QuickBooks Online QuickStart (Live Online)

This course will introduce the basics of using Quickbooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions.PrerequisitesWe recommend that individuals taking this class have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our self-study on-demand classes: "Introduction to Business Accounting" and "Bookkeeping and Payroll."Course OutlineGetting Started with QuickBooks OnlineIntroducing QuickBooks OnlineQuickBooks Online SubscriptionsMobile DevicesUpdates and the Ever-Evolving User InterfaceSecurityThe Test DriveYour Trial Subscription and the Company FileOther Tools You’ll NeedNavigating the User InterfaceThe Gear MenuThe Top-Right Navigation ToolsThe Help MenuThe Navigation BarAccounting—Behind the ScenesGenerally Accepted Accounting Principles (GAAP)Accrual Basis vs. Cash Basis AccountingAccount Types and Financial ReportsSetting Up a New Company FilePlanning and Creating Your Company FileStart DateSetup Checklist—Elements of the PlanCustomizing Your Company FileThe Chart of AccountsProducts and ServicesAdding and Managing UsersOpening Balances and Historical TransactionsWorking with CustomersThe Sales CenterAdding Customers and Sub-CustomersImporting Customers from an Excel or CSV FileEditing, Merging, and Making Customers InactiveRecording Sales TransactionsCustomizing Sales Forms Settings: ContentCustomizing Sales Forms Settings: AppearanceCreating Sales Receipts and InvoicesReceiving Customer PaymentsRecording a Bank DepositCreating Customer and Sales ReportsWorking with VendorsThe Expenses CenterThe Money BarThe Vendors ListAdding VendorsImporting Vendor Data from an Excel or CSV FileEditing, Merging, and Making Vendors InactiveCreating Vendor Transactions: Purchases and ExpensesCustomizing Expense Form SettingsCreating Check, Expense, and Bill RecordsManaging Accounts PayableAccounts Payable ReportsOther Vendor ReportsPaying BillsBanking and Credit Card TransactionsManaging the Banking CenterSetting Up and Using Bank FeedsManaging Bank RulesOther Banking TransactionsEntering Debit and Credit Card TransactionsReconciling AccountsBank FeedsUndeposited FundsPreparing Financial Reports