Training For QuickBooks Online

In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years’ worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.

After completing this chapter, you should be able to: Log into QuickBooks Online, understand the information displayed on the Dashboard, how to find what you’re looking for, how to create new transactions, and what buttons and fields do on transactions.

In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.

In this chapter, you’ll learn the steps necessary to set up suppliers, enter expenses, and track bills in QuickBooks Online. Every business is required to spend money to purchase goods and services used in your business to provides your services or products.

In this chapter, you’ll about how QuickBooks is built using lists and transactions. You’ll learn more about the importance of lists and how to manage them to keep your business information organized.

Instead of manually typing it all in, let QuickBooks get the information for you. You choose whether to add transactions as new items or match them up with items you already entered in QuickBooks. After you are connected, QuickBooks downloads your bank data automatically, usually at least once daily. In addition to the bank feed feature, this chapter introduces you to the two important banking tasks—the bank transfer and account reconciliation.

In this chapter, you’ll learn how QuickBooks handles advanced features and transactions in the area of sales and customers. In addition to basic sales invoices, sales receipts there are advanced transactions to help you manage sales in QuickBooks.

In this chapter, you’ll learn how QuickBooks handles additional expense related transactions. These transactions add to the transactions you learned about in Chapter 4.

In this chapter you’ll learn the following: Setting up pay items, setting up employees, creating Pay cheques, track and pay liabilities, create T4’s, and create Records of Employment.

In this chapter, you’ll learn how QuickBooks handles inventory. You can use QuickBooks to track the items you keep in inventory and sell to your customers. If your business purchases or makes items for resale, keeps them in inventory, and then sells them, QuickBooks can track quantities on hand and the value of your inventory after every purchase and sale.

In this chapter, you’ll learn how to create basic reports, customize reports using filters, customize report views including columns, save customized reports, and export reports to .pdf or Excel formats.

In this chapter, you’ll learn how QuickBooks handles advanced transactions and tasks in QuickBooks. Growing businesses need additional features and functions to manage the new tasks they’re required to manage. You’ll learn how QuickBooks handles the year-end and what tasks you’ll need perform.