Bookkeeping Basics #4: Quickbooks Online/Certification Prep

[LeeAndro]

Last updated 6/2022MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHzLanguage: English | Size: 3.57 GB | Duration: 8h 39m

Learn QBO for business use and QBO Certification Exam preparation

What you'll learn
Understand setup and operation of QuickBooks Online to be used in small business settings.​

Feel prepared to pass the Intuit QuickBooks Online Certification exam
Manage daily, weekly, and monthly use of QBO systems
Complete 9 separate projects using the information learned in the course
Requirements
A general understanding of basic bookkeeping functions is helpful, but not required.
Description
COURSE INCLUDES FREE ACCESS TO QUICKBOOKS ONLINE SOFTWAREFocusing specifically on using QuickBooks Online, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit's Certification Exam and provide professional bookkeeping services for clients, or themselves.Throughout the entire course, quizzes and actual working "homework assignments" are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.Some of the many areas covered in the course include:Starting off, students will first learn what QuickBooks actually is and how it works to record and store information. This helps the user realize how to set up or restore data files with information. From there, an entire section explains how to navigate to the different functions and tools within the program and what they are all used to accomplish.Moving on, the next section of the course is devoted to the several options on how to record sales into the books. Whether it's recording a cash sale and issuing a Sales Receipt, or it's creating and invoice and follow up account statements for customers purchasing on credit, each step in the individual processes are explained with examples shown.Of course, there can't be sales and income, without there also being expenses so an entire section of the course is devoted to that process. Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.MANY other lessons are included such as:How do you set up additional users and passwordsHow do QuickBooks backups workCan you still use a Journal Entry to record dataAnd, most importantly, how do you actually get started using QB for your company.

Overview

Section 1: Project 1 - Introductions

Lecture 1 Course Overview

Lecture 2 Tips for the Experience

Lecture 3 Intro - What is QBO

Lecture 4 Recording a Transaction

Lecture 5 Sample Companies

Lecture 6 Introduce Quizzes & Assignments

Lecture 7 Help Functions and Advice

Lecture 8 Before We Go Any Further

Section 2: Project 2 - QBO Setup

Lecture 9 Navigating QB - Part 1

Lecture 10 Navigating QB - Part 2

Lecture 11 Setting Up QBO and Chag Basic Settings

Lecture 12 Customizing QBO

Lecture 13 Setting Up Users Access

Lecture 14 Connecting Financial Accounts to QBO

Lecture 15 Bank Rules

Lecture 16 Connecting Apps

Section 3: Project 3 - List Management

Lecture 17 Introduction to Lists

Lecture 18 Chart of Accounts / Adding a New List Entry

Lecture 19 Editing List Entries

Lecture 20 Removing and Meg List Entries

Lecture 21 Importing Lists

Section 4: Project 4 - Sales/Money In

Lecture 22 Item List for Sales

Lecture 23 Customer List

Lecture 24 Undeposited Funds

Lecture 25 Recording Sales/Revenue - Part 1

Lecture 26 Recording Sales/Revenue - Part 2

Lecture 27 Customer Credit Memos and Refunds

Lecture 28 Estimates, Delayed Charges, etc.

Lecture 29 Customer Discounts

Section 5: Project 5 - Purchases/Money Out

Lecture 30 Item List for Purchases

Lecture 31 Vendor List

Lecture 32 Entering Purchase Orders

Lecture 33 Receiving Purchase Orders

Lecture 34 Entering and Paying Bills (A/P)

Lecture 35 Recording Checks

Lecture 36 Recording Card and Electronic Purchases

Lecture 37 Vendor/Supplier Credits

Lecture 38 Billable Expenses

Section 6: Project 6 - Basic Accounting

Lecture 39 Financial Statements and Cash versus Accrual

Lecture 40 Balance Sheet

Lecture 41 Profit & Loss

Lecture 42 Journal Entry

Lecture 43 COA Numbers

Lecture 44 Closing Date

Lecture 45 Transaction Reports/Ledger

Section 7: Project 7 - Reports

Lecture 46 Customizing Reports

Lecture 47 Customer Reports

Lecture 48 Vendor Reports

Lecture 49 A/R and A/P Aging Reports

Lecture 50 Automatically Email Reports

Lecture 51 Exporting and Importing with Excel

Section 8: Project 8 - Customization / Saving

Lecture 52 -saving Benefits of QBO

Lecture 53 Multiple Locations

Lecture 54 Classes

Lecture 55 Customizing Forms - Part 1

Lecture 56 Customizing Forms - Part 2

Lecture 57 Recurring Transactions

Lecture 58 Keyboard Shortcuts

Lecture 59 Managing Receipts - Part 1

Lecture 60 Managing Receipts - Part 2

Section 9: Project 9 - References Section

Lecture 61 Reconciling Accounts - Part 1

Lecture 62 Reconciling Accounts - Part 2

Lecture 63 1099 Setup

Lecture 64 Void versus Delete

Lecture 65 Junk Drawer

Lecture 66 Pug Company Data

Lecture 67 Audit Log

Bners as well as current users of both QuickBooks Desktop and QuickBooks Online

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