QuickBooks Online: Mastering QuickBooks Online

$49.99 $25.00

QuickBooks Online brings traditional QuickBooks accounting to a cloud-based solution, and while it’s winning rave reviews for its convenience and easy interface, it’s VERY different from the desktop version of QuickBooks. Get started learning with this 4+ hour 'Mastering QuickBooks Online' course!

Length: 4 hrs 21 min

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Description

With this Mastering QuickBooks Online course, you will master the tips and techniques needed to use QuickBooks online easily and effectively, plus you’ll understand the benefits and limitations of this cloud-based version of QuickBooks.

Whether you’re a new QuickBooks user or someone who is comfortable with the desktop version, this course will give you the skills you need to get up and running with QuickBooks online quickly and confidently.

Objectives. You will be able to:

  • Discuss the differences between QuickBooks Online and QuickBooks Pro
  • Create and edit Estimates, Invoices, Sales Receipts, and Deposits
  • Describe various ways to troubleshoot reports
  • Describe two methods for handling bounced checks and the pros and cons of each

Sample clip

 

CHAPTER 01: GETTING STARTED WITH QUICKBOOKS ONLINE 1:20:36

  1. Getting Started
  2. Choosing The Correct Version
  3. Importing Desktop Data
  4. Getting around in QuickBooks Online
  5. QuickBooks Settings
  6. Import Data and Audit Log
  7. Company Settings
  8. Chart of Accounts
  9. Products and Services
  10. The Customer and Vendor Centers
  11. Sales Tax
  12. Quick Menu and Search

 

CHAPTER 02: ENTERING DATA AND TRANSACTIONS 1:12:46

  1. Time Entries
  2. Working with Budgets
  3. Estimates
  4. Invoicing
  5. Receiving Payments
  6. Sales Receipts and Deposits
  7. Refunds and Credit Memos
  8. Inactive Customers and Delayed Charges
  9. Purchase Orders
  10. Entering and Paying Bills
  11. Checks and Registers
  12. Vendor Credits

 

CHAPTER 03: REPORTING 0:33:16

  1. Running Reports
  2. Understanding Reports
  3. Troubleshooting Reports

 

CHAPTER 04: TROUBLESHOOTING COMMON ISSUES 1:15:06

  1. Common Issues
  2. Handling Bounced Checks, Part 1
  3. Handling Bounced Checks, Part 2
  4. Managing Accounts Receivable, Part 1
  5. Managing Accounts Receivable, Part 2
  6. Journal Entries
  7. Opening Balances
  8. Sales Tax Paid
  9. Fixed Assets

Rayanne BuchianicoRayanne Buchianico, EA is the owner of ABC Solutions, LLC, a consulting firm in Clearwater, Florida providing complete accounting, business, and tax consulting services to IT Professionals in the United States, particularly to those using Autotask and looking to integrate with their accounting systems. She is a Certified QuickBooks Professional Advisor and offers courses and blogs tips on QuickBooks regularly. She is featured regularly in ‘Odd Tuesdays’ podcasts.

Rayanne was named to the SMB150 list by SMB Nation and SMBTN for the past three years and honored with the 2012 Jim Locke Memorial Community Award. She holds a degree in Accounting and is qualified to practice before the Internal Revenue Service.

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