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Beginner LevelIntuit Enterprise Suite
Intuit Enterprise Suite for Beginners
Explore Intuit Enterprise Suite with this course. Learn how to get the most from Intuit Enterprise Suite. You’ll learn the basics and advanced features.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
Setup & Getting Around
✓Introduction to Intuit Enterprise Suite Foundations
✓Sign Up for Your Software
✓What Can You Do On The Dashboard
✓Three Main Menus
✓Navigation Bar
✓New Button
✓Gear Button
✓Check Your 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
✓Apps
✓Use Multiple Tabs
✓How to Switch Between Your Entities
✓QBO Test Drive
✓Use the QBO Desktop App
✓Sign up for the QBO Desktop App
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
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
✓Intro to Multi-Entity
✓Intercompany Accounts
✓Multi-Entity Journal Entries
✓Set up Spreadsheet Sync
✓How to Run a Multi-Entity Profit & Loss
✓How to Run a Multi-Entity Balance Sheet
✓Forecasts
Products & Services
✓Products & Services
✓What are Products and Services?
✓Create a Product or Service
✓Sale with Multiple Products and Services
✓The Products and Services List
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
✓Accounts Receivable Reports
✓What is Undeposited Funds?
✓Receive Payment Towards an Invoice
✓Receive a Partial Payment
✓Record a Bank Deposit
✓Recording Deposit Fees
✓The Open Invoices Report
✓The Invoice Tab
✓Consolidated A/R Aging Reports
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
✓What is Revenue Recognition?
✓Set Up Revenue Recognition
✓Revenue Recognition Invoice & Reports
✓Revenue Recognition – Issue Refunds or Credits
Customize Your Software
✓Customize Your Software
✓Customer Label
✓Introduction to Custom Fields
✓Set up and use Custom Fields for a Customer
✓Set up and use Custom Fields for a Vendor
✓Set up and use Custom Fields for Transactions
✓Report Options for Custom Fields
✓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
✓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
Saving Time
✓Saving Time
✓Find Transactions with Centers
✓Use Search to Find Transactions
✓Transactions Search
✓Recurring Transactions: Intro
✓Set Up a Scheduled Transaction
✓Assign a Frequency and Save a Scheduled Transaction
✓Edit a Recurring Transaction
✓QuickBooks Online Payments: Intro
✓Send Invoices with a Pay Button
✓What do Customers See on their Invoice?
✓Record a Sales Receipt Using QuickBooks Payments
✓How QuickBooks Payments Records Payments/Deposits
✓QuickBooks Checking
✓Introduction to Batch Transactions
✓Record Multiple Transactions
✓Delete Multiple Transactions
✓Spreadsheet Sync: Record Multiple Transactions
✓Spreadsheet Sync: Update Customer & Vendor Records
✓What are Workflows and Tasks?
✓Require Approval for Invoices
✓Payment Due Reminders for Customers
✓Automated Payment Received Email to Customers
✓Automated Overdue memo on Invoices
✓Send Recurring Statement to Customer
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
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
✓Checks and Expenses: Intro
✓Record a Check To Print
✓Print Checks
✓Handwrite a Check
✓Record an Expense
✓Expenses by Vendor Summary Report
✓Intercompany Expenses
✓Consolidated A/P Aging Reports
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
✓Void vs. Delete
✓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
Projects & Job Costing
✓Projects and Job Costing
✓Intro to Projects
✓Custom Fields for Projects
✓Set Up Projects
✓Projects Center
✓Project Invoicing Methods
✓Estimate to Invoice Method: Project Estimate
✓Estimate to Invoice Method: Change Order
✓Estimate to Invoice Method: Time
✓Estimate to Invoice Method: Material Costs
✓Estimate to Invoice Method: Labor Costs
✓Estimate to Invoice Method: Invoice
✓Estimate to Invoice Method: Reports
✓Billables to Invoice Method: Project Estimate
✓Billables to Invoice Method: Time
✓Billables to Invoice Method: Material Costs
✓Billables to Invoice Method: Labor Costs
✓Billables to Invoice Method: Invoice
✓Billables to Invoice Method: Reports
✓Direct to Invoice Method
✓Direct to Invoice Method: Time
✓Direct to Invoice Method: Material Costs
✓Direct to Invoice Method: Labor Costs
✓Direct to Invoice Method: Invoice
✓Direct to Invoice Method: Reports
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?
✓Add a Downloaded Transaction
✓What Transactions Should You Still Record Manually?
✓Add a Deposit
✓Add a Sales Receipt
✓Add an Expense with a Split
✓Add 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
✓Multientity Transactions
Reconciliation
✓Reconciliation
✓Begin a Reconciliation
✓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
Mobile App & Unique Features
✓Mobile App and Expense Management
✓Mobile App: Mileage
✓Mobile App: Receipts Intro
✓Mobile App: Receipt Snap
✓Other Receipt Capture Methods
✓Set Up Employee Expenses
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
✓Custom Reports
✓Pivot Tables and Charts
✓Cash Flow and Planner
✓Intro to Dimensions
✓Add and Edit Dimensions
✓Record Transactions with Dimensions
✓Run Dimensions Reports
Accounting Tasks & Procedures
✓Accounting Tasks & Procedures
✓Back up your company
✓Restore your company from a backup
✓What is a Closing Date?
✓Set Up a Closing Date
✓What are Users?
✓Types of Users
✓Set up a New Role/User
✓Edit a Role or User
✓Invite Accountant
✓Reclassify Transactions
✓What is the Audit Log?
✓Use the Audit Log
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
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
✓Rate this course