Managing Your Business With QuickBooks Online
4.6 (10 ratings)
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Managing Your Business With QuickBooks Online

Using QuickBooks Online to effectively manage your business and increase business profitability
4.6 (10 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.
51 students enrolled
Created by Tymone Green
Last updated 4/2017
English
Current price: $10 Original price: $150 Discount: 93% off
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Includes:
  • 5.5 hours on-demand video
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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
Requirements
  • 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
Description

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.
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Curriculum For This Course
38 Lectures
05:32:33
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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
14:43

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
19:09

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

Setting Up Customers
06:41

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
09:16

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
13:36
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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
15:34

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
09:37

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

Receiving Payments
09:50

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

Estimates and Invoices
10:04

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

Section Extension-Estimates and Payments
01:14

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

Entering Expenses
16:43

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
13:17

Entering Bills
13:07

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

Paying Bills
09:34

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

Printing Checks
07:33

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

Vendor Summary
01:46
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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
15:14

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

Entering Bank Transactions
11:57

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

Creating Bank Rules
13:57

Making Bank Deposits
12:34

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

Bank Reconciliation
09:26

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

Banking Summary
01:17
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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
06:33

The Profit and Loss ( P & L) Statement
10:29

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

The Balance Sheet
12:57

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
13:01

Analyzing Reports
08:28

Report Summary
01:33
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Appendix
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
07:17

Importing Customers
06:12

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

Importing Vendors
02:59
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Course Wrap-Up
1 Lecture 01:13
Course Summary
01:13
About the Instructor
Tymone Green
4.6 Average rating
11 Reviews
57 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.,