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Free QuickBooks Online Training & Masterclass

Curriculum of QuickBooks Online Course/Training

1.0 INTRODUCTION TO QUICKBOOKS ONLINE

Lesson 1.1 – INTRODUCTION TO QUICKBOOKS ONLINE

  • Introduction to Quickbooks Online

2.0 HOW TO NAVIGATE QUICKBOOKS ONLINE

Lesson 2.1 – HOW TO NAVIGATE QUICKBOOKS ONLINE

  • Where Things Are & How to Easily Navigate
  • How to Use The Company Dashboard

Lesson 2.2 – NAVIGATING & USING THE CUSTOMER CENTER

  • How to Navigate the Customer Center
  • How to Set-Up a New Customer
  • How to Import Customers
  • How to Edit a Customer

Lesson 2.3 – NAVIGATING & USING THE VENDOR CENTER

  • How to Navigate the Vendor Center
  • How to Set-Up a New Vendor
  • How to Import Vendors
  • How to Edit a Vendor

Lesson 2.4 – UNDERSTANDING THE VARIOUS TRANSACTION TABS

  • How to Use the Left Navigation Bar
  • How to Use the Quick Create Menu

3.0 NAVIGATING & USING THE CUSTOMER CENTER

Lesson 3.1 – SETTING UP YOUR QUICKBOOKS ONLINE COMPANY FILE

  • How to Set-Up Your Quickbooks Online Company File
  • How to Use the Company Settings Tab
  • Steps to Follow to Set-Up a New Company
  • How to Import Quickbooks Desktop Data Into Quickbooks Online

Lesson 3.2 – HOW TO USE LISTS, SET-UP USERS & WORK WITH THE CHART OF ACCOUNTS

  • How to Set-Up & Modify Lists & Users
  • How to Add an Accountant User
  • What is the Chart of Accounts?
  • How to Work With the Chart of Accounts

Lesson 3.3 – WORKING WITH THE PRODUCTS & SERVICES LIST

  • How to Set-Up Your Products & Services List
  • How to How to Modify Your Products & Services List

Lesson 3.4 – THE BASICS OF INVENTORY IN QUICKBOOKS ONLINE

  • How to Turn on Inventory Features
  • How to Enter Products Into Inventory

Lesson 3.5 – HOW TO ADJUST YOUR EXPENSE SETTINGS

  • How to Set-Up Expenses
  • How to Turn on Purchase Orders

Lesson 3.6 – HOW TO USE ADVANCED SETTINGS

  • What are Advanced Settings?
  • How & Why to Set Closing Dates
  • How to Turn on Account Numbers
  • How to Set-Up Auto-Recall on Forms
  • How to Turn on Auto Sign Out

4.0 HOW TO ADJUST THE LOOK & FEEL OF SALES FORMS

Lesson 4.1 – HOW TO ADJUST THE LOOK & FEEL OF SALES FORMS

  • How to Review Account & Settings
  • How to Customize Sales Forms
  • How to Adjust the Design, Content, E-Mails & Payments
  • How to Adjust Other Sales Form Settings
  • Reviewing Alternate Ways to Enter Sales Transactions

Lesson 4.2 – HOW & WHEN TO CREATE INVOICES

  • How to Enter a New Invoice From Scratch Under the Sales Tab
  • How to Enter a New Invoice From Scratch Under the Quick Create Menu
  • How to Enter a New Invoice From Unbilled Activity
  • How & When to Record Recurring Charges

Lesson 4.3 – RECEIVING PAYMENTS AGAINST INVOICES

  • Understanding the Multiple Ways to Receive Payments Against Invoices
  • How to Record Overpayments & Downpayments
  • How to Record Bounced Checks From Customers

Lesson 4.4 – HOW TO CREATE SALES RECEIPTS

  • How & When to Create Sales Receipts

Lesson 4.5 – HOW TO CREATE STATEMENTS

  • How & When to Create Customer Statements

Lesson 4.6 – HOW TO CREATE CREDIT MEMOS

  • How & When to Create Credit Memos

Lesson 4.7 – HOW TO CREATE ESTIMATES

  • How to Create an Estimate
  • How to Create an Invoice From an Estimate
  • How to Progress Invoice an Estimate

Lesson 4.8 – HOW TO CREATE DELAYED CHARGES & CREDITS

  • How & Why to Create Delayed Charges & Credits

Lesson 4.9 – HOW TO ENTER A DAILY SALES SUMMARY FROM A POINT OF SALE SYSTEM

  • Types of Businesses that Will Enter Daily Sales
  • How to Enter Daily Sales When You Don’t Invoice Customers
  • Step-by-Step Example of Entering a Daily Sales Summary

5.0 UNDERSTANDING EXPENSE & PURCHASE TRANSACTIONS

Lesson 5.1 – UNDERSTANDING EXPENSE & PURCHASE TRANSACTIONS

  • How to Review Account & Settings for Proper Set-Up
  • Understanding the Various Ways to Enter Expense & Purchase Transactions
  • How to Enter Expenses & Items

Lesson 5.2 – HOW TO ENTER BILLS THE RIGHT WAY

  • How to Properly Enter a Bill
  • How to & Why to Assign Bills to Customers

Lesson 5.3 – HOW TO PAY BILLS

  • How to Pay Bills by Check
  • How to How to Pay Bills With Online Banking
  • How to Pay Bills With a Credit Card

Lesson 5.4 – WORKING WITH PURCHASE ORDERS IN QUICKBOOKS ONLINE

  • How to Create a Purchase Order
  • How to Create a Bill from a Purchase Order

Lesson 5.5 – HOW TO ENTER CREDIT CARD CHARGES & ENTERING HAND-WRITTEN CHECKS

  • How to Enter Credit Card Charges Entering Through the Bank Feed
  • Entering Manually
  • How to Write a Check By Hand & Record It

Lesson 5.6 – HOW TO PREPARE FORMS 1099

  • How to Understand & Obtain Form W-9
  • Overview of Forms 1099 & 1096
  • How to Prepare Forms 1099 in QuickBooks Online

6.0 INTRODUCTION TO BANKING CENTER

Lesson 6.1 – INTRODUCTION TO BANKING CENTER

  • Overview of the Banking Center
  • How to Add New Bank Accounts & Credit Cards
  • What to Do if Your Bank Will Not Connect?
  • How to Transfer Funds Between Accounts

Lesson 6.2 – HOW TO UPDATE BANK FEEDS & CLASSIFY TRANSACTIONS

  • How to Copy Bank Details to the Memo Line
  • How to Use Categorization & Matching
  • How to Set-Up Rules Properly to Save Time

Lesson 6.3 – HOW TO MAKE DEPOSITS & CASH BACK

  • How to Use the Make Deposits Feature
  • How to Record Cash Back from a Deposit

Lesson 6.4 – HOW TO RECONCILE BANK ACCOUNTS

  • Why You Need to Reconcile Bank Accounts in QuickBooks Online
  • How & When to Reconcile Bank Accounts

Lesson 6.5 – HOW TO RECONCILE CREDIT CARD ACCOUNTS

  • Why You Need to Reconcile Credit Card Accounts in QuickBooks Online
  • How & When to Reconcile Credit Cards
  • Entering a Credit Card Bill Properly When Reconciling

7.0 UNDERSTANDING OTHER TRANSACTIONS

Lesson 7.1 – UNDERSTANDING OTHER TRANSACTIONS

  • How to Enter Time Transactions
  • Enter a Single Activity
  • Enter a Weekly Timesheet
  • How to Enter Mileage
  • How & Why to Set the Closing Date

Lesson 7.2 – USING PROJECT TRACKING

  • How to Turn on Project Tracking
  • How Set-Up a Project
  • How to Assign Income & Expenses to Projects
  • How to Pull up Project Related Reports
  • How to Complete Projects

8.0 USING FIXED ASSET ACCOUNTS IN QUICKBOOKS ONLINE

Lesson 8.1 – USING FIXED ASSET ACCOUNTS IN QUICKBOOKS ONLINE

  • What are Fixed Assets?
  • How to Enter & Track Fixed Assets
  • How to Track Depreciation

9.0 USING LIABILITY ACCOUNTS IN QUICKBOOKS ONLINE

Lesson 9.1 – USING LIABILITY ACCOUNTS IN QUICKBOOKS ONLINE

  • What are Liability Accounts?
  • How to Enter & Track Loans
  • How to Properly Record Payments on Loans

10.0 TRACKING AND PAYING SALES TAX

Lesson 10.1 – TRACKING AND PAYING SALES TAX

  • Understanding How Sales Tax Works in Quickbooks Online
  • How to Set-Up Your Tax Rates & Tax Agencies
  • How to Indicate Who & What Gets Taxed
  • How to Apply Sales Tax to Each Sale

Lesson 10.2 – DETERMINING WHAT YOU OWE & PAYING SALES TAXES

  • How to Determine What Sales Tax You Owe
  • How to Use The Sales Tax Payable Register
  • How to Pay Your Sales Tax to the Tax Agencies

Lesson 10.3 – UNDERSTANDING THE SALES TAX INTERFACE

  • Setting-Up Sales Tax Under the New Interface
  • How to Pay Your Sales Tax to the Tax Agencies

11.0 INTRODUCTION TO PAYROLL

Lesson 11.1 – INTRODUCTION TO PAYROLL

  • Introduction & Understanding Your Options

Lesson 11.2 – PAYROLL ITEMS & PAYROLL SCHEDULES

  • How to Set-Up and Adjust Payroll Settings
  • Setting Up Electronic Services
  • How to Set-Up Payroll Schedules
  • How to Set-Up Vacation/Sick Time
  • How to Set-Up Deductions
  • How to Set-Up Payroll Taxes
  • How to Set-Up Payroll Accounting Preferences

Lesson 11.3 – HOW TO SET-UP EMPLOYEE PAYROLL INFORMATION

  • How to Set-Up W-4 & I-9 Information
  • How to Assign Payroll Schedules & Pay Rates
  • How to Set-Up Employee Deductions
  • How to Set-Up a Paper Check vs. Direct Deposit
  • How to Enter Hire Dates & Other Employee Information

Lesson 11.4 – ENTERING TIME, PAYING EMPLOYEES & VIEWING PAYCHECKS

  • How to Enter Employee Time
  • How to Run a Payroll
  • How to View Paychecks

Lesson 11.5 – SUBMITTING PAYROLL TAXES & PAYROLL FORMS

  • How to View What Payroll Taxes are Owed
  • How to Pay Your Payroll Taxes
  • How to File Payroll Forms

12.0 SETTING UP INVENTORY IN QUICKBOOKS ONLINE

Lesson 12.1 – SETTING UP INVENTORY IN QUICKBOOKS ONLINE

  • How to Adjust Inventory Settings
  • How to Enter Inventory Items
  • How to Order Products & Create Purchase Orders
  • How to Pull-Up a Report of Purchase Orders Outstanding

Lesson 12.2 – OTHER INVENTORY ITEMS IN QUICKBOOKS ONLINE

  • How to Receive Items Into Inventory
  • How to Enter a Bill for Inventory
  • How to Generate Inventory Reports
  • How & Why to Manually Adjust Inventory

13.0 OVERVIEW OF REPORTING

Lesson 13.1 – OVERVIEW OF REPORTING

  • Review of “All” Reports
  • How to Create “Favorite” Reports
  • How to Customize & Save Reports

14.0 SETTING-UP & REPORTING ON BUDGETS

Lesson 14.1 – SETTING-UP & REPORTING ON BUDGETS

  • How to Set-Up a Budget
  • How to Enter Data Into Your Budget
  • How to Pull-Up Reports on Your Budgets

15.0 PUTTING IT ALL TOGETHER

Lesson 15.1 – PUTTING IT ALL TOGETHER

  • How to Best Use What You’ve Learned
  • Where to Start & Steps to Take

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