QuickBooks Online


By Chemeketa SBDC

The purpose of this course is to familiarize users and prospective users with the basics of QuickBooks Online. Attendeeds will use (test drive) a sample company (Craig’s Landscaping), see options and make case study entries.
Tuesday, November 7
Getting Started
Product Overview – benefits of QuickBooks Online, features of various subscriptions
Importing Data – exporting Desktop data to Online, importing lists to Online
Setting Up a Company – users, lists, and company settings

Tuesday, November 14
Navigating QuickBooks Online
Navigating Client Home (Dashboard), the Customer Center, and the Vendor Center
Using the Left Hand Navigation Tabs for Efficiency
Quick Creation of Documents (Invoices, checks, bills, receipts, etc.)

Tuesday, November 21Recording TransactionsSales & Revenue Transactions – Sales receipts, invoices, payments, and deposits”
Expense & Purchase Transactions – Checks, expenses, bills, and bill payments}
Banking Transactions – Deposits, transfers, uploading transactions, and reconciliations

Tuesday, November 28
Reporting
Reporting Capabilities – Customization, QuickZoom, settings, and wide reports
Business Dashboard and Overview
Specific Reports – sales, accounts receivable & payable, expenses & purchases, budgets, etc.
Customizing Reports and Exporting Reports to Excel
Date: Tuesdays, November 7 – November 28Time: 8:30 am to 11:30 am
Location: Chemeketa Center for Business & Industry, 626 High Street NE, Downtown Salem
Cost: $399
Registration and Information: 503.399.5088