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Learn QuickBooks Online by John Whiteley, CPA

Name: Learn QuickBooks Online by John Whiteley, CPA
Rating: 4.0 (5 reviews)

Practical training on how to use QuickBooks Online in your business.

Created byJohn Whiteley

Last updated 12/2014

English

What you'll learn

Post transactions to QuickBooks Online
Create new service and inventory items
Find relative reports
Customize and save reports
Reconcile bank accounts
Prepare documents for meeting with CPA at year end
Edit transactions

Course content

17 sections • 140 lectures • 8h 24m total length

Welcome and Introduction1:29
Welcome and Introduction

Company Home Page5:18
Explore the company home page to view bank balances, unpaid invoices, and a profit loss snapshot, and learn to drill into invoices and invite your accountant.
Summary-Company Home Page0:22
QuickBooks - Left Panel2:31
Explore the quickbooks online left panel to quickly access home, customers, vendors, employees, transactions, banking, sales, expenses, registers, reports, apps, and payroll setup for faster input.
Summary - QuickBooks Left Panel0:32
Add a Transaction Menu2:03
learn how to add transactions in QuickBooks Online using the plus menu, creating invoices, payments, estimates, receipts, vendor expenses, payroll time, and bank or journal entries from the transaction screen.
Summary-Add a Transaction Menu0:25
Company settings, lists and tools6:51
discover how to customize QuickBooks Online using the company settings, including tracking classes and locations, tax forms, and automation for sales, expenses, and reports.
Summary-Company Settings, lists and Tools0:28
Invite your Accountant3:13
Invite your accountant as a user in QuickBooks Online by sending the invitation from the invite accountant page, while you stay the master admin and manage access and activity online.
Summary-Invite your Accountant0:34

Setup Company Guide2:51
Set up your quickbooks online company, import desktop data, tailor the chart of accounts, and configure customers, vendors, products and services, payroll, currencies, and recurring transactions, plus custom reports.
Summary-Setup Company Guide0:52
Company Settings27:32
The student will learn how to complete the settings information, including company name, address, accounting method, employer ID, tax form, categories for classes and locations and customer label.
Summary-Company Settings0:22
Chart of Accounts11:27
Student will learn how to add, edit and delete accounts from the chart of accounts.
Summary-Chart of Accounts0:25
Lists5:27
Student will learn how to access the different lists.
Summary-Lists0:29
Products and Services7:33
The student will learn how to set up the different products and services.
Summary-Products and Services0:30
Recurring Transactions6:36
The student will learn how to create recurring transactions and set up a schedule.
Summary-Recurring Transactions0:26
Attachments3:07
The student will learn how to upload an attachment to QuickBooks and how to link them to documents.
Summary-Attachments0:21
Your Company2:30
The student will learn how to complete profile under "your company" menu.
Summary-Your Company0:23
Manage users1:14
The student will learn how to manage users including the master admin user.
Summary-Manage users0:21
Sales Tax4:57
The student will learn how to retrieve sales tax reports and how to edit the sales tax settings.
Summary-Sales Tax0:22
Payroll-USA Part 16:06
The student will learn how to turn on the payroll feature and generate related payroll reports
Summary-Payroll-USA Part 10:32
Payroll USA - Part 23:04
The US payroll setup and reports creation is continued from part 1
Payroll - Canada - Part 111:35
The student will learn how to set up the Canadian payroll and generate cheques and reports.
Payroll - Canada - Part 28:18
The student will learn how to set up the Canadian payroll and generate cheques and reports... continued from Part 1
Import Desktop Data File5:02
The student will learn how to import his or her data from the desktop version of QuickBooks.
Summary-Import Desktop Data File0:27
Export Data3:52
The student will learn how to export data from QuickBook Online to your computer. The Canadian version did not have this feature as of this lecture data in October 2014.
Summary-Export Data0:22

Add a Bank Account to your Chart of Accounts4:34
Student will learn how to add a bank account to QuickBooks and connect to actual bank account online.
Summary-Add a Bank Account to your Chart of Accounts0:31
Download your bank transactions1:43
The student will learn the steps needed to download banking transactions.
Summary-Download your bank transactions0:31
Write and Print a cheque8:19
The student will learn how to write and print a cheque in QuickBooks Online
Summary-Write and Print a cheque0:44
Download PayPal transactions1:51
The student will learn the steps required to download PayPal transactions.
Summary-Download PayPal transactions0:23
Reconcile Bank Accounts3:55
The student will learn how to reconcile a bank account in QuickBooks Online.
Summary-Reconcile Bank Accounts0:28
Record a bank transfer2:45
The student will learn how to use the bank transfer screen in QuickBooks Online.
Summary-Record a bank transfer0:18

Add a new customer7:07
The student will learn how to set up a new customer and the factors to consider when importing from the desktop version.
Summary-Add a new customer0:47
Delete (make inactive) a Customer2:51
The student will learn how to delete or make a customer inactive
Summary-Delete (make inactive) a Customer0:31
Add a New Supplier3:43
Student will learn how to add a new vendor along with important considerations
Summary-Add a New Supplier0:26
Delete a Supplier2:58
The student will learn how to delete a supplier
Summary-Delete a Supplier0:20
Send a Customer Statement4:30
The student will learn how to customize and send customer statements.
Summary-Send a Customer Statement0:25

Create a Sales Invoice5:27
The student will learn how to create a sales invoice in QBO.
Summary-Create a Sales Invoice0:26
Delete a Sales Invoice4:59
The student will learn how to delete a sales invoice.
Summary-Delete a Sales Invoice0:26
Create a Sales Receipt6:03
The student will learn how to create a sales receipt.
Summary-Create a Sales Receipt0:26
Delete a Sales Receipt4:25
The student will learn how to delete a sales receipt
Summary-Delete a Sales Receipt0:26
Create a Credit Memo7:20
The student will learn how to create a credit memo.
Summary-Create a Credit Memo0:27
Create refund receipt7:57
The student will learn how to create a refund receipt
Summary-Create refund receipt0:29
Create a Delayed Credit2:38
The student will learn how to create a delayed credit and how to apply against sales invoices
Summary-Create a Delayed Credit0:33
Create a Delayed Charge3:44
The student will learn how to create a delayed charge.
Summary-Create a Delayed Charge0:27

Record a Customer Payment3:00
The student will learn how to record a customer payment
Summary-Record a Customer Payment0:24
Record Retainer received from a Customer2:59
The student will learn how to record a retainer received from a customer
Summary-Record Retainer received from a Customer0:25
Record other Types of Receipts11:10
The student will learn how to record other receipt types such as shareholder advances, sale of equipment, etc.
Summary-Record other Types of Receipts0:33
Record a Trust Account Receipt24:00
The student will learn how to record trust receipts and the importance of creating related trust bank accounts, etc.
Summary-Record a Trust Account Receipt0:57
Record Bank Deposits3:32
The student will learn how to record bank deposits.
Summary-Record Bank Deposits0:21

Enter Expense paid by Check6:29
The student will learn how to record expenses paid with checks
Summary-Enter Expense paid by Check0:22
Enter an Expense paid by Cash9:54
The student will learn how to record an expense paid with cash
Summary-Enter an Expense paid by Cash0:30
Enter an Expense created with Bill Payable5:19
The student will learn how to record an expense paid with a bill payable
Summary-Enter an Expense created with Bill Payable0:20

Requirements

Students should have access to QuickBooks Online. 30 day trial versions are available from Intuit.

Description

Learn How To Use QuickBooks Online (in the Cloud) - Practical Training for the Small Business User

Quizzes and Certificate of Completion!

This “QuickBooks Online” (October 2014) Training is for Beginners who need to know how to enter transactions and generate reports using QuickBooks Online software by Intuit.

John Whiteley, CPA and Certified Pro Advisor, and author will teach you how to set up your books in QuickBooks Online. John will demonstrate the steps needed in using all modules in the Online version of QuickBooks. Practical application are included in this valuable training.

The lectures and demonstrations are provided in HD video format and allow the full screen presentation thus making it much easier to identify the menu details and data inputed into the screens.

A text screen with a brief summary of the lecture, along with screen shots and the menu steps needed to retrieve the topic screens is presented at the end of each session. The text screens will save you time having to repeat the videos just to find where the menu link is for a particular screen mentioned in the training session.

Each module is explored in detail so that you can see how your company file is set up; how your bank accounts are created in QuickBooks Online and connected to your actual bank accounts for downloading transactions, etc. Demonstrations are provided on how to enter your data in all the modules in QuickBooks Online; including, sales receipts, sales invoices,customer payments, expenses, checks, bills payable, payroll and much more. John also provides practical advice on using the software as you would expect from your local CPA.

The student will have established a solid base for using QuickBooks Online upon completion of the course. At the same time , John emphasizes the importance of including your local CPA or Certified Pro Advisor in the set up of the chart of accounts and customized reports when accounting skills should play a part in the setup.

Take this QuickBooks Online Practical Training and become confident in moving ahead with your bookkeeping system.

Who this course is for:

Anyone who will be using "QuickBooks Online" for bookkeeping purposes
This course is not designed for the "QuickBooks Desktop" users

Learn QuickBooks Online by John Whiteley, CPA

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Reviewing Menu Structure10 lectures • 22min

Creating a New Company29 lectures • 1hr 57min

Banking12 lectures • 26min

Budgeting And Logs4 lectures • 17min

Customers and Suppliers10 lectures • 24min

Time Activities4 lectures • 12min

Sales Transactions16 lectures • 46min

Customer payments and Other Receipts10 lectures • 47min

Expense Transactions6 lectures • 23min

Requirements

Description

Who this course is for: