Quick Books Online Training

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1 Quick Books Online Training Kathy Dise Cindy Gill Mary Rossi Link to sample QBO company: Page 1

2 What Version of Quickbooks is right for you? QuickBooks Self-Employed Quickbooks Online Simple Start Quickbooks Online Essential Reports Quickbooks Online Plus Reports Page 2

3 QuickBooks Self Employed Separate business and personal expenses Automatic mileage tracking Create and send invoices on the go Maximize your Schedule C deductions Quarterly estimated taxes calculated automatically Page 3

4 QuickBooks Online Simple Start 44 default reports Income and expenses Accounts receivable Basic financial statements Customizable reports Page 4

5 QuickBooks Online Essentials Reports 77 default reports Includes all reports in Simple Start Accounts payable Product / Services List Company snapshot Page 5

6 QuickBooks Online Plus Reports 100 default reports Time activities Budget vs. Actual Collections report All QuickBooks Online reports Location and class reporting Inventory reports Reports Only Users! Page 6

7 Creating a QuickBooks Online Account New QBO Account Convert Desktop Page 7

8 Setting up Bank Feeds Setting up Page 8

9 Setting up Bank Feeds Setting up Download Range Specify activity download Default: 90 days Need 14 days? Download 30 and use batch exclude Page 9

10 Setting up Bank Feeds Manual Import -.qbo,.csv,.qfx,.ofx Page 10

11 Setting up Bank Feeds Navigating the Banking Center Connected Accounts Organization Page 11

12 Setting up Bank Feeds For Review Tab Page 12

13 Setting up Bank Feeds Match Existing Marry the downloaded bank transaction to existing QuickBooks transaction Page 13

14 Setting up Bank Feeds Add New Create a new transaction based off of the downloaded banking information Page 14

15 Setting up Bank Feeds Bank Rules Create new transaction based on pre-established terms you set up in QuickBooks Page 15

16 Setting up Bank Feeds Bank Rules Can now auto-add Auto-added transaction will have special icon in the In QuickBooks tab Page 16

17 Manage account and settings Account and Settings - Intro Page 17

18 Manage account and settings Account and Settings Company Page 18

19 Manage account and settings Account and Settings Sales Page 19

20 Manage account and settings Account and Settings Expenses Page 20

21 Manage account and settings Account and Settings Payments Page 21

22 Manage account and settings Account and Settings Advanced Page 22

23 Setup lists and users Chart of Accounts Page 23

24 Setup lists and users Chart of Accounts Page 24

25 Setup lists and users Products and Services List Page 25

26 Setup lists and users Products and Services List Page 26

27 Setup lists and users Products and Services List - Bundles Page 27

28 Navigating QuickBooks Online Left Navigation Pane: Customers Page 28

29 Setup lists and users Customer Page 29

30 Navigating QuickBooks Online Left Navigation Pane: Vendors Page 30

31 Setup lists and users Vendor Page 31

32 Module 3 Topic 1: Navigating QuickBooks Online Left Navigation Pane: Reports Center Page 32

33 Navigating QuickBooks Online Top Navigation Bar: Search Client Accountant Page 33

34 Navigating QuickBooks Online Top Navigation Bar: Gear Page 34

35 Navigating QuickBooks Online Top Navigation Bar: Help Page 35

36 Bank Reconciliations To begin reconciling an account: Go to the Gear Icon in the top right of the screen. Under Tools scroll down to Reconcile. Choose Reconcile Now Page 36

37 Navigating QuickBooks Online Top Navigation Bar: Quick Create Page 37

38 Sales Concepts Invoices Invoice from estimate Invoice from scratch Invoice for billable charges Page 38

39 Sales Concepts Online Invoices Page 39

40 Sales Concepts Online Invoices Page 40

41 Sales Concepts Online Invoices Page 41

42 Sales Concepts Receive Payment Page 42

43 Sales Concepts Sales Receipt Page 43

44 Sales Concepts Deposit Undeposited Funds Page 44

45 Managing Sales Customer Center Page 45

46 Managing Sales Sales Center Page 46

47 Recording Purchases Bills Page 47

48 Recording Purchases Bill Payments Page 48

49 Recording Purchases Checks Page 49

50 Recording Purchases Print Checks Page 50

51 Recording Purchases Expenses Page 51

52 Managing Purchases Vendor Center Page 52

53 Managing Purchases Vendor Center Detail Page Page 53

54 Recording Other Transactions Deposits Page 54

55 Recording Other Transactions Transfers Page 55

56 Recording Other Transactions Statements Page 56

57 Tools Recurring Transactions Page 57

58 Tools Using Registers Transaction has been Matched or Added through Bank Feeds R Transaction has been reconciled using the Reconcile tool Page 58

59 Introduction to Reports Reporting Intro Page 59

60 Introduction to Reports Navigating the Report Center Page 60

61 Printing, ing, and Exporting Reports ing and Printing Reports Page 61

62 Printing, ing, and Exporting Reports ing and Printing Reports Page 62

63 Printing, ing, and Exporting Reports ing and Printing Reports Page 63

64 Printing, ing, and Exporting Reports Exporting Reports Page 64

65 Report Groups Report Groups Page 65

66 Navigating QuickBooks Online Best Practices with Browsers Google Chrome is preferred browser Duplicate tabs for multiple windows Multiple monitors for increased efficiency Chrome users & Incognito windows to access multiple companies Multiple Chrome users Bookmark bar Page 66

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