QuickBooks Online: Introduction (Part 1)

Are you considering using QuickBooks Online (QBO) for your business? Or maybe you already use it but know that you’re not using it to its fullest potential? Then plan to take our “test drive” hands-on workshop facilitated by a local QuickBooks ProAdvisor!

What’s the difference between QuickBooks Desktop and QuickBooks Online?

Part I (Introduction) will cover:

• Features, benefits, and summary of file types
• Navigating Home Page/Dashboard, Insights, & Settings/Preferences
• Importing Customers, Vendors, Products & Services lists
• Setting up your chart of accounts
• Setting up users
• Creating customers and vendors
• Connecting your bank account to QuickBooks
• Creating customer invoices
• Recording bank deposits
• Entering bills & writing checks
• Reconciling bank and credit card accounts
• Recording credit card charges

Part 2 (Mastering) will cover:

• Inventory set-up and use
• Creating Purchase Orders
• Creating Estimates
• Setting up employees, tracking time, and processing payroll
• Reports
• Sales Tax set-up
• Credit Card processing
• Journal entries
• Intuit App Center

Additional Info: This class is followed by QuickBooks Online Part 2, on Thursday, June 24. It is NOT required to take Part 1 before Part 2.

You will need to register separately for Part 2 here.