QuickBooks ONLINE App One-On-One Training

The fast and easy way to manage the books with QuickBooks Online

Searching for a cloud-based accounting solution for your small business? Use our one-one- one training to master the fundamentals of QuickBooks Online—the world’s most popular software for fast and easy mobile accounting! You’ll find hands-on, practical guidance for using QuickBooks Online to build the perfect budget, process payroll, simplify tax return preparation,
create invoices and credit memos, and manage inventory. Plus you’ll discover how to track job costs, generate income statements and financial reports, and balance accounts—all with quick and easy access to this cloud-based software. All you’ll need is an Internet connection!

QuickBooks Online allows small businesses to manage their accounting and financial tasks and easily collaborate with their accountant or bookkeeper. Now, QuickBooks Online brings all of the software's convenient tools to your browser, which you can use at any time and from any
device. Our One-On- One Training for QuickBooks Online shows you how to make it work—painlessly and productively—for you and your small business. It doesn't get easier than that!

  • Find out how to organize your finances in one place
  • Create invoices, record sales receipts, and pay your bills
  • Track inventory, figure job costs, and create reports to monitor your business
  • Use QuickBooks Online to take the stress out of tax season
  • This One-On- One Training for QuickBooks Online and QuickBooks Online Accountant
  • If you're a small business owner, manager, or employee looking for a fast, affordable, convenient way to manage your company's finances, QuickBooks Online One-On- One Training has everything you need to get up and running fast.

What you Learn:

  1. Getting Started and Setting Up
    • What version of QuickBooks Online is right for you?
    • Setting up your company account
    • Online banking setup
    • Credit card setup
    • Importing from QuickBooks desktop editions
    • Moving around QuickBooks Online the fast and easy wayl
    • Getting help FAST!
    • Differences between QuickBooks desktop and QuickBooks Online
  2. Work with Lists and Inventory
    • Setting up and working with lists
    • Cleaning up lists: delete, edit, and merge
    • Setting up inventory in QuickBooks Online
  3. Everyday Transactions
    • Using the Customer and Vendor Lists
    • Selling: invoices, sales receipts, invoice payments, credit memos, delayed charges, and
      customer statements
    • Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts
      payable vs. not tracking accounts payable
    • Voiding vs. deleting checks
    • Sales Taxes: set up, adjust, and pay
    • Banking: bank reconciliation and locating discrepancies
  4. Understand Accounting
    • Really understanding your financial statements
    • Showing the Profit & Loss Statement by month or as a percentage of income
    • Setting up the Chart of Accounts
    • Using Cash vs. Accrual accounting
    • Entering general journal entries
  1. Payroll
    • Setting up employees, deductions and company contributions
    • Setting up company payroll preferences
    • Tracking and invoicing time
    • Processing paychecks
    • Making tax deposits
  2. Work with Reports
    • Customizing columns: add, reorder, delete, and resize
    • Saving report customizations
    • Setting up email schedules for reports
  3. Advanced Features
    • Setting up users: administrator, normal, reports only and timesheet only
    • Assigning access rights and user levels
    • Using the Audit Log
    • Using classes and locations
    • Closing the books
    • Exporting to QuickBooks desktop
    • Creating recurring transactions: scheduled and unscheduled

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