QuickBooks Online 101 21 hours
Introductory course for small business owners to use QuickBooks Online (QBO). Split into 6 modules, starting with setting up the software to be configured properly for your business and then bookkeeping and reporting basics.
Chapter 1 : Setup and Settings
Setting up QBO file
A review of the software settings
Setting up a chart of accounts
How to invite other users
Opening balances
6 hours
Chapter 2 : Banking & Reconciliations
Connecting bank accounts to QBO
How to set up accounts
Accepting bank transactions
Reconciling the bank
Recording a journal entry
6 hours
Chapter 3 : Sales Tax, products, classes, attachments
Setting sales tax calculations
Add and track the products you sell
Locations and classes
attach files for record keeping
4 hours
Chapter 4 : Vendors, Accounts payable
How to set up a new vendor
Enter credit card expenses
Enter invoices and record payments
3 hours
Chapter 5 : Customers, Accounts receivable
Setup customers and clients
Create invoices
Record receiving payments from customers
3 hours
Chapter 6 : Reporting
Overview of the reporting centre
Introduction to reading the P&L and balance sheet
Customizing the report
5 hours
Jordan Reynolds
Instructor
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