Quickbooks Online 2020

Curriculum

Module 1: Setup and Maintenance
1. Course Intro
2. Knowing Which Account is Right for You
3. Getting Started
4. User Setup
5. Access Rights
6. User Setup Completion
7. Adding Employees to Payroll
8. Inviting your Accountant
9. Dashboard and 3 Ways to Navigate QBO
10. Commonly Used Forms
11. Module 1 Summary

Module 2: List Management
11. Defining Lists
12. Importing Lists
13. Employee vs 1099
14. Adding and Removing Entries
15. Updating Entries
16. Editing and Managing List Elements
17. Merging Items (entries)
18. Form Requirements
19. Module 2 Summary

Module 3: Sales (Money-in)
20. Product and Service Setup
21. Customer Setup Demo
22. Invoicing Workflows
23. Tracking Audit History Demo
24. Customer Statements
25. Recording Sales
26. Sales Receipt Workflow
27. Undeposited Funds Account
28. Accounts Receivable Impact
29. Impact of Connecting Your Back Account to QBO
30. Billable Expense Invoicing
31. Recording a Customer Credit
32. Delayed Charges
33. Estimates

34. Module 3 Summary

Module 4: Purchases (Money-out)
35. Product and Service Setup on Purchase Forms
36. Vendor Setup
37. Purchase Order Transactions
38. Entering and Paying Bills
39. Recording Checks
40. Recording Credit and Debit Card Transactions
Course Outline:

41. Recording EFT’s, Online Payments, Wire Transfers
44. Vendor Page and Report Insights
45. Module 4 Summary

Module 5: Accounting
46. Basic Financial Statements
47. Financial Statements Expanded
48. Cash and Accrual Accounting Reporting
49. Difference Between Cash and Accrual Reporting
50. Setting a Closing Date
51. Balancing Your Books aka Reconciling Demo
52. Journal Entries
53. Audit Log Insights
54. Project Profitability Demo
55. Module 5 Summary

Module 6: Reports
56. Customized Reports
57. Commonly Used Reports Demo
58. Setup Automatic Report Emails
59. Collapse and Expand Report Function
60. Exporting and Importing Reports
61. Module 6 Summary

Module 7: Customizations and Time Savers
62. Tracking Income and Expenses for Multiple Locations
63. Organizing your Chart of Accounts
64. Custom Fields on Invoices
65. Recurring Transactions
66. 4Customizing a Sales Forms
67. 4Keyboard Shortcuts
68. 4QBO Mobile App Preview
69. 4Connecting Third Party Apps to QBO
70. 4Module 7 Summary

Module 8: Extra
71. Common Mistakes QBO Users Make
72. Final Note on Bookkeeping Best Practices
73. Why QBO is Awesome
74. Course Outro
75. Defining Terms and Sample Quiz Questions