QuickBooks Online Made Easy Training Tutorial 2017

Course Curriculum

Chapter 1: Course Introduction

Lecture 1: Course Introduction

Chapter 2: The QuickBooks Online Plus Environment

Lecture 1: The Dashboard Page

Lecture 2: The Create Menu

Lecture 3: The Navigation Bar

Lecture 4: The Gear

Chapter 3: Creating a Company File

Lecture 1: Signing Up for QuickBooks Online Plus

Lecture 2: Importing Company Data from a QuickBooks Desktop Version

Lecture 3: Creating a New Company File

Lecture 4: How Backups Work in QuickBooks Online Plus

Lecture 5: Setting Up and Managing Users

Lecture 6: Transferring the Master Administrator

Lecture 7: Customizing Company File Settings

Lecture 8: Customizing Billing and Subscription Settings

Lecture 9: Customizing Sales Settings

Lecture 10: Customizing Expenses Settings

Lecture 11: Customizing Payments Settings

Lecture 12: Customizing Advanced Settings

Lecture 13: Signing Out of QuickBooks Online Plus

Lecture 14: Switching Company Files

Lecture 15: Cancelling a Company File

Chapter 4: Using Pages and Lists

Lecture 1: Using Lists and Pages

Lecture 2: The Chart of Accounts

Lecture 3: Adding New Accounts

Lecture 4: Assigning Account Numbers

Lecture 5: Adding New Customers

Lecture 6: The Customers Page and List

Lecture 7: Adding Employees to the Employees List

Lecture 8: Adding New Vendors

Lecture 9: The Vendors Page and List

Lecture 10: Sorting Lists

Lecture 11: Inactivating and Reactivating List Items

Lecture 12: Printing Lists

Lecture 13: Renaming and Merging List Items

Lecture 14: Importing List Entries from a CSV or Excel File

Chapter 5: Setting Up Sales Tax

Lecture 1: The Sales Tax Process in QuickBooks Online Plus

Lecture 2: Enabling Sales Tax and Sales Tax Settings

Lecture 3: Adding, Editing, and Deactivating Sales Tax Rates and Agencies

Lecture 4: Setting a Default Sales Tax

Lecture 5: Indicating Taxable and Non-taxable Customers and Items

Chapter 6: Setting Up Inventory Items

Lecture 1: Setting Up Inventory

Lecture 2: Creating Inventory Items

Lecture 3: Enabling Custom Fields in Purchase Orders

Lecture 4: Creating a Purchase Order

Lecture 5: Applying Purchase Orders to Vendor Transactions

Lecture 6: Adjusting Inventory

Chapter 7: Setting Up Other Items

Lecture 1: Creating a Product or Service Item

Lecture 2: Creating a Bundle

Lecture 3: Creating a Discount Line Item

Lecture 4: Creating a Payment Item

Lecture 5: Changing Item Prices

Chapter 8: Basic Sales

Lecture 1: Enabling Custom Fields in Sales Forms

Lecture 2: Creating an Invoice

Lecture 3: Creating a Recurring Invoice

Lecture 4: Creating Batch Invoices

Lecture 5: Creating a Sales Receipt

Lecture 6: Finding Transaction Forms

Lecture 7: Previewing Sales Forms

Lecture 8: Printing Sales Forms

Lecture 9: Grouping and Subtotaling Items in Invoices

Lecture 10: Grouping and Hiding Item Display in Service Only Invoices

Lecture 11: Entering a Delayed Charge

Lecture 12: Managing Sales Transactions

Lecture 13: Sending Invoice Links

Chapter 9: Creating Billing Statements

Lecture 1: Entering Customer Charges

Lecture 2: Creating Finance Charge Items

Lecture 3: Creating Finance Charge Invoices

Lecture 4: Creating Customer Statements

Chapter 10: Payment Processing

Lecture 1: Recording Customer Payments

Lecture 2: Entering a Partial Payment

Lecture 3: Applying One Payment to Multiple Invoices

Lecture 4: Entering Overpayments

Lecture 5: Entering Down Payments or Prepayments

Lecture 6: Applying Customer Credits

Lecture 7: Making Deposits

Lecture 8: Handling Bounced Checks by Invoice

Lecture 9: Handling Bounced Checks by Check

Lecture 10: Handling Bounced Checks by Journal Entry

Lecture 11: Handling Bad Debt

Chapter 11: Handling Refunds

Lecture 1: Creating a Credit Memo and Refund Check

Lecture 2: Refunding Customer Payments

Lecture 3: Entering a Delayed Credit

Chapter 12: Entering and Paying Bills

Lecture 1: Entering Bills

Lecture 2: Paying Bills

Lecture 3: Creating Terms for Early Bill Payment

Lecture 4: Early Bill Payment Discounts

Lecture 5: Entering a Vendor Credit

Lecture 6: Applying a Vendor Credit

Lecture 7: Managing Expense Transactions