Learn Quickbooks Online

The effective, no-nonsense approach to learning QuickBooks Online from QuickBooks tutorial experts, Simon Sez IT

Last updated 2022-01-10 | 4.5

- How to create your company file in QuickBooks Online
- Work with QuickBooks Online preferences to set up for your business
- Set up and use a chart of accounts in QuickBooks Online

What you'll learn

How to create your company file in QuickBooks Online
Work with QuickBooks Online preferences to set up for your business
Set up and use a chart of accounts in QuickBooks Online
Reconcile your checking account and bank statements in QuickBooks Online
Create a budget and estimates and learn to work with customers and jobs
Enter and pay bills in QuickBooks Online
Learn all about how to account for loans in Quickbooks Online
Generate reports for clients or your own business
Learn to work with sales tax and reconcile bank statements in QuickBooks Online
Create Reports in QuickBooks Online
Run Payroll in QuickBooks Online

* Requirements

* QuickBooks Online

Description

  • How to create your company file in QuickBooks Online
  • Work with QuickBooks Online preferences to set up for your business
  • Set up and use a chart of accounts in QuickBooks Online
  • Reconcile your checking account and bank statements in QuickBooks Online
  • Create a budget and estimates and learn to work with customers and jobs
  • Enter and pay bills in QuickBooks Online
  • Learn all about how to account for loans in Quickbooks Online
  • Generate reports for clients or your own business
  • Learn to work with sales tax and reconcile bank statements in QuickBooks Online
  • Create Reports in QuickBooks Online
  • Run Payroll in QuickBooks Online

Course content

22 sections • 128 lectures

Welcome and Overview Preview 02:47

READ ME: Essential Information for a Successful Training Experience Preview 01:01

QuickBooks Online Subscriptions Preview 05:43

QuickBooks Online & Mobile Devices Preview 02:18

Accessing QuickBooks Online Sample Files Preview 02:42

Setting Up A New Company File Preview 07:13

Uploading QuickBooks Desktop Files to the Online Version Preview 06:00

Overview of the User Interface Preview 08:39

The Gear Menu Preview 02:11

Customizing Your Company File Preview 09:02

Customizing Your Company File - part 2 Preview 09:17

Managing Users Preview 05:16

Chart of Accounts part-1 Preview 10:32

Chart of Accounts part-2 Preview 09:07

Customer List Preview 04:49

Adding Customers Preview 05:31

Adding Sub-Customers Preview 02:37

Editing Customers Preview 05:30

Making Customers Inactive Preview 03:27

Importing Customers Preview 03:25

Sales Overview Preview 04:41

Sales Receipts Preview 08:09

Invoicing Customers Preview 05:42

Recording Customer Payments Preview 08:12

Make Deposits Preview 05:15

Credit Memos Preview 03:11

Refunds Preview 03:47

Statements Preview 02:55

Tags Preview 07:38

Customer & Sales Reports Preview 04:59

Overview of Products & Services Preview 03:30

Adding New Products & Services Preview 05:21

Adding Inventory Products Preview 04:35

Purchase Orders Preview 04:18

Receiving Products Into Inventory Preview 03:03

Product & Service Reports Preview 03:23

Overview of Vendors Preview 03:06

Adding Vendors Preview 03:41

Entering Purchases and Expenses Preview 01:44

Entering Checks Preview 06:02

Credit Card Charges Preview 03:30

Making Credit Cards Payments Preview 03:34

Entering bills Preview 03:54

Paying bills Preview 04:19

Credit Memos Preview 02:58

Vendor Reports Preview 05:13

Bank Registers Preview 05:15

Bank Transfers Preview 02:42

Bank Feeds Preview 05:17

Downloading Transactions Preview 08:34

Disconnecting Bank Feeds Preview 02:11

Reconciling Preview 08:26

PayPal, Square, & Other Bank Accounts Preview 05:13

Setting up loans Preview 03:38

Creating loan payments Preview 05:20

Welcome and Overview Preview 00:24

READ ME: Essential Information for a Successful Training Experience Preview 01:01

Introduction to Forms Preview 00:35

Locating Forms Preview 02:01

Edit the Form Design Preview 08:22

Related Default Text Preview 06:16

Importing a Word Invoice Preview 07:30

Selecting the Desired Template Preview 02:20

Section Quiz

Introduction to Reports Preview 00:50

Creating Standard Reports Preview 06:44

Customizing Reports Preview 05:46

Saving Customized Reports Preview 06:48

Audit Trail Preview 08:04

Bonus Reports Preview 11:56

Section Quiz

Introduction to Sales Tax Preview 00:42

Sales Tax Settings Preview 02:34

Taxable Products/Services Preview 02:17

Create an Invoice with Sales Tax Preview 02:36

Adjusting the Tax Rate on the Invoice Preview 03:56

Sales Tax Liability Report Preview 02:06

Review Sales Tax Return Preview 05:05

Wrapping Up Preview 03:48

Section Quiz

Introduction to Payroll Preview 02:22

Set Up Checklist Preview 04:02

Add Employees Preview 07:44

Company Setup Preview 05:37

Run Payroll Preview 03:32

Adjust Payroll Settings Preview 02:26

Payroll Taxes Preview 02:55

Section Quiz

Introduction to Mail Merge Preview 07:18

Noting the Record Preview 01:31

Section Quiz

Introduction to Budgeting Preview 00:33

Creating a Basic Budget Preview 03:50

Budget Options Preview 01:10

Budget Reports Preview 03:35

Section Quiz

Introduction to Reminders Preview 00:11

Set Up Reminders Preview 03:14

Locate, Edit, and Add Recurring Transactions Preview 03:04

Creating a Recurring Entry from an Existing Entry Preview 04:35

Section Quiz

Introduction to Projects Preview 03:52

Create a New Project Preview 02:13

How to Assign Income and Expenses to Projects Preview 04:05

Viewing Project Financial Data Preview 03:35

Section Quiz

Introduction to Customer Deposits Preview 00:22

Prepaid Customer Deposits Preview 07:04

Applying Prepaid Deposits Preview 06:09

Transferring Customer Payments Preview 04:20

Finding and Correcting Accounts Receivable Errors Preview 04:54

Issue Customer Credits and Refunds Preview 06:19

Recording NSF Checks Preview 02:22

How to Write Off Bad Debts Preview 06:36

Recording Payment Less Bank Fees Preview 04:39

Create Monthly Statements Preview 03:35

Section Quiz

Introduction to Vendor Situations Preview 00:13

Correcting Bill Payments Recorded as Expenses Preview 05:37

Prepaid Vendor Expenses Preview 05:41

Recording Trades Preview 04:58

Section Quiz