Last updated 9/2017
MP4 | Video: h264, 1280×720 | Audio: AAC, 44.1 KHz
Language: English | Size: 946.04 MB | Duration: 7h 38m
Learn QuickBooks Online the Easy Way
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
QuickBooks Online Software helpful for practice
Basic knowledge of small business accounting and terminology
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.
Overview
Section 1: Course Introduction
Lecture 1 Course Introduction
Section 2: The QuickBooks Online Plus Environment
Lecture 2 The Dashboard Page
Lecture 3 The Create Menu
Lecture 4 The Navigation Bar
Lecture 5 The Gear
Section 3: Creating a Company File
Lecture 6 Signing Up for QuickBooks Online Plus
Lecture 7 Importing Company Data from a QuickBooks Desktop Version
Lecture 8 Creating a New Company File
Lecture 9 How Backups Work in QuickBooks Online Plus
Lecture 10 Setting Up and Managing Users
Lecture 11 Transferring the Master Administrator
Lecture 12 Customizing Company File Settings
Lecture 13 Customizing Billing and Subscription Settings
Lecture 14 Customizing Sales Settings
Lecture 15 Customizing Expenses Settings
Lecture 16 Customizing Payments Settings
Lecture 17 Customizing Advanced Settings
Lecture 18 Signing Out of QuickBooks Online Plus
Lecture 19 Switching Company Files
Lecture 20 Cancelling a Company File
Section 4: Using Pages and Lists
Lecture 21 Using Lists and Pages
Lecture 22 The Chart of Accounts
Lecture 23 Adding New Accounts
Lecture 24 Assigning Account Numbers
Lecture 25 Adding New Customers
Lecture 26 The Customers Page and List
Lecture 27 Adding Employees to the Employees List
Lecture 28 Adding New Vendors
Lecture 29 The Vendors Page and List
Lecture 30 Sorting Lists
Lecture 31 Inactivating and Reactivating List Items
Lecture 32 Printing Lists
Lecture 33 Renaming and Merging List Items
Lecture 34 Importing List Entries from a CSV or Excel File
Section 5: Setting Up Sales Tax
Lecture 35 The Sales Tax Process in QuickBooks Online Plus
Lecture 36 Enabling Sales Tax and Sales Tax Settings
Lecture 37 Adding, Editing, and Deactivating Sales Tax Rates and Agencies
Lecture 38 Setting a Default Sales Tax
Lecture 39 Indicating Taxable and Non-taxable Customers and Items
Section 6: Setting Up Inventory Items
Lecture 40 Setting Up Inventory
Lecture 41 Creating Inventory Items
Lecture 42 Enabling Custom Fields in Purchase Orders
Lecture 43 Creating a Purchase Order
Lecture 44 Applying Purchase Orders to Vendor Transactions
Lecture 45 Adjusting Inventory
Section 7: Setting Up Other Items
Lecture 46 Creating a Product or Service Item
Lecture 47 Creating a Bundle
Lecture 48 Creating a Discount Line Item
Lecture 49 Creating a Payment Item
Lecture 50 Changing Item Prices
Section 8: Basic Sales
Lecture 51 Enabling Custom Fields in Sales Forms
Lecture 52 Creating an Invoice
Lecture 53 Creating a Recurring Invoice
Lecture 54 Creating Batch Invoices
Lecture 55 Creating a Sales Receipt
Lecture 56 Finding Transaction Forms
Lecture 57 Previewing Sales Forms
Lecture 58 Printing Sales Forms
Lecture 59 Grouping and Subtotaling Items in Invoices
Lecture 60 Grouping and Hiding Item Display in Service Only Invoices
Lecture 61 Entering a Delayed Charge
Lecture 62 Managing Sales Transactions
Lecture 63 Sending Invoice Links
Section 9: Creating Billing Statements
Lecture 64 Entering Customer Charges
Lecture 65 Creating Finance Charge Items
Lecture 66 Creating Finance Charge Invoices
Lecture 67 Creating Customer Statements
Section 10: Payment Processing
Lecture 68 Recording Customer Payments
Lecture 69 Entering a Partial Payment
Lecture 70 Applying One Payment to Multiple Invoices
Lecture 71 Entering Overpayments
Lecture 72 Entering Down Payments or Prepayments
Lecture 73 Applying Customer Credits
Lecture 74 Making Deposits
Lecture 75 Handling Bounced Checks by Invoice
Lecture 76 Handling Bounced Checks by Check
Lecture 77 Handling Bounced Checks by Journal Entry
Lecture 78 Handling Bad Debt
Section 11: Handling Refunds
Lecture 79 Creating a Credit Memo and Refund Check
Lecture 80 Refunding Customer Payments
Lecture 81 Entering a Delayed Credit
Section 12: Entering and Paying Bills
Lecture 82 Entering Bills
Lecture 83 Paying Bills
Lecture 84 Creating Terms for Early Bill Payment
Lecture 85 Early Bill Payment Discounts
Lecture 86 Entering a Vendor Credit
Lecture 87 Applying a Vendor Credit
Lecture 88 Managing Expense Transactions
Section 13: Using Bank Accounts
Lecture 89 Using Registers
Lecture 90 Writing Checks
Lecture 91 Writing a Check for Inventory Items
Lecture 92 Printing Checks
Lecture 93 Transferring Funds Between Accounts
Lecture 94 Reconciling Accounts
Lecture 95 Voiding Checks
Lecture 96 Creating an Expense
Lecture 97 Managing Bank and Credit Card Transactions
Lecture 98 Managing Bank Transaction Rules
Section 14: Paying Sales Tax
Lecture 99 Sales Tax Reports
Lecture 100 Viewing the Sales Tax Payable Register
Lecture 101 Paying Your Tax Agencies
Section 15: Reporting
Lecture 102 Creating Customer and Vendor QuickReports
Lecture 103 Creating Account QuickReports
Lecture 104 Using QuickZoom
Lecture 105 Preset Reports
Lecture 106 Basic Preset Report Customization
Lecture 107 Customizing General Report Settings
Lecture 108 Customizing Rows and Columns Report Settings
Lecture 109 Customizing Aging Report Settings
Lecture 110 Customizing Filter Report Settings
Lecture 111 Customizing Header and Footer Report Settings
Lecture 112 Resizing Report Columns
Lecture 113 Emailing, Printing, and Exporting Preset Reports
Lecture 114 Saving Customized Reports
Lecture 115 Using Report Groups
Lecture 116 Management Reports
Lecture 117 Customizing Management Reports
Section 16: Using Graphs
Lecture 118 Company Snapshot
Section 17: Customizing Forms
Lecture 119 Creating Custom Form Styles
Lecture 120 Custom Form Design Settings
Lecture 121 Custom Form Content Settings
Lecture 122 Custom Form Emails Settings
Lecture 123 Custom Form Payments Settings
Lecture 124 Managing Custom Form Styles
Section 18: Estimating
Lecture 125 Using Sub-Customers for Jobs
Lecture 126 Enabling and Creating Estimates
Lecture 127 Changing the Term “Estimate”
Lecture 128 Invoicing from an Estimate
Lecture 129 Duplicating Estimates
Lecture 130 Using an Estimate with Multiple Invoices
Lecture 131 Changing the Estimate Status
Lecture 132 Entering Expenses for Jobs
Lecture 133 Invoicing for Job Costs
Lecture 134 Using Job Reports
Lecture 135 Deleting Estimates
Section 19: Time Tracking
Lecture 136 Tracking Time and Printing Timesheets
Lecture 137 Weekly Timesheets
Lecture 138 Single Time Activity
Lecture 139 Invoicing from Time Data
Lecture 140 Using Time Reports
Lecture 141 Entering Bills for Mileage
Section 20: Payroll
Lecture 142 The Payroll Process
Lecture 143 Creating Employee Deductions, Contributions, and Garnishments
Lecture 144 Adding Additional Pay Types for Employees
Lecture 145 Editing Employee Information
Lecture 146 Creating Payroll Schedules
Lecture 147 Creating Scheduled Paychecks
Lecture 148 Creating One Paycheck at a Time
Lecture 149 Creating Commission Only or Bonus Only Paychecks
Lecture 150 Handling Terminated Employees
Lecture 151 Edit, Delete, or Void Paychecks
Lecture 152 Tracking Your Tax Liabilities
Lecture 153 Paying Payroll Tax Liabilities
Lecture 154 Adjusting Fringe Benefits
Lecture 155 Process Payroll Forms
Lecture 156 Tracking Workers’ Compensation
Lecture 157 Manually Recording External Payroll
Section 21: Using Credit Card Accounts
Lecture 158 Creating Credit Card Accounts
Lecture 159 Entering Charges on Credit Cards
Lecture 160 Entering Credit Card Credits
Lecture 161 Reconciling and Paying Credit Cards
Section 22: Assets and Liabilities
Lecture 162 Assets and Liabilities
Lecture 163 Creating and Using Other Current Assets Accounts
Lecture 164 Removing Value from Other Current Assets Accounts
Lecture 165 Creating Fixed Assets Accounts
Lecture 166 Creating Liability Accounts
Lecture 167 Setting the Original Cost of the Fixed Asset
Lecture 168 Tracking Depreciation
Section 23: Equity Accounts
Lecture 169 Equity Accounts
Lecture 170 Recording an Owner’s Draw
Lecture 171 Recording a Capital Investment
Section 24: Company Management
Lecture 172 Viewing Your Company Information
Lecture 173 Setting Up Budgets
Lecture 174 Using the Reminder List
Lecture 175 Making General Journal Entries
Section 25: Using QuickBooks Tools
Lecture 176 Exporting Report and List Data to Excel
Lecture 177 Using the Audit Log
Section 26: Using QuickBooks Other Lists
Lecture 178 Using the Recurring Transactions List
Lecture 179 Using the Location List
Lecture 180 Using the Payment Methods List
Lecture 181 Using the Terms List
Lecture 182 Using the Classes List
Lecture 183 Using the Attachments List
Section 27: Allowing Accountant Access
Lecture 184 Inviting Your Accountant
Section 28: Using Help, Feedback and Apps
Lecture 185 Using the Help Menu
Lecture 186 Submitting Feedback
Lecture 187 Extending QuickBooks Online Using Apps
Section 29: Course Conclusion and Instruction Manual in PDF
Lecture 188 Course Conclusion and Instruction Manual in PDF
Small Business Owners,Accountants,Office Managers,Payroll Managers,Tax Professionals
Homepage
https://www.udemy.com/course/quickbooks-online-made-easy-training-tutorial-2017/
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