QuickBooks Online 2021 #1 Navigation, Forms, & Reports

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Course curriculum

1. .05 Getting Software For Free
2. .07 30 – Day Free Trial Setup
3. .10 QuickBooks Desktop 2021 Vs QuickBooks Online
4. .15 QuickBooks Online 2021 Test Drive
5. .20 Navigation Overview
6. .25 Bank Feeds
7. .30 Preferences - Account & Settings
8. Data files to use for reference
1. 1.15 Vendor, Expense, Purchases, or Accounts Payable AP Cycle
2. 1.17 Vendor Center Expenses or Vendor Tab
3. 1.20 Bill Form
4. 1.22 Pay Bills Form
5. 1.24 Purchase Order Form - P.O.
6. 1.28 Check & Expense Forms
7. 1.29 Void Check Prior Period Adjustment
1. 1.30 Customer, Sales, Revenue, or Accounts Receivable AR Cycle
2. 1.32 Customer Center Or Sales Tab
3. 1.34 Invoice Form
4. 1.35 Receive Payment Form
5. 1.38 Deposit Form
6. 1.40 Sales Receipts Form
7. 1.42 Credit Memo Refund Form & Bad Debt Expense
1. 1.50 Other Section Forms & Functions
2. 1.53 Shortcuts
3. 1.60 Employee Cycle Payroll Cycle
1. 1.69 Lists
2. 1.80 Chart of Accounts
3. 1.84 Products & Services List Item List
1. 1.90 Help & Support Options
2. 1.92 Reports Overview
1. 2.10 Balance Sheet Report Overview
2. 2.15 Report Formatting Basics
3. 2.20 Report Formatting Basics Part 2
4. 2.35 Comparative Balance Sheet Creation
5. 2.36 Print, Export to Excel, & Create PDF from Reports
6. 2.38 Balance Sheet Vertical Analyses
7. 2.40 Summary Balance Sheet
8. 2.45 Memorize Report
1. 3.10 Profit & Loss, P&L, Income Statement Overview
2. 3.15 Custom Income Statement
3. 3.20 Comparative Profit & Loss, P&L, Income Statement
4. 3.25 Vertical Analysis Profit & Loss, P&L, Income Statement
1. 4.05 Statement of Cash Flows
2. 4.10 Accounts Receivable Aging Reports
3. 4.16 Accounts Payable Aging Reports
4. 4.20 Sales by Customer or Income by Customer Reports
5. 4.25 Sales by Item Reports
6. 4.30 Form 1099 & Expenses by Vendor Reports
7. 4.35 Inventory Reports
8. 4.40 Payroll & Employee Reports & Bank Reconciliation Reports
9. 4.55 Transaction List by Date Report
10. 4.60 Journal Report
11. 4.82 Accounts Receivable Graphs Excel
12. 4.85 Accounts Payable Graphs Excel
13. 4.92 Sales by Customer Graphs Excel
14. 4.93 Sales by Product or Service (Item) Graph Excel

About this course

$20.00
56 lessons
14.5 hours of video content

Description

This course will cover the QuickBooks Online Fundamentals.

We will discuss options for getting access to the software including a trial version, often offered by Intuit (Owner of QuickBooks) for free.

Learners will understand how to navigate through the major components of the QuickBooks Online software.

You will be able to list the steps in a typical vendor cycle and discuss the forms included in the accounting process.

We will also know the steps in a typical customer cycle and discuss the forms involved in the accounting process.

You will know what a chart of accounts is, how it is formatted, and its vital role in the accounting process.

The course will demonstrate how service items and inventory items are set up and used in the accounting process.

Learners will be able to generate major reports including the financial statement reports of the balance sheet and profit and loss. We will learn to run many other reports and how they are related to these core financial reports.