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Description

Learn QuickBooks Online accounting software with this comprehensive course from TeachUcomp, Inc. 
Mastering QuickBooks Online Made Easy
 features 186 video lessons with over 8 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual, additional images and practice exercises. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.
Whether you are completely new to QuickBooks Online or upgrading from a different version such as QuickBooks Desktop Pro, this course will empower you with the knowledge and skills necessary to be a proficient user. In no time at all, you'll master QuickBooks Online. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. You'll find what you need to learn from start to finish. Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you are on your way to mastering QuickBooks Online.
Who this course is for:
Small Business Owners
Accountants
Office Managers
Payroll Managers
Tax Professionals

What you'll learn

Create and Customize a QuickBooks Online Company File

Learn to Use Pages and Lists

Set Up and Pay Sales Tax

Set Up and Manage Inventory

Create and Manage Sales Transactions

Create Billing Statements

Set Up Payment Processing

Handle Refunds

Enter and Pay Bills

Use Bank Accounts

Create, Customize and Save Reports

Use Graphs

Customize Forms

Enable and Create Estimates

Use Time Tracking

Set Up Payroll and Pay Employees

Use Credit Card Accounts

Learn Company Management

Use QuickBooks Tools

Allow Accountant Access

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Course Introduction
1
1.1-Course Introduction
2-The QuickBooks Online Plus Environment
4
2.1-The Dashboard Page
2.2-The Create Menu
2.3-The Navigation Bar
2.4-The Gear
3-Creating a Company File
15
3.1-Signing Up for QuickBooks Online Plus
3.2-Importing Company Data from a QuickBooks Desktop Version
3.3-Creating a New Company File
3.4-How Backups Work in QuickBooks Online Plus
3.5-Setting Up and Managing Users
3.6-Transferring the Master Administrator
3.7-Customizing Company File Settings
3.8-Customizing Billing and Subscription Settings
3.9-Customizing Sales Settings
3.10-Customizing Expenses Settings
3.11-Customizing Payments Settings
3.12-Customizing Advanced Settings
3.13-Signing Out of QuickBooks Online Plus
3.14-Switching Company Files
3.15-Cancelling a Company File
4-Using Pages and Lists
14
4.1-Using Lists and Pages
4.2-The Chart of Accounts
4.3-Adding New Accounts
4.4-Assigning Account Numbers
4.5-Adding New Customers
4.6-The Customers Page and List
4.7-Adding Employees to the Employees List
4.8-Adding New Vendors
4.9-The Vendors Page and List
4.10-Sorting Lists
4.11-Inactivating and Reactivating List Items
4.12-Printing Lists
4.13-Renaming and Merging List Items
4.14-Importing List Entries from a CSV or Excel File
5-Setting Up Sales Tax
5
5.1-The Sales Tax Process in QuickBooks Online Plus
5.2-Enabling Sales Tax and Sales Tax Settings
5.3-Adding, Editing, and Deactivating Sales Tax Rates and Agencies
5.4-Setting a Default Sales Tax
5.5-Indicating Taxable and Non-taxable Customers and Items
6-Setting Up Inventory Items
6
6.1-Setting Up Inventory
6.2-Creating Inventory Items
6.3-Enabling Custom Fields in Purchase Orders
6.4-Creating a Purchase Order
6.5-Applying Purchase Orders to Vendor Transactions
6.6-Adjusting Inventory
7-Setting Up Other Items
5
7.1-Creating a Product or Service Item
7.2-Creating a Bundle
7.3-Creating a Discount Line Item
7.4-Creating a Payment Item
7.5-Changing Item Prices
8-Basic Sales
13
8.1-Enabling Custom Fields in Sales Forms
8.2-Creating an Invoice
8.3-Creating a Recurring Invoice
8.4-Creating Batch Invoices
8.5-Creating a Sales Receipt
8.6-Finding Transaction Forms
8.7-Previewing Sales Forms
8.8-Printing Sales Forms
8.9-Grouping and Subtotaling Items in Invoices
8.10-Grouping and Hiding Item Display in Service Only Invoices
8.11-Entering a Delayed Charge
8.12-Managing Sales Transactions
8.13-Sending Invoice Links
9-Creating Billing Statements
4
9.1-Entering Customer Charges
9.2-Creating Finance Charge Items
9.3-Creating Finance Charge Invoices
9.4-Creating Customer Statements
10-Payment Processing
11
10.1-Recording Customer Payments
10.2-Entering a Partial Payment
10.3-Applying One Payment to Multiple Invoices
10.4-Entering Overpayments
10.5-Entering Down Payments or Prepayments
10.6-Applying Customer Credits
10.7-Making Deposits
10.8-Handling Bounced Checks by Invoice
10.9-Handling Bounced Checks by Check
10.10-Handling Bounced Checks by Journal Entry
10.11-Handling Bad Debt
11-Handling Refunds
3
11.1-Creating a Credit Memo and Refund Check
11.2-Refunding Customer Payments
11.3-Entering a Delayed Credit
12-Entering and Paying Bills
7
12.1-Entering Bills
12.2-Paying Bills
12.3-Creating Terms for Early Bill Payment
12.4-Early Bill Payment Discounts
12.5-Entering a Vendor Credit
12.6-Applying a Vendor Credit
12.7-Managing Expense Transactions
13-Using Bank Accounts
10
13.1-Using Registers
13.2-Writing Checks
13.3-Writing a Check for Inventory Items
13.4-Printing Checks
13.5-Transferring Funds Between Accounts
13.6-Reconciling Accounts
13.7-Voiding Checks
13.8-Creating an Expense
13.9-Managing Bank and Credit Card Transactions
13.10-Managing Bank Transaction Rules
14-Paying Sales Tax
3
14.1-Sales Tax Reports
14.2-Viewing the Sales Tax Payable Register
14.3-Paying Your Tax Agencies
15-Reporting
16
15.1-Creating Customer and Vendor QuickReports
15.2-Creating Account QuickReports
15.3-Using QuickZoom
15.4-Preset Reports
15.5-Basic Preset Report Customization
15.6-Customizing General Report Settings
15.7-Customizing Rows and Columns Report Settings
15.8-Customizing Aging Report Settings
15.9-Customizing Filter Report Settings
15.10-Customizing Header and Footer Report Settings
15.11-Resizing Report Columns
15.12-Emailing, Printing, and Exporting Preset Reports
15.13-Saving Customized Reports
15.14-Using Report Groups
15.15-Management Reports
15.16-Customizing Management Reports
16-Using Graphs
1
16.1-Company Snapshot
17-Customizing Forms
6
17.1-Creating Custom Form Styles
17.2-Custom Form Design Settings
17.3-Custom Form Content Settings
17.4-Custom Form Emails Settings
17.5-Custom Form Payments Settings
17.6-Managing Custom Form Styles
18-Estimating
11
18.1-Using Sub-Customers for Jobs
18.2-Enabling and Creating Estimates
18.3-Changing the Term “Estimate”
18.4-Invoicing from an Estimate
18.5-Duplicating Estimates
18.6-Using an Estimate with Multiple Invoices
18.7-Changing the Estimate Status
18.8-Entering Expenses for Jobs
18.9-Invoicing for Job Costs
18.10-Using Job Reports
18.11-Deleting Estimates
19-Time Tracking
6
19.1-Tracking Time and Printing Timesheets
19.2-Weekly Timesheets
19.3-Single Time Activity
19.4-Invoicing from Time Data
19.5-Using Time Reports
19.6-Entering Bills for Mileage
20-Payroll
16
20.1-The Payroll Process
20.2-Creating Employee Deductions, Contributions, and Garnishments
20.3-Adding Additional Pay Types for Employees
20.4-Editing Employee Information
20.5-Creating Payroll Schedules
20.6-Creating Scheduled Paychecks
20.7-Creating One Paycheck at a Time
20.8-Creating Commission Only or Bonus Only Paychecks
20.9-Handling Terminated Employees
20.10-Edit, Delete, or Void Paychecks
20.11-Tracking Your Tax Liabilities
20.12-Paying Payroll Tax Liabilities
20.13-Adjusting Fringe Benefits
20.14-Process Payroll Forms
20.15-Tracking Workers’ Compensation
20.16-Manually Recording External Payroll
21-Using Credit Card Accounts
4
21.1-Creating Credit Card Accounts
21.2-Entering Charges on Credit Cards
21.3-Entering Credit Card Credits
21.4-Reconciling and Paying Credit Cards
22-Assets and Liabilities
7
22.1-Assets and Liabilities
22.2-Creating and Using Other Current Assets Accounts
22.3-Removing Value from Other Current Assets Accounts
22.4-Creating Fixed Assets Accounts
22.5-Creating Liability Accounts
22.6-Setting the Original Cost of the Fixed Asset
22.7-Tracking Depreciation
23-Equity Accounts
3
23.1-Equity Accounts
23.2-Recording an Owner’s Draw
23.3-Recording a Capital Investment
24-Company Management
4
24.1-Viewing Your Company Information
24.2-Setting Up Budgets
24.3-Using the Reminder List
24.4-Making General Journal Entries
25-Using QuickBooks Tools
2
25.1-Exporting Report and List Data to Excel
25.2-Using the Audit Log
26-Using QuickBooks Other Lists
6
26.1-Using the Recurring Transactions List
26.2-Using the Location List
26.3-Using the Payment Methods List
26.4-Using the Terms List
26.5-Using the Classes List
26.6-Using the Attachments List
27-Allowing Accountant Access
1
27.1-Inviting Your Accountant
28-Using Help, Feedback and Apps
3
28.1-Using the Help Menu
28.2-Submitting Feedback
28.3-Extending QuickBooks Online Using Apps
29-Course Conclusion and Instruction Manual in PDF
1
29.1-Course Conclusion and Instruction Manual in PDF