QuickBooks Online Course Syllabus

The QuickBooks Online Plus Environment
1. The Dashboard Page
2. The Create Menu
3. The Navigation Bar
4. The Gear

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
4. How Backups Work in QuickBooks Online Plus
5. Setting Up and Managing Users
6. Transferring the Master Administrator
7. Customizing Company File Settings
8. Customizing Billing and Subscription Settings
9. Customizing Sales Settings
10. Customizing Expenses Settings
11. Customizing Payment Settings
12. Customizing Advanced Settings
13. Signing Out of QuickBooks Online
14. Switching Company Files
15. Cancelling a Company File

Using Pages and Lists
1. Using Lists and Pages
2. The Chart of Accounts
3. Adding New Accounts
4. Assigning Account Numbers
5. Adding New Customers
6. The Customers Page and List
7. Adding Employees to the Employees List
8. Adding New Vendors
9. The Vendors Page and List
10. Sorting Lists
11. Inactivating and Reactivating List Items
12. Printing Lists
13. Renaming and Merging List Items
14. 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. Setting a Default Sales Tax
5. 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
6. Adjusting Inventory

Setting Up Other Items
1. Creating a Product or Service Item
2. Creating a Bundle
3. Creating a Discount Line Item
4. Creating a Payment Plan
5. Changing Item Prices

Basic Sales
1. Enabling Custom Fields in Sales Forms
2. Creating an Invoice
3. Creating a Recurring Invoice
4. Creating Batch Invoices
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
13. Sending Invoice Links

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
2. Entering a Partial Payment
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 by Invoice
9. Handling Bounced Checks by Check
10. Handling Bounced Checks by Journal Entry
11. 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. Entering Bills
2. Paying Bills
3. Creating Terms for Early Bill Payment
4. Early Bill Payment Discounts
5. Entering a Vendor Credit
6. Applying a Vendor Credit
7. 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. Basic Preset Report Customization
6. Customizing General Report Settings
7. Customizing Rows and Columns Report Settings
8. Customizing Aging Report Settings
9. Customizing Filter Report Settings
10. Customizing Header and Footer Report Settings
11. Resizing Report Columns
12. Emailing, Printing, and Exporting Preset Reports
13. Saving Customized Reports
14. Using Report Groups
15. Management Reports
16. Customizing Management Reports

Using Graphs
1. Company Snapshot

Customizing Forms
1. Creating Custom Form Styles
2. Custom Form Design Settings
3. Custom Form Content Settings
4. Custom Form Emails Settings
5. Custom Form Payments Settings
6. Managing Custom Form Styles

Estimating
1. Using Sub-Customers for Jobs
2. Enabling and Creating Estimates
3. Changing the Term “Estimate”
4. Invoicing from an 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. Single Time Activity
4. Invoicing from Time Data
5. Using Time Reports
6. Entering Bills for Mileage

Payroll
1. The Payroll Process
2. Creating Employee Deductions andCompany Contributions & Garnishments
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. Edit, Delete, or Void 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. Entering Credit Card Credits
4. 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. Making General Journal Entries

Using QuickBooks Tools
1. Exporting Report and List Data to Excel
2. 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