QuickBooks Online Training Manual Classroom in a Book

Topics Covered:

The QuickBooks Online Plus Environment

1. The QuickBooks Online Interface

2. The Dashboard Page

3. The Navigation Bar

4. The + New Button

5. The Settings Button

6. Accountant View and Business View

Creating a Company File

1. Signing Up for QuickBooks Online Plus

2. Importing Company Data

3. Creating a New Company File

4. How Backups Work in QuickBooks Online Plus

5. Setting Up and Managing Users

6. Transferring the Primary Admin

7. Customizing Company File Settings

8. Customizing Billing and Subscription Settings

9. Usage Settings

10. Customizing Sales Settings

11. Customizing Expenses Settings

12. Customizing Payment Settings

13. Customizing Time Settings

14. Customizing Advanced Settings

15. Signing Out of QuickBooks Online Plus

16. Switching Company Files

17. Cancelling a Company File

Using Pages and Lists

1. Using Lists and Pages

2. The Chart of Accounts

3. Adding New Accounts

4. Assigning Account Numbers

5. Adding New Customers

6. The Customers Page and List

7. Adding Employees to the Employees List

8. Adding New Vendors

9. The Vendors Page and List

10. Sorting Lists

11. Inactivating and Reactivating List Items

12. Printing Lists

13. Renaming and Merging List Items

14. Creating and Using Tags

15. Creating and Applying Customer Types

Setting Up Sales Tax

1. Enabling Sales Tax and Sales Tax Settings

2. Adding, Editing, and Deactivating Sales Tax Rates and Agencies

3. Setting a Default Sales Tax

4. Indicating Taxable & Non-taxable Customers and Items

Setting Up Inventory Items

1. Setting Up Inventory

2. Creating Inventory Items

3. Enabling Purchase Orders and Custom Fields

4. Creating a Purchase Order

5. Applying Purchase Orders to Vendor Transactions

6. Adjusting Inventory

Setting Up Other Items

1. Creating a Non-inventory or Service Item

2. Creating a Bundle

3. Creating a Discount Line Item

4. Creating a Payment Line Item

5. Changing Item Prices and Using Price Rules

Basic Sales

1. Enabling Custom Fields in Sales Forms

2. Creating an Invoice

3. Creating a Recurring Invoice

4. Creating Batch Invoices

5. Creating a Sales Receipt

6. Finding Transaction Forms

7. Previewing Sales Forms

8. Printing Sales Forms

9. Grouping and Subtotaling Items in Invoices

10. Entering a Delayed Charge

11. Managing Sales Transactions

12. Checking and Changing Sales Tax in Sales Forms

Creating Billing Statements

1. About Statements and Customer Charges

2. Automatic Late Fees

3. Creating Customer Statements

Payment Processing

1. Recording Customer Payments

2. Entering Overpayments

3. Entering Down Payments or Prepayments

4. Applying Customer Credits

5. Making Deposits

6. Handling Bounced Checks by Invoice

7. Handling Bounced Checks by Expense or Journal Entry

8. Handling Bad Debt

Handling Refunds

1. Refund Options in QuickBooks Online

2. Creating a Credit Memo

3. Creating a Refund Receipt

4. Refunding Customer Payments by Check

5. Creating a Delayed Credit

Entering And Paying Bills

1. Entering Bills

2. Paying Bills

3. Creating Terms for Early Bill Payment

4. Early Bill Payment Discounts

5. Entering a Vendor Credit

6. Applying a Vendor Credit

7. Managing Expense Transactions

Using Bank Accounts

1. Using Registers

2. Writing Checks

3. Printing Checks

4. Transferring Funds Between Accounts

5. Reconciling Accounts

6. Voiding Checks

7. Creating an Expense

8. Managing Bank and Credit Card Transactions

9. Creating and Managing Rules

10. Uploading Receipts and Bills

Paying Sales Tax

1. Sales Tax Reports

2. Using the Sales Tax Payable Register

3. Paying Your Tax Agencies

Reporting

1. Creating Customer and Vendor QuickReports

2. Creating Account QuickReports

3. Using QuickZoom

4. Standard Reports

5. Basic Standard Report Customization

6. Customizing General Report Settings

7. Customizing Rows and Columns Report Settings

8. Customizing Aging Report Settings

9. Customizing Filter Report Settings

10. Customizing Header and Footer Report Settings

11. Resizing Report Columns

12. Emailing, Printing, and Exporting Preset Reports

13. Saving Customized Reports

14. Using Report Groups

15. Management Reports

16. Customizing Management Reports

Using Graphs

1. Business Snapshot

Customizing Forms

1. Creating Custom Form Styles

2. Custom Form Design Settings

3. Custom Form Content Settings

4. Custom Form Emails Settings

5. Managing Custom Form Styles

Projects and Estimating

1. Creating Projects

2. Adding Transactions to Projects

3. Creating Estimates

4. Changing the Term Estimate

5. Copy an Estimate to a Purchase Order

6. Invoicing from an Estimate

7. Duplicating Estimates

8. Tracking Costs for Projects

9. Invoicing for Billable Costs

10. Using Project Reports

Time Tracking

1. Time Tracking Settings

2. Basic Time Tracking

3. QuickBooks Time Timesheet Preferences

4. Manually Recording Time in QuickBooks Time

5. Approving QuickBooks Time

6. Invoicing from Time Data

7. Using Time Reports

8. Entering Mileage

Payroll

1. Setting Up QuickBooks Online Payroll and Payroll Settings

2. Editing Employee Information

3. Creating Pay Schedules

4. Creating Scheduled Paychecks

5. Creating Commission Only or Bonus Only Paychecks

6. Changing an Employee’s Payroll Status

7. Print, Edit, Delete, or Void Paychecks

8. Manually Recording External Payroll

Using Credit Card Accounts

1. Creating Credit Card Accounts

2. Entering Charges on Credit Cards

3. Entering Credit Card Credits

4. Reconciling and Paying Credit Cards

5. Pay Down Credit Card

Assets and Liabilities

1. Assets and Liabilities

2. Creating and Using Other Current Assets Accounts

3. Removing Value from Other Current Assets Accounts

4. Creating Fixed Assets Accounts

5. Creating Liability Accounts

6. Setting the Original Cost of the Fixed Asset

7. Tracking Depreciation

Equity Accounts

1. Equity Accounts

2. Recording an Owner’s Draw

3. Recording a Capital Investment

Company Management

1. Viewing Your Company Information

2. Setting Up Budgets

3. Using the Reminders List

4. Making General Journal Entries

Using QuickBooks Tools

1. Exporting Report and List Data to Excel

2. Using the Audit Log

Using QuickBooks Other Lists

1. Using the Recurring Transactions List

2. Using the Location List

3. Using the Payment Methods List

4. Using the Terms List

5. Using the Classes List

6. Using the Attachments List

Using Help, Feedback, and Apps

1. Using Help

2. Submitting Feedback

3. Extending QuickBooks Online Using Apps and Plug-ins