QuickBooks Online 2023 #2 Create New Company File & Enter Two Months of Data

This is the second in a series of courses covering QuickBooks Online 2023; comprehensively.

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Course curriculum

1. Documents to Download
2. 6010 Comprehensive Problem Introduction
3. 6040 Free 30-Day Trial Set Up
4. 6060 Navigation Overview & Company Settings
1. 6080 Account & Settings Billing & Subscription, Usage, & Sales Tabs
2. 6100 Account & Settings Expenses, Payments, Time, & Advanced Tabs
3. 6120 Manage Users
4. 6140 QuickBooks Labs Dark Mode
1. 6240 Entering Beginning Balances, Customers, Vendors, & Items Overview
2. 6260 Enter Service Items
3. 6280 Inventory Tracking Options
4. 6300 Set Up Inventory Items
1. 6320 Sales Tax Set Up
2. 6340 New Customers Setup & Accounts Receivable Beginning Balances
3. 6360 New Vendors Setup & Accounts Payable Beginning Balances
1. 6380 Add New Accounts & Opening Balances
2. 6400 Adjust Opening Balances
3. 6420 Payroll Set up27245dd.autosave
1. Documents to Download
2. 7043 Record Purchase of Fixed Asset or Depreciable Assets
1. 7083 Transaction Correction
2. 7060 Enter Purchase Order P.O.
3. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. 7100 Invoice Selling Inventorybc171b9.autosave
2. 7120 Receive Payment Transaction & Form
3. 7140 Sales Receipt Payment Received at Point of Sale
4. 7160 Deposits to Checking Account From Payment to Deposit or Undeposited Funds9eec789.autosave
1. 7180 Invoice Created From Check Created From Purchase Order
2. 7200 Receive Payment & Make Deposit
3. 7220 Write Checks for Expenses & Prepaid Assets
4. 7240 Bill Pay
1. 7260 Jobs, Sub Customers, & Projects
2. 7282 Payroll Settings & Account Mapping
3. 7281 Payroll Adjustment
4. 7300 Enter Billable Time, Add to Invoice, & Apply to Job or Project
1. 7320 Month One Reports
2. 7325 Bundle Month One Reports for a Client
1. Documents to Download
2. 8020 Make Amortization Table
3. 8022 Make Loan Payments
4. 8040 Short Term Investment Sales & Gains
1. 8080 Purchase Order Adding New Items
2. 8120 Sales Receipt & Deposit
3. 8122 Record Receipt of Inventory with Bill Linked to P.O.
1. 8130 Populate Invoice Using Billable Item That was Created From P.O.
2. 8140 Advanced Customer Payment or Unearned Revenue Method 1
3. 8160 Apply Customer Deposit (Credit) to Invoice
1. 8320 Bill for Hourly Services of Staff Enter Billable Time
2. 8322 Create Invoices Using Billable Time Receive Payment & Make Deposit
1. 8340 Rental Income Set Up Service Items
2. 8342 Rental Income Estimate & Customer Deposit
3. 8344 Rental Income Invoice, Receive Payment, & Deposit
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. 8365 Bills - Enter, Sort, & Pay
2. 8370 Pay Sales Tax
1. 8380 Enter Payroll For Second Month
2. 8381 Enter Payroll For Second Month Adjustment
3. 8385 Pay Payroll Taxes
1. 8420 Create Reports After Second Month of Data Input
2. 8421 Reports-Month Two-Save as PDF, Export to Excel, & Management Report

About this course

$50.00
61 lessons
21 hours of video content

Description

This course is the second in a series of classes covering QuickBooks Online 2023; comprehensively.

We will create a new company file and populate it with two months of data input.

The data input will cover every significant form in each operating cycle, including the revenue cycle, the payables cycle, and the payroll cycle. The primary operating cycles are also commonly grouped as the customer, vendor, and employee cycle.

As we enter financial transactions, populating forms, we will analyze the impact on the financial statement and related reports.

Entering two months of data will allow us to see the difference in complexity of entering data for the first month of operations, a time when we have no historical data to help us, and entering data in following months, a time when we do have prior history and transactions to help simplify the process.