QuickBooks Online for Business: From Setup to Tax Reporting

Everything you need to know to get your accounting up and running with QuickBooks Online

4.30 (391 reviews)
Udemy
platform
English
language
Other
category
1,842
students
9 hours
content
Oct 2015
last update
$59.99
regular price

What you will learn

Set up QuickBooks Online

Create a Chart of Accounts

Add Products and Services

Customize settings

Create Customers and Vendors

Create Estimates

Send Invoices

Receive Payments

Take Deposits

Pay Bills

Charge and remit Sales Tax

Use Classes to track transactions

Manage Multiple Locations

Track Inventory

Use Keyboard Shortcuts

Make Bank Deposits

Use the Bank Feed

Make Bank Transfers

Reconcile Bank Accounts

Track Barter trades

Take Credit Cards

Print Checks

Run Reports including P&L and Balance Sheet

Description

Learn QuickBooks Online! In this 9-hour course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.

I’ll show you how to set up your QBO so that you can run reports to understand your business’s growth. We’ll talk about the correct way to enter your sales income from Customers. We’ll explore all your options for recording your company’s Expenses. And I’ll walk you all the most common errors I see people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 9 CPE Credits! Over 90 lessons and 11 quizzes.

Content

Introduction

Getting Started
Introduciton

Setting Up QBO

Choosing Your Version of QBO
Choosing a Start Date
Creating a New Company
Starting from Scratch
Importing from Desktop
Welcome Screen & Company Settings
User Accounts
Sales Tax
Customizing Invoices & Sales Receipts
Merchant Services
Payroll and Timesheets
Setting Up QBO

Creating a Chart of Accounts

What is the Chart of Accounts?
Bank Accounts
Credit Card Accounts
AR & AP
Assets
Liabilities & Undeposited Funds
Owner's Equity
Income Accounts
Cost of Goods
Expense Accounts
Other Income and Other Expense
Creating Accounts on the Fly
Deleting and Merging Accounts
Account Numbering
Creating a Chart of Accounts

Working with Lists

Payment Methods
Terms
Attachments
Classes
Locations
Working with Lists

Defining Products and Services

Overview
Services
Products
Setting Up Inventory
Defining Products and Services

Using the Interface

Tour
Transactions Screen
Dynamic Buttons
Keyboard Shortcuts
QuickBooks Labs
Using the Interface

Working with Customers

Working with the Customer Center
Sales Settings
Adding New Customers
Generic Customers
Inactivating/Deleting Customers
Merging Customers
Working with Customers: Part 1 (a-f)
Sales Receipts
Invoices
Receive Payments
Overpayment
Refunds
Credit Memos
Estimates
Taking Deposits
Bank Deposits
Bartering
Working with Customers: Part 2 (g-p)

Working with Vendors

Working with the Vendor Center
Accounts Payable Settings
Adding New Vendors
Cleaning Up the Vendor List
Creating and Paying Bills
Writing Checks
Printing Checks
Using Credit Cards
Vendor Credits
Marking Expenses as Billable
Working with Vendors

Running Reports

Which Reports are Available in Each QBO Version
Reports Center
Your Profit & Loss Report
The Balance Sheet Report
Company Snapshot
The Scorecard
Sales Reports
Review Expenses Reports
Accounts Receivable Reports
Accounts Payable Reports
Customized Reports
Running Reports

Doing Your Banking

Journal Entries
Transfers
Reconciling
Bank Feed - Importing Transactions
Bank Feed - Tips and Troubleshooting
Bank Feed - Matching Deposits, Loans, and Transfers
Recurring Transactions
Doing Your Banking

Special Topics

Providing Feedback to Intuit
Apps to Extend QBO Abilities
Backing Up & Exporting Data
Using on a Smartphone or Tablet
Customer Workflow Summary
Daily Bookkeeping
Top 10 Mistakes People Make
Special Topics

Screenshots

QuickBooks Online for Business: From Setup to Tax Reporting - Screenshot_01QuickBooks Online for Business: From Setup to Tax Reporting - Screenshot_02QuickBooks Online for Business: From Setup to Tax Reporting - Screenshot_03QuickBooks Online for Business: From Setup to Tax Reporting - Screenshot_04

Reviews

Allen
September 1, 2022
While the videos for this course are eight years old.. and the interface looks completely different... the information is good.
Olena
May 27, 2020
I like the course, but the music at the end and at the beginning of each lesson bothers me. It is louder than a lesson and too often (because lessons are short)
Melissa
May 12, 2020
Excellent comprehensive course with easy-to-follow directions. I feel much more confidence when managing our books.
Renhard
April 12, 2020
This is definitely an excellent course to take and I highly recommend this for those who need to learn QB and those who are starting up a business. I myself never had an hands on experience with QBO but after taking this course I am confident that I will absolutely be able to get the excellent benefits out of QBO.
Kim
February 13, 2019
The course is very detailed and easy to understand. I love quizzes! I would have rated it 5 stars if it weren't for the music. With so many chapters, having to listen to that music at the beginning and end of each chapter was making me nuts. I finally started fast forwarding to 11 seconds to avoid the music at the beginning of each chapter.
Della
January 9, 2019
It clarifies a lot of information for me. I am a quickbooks user but have a lot of errors that I will be able to correct when we open our new business
David
August 6, 2018
So far, yes. She must be using a boundary mic to record this because every time she is typing in some info you hear the keys being pounded; sometimes so loud that it overbears what she is saying.
Britney
June 11, 2018
I'm about to go to sleep with this instructor but the content of the lessons are great. So hard to stay awake. Its going to take me a while to complete these.
Pushpa
February 7, 2018
When I started this course I gave 4 stars. As I got more engaged I started loving everything, so mid-way changed my rating to 5 stars. Most aspects of bookkeeping are covered and explained with good examples. Appreciate it.
Justin
June 8, 2017
I like the content and the pace of the videos. The only reason it loses half a star is because of the intro and closing sequence to each video (music and animation). It gets old after the first few videos.

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Enrollment distribution

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641764
udemy ID
10/15/2015
course created date
11/23/2019
course indexed date
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course submited by