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
This title is available in the
Total Training All-Access library.
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
CHAPTER 01: GETTING STARTED WITH QUICKBOOKS ONLINE 1:20:36
Choosing The Correct Version
Importing Desktop Data
Getting around in QuickBooks Online
Import Data and Audit Log
Chart of Accounts
Products and Services
The Customer and Vendor Centers
Quick Menu and Search
CHAPTER 02: ENTERING DATA AND TRANSACTIONS 1:12:46
Working with Budgets
Sales Receipts and Deposits
Refunds and Credit Memos
Inactive Customers and Delayed Charges
Entering and Paying Bills
Checks and Registers
CHAPTER 03: REPORTING 0:33:16
CHAPTER 04: TROUBLESHOOTING COMMON ISSUES 1:15:06
Handling Bounced Checks, Part 1
Handling Bounced Checks, Part 2
Managing Accounts Receivable, Part 1
Managing Accounts Receivable, Part 2
Sales Tax Paid
Rayanne 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.