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QuickBooks Online is a popular bookkeeping and accounting software. In this course, I'll show you how to use QuickBooks Online for bookkeeping and accounting. Each lesson lasts about 3-5 minutes and can be completed at your own pace. If traditional bookkeeping textbooks and classes bore and confuse you, this course is for you because I explain everything in plain simple language that is easy to understand and enjoyable to learn. In fact, many students have told me that this is a fantastic course that is simple to grasp (keep on reading for student reviews).
In this course, you will learn :
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Free eBook "Bookkeeping & Accounting Basics" is included in the course
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Bookkeeping & accounting software
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Subtitles/captions available in English, French, German, Hindi, Polish, Simplified Chinese, Spanish, and Bengali
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Use QuickBooks Online to record revenue
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Use QuickBooks Online to record expenses
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Do journal entries in QuickBooks Online
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Use QuickBooks Online to generate Profit & Loss Statement and other reports
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Use bank feeds and reconcile bank accounts
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Use payroll to pay your employees and contractors
Syllabus :
1. Using Quickbooks Online as your bookkeeping & accounting software
- Registering for QuickBooks Online & choosing a subscription plan
- Sample QuickBooks Online file - Craig's Design and Landscaping Services
- QuickBooks Online dashboard overview
- The Chart of Accounts: adding accounts in QuickBooks Online
2. Customers: How to Set Up Customers, Send Invoices, and Record Receipt of Payment
- Creating Products and Services to Sell
- Creating Customers and Maintaining Customer Information
- Sending an Estimate / Quote to a Customer
- I Want to Get Paid! Sending an Invoice to a Customer
- Adjustment to an Invoice: Credit Memo For a Customer
- Receipt of Payment from Customer You Previously Sent an Invoice
- I Got Paid! Creating a Sales Receipt for a Customer
- What do you like about this course so far?
3. Suppliers / Vendors: Setting Up, Inputting Bills and Recording Payments
- Creating Suppliers / Vendors in QuickBooks Online
- How to Input a Bill From a Supplier
- Recording Payment to a Supplier
- Recording an Expense in QuickBooks Online
4. Reconciling Bank Accounts, Connecting Bank Accounts, Using the Bank Feed
- Bank feed - linking your bank account to QuickBooks Online
- Bank feed - adding bank transactions to QuickBooks Online
- Bank feed - matching bank transactions
- Bank reconciliation - reconciling bank accounts and credit card accounts
- Bank rules and receipts
5. Using Payroll to Pay Employees and Contractors
- Payroll Overview: How to use QuickBooks Online Payroll
- Payroll - adding an employee
- Running payroll in QuickBooks Online
6. Taxes
- Sales taxes overview
- Filing sales tax returns - accrual vs cash basis
- Sales tax in products and services
- Recording sales tax in a sales transaction
- Recording sales tax in an expense transaction
- Sales Tax Summary report
- Sales Tax Liability report
- Recording sales tax payment
7. Examples and Practice: sales & customers, money, inventory, advertising
- Injecting capital (money) to start a company
- Purchase of inventory
- Making sales to customers
- Promoting your business through advertising
- Letting customers pay on credit and receiving cash payments
8. Examples and Practice: vendors & suppliers, collecting money, selling inventory
- Paying vendors and suppliers
- Selling inventory
- Collecting money from customers
- Recording money from shareholders
9. Examples and Practice: building purchase, mortgage, amortization, accrue expense
- Purchase of a building (capital assets)
- Mortgage payments - amortization
- Amortization of capital assets (building)
- Accruing expenses (accrued liabilities)
- Paying off accrued liabilities
10. Recording Journal Entries, Transfers, and Other Functions in Quickbooks Online
- Recording Transfers Between Accounts in QuickBooks Online
- Recording Journal Entries in QuickBooks Online
- Generating Financial Reports (Profit & Loss Statement, Balance Sheet)
- What lessons did you find most useful?
11. Setting Up Accounts to Categorize Income, Expenses, Assets, Liabilities, Equity
- Setting up accounts overview
- Setting up asset accounts
- Setting up liability accounts
- Setting up equity accounts
- Setting up income accounts
- Setting up expense accounts
12. Setting Up a New QuickBooks Online File for a Client
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Setting up a new QuickBooks Online file for a client
13. Inviting Your Accountant to QuickBooks, Where to Get Help, Settings
- Inviting your accountant into your QuickBooks Online file
- How to get help and how to search for transactions
- Accounts and settings in the gear icon
14. Saving Time Using Shortcuts & Tips in QuickBooks Online
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Keyboard shortcuts - invoices, expenses
15. Test Your Bookkeeping Skills: Comprehensive Example
- journal entries
- Trial Balance
- General Ledger
- Which lesson(s) was the most interesting?
