QuickBooks Online Essential Training

سرفصل های دوره

Get up to speed with QuickBooks Online so you can manage business finances in the cloud, anywhere you go. Small business accounting expert Hector Garcia shows business managers who are new to QuickBooks and old hands making the leap to the online edition how to pay bills on time, collect the money earned, and run reports to see how the company is performing. Plus, discover how to set up customers, vendors, products, and services; record transactions; reconcile bank statements; deposit payments; pay sales tax; and more.

01 - Introduction

01 - What is QuickBooks

02 - 1. Setting Up Your Account

01 - Setting up your account overview

02 - Browser tips and tricks

03 - Getting familiar with the QBO interface

04 - Account settings

05 - Create new customers

06 - Create new vendors and 1099 subcontractors

07 - Setting up your chart of accounts

08 - Setting up tags

09 - Setting up your service and non-inventory items

10 - Setting up custom form styles (templates)

03 - 2. Entering Income and Expenses

01 - Entering income and expenses overview

02 - Create a sales receipt

03 - Create a deposit as income

04 - Create expenses paid from the bank

05 - Write and print checks

06 - Create expenses paid from credit cards

07 - Entering transactions manually in the register

04 - 3. Working with Banks and Credit Cards

01 - Working with banks and credit cards overview

02 - Working with transfers and credit card payments

03 - Bank feed downloaded transactions

04 - Bank reconciliations

05 - 4. Managing Receivables and Payables

01 - Managing receivables and payables overview

02 - Create estimates

03 - Create invoices

04 - Receive customer payments

05 - Create a deposit from undeposited funds

06 - Create a credit memo

07 - Create a customer statement

08 - Creating vendor bills

09 - Paying open bills with a check, credit card, or bank debit

10 - Adjusting vendor balances via vendor credit

06 - 5. Reports and Journal Entries

01 - Reports and journal entries overview

02 - Understanding basic financial statements

03 - Sales and item reports

04 - Exporting reports

05 - Business overview and cashflow dashboards

06 - Creating a journal entry and its effect on reports

07 - Tag reports on transactions

08 - Detail report and column customization

09 - Open balance reports

07 - Conclusion

01 - Where to learn more about QuickBooks Online

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تولید کننده: LinkedIn Learning (Lynda)