QuickBooks Online Payments – Getting Paid Faster & Easier
What you'll learn
- Demonstrate QuickBooks Payments Setup: Showcase your ability to activate and configure QuickBooks Online Payments effectively.
- Construct Professional Invoices: Develop and distribute accurate invoices directly to your clients efficiently.
- Analyze Payment Grouping: Assess how QuickBooks Online Payments groups received payments for bank deposit.
- Evaluate Customer Payments and Bank Feeds: Understand the relationship between customer payments and bank feeds for accurate records.
- Design Recurring Invoices & Receipts: Learn to create and schedule regular invoices and sales receipts, saving valuable time.
- Apply Navigation Skills: Implement learned techniques to efficiently navigate and utilize QuickBooks Online Payments.
- Synthesize Financial Management Practices: Combine expert tips to streamline your financial management and bookkeeping process.
- Basic Computer Literacy: Students should be familiar with the basic operation of a computer and internet usage.
- Basic Understanding of Bookkeeping: Having a basic understanding of bookkeeping concepts will be beneficial but is not mandatory.
- Interest in Financial Management: An interest in improving financial management and invoicing skills will make the learning process more engaging and enjoyable.
- Willingness to Learn: A positive attitude and willingness to learn new skills and adopt new software is critical for making the most out of this course.
This is a comprehensive course designed specifically for bookkeepers, small business owners, and freelancers who want to streamline their invoicing and payment systems.
QuickBooks Online Payments offers a fast and reliable way to send invoices, receive payments, and manage your business financials with a click of a button. However, without proper knowledge, you might not be utilizing this tool to its full potential.
This course aims to bridge that gap. It is structured to teach you how to fully optimize the QuickBooks Online Payments tool and revolutionize your business financials. The course will guide you on how to:
1. Activate and Configure QuickBooks Online Payments: We start from the basics - turning on QuickBooks Payments. A step-by-step tutorial to help you get started with the tool.
2. Create and Send Invoices: Learn how to create professional invoices and send them directly to your clients. See firsthand what your customer’s email will look like.
3. Track Payments: Gain insights into how to effectively monitor incoming payments. We will focus on how the payments will be grouped together to match the deposit in your bank account.
4. Understand Customer Payments and Bank Feeds: Explore the interplay between customer payments and bank feeds, ensuring that your books are always accurate and up-to-date.
5. Create Recurring Invoices and Sales Receipts: Find out how to automate your invoicing and receipt generation process with QuickBooks Payments, freeing up more time for you to focus on other aspects of your business.
The course will use real-life scenarios, practical examples, and clear demonstrations to impart knowledge, ensuring you can apply these skills immediately in your business.
Whether you're a novice in QuickBooks or already have some experience, this course will serve as a helpful guide to optimize your usage of QuickBooks Online Payments. Get ready to simplify your invoicing, enhance your payment tracking, and improve your financial management skills with us!
Sign up now and take the first step towards mastering QuickBooks Online Payments!
Who this course is for:
- Small Business Owners: Who wish to automate their financial management process, improve their invoicing system, and streamline payment collections.
- Bookkeepers and Accountants: Looking to upgrade their skills and become more proficient in using QuickBooks Online Payments for their clients or their own business.
- Freelancers: Who want to effectively manage their finances, automate their invoicing process, and ensure a smooth payment collection from their clients.
- Finance Professionals: Seeking to broaden their skillset with knowledge of QuickBooks Online Payments and improve their career prospects.
- QuickBooks Online Users: Any users of QuickBooks Online who want to fully optimize their usage of the platform, particularly the QuickBooks Online Payments tool.
- Entrepreneurs: Aspiring or established entrepreneurs who are aiming to better manage their finances and improve cash flow.
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.