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Getting Started and Setting Up
  • What edition of QuickBooks Online is right for you?

  • Setting up your company

  • Online banking setup

  • Credit card setup

  • Importing from QuickBooks desktop editions

  • Importing from Excel

  • Moving around and finding what you

Accounting and Financial Statements
  • Really understand your financial statements

  • Set up the chart of accounts

  • Set up and use subaccounts

  • Change and fix the chart of accounts

  • Cash vs. Accrual accounting

  • Use general journal entries

  • "Collapse" financial statements

Sales Transactions
  • 4 ways of recording sales and choosing the one that’s right for you

  • Estimates/proposals

  • The invoicing cycle

  • Invoicing for billable time and/or expenses

  • Cash/sales receipts

  • Receiving payments and making deposits

  • Delayed charges

  • Credit memos

  • Customer statements

  • The income lists and sales reports

Expense Transactions
  • When you should and should not track accounts payable (enter and pay bills)

  • Checks (printed and hand-written)

  • ATM withdrawals and electronic fund transfers

  • Debit card and credit card charges

  • Vendor credits

  • Expense list and other expense reports

Special Transactions
  • Online Banking:

    • Learn when and how to "add", "match" and "exclude"

    • Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.

  • Bank reconciliation and find reconciliation errors

  • Handle customer down payments/deposits

  • Void vs. delete a check

  • Handle bounced checks (NSF)

  • Write off bad debt (including small underpayments)

  • Track Petty Cash

Tips & Tricks
  • Special browser tricks to speed up data entry

  • Clean up lists (delete, hide and merge)

  • Fixing setup mistakes

End of Day Special Q&A Session


Set Up and Pay Employees
  • Set up employees, deductions and company contributions

  • Enter prior payrolls

  • Set up company payroll preferences

  • Track and invoice time

  • Process paychecks

  • Make tax deposits

  • Make non-tax payments (health insurance, etc.)

  • Use payroll reports

Work with Reports
  • Customize Reports:

  • Columns: add, reorder, delete, and resize

  • Filter and format

  • Create new headers and footers

  • Save Customizations

  • Create report groups

  • Automatically email report groups on a set schedule

Accounting Tasks
  • Close the books

  • Add your accountant

  • Protect your accounting data

  • Set up users with different permissions

  • Assign access rights and user levels

  • Track changes and who made them (audit log)

Save Time
  • Find transactions...FAST

  • Navigate around the fast and easy way

  • Keyboard shortcuts

  • Set up recurring transactions

  • Create your OWN shortcuts

    • Customize QuickBooks
      • Tailor company settings/preferences

      • Create custom invoices and other forms

      • Add logos and custom fields to forms

    • Advanced Transactions
      • Inventory:

      • Set up inventory in QuickBooks Online

      • Purchase orders, receive items, adjust inventory

      • Track Sales Taxes

      • Set up sales taxes

      • Adjust, pay, and report sales taxes

    • End of Day Special Q&A Session
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