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LinkedIn Learning

QuickBooks Online Tips and Tricks

via LinkedIn Learning

Overview

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Become more proficient and save time using QuickBooks Online, the popular cloud-based bookkeeping platform.

Syllabus

Introduction
  • Tips and tricks for spending less time in QuickBooks Online
1. Working with Lists
  • Sort and customize table columns
  • Round values in a price rule
  • Merge accounts and other records
2. Displaying Information
  • Open multiple browser tabs for QuickBooks Online
  • Bookmark shortcuts for QuickBooks Online pages
  • Change fields in a customer page
3. Transaction Numbering
  • Adjust transaction numbering
  • Renumber incorrectly numbered checks
4. Expense Transactions
  • Sort bills
  • Reclassify expense transactions
5. Sales Transactions
  • Track reimbursable expenses as income
  • Apply markups to billable expenses
  • Track nonbillable time
  • Handle fixed-price jobs
  • Progress invoicing for cost overruns
6. Special Sales Transactions
  • Transfer a credit between customer jobs
  • Record merchant fees
  • Record retainers and deposits
  • Write off bad debt
7. Time-Saving Tricks
  • Select dates with keyboard shortcuts
  • Other QuickBooks Online keyboard shortcuts
  • Add, delete, and copy transaction lines
  • Automatically prefill transaction content
  • Attach documentation to transactions
  • Send emails automatically
Conclusion
  • Conclusion

Taught by

Bonnie Biafore

Reviews

4.7 rating at LinkedIn Learning based on 123 ratings

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