Course curriculum

  • 1
    Introductory Session: Welcome & Introduction
    • About This Training (M1 Si T1)
    • Whats in How QBO Works (M1 Si T2)
    • Whats in Customers and Sales (M1 Si T3)
    • Whats in Vendors and Bills (M1 Si T4)
    • Whats in Mastering Advanced QBO (M1 Si T5)
    • Becoming a Certified QuickBooks Specialist (M1 Si T6)
  • 2
    I Session 1: How QuickBooks Online Works
    • Who is Intuit (M1 S1 T1)
    • Versions of QBO (M1 S1 T2)
    • QBO is Form Driven (M1 S1 T3)
    • Introduction to Lists (M1 S1 T4)
    • Introductions to Products and Services (M1 S1 T5)
    • LA: Activating Your QBO Software (M1 S1 T6)
  • 3
    I Session 2: Accounting 101
    • The Chart of Accounts (M1 S2 T1)
    • The Balance Sheet (M1 S2 T2)
    • The Fundamental Accounting Equation (M1 S2 T3 )
    • The Profit and Loss Statement (M1 S2 T4)
    • Learning Activity: The Profit and Loss Statement (M1 S2 T5)
  • 4
    I Session 3: QuickBooks Online Accounting 101
    • Using Forms in QuickBooks Online (M1 S3 T1 )
    • Using Registers or Forms (M1 S3 T2)
    • Setting Up the Chart of Accounts (M1 S3 T3)
    • Subaccounts (M1 S3 T4 )
    • When to use the General Journal (M1 S3 T5)
    • Entering Journal Entries (M1 S3 T6 )
    • Learning Activity: The Balance Sheet Report (M1 S3 T7)
  • 5
    I Session 4: Mastering Navigation Basics
    • The Dashboard (M1 S4 T1)
    • The Left Menu Bar (M1 S4 T2)
    • The Quick Create PLUS (M1 S4 T3)
    • The Gear Tool (M1 S4 T4)
    • The Help Menu (M1 S4 T5)
    • What You See on the Screen (M1 S4 T6)
    • Multiple Tabs (M1 S4 T7)
    • Learning Activity: Setting Up Accounts (M1 S4 T8)
  • 6
    I Session 5: Getting Help & Finding and Correcting Mistakes
    • Getting Help in QBO (M1 S5 T1)
    • Finding and Correcting Mistakes Safely (M1 S5 T2)
    • Learning Activity: Dashboard (M1 S5 T3)
  • 7
    I Session 6: Setting up a New Company
    • When Do You Create a New Company (M1 S6 T1)
    • Setting up a new company (M1 S6 T2)
    • Lets Go (M1 S6 T3)
    • Starting Date (M1 S6 T4)
    • Beginning Balances (M1 S6 T5)
    • Historical Data (M1 S6 T6)
    • Opening Balance Equity Account (M1 S6 T7)
    • Default Chart of Accounts (M1 S6 T8)
    • Importing and Exporting CSV files (M1 S6 T9)
  • 8
    I Session 7: Account and Settings
    • The Gear Icon (M1 S7 T1)
    • Company (M1 S7 T2)
    • Usage (M1 S7 T3)
    • Sales: Custom Form Styles (M1 S7 T4)
    • Sales: Sales Form Content (M1 S7 T5)
    • Sales: Products and Services (M1 S7 T6)
    • Sales: Product Invoicing (M1 S7 T7)
    • Sales: Messages (M1 S7 T8)
    • Sales: Reminders (M1 S7 T9)
    • Sales: Online Delivery (M1 S7 T10)
    • Sales: Statements (M1 S7 T11)
    • Expenses: Bills and Expenses (M1 S7 T12)
    • Expenses : Purchase Orders (M1 S7 T13)
    • Expenses : Messages (M1 S7 T14)
    • Advanced: Accounting (M1 S7 T15)
    • Advanced : Company Type (M1 S7 T16)
    • Advanced : Chart of Accounts (M1 S7 T17)
    • Advanced: Categories (M1 S7 T18)
    • Advanced: Automation (M1 S7 T19)
    • Advanced: Projects (M1 S7 T20)
    • Advanced: Time Tracking (M1 S7 T21)
    • Advanced :Currency (M1 S7 T22)
    • Advanced: Other Preferences (M1 S7 T23)
  • 9
    I Session 8: Other Gear Links and Shortcuts
    • Manage Users (M1 S8 T1)
    • Custom Form Styles (M1 S8 T2)
    • Chart of Accounts (M1 S8 T3)
    • QuickBooks Labs (M1 S8 T4)
    • Lists (M1 S8 T5)
    • Tools (M1 S8 T6)
    • Profile (M1 S8 T7)
  • 10
    I Session 9: Introduction to Reporting
    • Reports Menu (M1 S9 T1)
    • Standard Reports (M1 S9 T2 )
    • QuickZoom (M1 S9 T3)
    • The Customize Reports Buttons (M1 S9 T4)
    • Cash vs Accrual Accounting (M1 S9 T5)
    • Learning Activity: Cash vs Accrual (M1 S9 T6)
    • Learning Activity Reports (M1 S9 T7 )
  • 11
    QuickBooks Online Module I Practice Exam
    • QuickBooks Online Module 1 Practice Exam
  • 12
    II Session 1: Lists in QuickBooks Online
    • Understanding Lists (M2 S1 T1)
    • Adding to Lists (M2 S1 T2)
    • Lists Rules and Limitations (M2 S1 T3)
    • Making List Items Inactive (M2 S1 T4)
    • Modifying List Items (M2 S1 T5)
    • Merging List Items (M2 S1 T6)
    • More on Making List Items Inactive (M2 S1 T7)
    • Learning Activity: QuickBooks Lists (M2 S1 T8)
  • 13
    II Session 2: Creating Customers
    • Who you add to the Customer List (M2 S2 T1)
    • Customers (M2 S2 T2)
    • Setting Up Customers (M2 S2 T3)
    • Using Sub-Customers (M2 S2 T4)
    • Classes ( M2 S2 T5)
    • Entering Classes (M2 S2 T6)
    • What Shows Up on Reports with Classes (M2 S2 T7)
    • Locations (M2 S2 T8)
    • Learning Activity_Adding Customers (M2 S2 T9)
  • 14
    II Session 3: The Items List
    • What Items Do for You (M2 S3 T1)
    • When must you use Items (M2 S3 T2)
    • Inventory Items (M2 S3 T3)
    • Non-Inventory Items (M2 S3 T4)
    • Service Item (M2 S3 T5)
    • Bundle Items (M2 S3 T6)
    • Items Tab vs Categories Tab (M2 S3 T7)
    • Learning Activity_Setting up a Service Item (M2 S3 T8)
  • 15
    II Session 4: Invoices From Estimates
    • Creating Estimates (M2 S4 T1)
    • Entering Items on Estimates (M2 S4 T2)
    • Invoicing From Estimates (M2 S4 T3)
    • Learning Activity: Creating Estimates (M2 S4 T4)
  • 16
    II Session 5: Invoicing for Time and Costs
    • Assigning Costs to Customers (M2 S5 T1)
    • Assigning Time to Customers (M2 S5 T2)
    • Expenses in Job Costing (M2 S5 T3)
    • Invoicing Customers for Time and Costs (M2 S5 T4)
    • Learning Activity: Job Cost Invoices (M2 S5 T5)
  • 17
    II Session 6: Invoicing From Scratch
    • Entering Items on Invoices (M2 S6 T1)
    • Subtotals (M2 S6 T2)
    • Discounts (M2 S6 T3)
    • Entering Down Payments (M2 S6 T4)
    • Printing Invoices (M2 S6 T5)
    • Emailing Forms (M2 S6 T6)
    • Marking Items as Send Later (M2 S6 T7)
    • Learning Activity_Creating Invoices (M2 S6 T8)
  • 18
    II Session 7: Money - Receiving Payments and Depositing in the Bank
    • Enter Invoice then Receive Payment (M2 S7 T1)
    • Undeposited Funds (M2 S7 T2)
    • Receive Payments (M2 S7 T3)
    • Partial Payment (M2 S7 T4)
    • Sales Receipts (M2 S7 T5)
    • Making a Deposit (M2 S7 T6)
    • Deposits Other than Undeposited Funds (M2 S7 T7)
    • Learning Activity: QuickBooks Deposits (M2 S7 T8)
  • 19
    II Session 8: Trobleshooting Customer Management
    • Issuing Credits to your Customers (M2 S8 T1)
    • Income Tracker and Customers (M2 S8 T2)
    • Bounced Checks (M2 S8 T3)
    • Customer Statements (M2 S8 T4)
    • Adjust Inventory (M2 S8 T5)
  • 20
    QuickBooks Online Module II Practice Exam
    • QuickBooks Online Module 2 Practice Exam
  • 21
    III Session 1: Creating Vendors
    • Who do we add to the Vendor List (M3 S1 T1)
    • The Expenses Center (M3 S1 T2)
    • Vendor Information (M3 S1 T3)
    • Learning Activity: Adding Vendors (M3 S1 T4)
  • 22
    III Session 2: Purchase Orders
    • When and why to use Purchase Orders (M3 S2 T1)
    • Purchase Orders are non-posting (M3 S2 T2)
    • Entering Purchase Orders (M3 S2 T3)
    • Assigning Job Costing to a Purchase Order (M3 S2 T4)
    • Receiving Purchase Orders (M3 S2 T5)
    • Inventory Item Flow (M3 S2 T6)
    • Learning Activity: Entering a PO (M3 S2 T7)
  • 23
    III Session 3: Entering Bills
    • When do I enter Bills (M3 S3 T1)
    • Item Details tab vs Category Details tab (M3 S3 T2)
    • Entering Bills from scratch (M3 S3 T3)
    • Job Costing on Bills (M3 S3 T4)
    • Invoicing Customers for Bills (M3 S3 T5)
    • 1099s and 1096s (M3_S3_T6)
    • Learning Activity: Recording Purchase Orders and Bills (M3 S3 T7)
    • QBO Section 3
  • 24
    III Session 4: Paying Bills
    • Unpaid Bills Report (M3 S4 T1)
    • Displaying and Sorting Bills (M3 S4 T2)
    • Selecting the Bills You Want to Pay (M3 S4 T3)
    • Paying with a Credit Card or Check (M3 S4 T4)
    • Print the Bill Payment Checks (M3 S4 T5)
    • Credits for Vendors (M3 S4 T6)
    • Pay Bill from Check (M3 S4 T7)
    • Learning Activity: Pay Bills (M3 S4 T8)
    • QBO Section 4
  • 25
    III Session 5: Entering Checks
    • Writing Checks vs Entering Bills (M3 S5 T1)
    • Writing Checks vs Using Registers (M3 S5 T2)
    • Job Costing on Checks (M3 S5 T3)
    • Debit Cards and Checking Accounts (M3 S5 T4)
    • Handwritten Checks (M3 S5 T5)
    • Learning Activity: Create Checks (M3 S5 T6)
    • QBO Section 5
  • 26
    III Session 6: Checking Account Associated Transactions
    • Voiding Transactions (M3 S6 T1)
    • Deleting Transactions (M3 S6 T2)
    • Petty Cash Account (M3 S6 T3)
    • Using the Petty Cash Account (M3 S6 T4)
    • Learing Activity: Opening Balances, City Clothing (M3 S6 T5)
    • Learning Activities: Sales Receipts, City Clothing (M3 S6 T6)
    • Learning Activity: Deposit, City Clothing (M3 S6 T7)
    • Learning Activity: Checks and General Journal, City Clothing (M3 S6 T8)
    • Learning Activity: Reports, City Clothing (M3 S6 T9)
    • QBO Section 6
  • 27
    III Session 7: Reconciling the Bank Account
    • The Bank Statement (M3 S7 T1)
    • Beginning Balance (M3 S7 T2)
    • Getting the Befinning Balance Right (M3 S7 T3)
    • First Time Reconciliation (M3 S7 T4)
    • Reconciling the Bank Statement and QuickBooks (M3 S7 T5)
    • Correcting Mistakes (M3 S7 T6)
    • What if the Bank Makes a Mistake (M3 S7 T7 )
    • Letting QuickBooks FIX IT for you (M3 S7 T8)
    • Clearing Transactions in the Register (M3 S7 T9)
    • Bank Feeds (M3 S7 T10)
    • Learning Activity: Bank Feeds (M3 S7 T11)
    • Learning Activities: Chart of Accounts and BBs, Barrys Gas and Groceries (M3 S7 T12)
    • Learning Activity: Weekly Deposits, Barrys Gas and Groceries (M3 S7 T13)
    • Learning Activity: Invoice as a Journal Entry, Barrys Gas and Groceries (M3 S7 T14)
    • Learning Activity: Checks, Barrys Gas and Groceries (M3 S7 T15)
    • Learning Activity: Bill, Barrys Gas and Groceries (M3 S7 T16)
    • Learning Activity: After the Fact Payroll, Barrys Gas and Groceries (M3 S7 T17)
    • Learning Activity: General Journal, Barrys Gas and Groceries (M3 S7 T18 )
    • Learning Activity: Reports, Barrys Gas and Groceries (M3 S7 T19)
    • QBO Section 7
  • 28
    III Session 8: Credit Card Transactions
    • Setting up Credit Card Accounts (M3 S8 T1)
    • Entering Credit Card Purchases (M3 S8 T2)
    • Credit on Credit Cards (M3 S8 T3)
    • Reconciling the Credit Card Account (M3 S8 T4)
    • Paying the Credit Card Bill (M3 S8 T5)
    • Learning Activity: Entering Bank Feeds and Reconciliations (M3 S8 T6)
  • 29
    QuickBooks Online Module III Practice Exam
    • QuickBooks Online Module 3 Practice Exam
  • 30
    IV Session 1: Setting up Payroll
    • QBO Payroll Subscriptions (M4_S1_T1 )
    • QBO Running Payroll (M4 S1 T2)
    • QBO Payroll Settings (M4 S1 T3)
    • QBO Employee Settings (M4 S1 T4)
    • QBO Enter time for employees and vendors (M4 S1 T5)
    • QBO Printing Paychecks (M4 S1 T6)
    • QBO Printing Paystubs (M4 S1 T7)
    • QBO Learning Activity: Payroll (M4 S1 T8)
  • 31
    IV Session 2: Sales Tax
    • QBO Sales Tax (M4 S2 T1)
    • QBO Setting up Sales Tax Items (M4 S2 T2)
    • QBO Setting up Combined Sales Tax (M4 S2 T3)
    • QBO Sales Tax Categories (M4 S2 T4)
    • QBO Assigning Sales Tax Codes to Customers (M4 S2 T5)
    • QBO Let QuickBooks Calculate the Sates Tax (M4 S2 T6)
    • QBO Paying Sales Tax to the Government (M4 S2 T7)
    • QBO Learning Activity: Create Sales Tax Group (M4 S2 T8)
  • 32
    IV Session 3: Customizing & Creating Reports
    • QBO The Report Center (M4 S3 T1)
    • QBO Adding Columns (M4 S3 T2)
    • QBO Changeing the Column Width (M4 S3 T3)
    • QBO Moving Columns (M4 S3 T4)
    • QBO Headers and Footers ( M4 S3 T5)
    • QBO Sorting Filters (M4 S3 T6)
    • QBO Memorizing Reports (M4 S3 T7)
    • QBO Interface with Excel (M4 S3 T8)
  • 33
    IV Session 4: Finding Transactions & Saving Time
    • QBO Audit Log (M4 S4 T1)
    • QBO Finding Transactions (M4 S4 T2)
    • QBO Shortcut Commands (M4 S4 T3)
    • QBO Memorized Transactions (M4 S4 T4)
    • QBO Fixed Assets (M4 S4 T5)
    • QBO Depreciation (M4 S4 T6)
    • QBO Attached Documents (M4 S4 T7)
    • QBO Budgets (M4 S4 T8)
    • QBO Year-End Closing (M4 S4 T9)
  • 34
    CR Construction Learning Activity
    • Learning Activity - CR Construction Introduction
    • Enter these Job Statements as Estimates
    • Enter Receipts
    • Checks
    • General Journal
    • CR Construction Financial Statements
  • 35
    QuickBooks Online Module IV Practice Exam
    • QuickBooks Online Module 4 Practice Exam
  • 36
    QuickBooks Online Final Exam
    • QuickBooks Online Final Exam
  • 37
    Additional Training Available
    • ADVANCED WEBINARS by Hector Garcia, CPA
    • Intuit ProAdvisor Programs
    • QB Power Hour