QuickBooks Online Training Manual Classroom in a Book

Book excerpt: Complete classroom training manual for QuickBooks Online. 415 pages and 177 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to set up a QuickBooks Online company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. Topics Covered: The QuickBooks Online Plus Environment 1. The QuickBooks Online Interface 2. The Dashboard Page 3. The Navigation Bar 4. The + New Button 5. The Settings Button 6. Accountant View and Business View Creating a Company File 1. Signing Up for QuickBooks Online Plus 2. Importing Company Data 3. Creating a New Company File 4. How Backups Work in QuickBooks Online Plus 5. Setting Up and Managing Users 6. Transferring the Primary Admin 7. Customizing Company File Settings 8. Customizing Billing and Subscription Settings 9. Usage Settings 10. Customizing Sales Settings 11. Customizing Expenses Settings 12. Customizing Payment Settings 13. Customizing Time Settings 14. Customizing Advanced Settings 15. Signing Out of QuickBooks Online Plus 16. Switching Company Files 17. Cancelling a Company File Using Pages and Lists 1. Using Lists and Pages 2. The Chart of Accounts 3. Adding New Accounts 4. Assigning Account Numbers 5. Adding New Customers 6. The Customers Page and List 7. Adding Employees to the Employees List 8. Adding New Vendors 9. The Vendors Page and List 10. Sorting Lists 11. Inactivating and Reactivating List Items 12. Printing Lists 13. Renaming and Merging List Items 14. Creating and Using Tags 15. Creating and Applying Customer Types Setting Up Sales Tax 1. Enabling Sales Tax and Sales Tax Settings 2. Adding, Editing, and Deactivating Sales Tax Rates and Agencies 3. Setting a Default Sales Tax 4. Indicating Taxable & Non-taxable Customers and Items Setting Up Inventory Items 1. Setting Up Inventory 2. Creating Inventory Items 3. Enabling Purchase Orders and Custom Fields 4. Creating a Purchase Order 5. Applying Purchase Orders to Vendor Transactions 6. Adjusting Inventory Setting Up Other Items 1. Creating a Non-inventory or Service Item 2. Creating a Bundle 3. Creating a Discount Line Item 4. Creating a Payment Line Item 5. Changing Item Prices and Using Price Rules Basic Sales 1. Enabling Custom Fields in Sales Forms 2. Creating an Invoice 3. Creating a Recurring Invoice 4. Creating Batch Invoices 5. Creating a Sales Receipt 6. Finding Transaction Forms 7. Previewing Sales Forms 8. Printing Sales Forms 9. Grouping and Subtotaling Items in Invoices 10. Entering a Delayed Charge 11. Managing Sales Transactions 12. Checking and Changing Sales Tax in Sales Forms Creating Billing Statements 1. About Statements and Customer Charges 2. Automatic Late Fees 3. Creating Customer Statements Payment Processing 1. Recording Customer Payments 2. Entering Overpayments 3. Entering Down Payments or Prepayments 4. Applying Customer Credits 5. Making Deposits 6. Handling Bounced Checks by Invoice 7. Handling Bounced Checks by Expense or Journal Entry 8. Handling Bad Debt Handling Refunds 1. Refund Options in QuickBooks Online 2. Creating a Credit Memo 3. Creating a Refund Receipt 4. Refunding Customer Payments by Check 5. Creating a Delayed Credit Entering And Paying Bills 1. Entering Bills 2. Paying Bills 3. Creating Terms for Early Bill Payment 4. Early Bill Payment Discounts 5. Entering a Vendor Credit 6. Applying a Vendor Credit 7. Managing Expense Transactions Using Bank Accounts 1. Using Registers 2. Writing Checks 3. Printing Checks 4. Transferring Funds Between Accounts 5. Reconciling Accounts 6. Voiding Checks 7. Creating an Expense 8. Managing Bank and Credit Card Transactions 9. Creating and Managing Rules 10. Uploading Receipts and Bills Paying Sales Tax 1. Sales Tax Reports 2. Using the Sales Tax Payable Register 3. Paying Your Tax Agencies Reporting 1. Creating Customer and Vendor QuickReports 2. Creating Account QuickReports 3. Using QuickZoom 4. Standard Reports 5. Basic Standard Report Customization 6. Customizing General Report Settings 7. Customizing Rows and Columns Report Settings 8. Customizing Aging Report Settings 9. Customizing Filter Report Settings 10. Customizing Header and Footer Report Settings 11. Resizing Report Columns 12. Emailing, Printing, and Exporting Preset Reports 13. Saving Customized Reports 14. Using Report Groups 15. Management Reports 16. Customizing Management Reports Using Graphs 1. Business Snapshot Customizing Forms 1. Creating Custom Form Styles 2. Custom Form Design Settings 3. Custom Form Content Settings 4. Custom Form Emails Settings 5. Managing Custom Form Styles Projects and Estimating 1. Creating Projects 2. Adding Transactions to Projects 3. Creating Estimates 4. Changing the Term Estimate 5. Copy an Estimate to a Purchase Order 6. Invoicing from an Estimate 7. Duplicating Estimates 8. Tracking Costs for Projects 9. Invoicing for Billable Costs 10. Using Project Reports Time Tracking 1. Time Tracking Settings 2. Basic Time Tracking 3. QuickBooks Time Timesheet Preferences 4. Manually Recording Time in QuickBooks Time 5. Approving QuickBooks Time 6. Invoicing from Time Data 7. Using Time Reports 8. Entering Mileage Payroll 1. Setting Up QuickBooks Online Payroll and Payroll Settings 2. Editing Employee Information 3. Creating Pay Schedules 4. Creating Scheduled Paychecks 5. Creating Commission Only or Bonus Only Paychecks 6. Changing an Employee’s Payroll Status 7. Print, Edit, Delete, or Void Paychecks 8. Manually Recording External Payroll Using Credit Card Accounts 1. Creating Credit Card Accounts 2. Entering Charges on Credit Cards 3. Entering Credit Card Credits 4. Reconciling and Paying Credit Cards 5. Pay Down Credit Card Assets and Liabilities 1. Assets and Liabilities 2. Creating and Using Other Current Assets Accounts 3. Removing Value from Other Current Assets Accounts 4. Creating Fixed Assets Accounts 5. Creating Liability Accounts 6. Setting the Original Cost of the Fixed Asset 7. Tracking Depreciation Equity Accounts 1. Equity Accounts 2. Recording an Owner’s Draw 3. Recording a Capital Investment Company Management 1. Viewing Your Company Information 2. Setting Up Budgets 3. Using the Reminders List 4. Making General Journal Entries Using QuickBooks Tools 1. Exporting Report and List Data to Excel 2. Using the Audit Log Using QuickBooks Other Lists 1. Using the Recurring Transactions List 2. Using the Location List 3. Using the Payment Methods List 4. Using the Terms List 5. Using the Classes List 6. Using the Attachments List Using Help, Feedback, and Apps 1. Using Help 2. Submitting Feedback 3. Extending QuickBooks Online Using Apps and Plug-ins