Course curriculum

  • 1

    Intro to QBO

    • Welcome

    • S1: How QBO Works

    • Who is Intuit?

    • Versions of QuickBooks

    • QBO is Form driven

    • S2 : Accounting 101

    • Default COA - Balance Sheet Accounts

    • Default COA - Profit and Loss Accounts

    • The Profit and Loss Report

    • The Fundamental Accounting Equation

    • The Balance Sheet Report

    • S3: QuickBooks Online

    • Forms in QuickBooks Online

    • Using Registers or Forms in QBO

    • The Check Form

    • The Check Form Continued

    • Setting Up the Chart of Accounts

    • Sub-accounts in the Chart of Accounts

    • When to Use Journal Entries

    • Entering a Journal Entry

    • S4: Mastering Navigation Basics

    • What You See on the Screen

    • The 'Customers' Column

    • The 'Vendor' Column

    • The 'Team' Column

    • The 'Other' Column

    • The Left Navigation Bar

    • Multiple Tabs

    • S6: Setting Up a New Company

    • Let's Go!

    • Historical Data

    • Opening Balance Equity

    • Beginning Balances

    • Opening Balance Equity

    • Import Data

    • Gear, Tools, Export

    • S7: Account and Settings

    • Company

    • Usage Tab

    • Sales Center - Customize form templates

    • Sales Center - Sales Form Content

    • Sales Center- Products and Services

    • Sales Center - Late Fees to Statements

    • Expenses

    • Time

    • Account and Settings - Advanced Accounting

    • Account and Settings - Advanced

    • S8: Other Gear, Links, and Shortcuts

    • Gear Icon - Your Company

    • Gear Icon - Lists

    • Gear Icon - Tools

    • Gear Icon - Tools - Import and Export Data

    • Gear Icon - Lists - Tools - QBO Demo to Recon

    • QBO Demo - Gear Icon - Budget

    • QBO Demo - Gear Icon - Audit log

    • Gear Icon - Profile
  • 2

    Managing Customers and Money In

    • The Sales Center - Overview

    • The Sales Center - Customers

    • Who are your customers?

    • The Sales Center - Add a New Customer - Simple

    • Expense Center - Create Invoice for Billable Item

    • Sales Center - Add Class Location to Invoice

    • Sales Center - Apply a Credit Memo

    • Sales Center - Convert Estimate to Invoice

    • Sales Center - Create a Credit Memo

    • Sales Center - Create an Estimate

    • Sales Center - Create Inv with Class _ Location

    • Sales Center - Estimates

    • Sales Center - Invoice for Billable Exp

    • Sales Center - Invoice for Time

    • Sales Center - Invoice from Scratch

    • Sales Center - Invoices

    • Sales Center - Orders and Recurring Pmts

    • Sales Center - Products and Services

    • Sales Center - Receive a down payment

    • Sales Center - Receive Partial Payment

    • Sales Center - Receive Payment

    • Sales Center - Refund Receipt

    • Sales Center - Reports

    • Sales Center - Sales Receipt
  • 3

    Managing Vendors and Money Out

    • The Expense Center

    • Expense Center - Vendor List Review

    • Expense Center - Add a Vendor - Simple

    • Expense Center - Add a detailed vendor

    • Expense Center - Add a Contractor - W9

    • Expense Center - Forms Review in Contractor Payments

    • Expense Center - Pay Contractor by 3rd Party Check

    • Expense Center - Enter Bill for Contractor

    • Expense Center - Enter a Bill from scratch

    • Expense Center - Enter a Bill Using Item Details

    • Expense Center - Create Credit Card Account

    • Expense Center - CC Register Explained

    • Expense Center - Using the CC Register

    • Expense Center - Credit Card Entry Using Expense Form

    • Expense Center - Credit Card Credit

    • Expense Center - Pay Down Credit Card

    • Pay Bills

    • Print Bill Payment Checks

    • Print Check Review - See Them in Register

    • Paying a Bill with a Credit Card

    • Create a Vendor Credit

    • Applying a Vendor Credit to a Bill

    • Enter a Purchase Order

    • Convert a Purchase Order into a Bill

    • Inventory - Products and Service List

    • Add Inventory Item

    • Add a Service Item to Products and Services

    • Accounts Payable and Aging Reports

    • Expense Center - Reports
  • 4

    Managing Internal Business Activity

    • Writing Checks from Scratch

    • Job Costing on a Check

    • Debit Card type transaction

    • Add a Petty Cash Account

    • Add Expense to Petty Cash Account

    • Making a Deposit

    • Adding Other Funds to Deposit

    • Sales Tax Center

    • Add a Sales Tax Item

    • Add Sales Tax Code to Customer

    • Sales Tax Setup

    • Setting Up Sales Tax

    • Updating Sales Tax Settings

    • Paying Sales Tax

    • Letting QBO Calculate the Sales Tax
  • 5

    Advanced Features and Reports

    • Reports Center and Standard Reports Review

    • Review Profit and Loss Report for Month

    • Standard Reports

    • Adjusting Entries , Bank fees and CC interest

    • Balance Sheet Report

    • Balance Sheet Review

    • Bank Reconciliation

    • Correcting Journal Entry

    • Customize and Filter Reports

    • Customize Reports

    • Customize Reports - Add Columns

    • Customize and Add Columns to Report

    • Editing Report Settings - Time Frames and Columns

    • Management Reports

    • Reconciliation Report