QuickBooks Online Part 1 – Class Outline
Dashboard
Getting Started
- Review Platform
- Company Settings
- Manage Users
- Chart of Accounts
- Product & Services List
- Reconcile
- Audit Log
Add New Transaction
- Invoices
- Receive payment
- Credit Memos
- Sales Receipts
- Bills / Pay Bills
- Print Checks
- Bank Deposits
Banking
-
Bank Rules
- New Rule
- Edit existing rules Update
-
Update
- Review
- In QuickBooks
- Excluded
-
Batch Actions
- All
- Recognized
- Go To Register
Sales
-
All Sales
- New Transaction
- Filter Functions
-
Invoices
- New Invoices
- Filter Functions
Sales – continued
-
Customers
- New Customers
- Filter Functions
- Search function
-
Product and Services
- New
- Find / Filter Functions
Expenses
- New Transactions
- Print Checks
- Filter / Find Functions
-
Vendors
- New Vendor
- Prepare 1099s
- Find / Filter Functions
- Edit Vendor Information
- Review Transactions for Vendor
Workers
- Only if Payroll is purchased and setup
Reports
-
All
- Favorites
- Business Overview
- Who owes you
- Sales and Customers
- What you owe
- Expenses and Vendors
- Employees
- For My Accountant
- Payroll
- Custom Reports
- Management Reports
Taxes
Accounting
My Accountant
Print Checks
Turn On Payroll