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Mastering QuickBooks Online Edition  

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Training Course Syllabus:


Mastering QuickBooks Online Edition

What You'll Learn

Day 1

Getting Started and Setting Up •What edition of QuickBooks Online is right for you?

•Setting up your company
•Online banking setup
•Credit card setup
•Importing from QuickBooks desktop editions
•Importing from Excel
•Moving around and finding what you need...fast

Accounting and Financial Statements •Really understand your financial statements

•Set up the chart of accounts
•Set up and use subaccounts
•Change and fix the chart of accounts
•Cash vs. Accrual accounting
•Use general journal entries
•“Collapse” financial statements

Sales Transactions

•4 ways of recording sales and choosing the one that’s right for you
•Estimates/proposals
•The invoicing cycle
•Invoicing for billable time and/or expenses
•Cash/sales receipts
•Receiving payments and making deposits
•Delayed charges
•Credit memos
•Customer statements
•The income lists and sales reports

Expense Transactions •When you should and should not track accounts payable (enter and pay bills)

•Checks (printed and hand-written)
•ATM withdrawals and electronic fund transfers
•Debit card and credit card charges
•Vendor credits
•Expense list and other expense reports

Special Transactions

•Online Banking:

    Learn when and how to “add”, “match” and “exclude”
    Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.

•Bank reconciliation and find reconciliation errors
•Handle customer down payments/deposits
•Void vs. delete a check
•Handle bounced checks (NSF)
•Write off bad debt (including small underpayments)
•Track Petty Cash

Tips & Tricks

•Special browser tricks to speed up data entry
•Clean up lists (delete, hide and merge)
•Fixing setup mistakes

End of Day Special Q&A Session


Day 2

Set Up and Pay Employees

•Set up employees, deductions and company contributions

•Enter prior payrolls
•Set up company payroll preferences
•Track and invoice time
•Process paychecks
•Make tax deposits
•Make non-tax payments (health insurance, etc.)
•Use payroll reports

Work with Reports

•Customize Reports:

    Columns: add, reorder, delete, and resize
    Filter and format
    Create new headers and footers

•Save Customizations
•Create report groups
•Automatically email report groups on a set schedule

Accounting Tasks

•Close the books
•Add your accountant
•Protect your accounting data

    Set up users with different permissions
    Assign access rights and user levels
    Track changes and who made them (audit log)

Save Time

•Find transactions...FAST
•Navigate around the fast and easy way
•Keyboard shortcuts
•Set up recurring transactions
•Create your OWN shortcuts

Customize QuickBooks

•Tailor company settings/preferences
•Create custom invoices and other forms
•Add logos and custom fields to forms

Advanced Transactions

•Inventory:

    Set up inventory in QuickBooks Online
    Purchase orders, receive items, adjust inventory

•Track Sales Taxes

    Set up sales taxes
    Adjust, pay, and report sales taxes


End of Day Special Q&A Session

Schedule for Live Webinar Training

•9:00 AM (CST) - Sign in - Registration
•9:30 AM (CST) - Class begins (10:30 EST, 7:30 PST)
•12:30 PM - 1:30PM (CST) - Lunch (on your own)
•5:00 PM (CST) - End of Day & Special Q&A Session

What You'll Need:


We send you 2 comprehensive workbooks. (Desktop Edition Only)

These workbooks are invaluable during your class and as a reference guide after you return to work. These workbooks include the steps for completing everything you learn in class. You can print one copy of the manual for the class.

High speed internet access.

If you just have dial-up internet access, we strongly recommend that you get access to high-speed internet for your class.

A computer with speakers or headphone jack.

You'll hear the instructor via your computer. You'll be able to ask questions via chat or out loud if your computer is also equipped with a microphone.

A location without interruptions.

To avoid distractions, we recommend you find a location where you won't be interrupted.

Upon Completion, you receive a Course Certificate.

After you graduate from the course on Day 2, We'll email you a nice certificate that indicates you completed the QuickBooks class.
 

Seminar Summary:

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