Managing Your Business With QuickBooks Online
4.1 (21 ratings)
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Managing Your Business With QuickBooks Online

Using QuickBooks Online to effectively manage your business and increase business profitability
Best Seller
4.1 (21 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
96 students enrolled
Created by Tymone Green
Last updated 4/2017
Current price: $12 Original price: $150 Discount: 92% off
4 days left at this price!
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  • 5.5 hours on-demand video
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Understand how QuickBooks Online functions.
  • Choose an appropriate QuickBooks Online Subscription.
  • Customize the Chart of Accounts.
  • Add customers, vendors, and items.
  • Entering Sales Transactions.
  • Entering Vendor Tranactions.
  • Reconciling bank accounts.
  • Generating and Analyzing Reports
View Curriculum
  • Students should possess basic PC skills and familiar with how to use the Internet
  • Students should have basic knowledge of bookkeeping, however, it is not required for this course

Students will learn how to use QuickBooks Online to complete accounting tasks similar to those they will perform in a business environment.  The course is taught using a real world approach which emphasizes how to use QuickBooks effectively in a modern business environment as well as how to generate and understand the 3 main financial statements (Profit & Loss, Balance Sheet, and Statement of Cash Flows).  Students are taught how to choose the proper QuickBooks Online subscription, set up a QuickBooks Online portal correctly, customize the chart of accounts, enter business transactions, banking, and generating and analyzing reports.  Special emphasis is placed on banking and generating financial statements, which are essential QuickBooks functions.

Who is the target audience?
  • This course is designed for small business owners who would like to become familiar with the QuickBooks Online Portal.
  • This course is designed for accounting or administrative professionals who want to become familar with QuickBooks Online.
  • This course is designed to train users with QuickBooks to use it effectively in their organizations or departments.
Compare to Other QuickBooks Courses
Curriculum For This Course
38 Lectures
Section 1-QuickBooks Online Customization & Setup
8 Lectures 01:25:54

In this lecture, I will be discussing the 3 subscriptions available for QuickBooks Online: Simple Start, Essentials, and Plus.  Upon completion of this lecture, you will be able to understand the difference between the 3 QuickBooks Online subscription and choose the appropriate subscription for your business.

Preview 09:34

In this lecture, I will show you how to set up a new QuickBooks Online Subscription from the beginning steps.  I will discuss what things to look for when you establish a new QuickBooks Online company.

Preview 10:56

In this lecture, I will be discussing how to add an accountant user to your QuickBooks Online Subscription.  Accountant users can be important in assisting a business owner with managing their books.

Adding an Accountant User

This lecture focuses on how to customize the chart of accounts in QuickBooks Online so it can be ready to start entering transactions.

Customizing the Chart of Accounts

This lecture walks you through how to properly set up customers in Quickbooks Online.

Setting Up Customers

This lecture focuses on how to set up vendors in QuickBooks Online.  Emphasis is place on the 1099 subcontractor feature available through QuickBooks Online.

Setting Up Vendors

This lecture focuses on how to set up items in QuickBooks Online and how to associate these items with the correct income account.

Setting Up Items
Entering Business Transactions
12 Lectures 01:49:30

In this section, I will be introducing how to enter customer and vendor transactions into QuickBooks Online.  I have enclosed the link to the QuickBooks sample company file that we will use throughout the rest of the course.

Preview 01:11

In this lecture, you will learn how to enter invoices into QuickBooks Online.

Creating Invoices

In this lecture, you will learn how to enter sales receipts into QuickBooks Online.  Emphasis will be placed on understanding the difference between a sales receipt and an invoice.

Entering Sales Receipts

In this section, you will learn how to receive payments from invoices in QuickBooks Online.

Receiving Payments

In this lecture, you will learn how to process estimates and create invoices from those estimates.  

Estimates and Invoices

In this brief lecture, emphasis will be placed on creating the invoices and receiving payment from the estimates.

Section Extension-Estimates and Payments

This lecture begins the discussion of vendor related transactions, more specifically entering expenses.

Entering Expenses

This lecture focuses on when and how to write checks in QuickBooks Online.  The check writing process withing QuickBooks Online is referred to as "Writing Checks on the Fly."

Writing Checks

Entering Bills

This lecture focuses on paying bills in QuickBooks Online.  Emphasis is placed on the bill paying process and accounts payable.

Paying Bills

This lecture focuses on paying checks in QuickBooks Online.  Emphasis is on printing checks and choosing the correct check styles for printing.

Printing Checks

A summary is presented of all vendor transactions (Entering Expenses, Writing Checks, Entering Bills, and Paying Bills.

Vendor Summary
Banking and QuickBooks Online
7 Lectures 01:05:17

This lecture presents an overview of the banking transactions within QuickBooks Online.

Preview 00:52

This lecture presents one of the most important aspects of banking in QuickBooks Online-establishing bank feeds.  This lecture provides the importance of the bank feeds as well as giving hand on examples of how to establish bank feeds in QuickBooks Online.

Establishing Bank Feeds

This lecture demonstrates how to download and book bank transactions into QuickBooks Online.

Entering Bank Transactions

This lecture demonstrates how to create rules inside of QuickBooks Online to recognize and record transactions downloaded from the bank.

Creating Bank Rules

Making Bank Deposits

Reconciling the bank statement is heavily emphasized in this lecture.  The lecture demonstrates to students how to reconcile bank statements.

Bank Reconciliation

A detailed summary of the banking transactions are presented in this lecture.

Banking Summary
QuickBooks Online Reporting
7 Lectures 54:11

Financial reports are essential in any QuickBooks financial process.  This lecture gives an overview of the financial statements to be covered in this section.  The attached resources provides supplementary information to guide you through the lectures.

Preview 01:10

In this lecture, the 3 financial statements are discussed--The P & L, Balance Sheet, and Statement of Cash Flows.

QuickBooks Online Reports

The Profit and Loss ( P & L) Statement

This lecture presents the importance of the balance sheet and when it is used.

The Balance Sheet

A discussion of the statement of cash flows is provided in detail.  This lecture focuses on what the statement of cash flows is and why it is used.

The Statement of Cash Flows

Analyzing Reports

Report Summary
3 Lectures 16:28

In this lecture, importing the chart of accounts from Microsoft Excel to QuickBooks Online will be discussed.

Importing the Chart of Accounts

Importing Customers

This lecture will focus on importing vendors from Microsoft Excel into QuickBooks Online.

Importing Vendors
Course Wrap-Up
1 Lecture 01:13
Course Summary
About the Instructor
Tymone Green
4.1 Average rating
22 Reviews
105 Students
3 Courses
Dedicated QuickBooks Instructor

Known for my ability to get students to maximize their full potential, I have created fun and enriching learning environments throughout my education career.  Using humor and “catchy” phrases, I can engage my students and get them to focus during lectures.  My teaching style focuses on critical thinking, problem solving, effective decision making, and conflict resolution.  I utilize my 15 years of corporate experience to provide my students with a real-world perspective.  I have worked with students enrolled in Allied Health, Paralegal, and Business programs and prepared them to be key contributors in the modern work environment. In addition to teaching, I design and implements accounting and information management systems for small business owners.  I founded my company, TLG Information Solutions, LLC, a firm dedicated to providing small business owners with efficient QuickBooks and Virtual Bookkeeping solutions, in January 2016. 

I am looking forward to working with you as you achieve your education goals.,