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.
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.
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.
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.
This lecture focuses on how to customize the chart of accounts in QuickBooks Online so it can be ready to start entering transactions.
This lecture walks you through how to properly set up customers in Quickbooks Online.
This lecture focuses on how to set up vendors in QuickBooks Online. Emphasis is place on the 1099 subcontractor feature available through QuickBooks Online.
This lecture focuses on how to set up items in QuickBooks Online and how to associate these items with the correct income account.
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.
In this lecture, you will learn how to enter invoices into QuickBooks Online.
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.
In this section, you will learn how to receive payments from invoices in QuickBooks Online.
In this lecture, you will learn how to process estimates and create invoices from those estimates.
In this brief lecture, emphasis will be placed on creating the invoices and receiving payment from the estimates.
This lecture begins the discussion of vendor related transactions, more specifically 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."
This lecture focuses on paying bills in QuickBooks Online. Emphasis is placed on the bill paying process and accounts payable.
This lecture focuses on paying checks in QuickBooks Online. Emphasis is on printing checks and choosing the correct check styles for printing.
A summary is presented of all vendor transactions (Entering Expenses, Writing Checks, Entering Bills, and Paying Bills.
This lecture presents an overview of the banking transactions within QuickBooks Online.
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.
This lecture demonstrates how to download and book bank transactions into QuickBooks Online.
This lecture demonstrates how to create rules inside of QuickBooks Online to recognize and record transactions downloaded from the bank.
Reconciling the bank statement is heavily emphasized in this lecture. The lecture demonstrates to students how to reconcile bank statements.
A detailed summary of the banking transactions are presented in this lecture.
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.
In this lecture, the 3 financial statements are discussed--The P & L, Balance Sheet, and Statement of Cash Flows.
This lecture presents the importance of the balance sheet and when it is used.
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.
In this lecture, importing the chart of accounts from Microsoft Excel to QuickBooks Online will be discussed.
This lecture will focus on importing vendors from Microsoft Excel into QuickBooks Online.
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.,