Mastering the QuickBooks Online Phone App
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Mastering the QuickBooks Online Phone App

Use Your QBO app like a pro !
0.0 (0 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.
959 students enrolled
Last updated 9/2017
English
Price: Free
Includes:
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Install the QBO app
  • Navigate around the different screens in the qbo app
  • record and edit customer and vendor information
  • record, edit and find transactions
  • edit finanacial reports
  • send invoices to customers from your phone
  • download transactions from your bank or credit card company
  • Approve, match or delete downloaded transactions
View Curriculum
Requirements
  • basic working knowledge of the Andriod phone or iPhone
  • Basic working knowledge of an iPad or tablet
Description

In this QuickBooks Video Course, you will learn everything you need to know about the QuickBooks Online Phone App. You will see how to install the app and navigate around all of the app screens. Together, we will record every type of transaction possible in the QBO phone app. You will be able to find any transaction you recorded in the app. You can edit the transactions you recorded and send invoices via email right from your phone.  You will see how to adjust report dates and graphs for more accurate feedback on how ell your company is running. You can edit and enter list items such as customers and vendors that you can access from your phone. This fantastic phone app allows you to download transactions directly from your bank account, company credit card account or paypal in to your QBO phone app. You can approve or reject transactions on the go. You can edit the downloaded transactions and save them right from your phone.

Who is the target audience?
  • Small business owner's "on the go" who want to run their business from their phone
  • People who need to record transactions while working on the job
  • people who need to see the progress of their business on demand
  • People who want to double check their bank and credit card company when they record a transaction in your account
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Curriculum For This Course
13 Lectures
01:31:57
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Introduction
13 Lectures 01:31:57

This video lecture is an introduction and overview of this course. It will tell you the topics we will leanr here together.

Introduction
01:58

In this QuickBooks video, you will be introduced to the QuickBooks online phone application. You will also learn about the QuickBooks app course that follows this introductory video. You will learn what you will need for the qbo app course and prepare to install the QuickBooks online phone app

Introduction to QuickBooks online phone app
03:42

Installing the QuickBooks online phone app
01:54

In this QuickBooks training tutorial, you will learn how to manage notes with your QuickBooks online phone app. Notes can be text or pictures. You can take notes for customers or vendors. The notes will show up in the customer activity list and the vendor activity list.  

Navigating the QuickBooks online phone app
12:01

In this QuickBooks training tutorial, you will learn how to manage notes with your QuickBooks online phone app. Notes can be text or pictures. You can take notes for customers or vendors. The notes will show up in the customer activity list and the vendor activity list. 

Entering Notes QuickBooks online phone app
06:15

In this QuickBooks training tutorial, you will learn how manage the profit and loss report in your qbo app. You can change the date range of the profit and loss report and the balance sheet. This will show you transaction summary results in a specific time period. You will see how this effects your dashboard and how you interoperate financial information in your QuickBooks online phone application.

Report Editing in QuickBooks online phone app
06:32

In this QuickBooks training tutorial, you will learn how to record invoices in your QuickBooks online phone app. You enter the data the same way you would in any phone app. The invoice shows on the activity list as well as effecting the numbers in the profit and loss and the balance sheet. You can select the customer and the terms of the invoice from the qbo phone app. 

Entering invoices in QuickBooks online phone app
10:51

In this QuickBooks training tutorial, you will learn how to send invoices from your QuickBooks online phone app. You simply re-open the invoice you saved and then tap send. You must enter the email address and any notes you want to go along with the email. The customer will receive a pdf invoice from their email I will log in and show you what the customer receives.  

Sending invoices in QuickBooks online phone app
05:04

In this QuickBooks training tutorial, you will learn how to record invoice payments from customers. When you record invoice payments from your qbo app, the screen that you record the payment in behaves like the desktop receive payment window. You must apply the customer payment correctly and use the open invoice report to see if the payment was applied the way you want. You cannot see the open invoice report from the QuickBooks online phone app. 

Receiving invoices payments in QuickBooks online phone app
07:36

In this learn QuickBooks video, you will learn how to record sales receipts to customers. A receipt is the document to make when the customer pays you immediately for some service or product you sold. You will learn how to add customers, accounts and items “on the fly”. That means you can add this list items at the moment you record the transaction in your QuickBooks online phone app. You cannot record direct deposits with the qbo app. You must deposit them from undeposited funds or match them from bank feeds.

Sales receipts in QuickBooks online phone app
10:00

In this QuickBooks video tutorial, you will learn how to record checks and “expense” type of transactions. You will see how to “split” the transaction so you can record 2 expenses with 1 check from your qbo app

Checks and expenses QuickBooks online phone app
13:47

In this QuickBooks video tutorial, you will learn how to set up bank feeds so you can use that feature with your QuickBooks online phone app.  To set up bank feeds, you must log in from the computer.

Setting up bank feeds QuickBooks online phone app
05:06

In this QuickBooks video tutorial, you will learn how to use bank feeds to record expenses and checks. You will review the list of downloaded transactions. You can: enter, record, approve, match or delete a bank transaction from the downloaded list in your qbo app. Transactions move from the review list in to your QuickBooks records. If you make a mistake, you can undo the action and remove it from the list.

Recording Expenses from bank feeds in the QuickBooks online phone app
07:11
About the Instructor
Professor Mark Smolen
4.6 Average rating
246 Reviews
6,539 Students
19 Courses
Professor of Computerized Accounting

I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser. I have made these videos by determining what my clients needed and how effective they were in real life situations. I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks