Learn QuickBooks Online by John Whiteley, CPA

Practical training on how to use QuickBooks Online in your business.
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Instructed by John Whiteley IT & Software / Other
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  • Lectures 140
  • Length 8.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2014 English

Course 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.

What are the requirements?

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

What am I going to get from this course?

  • 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

What is the target audience?

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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
01:29

Welcome and Introduction

Section 2: Reviewing Menu Structure
Company Home Page
Preview
05:18
Summary-Company Home Page
Article
QuickBooks - Left Panel
Preview
02:31
Summary - QuickBooks Left Panel
Article
Add a Transaction Menu
Preview
02:03
Summary-Add a Transaction Menu
Article
Company settings, lists and tools
06:51
Summary-Company Settings, lists and Tools
Article
Invite your Accountant
03:13
Summary-Invite your Accountant
Article
Section 3: Creating a New Company
Setup Company Guide
02:51
Summary-Setup Company Guide
Article
27:32

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 Settings
Article
11:27

Student will learn how to add, edit and delete accounts from the chart of accounts.

Summary-Chart of Accounts
Article
05:27

Student will learn how to access the different lists.

Summary-Lists
Article
07:33

The student will learn how to set up the different products and services.

Summary-Products and Services
Article
06:36

The student will learn how to create recurring transactions and set up a schedule.

Summary-Recurring Transactions
Article
03:07

The student will learn how to upload an attachment to QuickBooks and how to link them to documents.

Summary-Attachments
Article
02:30

The student will learn how to complete profile under "your company" menu.

Summary-Your Company
Article
01:14

The student will learn how to manage users including the master admin user.

Summary-Manage users
Article
04:57

The student will learn how to retrieve sales tax reports and how to edit the sales tax settings.

Summary-Sales Tax
Article
06:06

The student will learn how to turn on the payroll feature and generate related payroll reports

Summary-Payroll-USA Part 1
Article
03:04

The US payroll setup and reports creation is continued from part 1

11:35

The student will learn how to set up the Canadian payroll and generate cheques and reports.

08:18

The student will learn how to set up the Canadian payroll and generate cheques and reports... continued from Part 1

05:02

The student will learn how to import his or her data from the desktop version of QuickBooks.

Summary-Import Desktop Data File
Article
03:52

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 Data
Article
Section 4: Banking
04:34

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 Accounts
Article
01:43

The student will learn the steps needed to download banking transactions.

Summary-Download your bank transactions
Article
08:19

The student will learn how to write and print a cheque in QuickBooks Online

Summary-Write and Print a cheque
Article
01:51

The student will learn the steps required to download PayPal transactions.

Summary-Download PayPal transactions
Article
03:55

The student will learn how to reconcile a bank account in QuickBooks Online.

Summary-Reconcile Bank Accounts
Article
02:45

The student will learn how to use the bank transfer screen in QuickBooks Online.

Summary-Record a bank transfer
Article
Section 5: Budgeting And Logs
12:22

The student will learn the steps needed to create a budget in QuickBooks Online, starting from scratch.

Summary-Creating a budget
Article
04:01

The student will learn how to retrieve the audit log and filter same.

Summary-Audit Log
Article
Section 6: Customers and Suppliers
07:07

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 customer
Article
02:51

The student will learn how to delete or make a customer inactive

Summary-Delete (make inactive) a Customer
Article
03:43

Student will learn how to add a new vendor along with important considerations

Summary-Add a New Supplier
Article
02:58

The student will learn how to delete a supplier

Summary-Delete a Supplier
Article
04:30

The student will learn how to customize and send customer statements.

Summary-Send a Customer Statement
Article
Section 7: Time Activities
04:01

The student will learn how to record time spent providing services for customer.

Summary-Single Time Activity
Article
06:48

The student will learn how to maintain a weekly time sheet in QuickBooks Online

Summary-Weekly Time Sheet
Article
Section 8: Sales Transactions
05:27

The student will learn how to create a sales invoice in QBO.

Summary-Create a Sales Invoice
Article
04:59

The student will learn how to delete a sales invoice.

Summary-Delete a Sales Invoice
Article
06:03

The student will learn how to create a sales receipt.

Summary-Create a Sales Receipt
Article
04:25

The student will learn how to delete a sales receipt

Summary-Delete a Sales Receipt
Article
07:20

The student will learn how to create a credit memo.

Summary-Create a Credit Memo
Article
07:57

The student will learn how to create a refund receipt

Summary-Create refund receipt
Article
02:38

The student will learn how to create a delayed credit and how to apply against sales invoices

Summary-Create a Delayed Credit
Article
03:44

The student will learn how to create a delayed charge.

Summary-Create a Delayed Charge
Article
Section 9: Customer payments and Other Receipts
03:00

The student will learn how to record a customer payment

Summary-Record a Customer Payment
Article
02:59

The student will learn how to record a retainer received from a customer

Summary-Record Retainer received from a Customer
Article
11:10

The student will learn how to record other receipt types such as shareholder advances, sale of equipment, etc.

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Instructor Biography

John Whiteley, Certified ProAdvisor for QuickBooks Online and CPA

John Whiteley is a CPA (also a Certified General Accountant and Certified Management Accountant from Canada) and Certified Pro Advisor for QuickBooks Online. He has also completed the Chartered Financial Planning program and holds a Bachelor of Commerce degree from the University of Moncton.

John has provided public accounting, tax and consulting services to small business owners for over 25 years to clients across Canada. He has trained hundreds of clients on accounting software including QuickBooks, Simply Accounting, AccPac and DacEasy. He has setup accounting systems for small business clients during his public accounting career in Calgary, Edmonton and Moncton.

John Whiteley owned and operated a computer software training business franchise (Academy of Learning) from 1994 to 1997 which trained students in accounting software, database software, bookkeeping, and Microsoft office products. The method of training was self-paced with use of manuals, audio, relative computer programs and facilitators.

John has authored kindle books on QuickBooks Pro as well as QuickBooks Online.

John Whiteley currently consults with clients on a one to one basis helping them improve their QuickBooks accounting system as well as teaching QuickBooks posting and reporting procedures. John has also created customized training manuals, including QuickBooks procedures, for small business owners.

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