HRDF Funded Course - QuickBooks Online Essential Training

Get QuickBooks Online training to better manage your business finances and keep more accurate bookkeeping records. The trainer shows business owners and accountants who are new to QuickBooks—and old hands making the leap to the online edition—how to use this cloud-based accounting software to pay bills on time, collect money earned, and run reports to see how a company is performing. Plus, discover how to set up customers, vendors, products, and services; record transactions; reconcile bank statements; and pay sales tax. Because QuickBooks Online is web based, you can perform these same tasks from your desktop, your tablet, or even your mobile phone. Start watching to get up and running with QuickBooks Online today.
Topics include:

• Choosing a QuickBooks Online edition
• Creating an account
• Setting up customers and vendors
• Setting up products and services, billable expenses, and time tracking
• Paying bills
• Creating invoices
• Receiving payments
• Handling refunds
• Setting up online banking accounts
• Running reports
• Paying sales tax
• Automating recurring transactions

Module 1. Getting Started

• Importing data from QuickBooks Desktop
• Creating an account
• Setting up sales tax

Module 2. Setting Up Customers and Vendors

• Creating a customer
• Creating a vendor
• Importing customers and vendors

Module 3. Setting Up to Sell Products and Services

• Setting up products and services
• Importing products and services
• Setting up billable expenses and time
• Working with time tracking
• Setting up other lists

Module 4. Paying for Expenses

• Entering a bill
• Paying bills
• Paying directly by check or credit card

Module 5. Invoicing

• Creating an invoice
• Handling a customer credit or refund

Module 6. Receiving Payments

• Creating a sales receipt for a cash sale
• Receiving and depositing payments

Module 7. Working with a Bank Account

• Setting up an account for online banking
• Setting up banking rules
• Downloading online banking transactions
• Reconciling transactions to bank statement

Module 8. Running Reports

• Running and sending a report
• Customizing a report

Module 9. Other Tasks

• Setting up additional users
• Paying sales tax
• Automating recurring transactions
• Handling depreciation
• Finding information in QuickBooks