QuickBooks Online Plus Made Easy Training Tutorial 2015

Learn how to use QuickBooks Online with introductory through advanced material.

4.10 (69 reviews)
Udemy
platform
English
language
Other
category
QuickBooks Online Plus Made Easy Training Tutorial 2015
484
students
13 hours
content
Jul 2015
last update
$19.99
regular price

What you will learn

Create and Customize a QuickBooks Online Company File

Learn to Use Pages and Lists

Set Up and Pay Sales Tax

Set Up and Manage Inventory

Create and Manage Sales Transactions

Create Billing Statements

Set Up Payment Processing

Handle Refunds

Enter and Pay Bills

Use Bank Accounts

Create, Customize and Save Reports

Use Graphs

Customize Forms

Enable and Create Estimates

Use Time Tracking

Set Up Payroll and Pay Employees

Use Credit Card Accounts

Learn Company Management

Use QuickBooks Tools

Allow Accountant Access

Description

Learn QuickBooks Online accounting software with this comprehensive course from TeachUcomp, Inc. Mastering QuickBooks Online Made Easy features 181 video lessons with over 8 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual, additional images and practice exercises. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks or upgrading from a different version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you are on your way to mastering QuickBooks Online.

Content

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

Reviews

David
September 24, 2019
this is a god course but you easily get overwhelmed at this point when you have never used the product before
Nancy
July 26, 2017
The presenter is very clear. The use of screens is appropriate. The pace is understandable. This is being helpful to a beginner with QuickBooks Online.
Tamaresque
April 25, 2017
Very comprehensive, especially for someone like me with a background in simple bookkeeping. Not really suited to AUS conditions, it's more for US users. I'm waiting to get to the part that says WHY we do things the way we are doing them. In the meantime, I'll ask some questions of the lecturer.
Mark
March 19, 2017
simply an explanation of every clickable item. Alot of it is repeated. Not alot of explanation on how to use the features.
Brandie
February 10, 2017
This class is very well laid out in order and easy to understand. I would highly recommend to anyone who needs to learn quick books.
Mikilynn
August 19, 2016
easy to understand and covers everything! I am a desktop pro seasoned user and I am lost in online QB.
Samuel
July 27, 2016
Very knowledgeable instructor but i find the teaching methodology a bit inappropriate. He doesn't have to go through everytab and checkbox on a form. He should rather adopt the "how to" approach. This will make the instructions more interesting.
Siu
February 26, 2016
It is like someone reading the instruction manual to you. I found the instructor giving me a headache after listening to him for a while. Sorry it is only my personal feeling.
Pamela
February 22, 2016
The presentation is smooth and comprehensive. The instructor's voice is well modulated and easy to follow.

Charts

Price

QuickBooks Online Plus Made Easy Training Tutorial 2015 - Price chart

Rating

QuickBooks Online Plus Made Easy Training Tutorial 2015 - Ratings chart

Enrollment distribution

QuickBooks Online Plus Made Easy Training Tutorial 2015 - Distribution chart
544522
udemy ID
7/4/2015
course created date
11/22/2019
course indexed date
Bot
course submited by