Course Introduction
Introduction
The QuickBooks Online Plus Environment
The Home Page
The Create Menu
The Navigation Bar
The Gear
The Income Section in the Home Page
The Expenses Section in the Home Page
The Profit and Loss Section in the Home Page
The Bank Accounts Section in the Home Page
The Activities Section in the Home Page
Creating a Company File
Signing Up for QuickBooks Online Plus
Importing Company Data from a QuickBooks Desktop Version
Creating a New Company File
How Backups Work in QuickBooks Online Plus
Setting Up and Managing Users
Transferring the Master User
Customizing Company File Settings
Signing Out of QuickBooks Online Plus
Switching a Company File
Cancelling a Company File
Using Pages and Lists
Using Lists and Pages
The Chart of Accounts
Assigning Account Numbers
The Customers Page and List
The Employees Page and List
The Vendors Page and List
Sorting Lists
Inactivating and Reactivating List Items
Printing Lists
Renaming and Merging List Items
Importing List Entries from a CSV or Excel File
Setting Up Sales Tax
The Sales Tax Process in QuickBooks Online Plus
Enabling Sales Tax and Sales Tax Settings
Adding, Editing, and Deactivating Sales Tax Rates and Agencies
Creating a Single Tax Rate
Creating a Combined Tax Rate
Setting a Default Sales Tax
Indicating Taxable & Non-Taxable Customers & Items
Setting Up Inventory Items
Setting Up Inventory
Creating Inventory Items
Enabling Custom Fields in Purchase Orders
Creating a Purchase Order
Applying Purchase Orders to Vendor Transactions
Adjusting Inventory
Setting Up Other Items
Creating a Product or Service Item
Creating a Discount Item
Creating a Payment Item
Changing Item Prices
Basic Sales
Customizing Sales Settings
Enabling Custom Fields in Sales Forms
Creating an Invoice
Creating Batch Invoices
Creating a Sales Receipt
Finding Transaction Forms
Previewing Sales Forms
Printing Sales Forms
Grouping and Subtotaling Items in Invoices
Grouping and Hiding Item Display in Service Only Invoices
Entering a Delayed Charge
Managing Sales Transactions
Creating Billing Statements
Entering Customer Charges
Creating Finance Charge Items
Creating Finance Charge Invoices
Creating Customer Statements
Payment Processing
Recording Customer Payments
Entering a Partial Payment
Applying One Payment to Multiple Invoices
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits
Handling Bounced Checks
Handling Bad Debt
Handling Refunds
Creating a Credit Memo and Refund Check
Refunding Customer Payments
Entering a Delayed Credit
Entering and Paying Bills
Setting Billing and Expense Preferences
Entering Bills
Paying Bills
Creating Terms for Early Bill Payment
Early Bill Payment Discounts
Entering a Vendor Credit
Applying a Vendor Credit
Managing Expense Transactions
Using Bank Accounts
Using Registers
Writing Checks
Writing a Check for Inventory Items
Printing Checks
Transferring Funds Between Accounts
Reconciling Accounts
Voiding Checks
Creating an Expense
Managing Bank and Credit Card Transactions
Managing Bank Transaction Rules
Paying Sales Tax
Sales Tax Reports
Viewing the Sales Tax Payable Register
Paying Your Tax Agencies
Reporting
Creating Customer and Vendor QuickReports
Creating Account QuickReports
Using QuickZoom
Preset Reports
Customizing a Preset Report or QuickReport
Management Reports
Customizing Management Reports
Resizing Report Columns
Saving Customized Reports
Customized Report Groups
Printing Reports
Batch Printing Forms
Exporting Reports to Microsoft Excel
Downloading Forms as PDF Files
Printing Reports as PDFs
Process Multiple Reports
Using Graphs
Trends/Scorecard
Company Snapshot
Customizing Forms
Creating New Custom Form Styles
Managing Custom Form Styles
Estimating
Using Sub-Customers for Jobs
Enabling and Creating Estimates
Changing the Term “Estimate”
Invoicing from an Estimate
Duplicating Estimates
Using an Estimate with Multiple Invoices
Changing the Estimate Status
Entering Expenses for Jobs
Invoicing for Job Costs
Using Job Reports
Deleting Estimates
Time Tracking
Tracking Time and Printing Timesheets
Weekly Timesheets
Time/Enter Single Activity
Invoicing from Time Data
Using Time Reports
Entering Bills for Mileage
Payroll
The Payroll Process
Creating Employee Deductions and Company Contributions
Adding Additional Pay Types for Employees
Editing Employee Information
Creating Payroll Schedules
Creating Scheduled Paychecks
Creating One Paycheck at a Time
Creating Commission Only or Bonus Only Paychecks
Handling Terminated Employees
Editing or Deleting Paychecks
Tracking Your Tax Liabilities
Paying Payroll Tax Liabilities
Adjusting Fringe Benefits
Process Payroll Forms
Tracking Workers’ Compensation
Manually Recording External Payroll
Using Credit Card Accounts
Creating Credit Card Accounts
Entering Charges on Credit Cards
Entering Credit Card Credits
Reconciling and Paying Credit Cards
Assets and Liabilities
Assets and Liabilities
Creating and Using Other Current Asset Accounts
Removing Value from Other Current Asset Accounts
Creating Fixed Asset Accounts
Creating Liability Accounts
Setting the Original Cost of the Fixed Asset
Tracking Depreciation
Equity Accounts
Equity Accounts
Recording an Owner’s Draw
Recording a Capital Investment
Company Management
Viewing Your Company Information
Setting Up Budgets
Using the Reminder List
Changing Preferences
Making General Journal Entries
Using QuickBooks Tools
Exporting Data for QuickBooks Desktop Versions
Exporting Report and List Data to Excel
Using the Audit Log
Using QuickBooks Other Lists
Using the Recurring Transactions List
Using the Location List
Using the Payment Methods List
Using the Terms List
Using the Classes List
Using the Attachments List
Allowing Accountant Access
Inviting Your Accountant
Using Help, Feedback and Apps
Using the Help Menu
Submitting Feedback
Extending QuickBooks Online Using Apps
Course Conclusion
Instruction Manual
QuickBooks Online Manual