to Practice
✓Your Turn: Sales Tax
✓Your Turn Answers: Sales Tax
Money Out – I
✓Money Out – I
✓Set Up a New Vendor
✓Money Out Workflow
✓What is Accounts Payable?
✓Advantages of Tracking Bills
✓Record a Bill
✓Accounts Payable Reports
✓Should I Record a Bill Payment?
✓Record a Bill Payment
✓Print Bill Payment Checks
✓Upload a Bill
✓QBO Bill Pay: Sign up
✓Checks and Expenses: Intro
✓Record a Check To Print
✓Print Checks
✓Handwrite a Check
✓Record an Expense
✓Expenses by Vendor Summary Report
✓Get Ready to Practice
✓Your Turn: Money Out – I
✓Your Turn Answers: Money Out – I
Money Out – II
✓Money Out – II
✓Introduction to Credit Cards
✓Set Up a Credit Card
✓Use a Credit Card
✓Pay Down Credit Card
✓Loans: Intro
✓Enter a Loan from a Previous Year
✓Record a Loan to your Bank Account
✓Record a Mortgage or Loan for Purchase
✓Pay Off a Loan
✓Petty Cash: Intro
✓Deposit Money to Petty Cash
✓Spend Money from Petty Cash
✓Vendor Refunds & Credits: Intro
✓Record a Vendor Refund
✓Record a Vendor Credit
✓Apply a Vendor Credit
✓Employee and Owner Purchases: Intro
✓Set up Owner Equity Accounts
✓Owner Purchases
✓Owner Reimbursement
✓Owner Deposits to Company Bank Accounts
✓Owner Withdrawal from Company Bank Account
✓Employee Reimbursement
✓Employee Use of Business Funds
Measure Profitability
✓Measure Profitability: Intro
✓Classes: Intro
✓Turn on and set up Classes
✓Record Class on a Transaction
✓Class Reports
✓Locations: Intro
✓Turn on and Set Up Locations
✓Record Location on a Transaction
✓Location Reports
✓Projects: Intro
✓Set Up and Use Projects with Payroll
✓Projects Center with Payroll
✓Set Up and Use Projects without Payroll
✓Projects Center without Payroll
✓Account for Owner’s Time
✓Estimated Cost vs. Actual Cost: Intro
✓Create a Budget for a Customer or Project
✓Estimate vs. Actuals Report
✓Customer/Project Costs: Intro
✓Turn on Customer/Project Costs
✓Record Customer/Project Costs
✓Billable Costs: Intro
✓Create a Billable Expense
✓Unbilled Time and Expenses Reports
✓Invoice a Customer for Billable Costs
Online Banking
✓Online Banking
✓Connect to Online Banking
✓Import Transactions by File
✓The Banking/Transactions Window
✓Matching Transactions – Intro
✓Match a Downloaded Transaction
✓What is an Unrecognized Transaction
✓Categorize a Downloaded Transaction
✓What Transactions Should You Still Record Manually?
✓Categorize a Sales Receipt
✓Categorize a Deposit
✓Categorize an Expense with a Split
✓Categorize an Expense with Products or Services
✓When Should you Exclude Transactions?
✓Exclude a Transaction
✓Record a Personal Expense
✓What is a Transfer?
✓Record a Transfer
✓Record a Credit Card Charge/Payment
✓Get Ready to Practice
✓Your Turn: Online Banking
✓Your Turn Answers: Online Banking
Reconciliation
✓Reconciliation
✓Begin a Reconciliation
✓Upload a Bank Statement
✓How to Use the Reconciliation Window
✓Mark Transactions as Cleared
✓What Causes a Difference?
✓Complete a Reconciliation
✓Reconciliation History
✓Credit Card Reconciliation Intro
✓Credit Card Reconciliation Setup
✓Credit Card Reconciliation
✓Reconcile Petty Cash
✓Register Tips
✓Get Ready to Practice
✓Your Turn: Reconciliation
✓Your Turn Answers: Reconciliation
Mobile App and Unique Features
✓Mobile App and Unique Features
✓Mobile App: Mileage
✓Mobile App: Receipts Intro
✓Mobile App: Receipt Snap
✓Other Receipt Capture Methods
✓Set Up Employee Expenses
✓Get Ready to Practice
✓Your Turn: Mobile App & Unique Features
✓Your Turn Answers: Mobile App & Unique Features
Working with Reports
✓Working with Reports
✓The Reports Center
✓Types of Reports
✓List Reports
✓Detail Reports
✓Summary Reports
✓Customize Reports: Date & Comparison
✓Customize Reports: Filters & Columns
✓Customize Reports: Grouping & Pivots
✓Customize Reports: Appearance
✓Customize Reports: Send & Save
✓Schedule Report Emails
✓Report Groups
✓Financial Summary
✓KPIs
✓Get Ready to Practice
✓Your Turn: Working with Reports
✓Your Turn Answers: Working with Reports
Inventory
✓Inventory
✓Turn on Inventory
✓What is Inventory?
✓What You Need for Inventory
✓New Inventory Setup
✓Record an Inventory Sale
✓Purchase Orders: Intro
✓Record and Send a Purchase Order
✓Run Purchase Order Reports
✓Receive Inventory: Intro
✓Receive Inventory Against a Purchase Order
✓Receive Inventory Without a Purchase Order
✓Inventory Reports
✓What if Your Quantity on Hand is Wrong?
✓Record an Inventory Adjustment
✓Get Ready to Practice
✓Your Turn: Inventory
✓Your Turn Answers: Inventory
Accounting Tasks & Procedures
✓Accounting Tasks & Procedures
✓What is a Closing Date?
✓Set Up a Closing Date
✓What are Users?
✓Set Up a New User
✓QBO Advanced: Set Up and Use Roles
✓Invite Accountant
✓Reclassify Transactions
✓What is the Audit Log?
✓Use the Audit Log
✓Get Ready to Practice
✓Your Turn: Accounting Tasks & Procedures
✓Your Turn Answers: Accounting Tasks & Procedures
Payroll Setup
✓Payroll Setup
✓Choose a Subscription that is Right for You
✓What to Have on Hand Before Starting
✓Payroll Signup
✓What is Workforce & Time?
✓Employee Setup: W4
✓Employee Setup: Setup Payroll Schedule
✓Employee Setup: Tax Withholdings
✓Employee Setup: Enter Payment Method
✓Employee Setup: Pay Types
✓Employee Setup: Deductions and Contributions
✓Company Information: Intro
✓Company Taxes
✓Record Year-to-Date Payroll
✓Enter Bank Information
✓Tax Payment & Filing Preferences
✓Set up Time Tracking
✓Advanced Time Features
✓Workers’ Comp, Retirement, and Health Plans
✓Update Payroll Settings
Workforce: Employee Experience
✓Workforce: Employee Experience
✓Download Workforce
✓Employee Self-Setup
✓View PTO, Paystubs, Time, & W-2s
✓Enter Time as an Employee
Time Tracking
✓Time Tracking
✓Time Preferences
✓Enter Single Time Entry
✓Enter Weekly Time Entry: Employee
✓Set up Contractor Time Tracking
✓Enter Weekly Time Entry: Contractor
✓Invoice for Billable Time
✓Time Reports
Payroll Cycle
✓Payroll Cycle
✓Pay Employees: Intro
✓Run Payroll: Edit & Approve Time
✓Confirm Payroll
✓Print Checks & Paystubs
✓Tax Payments and Forms
✓Pay Non-Tax Liabilities
✓Update Employee Info
✓Edit Payroll Items
✓Payroll Reports
✓Rate this course