
Mastering QuickBooks Online introduces navigation, company setup, bank connections, and key transactions, including vendors, customers, sales tax, and tricky cases like barter and non-sufficient funds checks.
Rayanne reviews five QuickBooks Online versions—Simple Start, Plus, Essentials, Self-Employed, and Advanced—and shows how to pick based on needs like accounts payable, projects, reports, and users.
Explore how the expenses and vendors tabs organize payments, bills, and vendor data, including filtering, creating new vendors, tracking 1099s, notes, attachments, and custom fields.
Learn how to pay bills in QuickBooks Online (2021) by selecting bank or credit card, printing checks, and scheduling online payments, including handling starting check numbers and test printing.
Learn how to create a new customer in QuickBooks Online, manage customer details, tax settings, payment methods, and parent-child customer relationships from the customer center.
Learn to accurately maintain your business financial records.
QuickBooks Online brings traditional QuickBooks accounting to a cloud - based solution. This course will show you everything you need to know to manage your customers, vendors, invoices, bills, checks, and online payments through QuickBooks Online.
Taught by experienced CPA and QuickBooks guru Rayanne Buchianico, this course will give you tips and techniques needed to use QuickBooks Online easily and effectively. Whether you’re a new QuickBooks user or someone migrating from the desktop version, this course will give you the skillset you need to get up and running with QuickBooks Online.
Topics covered include:
Determining which version of Quickbooks Online best fits your needs
Navigating QuickBooks Online
Using the banking center, reconciling accounts, and tracking mileage
Setting up vendors, paying bills and managing purchase orders
Managing customers, products and services, sales tax, and invoices
Working with tricky transactions such as barter transactions and advanced payments
Running and customizing reports
Objectives:
You will be able to:
Choose the right version of Quickbooks for your business
Navigate the interface and set preferences
Use the banking center, reconcile accounts and track mileage
Set up vendors and pay bills
Manage customers, products and services, sales tax, and invoices
Work with tricky transactions such as barter transactions and advanced payments
Run and customize reports