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7
Modules
48
Sujets
3-4
hours
Modules (7)
Resources ()
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learn how to set up and use quickbooks online to handle transactions for your business with this free online course.
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Module 1
Getting Started With QuickBooks Online
Resources availableGet introduced to the QuickBooks Online accounting software in this module. You will learn how to select the right subscription plan for your business needs, the functions of the software, and how QuickBooks Online works with mobile devices.Getting Started With QuickBooks Online - Learning Outcomes
Démarrez TopicWelcome and Overview
Démarrez TopicQuickBooks Online Subscriptions
Démarrez TopicQuickBooks Online & Mobile Devices
Démarrez TopicGetting Started With QuickBooks Online - Lesson Summary
Démarrez Topic -
Module 2
QuickBooks Company Files
Resources availableLearn about how to set up and navigate through a QuickBooks Online account from this module. You will also discuss how to upload desktop files to the online version and the elements of the QuickBooks Online user interface.QuickBooks Company Files - Learning Outcomes
Démarrez TopicAccessing QuickBooks Online Sample Files
Démarrez TopicSetting Up A New Company File
Démarrez TopicUploading QuickBooks Desktop Files to the Online Version
Démarrez TopicOverview of the User Interface
Démarrez TopicQuickBooks Company Files - Lesson Summary
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Module 3
Customizing Company Files
Resources availableLearn about various options for customizing your company files on QuickBooks Online. You will discuss the tools and settings in the gear menu, the ways of managing user access rights, and setting up the Chart of Accounts.Customizing Company Files - Learning Outcomes
Démarrez TopicThe Gear Menu
Démarrez TopicCustomizing Your Company File
Démarrez TopicCustomizing Your Company File - Part 2
Démarrez TopicManaging Users
Démarrez TopicChart of Accounts - Part 1
Démarrez TopicChart of Accounts - Part 2
Démarrez TopicCustomizing Company Files - Lesson Summary
Démarrez Topic -
Module 4
Customers
Resources availableLearn about handling customers and customer information in QuickBooks Online from this module. You will discuss how to create a customer or a sub-customer, along with ways to edit, make inactive, and import customers.Customers - Learning Outcomes
Démarrez TopicCustomer List
Démarrez TopicAdding Customers
Démarrez TopicAdding Sub-Customers
Démarrez TopicEditing Customer
Démarrez TopicMaking Customers Inactive
Démarrez TopicImporting Customers
Démarrez TopicCustomers - Lesson Summary
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Module 5
Sales Transactions
Resources availableLearn about recording and generating reports on sales transactions on QuickBooks Online from this module. You will discuss how to record sales and payments, issuing credit memos and statements to customers, and different types of sales and customer report.Sales Transactions - Learning Outcomes
Démarrez TopicSales Overview
Démarrez TopicSales Receipts
Démarrez TopicInvoicing Customers
Démarrez TopicRecording Customer Payments
Démarrez TopicMake Deposits
Démarrez TopicCredit Memos
Démarrez TopicRefunds
Démarrez TopicStatements
Démarrez TopicTags
Démarrez TopicCustomer & Sales Reports
Démarrez TopicSales Transactions - Lesson Summary
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Module 6
Products & Services
Resources availableLearn about different processes and reports related to products and services on QuickBooks Online. You will discuss various types of products and services, setting up purchase orders, and receiving products into your business inventory.Products & Services - Learning Outcomes
Démarrez TopicOverview of Products & Services
Démarrez TopicAdding New Products & Services
Démarrez TopicAdding Inventory Products
Démarrez TopicPurchase Orders
Démarrez TopicReceiving Products Into Inventory
Démarrez TopicProduct & Service Reports
Démarrez TopicProducts & Services - Lesson Summary
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course assessment: Introduction to QuickBooks Online
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Module 7
Course assessment
Resources available