The QuickBooks Online Plus Environment
1. The Home Page
2. The Create Menu
3. The Navigation Bar
4. The Gear
5. The Income Section in the Home Page
6. The Expenses Section in the Home Page
7. The Profit and Loss Section in the Home Page
8. The Bank Accounts Section in the Home Page
9. The Activities Section in the Home Page
Creating a Company File
1. Signing Up for QuickBooks Online Plus
2. Importing Company Data from a QuickBooks Desktop Version
3. Creating a New Company File- FREE
4. How Backups Work in QuickBooks Online Plus
5. Setting Up and Managing Users- FREE
6. Transferring the Master User
7. Customizing Company File Settings
8. Signing Out of QuickBooks Online Plus
9. Switching a Company File
10. Cancelling a Company File
Using Pages and Lists
1. Using Lists and Pages
2. The Chart of Accounts- FREE
3. Assigning Account Numbers
4. The Customers Page and List
5. The Employees Page and List
6. The Vendors Page and List
7. Sorting Lists
8. Inactivating and Reactivating List Items- FREE
9. Printing Lists
10. Renaming and Merging List Items
11. Importing List Entries from a CSV or Excel File
Setting Up Sales Tax
1. The Sales Tax Process in QuickBooks Online
2. Enabling Sales Tax and Sales Tax Settings
3. Adding, Editing, and Deactivating Sales Tax Rates and Agencies
4. Creating a Single Tax Rate
5. Creating a Combined Tax Rate
6. Setting a Default Sales Tax
7. Indicating Taxable & Non-Taxable Customers and Items
Setting Up Inventory Items
1. Setting Up Inventory
2. Creating Inventory Items
3. Enabling Custom Fields in Purchase Orders
4. Creating a Purchase Order
5. Applying Purchase Orders to Vendor Transactions<br>
6. Adjusting Inventory
Setting Up Other Items
1. Creating a Product or Service Item
2. Creating a Discount Item
3. Creating a Payment Plan
4. Changing Item Prices
Basic Sales
1. Customizing Sales Settings
2. Enabling Custom Fields in Sales Forms
3. Creating an Invoice- FREE
4. Creating Batch Invoices- FREE
5. Creating a Sales Receipt
6. Finding Transaction Forms
7. Previewing Sales Forms
8. Printing Sales Forms
9. Grouping and Subtotaling Items in Invoices
10. Grouping and Hiding Item Display in Service Only Invoices
11. Entering a Delayed Charge
12. Managing Sales Transactions
Creating Billing Statements
1. Entering Customer Charges
2. Creating Finance Charge Items
3. Creating Finance Charge Invoices
4. Creating Customer Statements
Payment Processing
1. Recording Customer Payments- FREE
2. Entering a Partial Payment- FREE
3. Applying One Payment to Multiple Invoices
4. Entering Overpayments
5. Entering Down Payments or Prepayments
6. Applying Customer Credits
7. Making Deposits
8. Handling Bounced Checks
9. Handling Bad Debt
Handling Refunds
1. Creating a Credit Memo and Refund Check
2. Refunding Customer Payments
3. Entering a Delayed Credit
Entering And Paying Bills
1. Setting Billing and Expense Preferences
2. Entering Bills
3. Paying Bills
4. Creating Terms for Early Bill Payment
5. Early Bill Payment Discounts
6. Entering a Vendor Credit
7. Applying a Vendor Credit
8. Managing Expense Transactions
Using Bank Accounts
1. Using Registers
2. Writing Checks
3. Writing a Check for Inventory Items
4. Printing Checks
5. Transferring Funds Between Accounts
6. Reconciling Accounts
7. Voiding Checks
8. Creating an Expense
9. Managing Bank and Credit Card Transactions
10. Managing Bank Transaction Rules
Paying Sales Tax
1. Sales Tax Reports
2. Using the Sales Tax Payable Register
3. Paying Your Tax Agencies
Reporting
1. Creating Customer and Vendor QuickReports
2. Creating Account QuickReports
3. Using QuickZoom
4. Preset Reports
5. Customizing a Preset Report or QuickReports
6. Management Reports
7. Customizing Management Reports
8. Resizing Report Columns
9. Saving Customized Reports
10. Customized Report Groups
11. Printing Reports
12. Batch Printing Forms
13. Exporting Reports to Microsoft Excel
14. Downloading Forms as PDF Files
15. Printing Reports as PDFs
16. Process Multiple Reports
Using Graphs
1. Trends/Scorecard
2. Company Snapshot
Customizing Forms
1. Creating New Form Styles
2. Managing Custom Form Styles
Estimating
1. Using Sub-Customers for Jobs
2. Enabling and Creating Estimates
3. Changing the Term “Estimate”
4. Invoicing from and Estimate
5. Duplicating Estimates
6. Using an Estimate with Multiple Invoices
7. Changing the Estimate Status
8. Entering Expenses for Jobs
9. Invoicing for Job Costs
10. Using Job Reports
11. Deleting Estimates
Time Tracking
1. Tracking Time and Printing Timesheets
2. Weekly Timesheets
3. Time/Enter Single Activity
4. Invoicing from Time Data
5. Using Time Reports
6. Entering Bills for Mileage
Payroll
1. The Payroll Process
2. Creating Employee Deductions and Company Contributions
3. Adding Additional Pay Types for Employees
4. Editing Employee Information
5. Creating Payroll Schedules
6. Creating Scheduled Paychecks
7. Creating One Paycheck at a Time
8. Creating Commission Only or Bonus Only Paychecks
9. Handling Terminated Employees
10. Editing or Deleting Paychecks
11. Tracking Your Tax Liabilities
12. Paying Payroll Tax Liabilities
13. Adjusting Fringe Benefits
14. Process Payroll Forms
15. Tracking Workers’ Compensation
16. Manually Recording External Payroll
Using Credit Card Accounts
1. Creating Credit Card Accounts
2. Entering Charges on Credit Cards
3. Reconciling and Paying Credit Cards
Assets and Liabilities
1. Assets and Liabilities
2. Creating and Using Other Current Asset Accounts
3. Removing Value from Other Current Asset Accounts
4. Creating Fixed Asset Accounts
5. Creating Liability Accounts
6. Setting the Original Cost of the Fixed Asset
7. Tracking Depreciation
Equity Accounts
1. Equity Accounts
2. Recording an Owner's Draw
3. Recording a Capital Investment
Company Management
1. Viewing Your Company Information
2. Setting Up Budgets
3. Using the Reminder List
4. Changing Preferences
5. Making General Journal Entries
Using QuickBooks Tools
1. Exporting Data for QuickBooks Desktop Versions
2. Exporting Report and List Data to Excel
3. Using the Audit Log
Using QuickBooks Other Lists
1. Using the Recurring Transactions List
2. Using the Location List
3. Using the Payment Methods List
4. Using the Terms List
5. Using the Classes List
6. Using the Attachments List
Allowing Accountant Access
1. Inviting Your Accountant
Using Help, Feedback and Apps
1. Using the Help Menu
2. Submitting Feedback
3. Extending QuickBooks Online Using Apps
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