Quickbooks Online Essentials Training (2 half days)

Quickbooks Online: Essentials Training + BONUS OFFER

In this online course with discussion, we will be going over everything listed below and have special Q&A at the end of each section to make sure you get all your needs addressed. 

Account Setup

Get started and set up the right way

· Set up your company the correct way! If you are already set up, learn how to fix any errors you initially made.

· Set up online banking and connect your bank and credit cards. Learn how QuickBooks can enter several transactions for you!

· Manually import bank transactions from smaller financial institutions.

· The best way to navigate QuickBooks to find what you are looking for!

Everyday revenue & expense transactions

The how and why of standard QuickBooks transactions

· Sales & money in:

         · Invoices, sales receipts, payments, deposits, credit memos, and customer statements.

         · Run and customize sales & customer reports to get better insights about customers and sales.

         · Stay on top of who owes you money.

· Expenses & money out:

         · Bills, bill payments, checks, electronic payments, debit card purchases, bills vs. checks, petty cash, and vendor credits.

         · Run and customize expense & vendor reports to get better insights about how and where you’re spending money.

Sales Tax

· Sales Taxes: set up, adjust, pay, and report sales taxes.

Special transactions

Difficult transactions…unless you know how!

· How to give and receive refunds.

· Record and apply credits you give customers or receive from vendors.

· Record credit card transactions – and train QuickBooks to do this for you.

· Determine when (and how) to Void a check vs. Deleting it.

Tips & tricks

Expert tips to get the most from QuickBooks

· Clean up your vital lists…like Customers, Vendors, and Accounts by learning how to add, edit, merge and delete list entries.

· Sort and customize lists to view the information you need.

· “Collapse” financial statements and remove lines with no balances.

· Run and manipulate reports (like your Profit & Loss Statement) by month, quarter, etc.

· Speed up navigation by working in multiple windows/screens.

Learn how to automate tasks for efficiency

Discover these powerful tools!

· Set up recurring transactions to save you time!

· Bank accounts and credit cards:

         · Teach QuickBooks to categorize and record transactions for you.

         · Learn how to determine when to “add”, “match” or “exclude” a transaction.

         · How to reconcile your bank accounts on a monthly basis.

Customizing QuickBooks to YOUR Company

Make QuickBooks look and work best for you

· Customize your invoice and other forms.

· Add Company logo and custom fields to invoices and other forms.

· Tailor your company preferences/settings to match how your business operates.

· Create and save custom reports.

· Customize who has access and what they can/can’t see:

         · Set up users and assign different access rights & permissions.

         · Track changes by user (audit log/trail).

Work with Reports

Better insights about your Company

· Customize the content and look of your reports.

· Manipulate reports to get the info you need.

· Save customized reports, so you aren't recreating these each month/quarter etc.

**SPECIAL BONUS OFFERING**

DEXT ACCOUNTING SOFTWARE TRAINING AND ONE MONTH FREE SUBSCRIPTION!

· Eliminate the need to hold onto paper invoices and receipts with this Cloud-based software.

· Integrate Dext with your company's QuickBooks Online.

· Set-up your company the correct way!

· Customize who has access and what they can/can’t see:

         · Set up users and assign different access rights & permissions

· Learn the different methods of uploading documents.

· The software extracts information from the invoices you upload for more efficient record keeping.

· Receive a one-month free subscription with unlimited users and unlimited scans.

A Certificate of Completion will be issued for each participant.