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QBO-Class Tracking, Projects, Location Tracking, Tags, & Job
Rating: 4.3 out of 5(22 ratings)
13,148 students

QBO-Class Tracking, Projects, Location Tracking, Tags, & Job

Empower Your Business Financial Management: In-Depth Mastery of Advanced Features in QuickBooks Online
Created byRobert (Bob) Steele
Last updated 6/2023
English
English [Auto],

What you'll learn

  • Gain a comprehensive understanding of advanced features in QuickBooks Online, including Class Tracking, Projects, Location Tracking, Tags, and Sub Customers/Job
  • Learn to effectively utilize these features to optimize business financial management.
  • Understand how to differentiate between these features and identify when to use each one for maximum benefit.
  • Discover how to track and analyze profitability, expenses, and other important financial indicators using these tools.
  • Become proficient in managing and tracking project income, costs, and overall profitability within QuickBooks Online.
  • Master the skill of tagging transactions for improved visibility and better financial reporting.
  • Learn to track data from multiple locations, departments, or outlets, enabling more precise financial management.
  • Understand how to manage sub customers or jobs, including tracking the details and profitability of individual jobs.
  • Engage in a detailed comparison of these features, learning their strengths and weaknesses to make informed decisions for their business.
  • Ultimately, gain the skills to use QuickBooks Online to its full potential, enhancing their overall business efficiency and financial organization.

Course content

7 sections • 11 lectures • 5h 15m total length

  • 1010 Access Software to Practice With - Options10:12

    Learn how to access QuickBooks Online 2023 for practice, using the test drive or a 30-day free trial, plus sandbox options for clean data input practice.

  • 1020 New Company Test File - Free 30 Trial21:30

    Learn to start a free 30-day QuickBooks Online trial and create a test company file on Intuit, including locating the trial and understanding online vs desktop options.

  • 1010 Class Tracking vs Projects vs Location Tracking vs Tags vs Sub Customer or20:30

    Explore QuickBooks Online 2023 class tracking, projects, location tracking, tags, and sub customers. Understand how to report by customer, class, or territory and compare jobs, sub customers, and projects.

  • 1020 Class Tracking vs Projects vs Location Tracking vs Tags vs Sub Customer Dif36:06

    Explore QuickBooks Online 2023 class tracking, projects, location tracking, tags, and sub customers (jobs), and compare their similarities and differences in income statements and balance sheets.

  • 1030 Class Tracking vs Projects vs Location Tracking vs Tags vs Sub Customer - W32:17

    Explore QuickBooks Online 2023 sub customers or jobs and their relation to projects, with income statement and balance sheet reports by customer. Track billable expenses, markups, and invoices.

Requirements

  • On basic understanding of QuickBooks Online

Description

This course is specially designed to transform you from a novice to a proficient user of QuickBooks Online, focusing specifically on the platform's key functionalities: Class Tracking, Projects, Location Tracking, Tags, and Sub Customers (also known as Jobs).

As you journey through this course, you'll not only learn the nuts and bolts of utilizing these features, but also understand their differentiation and strategic application in a variety of business contexts. You'll explore best practices and gain practical skills necessary to leverage these features effectively in real-world scenarios.

Here's what you'll learn:

1. Class Tracking: Understand the process of creating and managing classes to analyze your profitability, expenses, and more with ease.

2. Projects: Learn how to track project income, costs, and overall profitability, and streamline your project management in QuickBooks Online.

3. Location Tracking: Master the ability to track data from multiple locations, departments, or outlets of your company.

4. Tags: Get insights on how to label and group transactions with tags for improved visibility and better financial reporting.

5. Sub Customers/Jobs: Acquire the skills to manage and track the details and profitability of individual jobs within a larger customer account.

Moreover, this course offers a comparative analysis of these features, allowing you to discern the best tool for each situation. You'll gain insight into the unique characteristics of each feature, their strengths and weaknesses, and how they contrast with one another. This in-depth knowledge will empower you to make informed decisions, optimizing your use of QuickBooks Online to its full potential.

Whether you're a small business owner seeking better financial organization, an accountant wanting to upgrade your QuickBooks skills, or someone aspiring to enter the world of online accounting, this course is your ultimate guide.

Get ready to master QuickBooks Online's advanced features and take your financial management skills to the next level! Enroll now, and let's get started.

Who this course is for:

  • Small to medium-sized business owners looking to optimize their financial management and gain a deeper understanding of QuickBooks Online's advanced features.
  • Accountants or finance professionals aiming to enhance their QuickBooks Online skills to provide more value to their clients or employers.
  • Project managers in businesses that use QuickBooks Online and want to leverage its features for improved project cost tracking and profitability analysis.
  • Individuals aspiring to enter the fields of accounting, finance, or business management, who wish to become proficient in using a popular and powerful online accounting tool.
  • QuickBooks Online beginners who are familiar with the basics and want to dive into its advanced features to gain more comprehensive knowledge.
  • Existing QuickBooks Online users who want to leverage its advanced functionalities for improved business outcomes.
  • Freelancers or solopreneurs who manage their own finances and wish to utilize QuickBooks Online to its full potential for better financial organization.

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