Online course participants get access to:
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A series of 47 step-by-step self-paced screencast training videos
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Access to the course developer to answer any questions via the Discussion feature in Thinkific.
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First-hand knowledge of QuickBooks Online from an experienced Certified Public Accountant (CPA) and Advanced QuickBooks Online ProAdvisor.
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Best practices that will help set up an ongoing bookkeeping process for your business.
Course curriculum
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1
Module 1: Administration
- Connecting Bank Accounts
- Setting Opening Bank Balance
- Company Settings
- Managing Users
- Overview of the Chart of Accounts
- Adding and Deleting Accounts
- Merging Accounts
- Accounting for Equity
- Setting Up Opening Balances
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2
Module 2: Banking Center
- Overview of the Banking Center
- Bank Register
- Introduction to Categorizing Your Transactions
- Creating and Matching Transactions in the Bank Feed
- Recording Transfers
- Creating Bank Rules
- Using the Bulk Function (Add, Exclude, Undo)
- Splitting Transactions
- Manually Adding Bank Transactions
- Disconnecting a Bank Account or Credit Card
- Recurring Expenses
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3
Module 3: Invoicing
- Invoice Settings
- Sales Tax Center
- Updated Sales Tax Center
- Introduction to Items (Products and Services)
- Creating a Service
- Creating a Product
- Creating an Invoice
- Receiving Payment on an Invoice
- Matching Receipt of Payment to the Deposit
- Matching Multiple Payments or Invoices to One Deposit
- Billable Expenses
- Time Tracking and Billable Time
- Refund Receipts
- Sales Receipts
- Creating an Estimate
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4
Module 4: Bills and Purchase Orders
- Bills, Expenses, and Purchase Order Settings
- Creating a Bill
- Paying a Bill
- Setting Up Vendors for 1099 Preparation
- Purchase Orders
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5
Module 5: Reconciling and Reporting
- Introduction to Reconciling and Reporting
- Reconciling Bank and Credit Card Accounts
- Troubleshooting Your Reconciliation Errors
- Running a Profit & Loss
- Profit and Loss Variations
- Running a Balance Sheet
- Custom and Management Reports