This course runs for a duration of 1 day.
The class will run daily from 9 AM CT to 3:45 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
QuickBooks Online OR QuickBooks Desktop?
This course is for QuickBook Online users. They access the software from the cloud.
QuickBooks Desktop users, on the other hand, have the software installed directly on the computer and should instead see:
Keep Going With QuickBooks
Course Overview
This QuickBooks Online Advanced course teaches the advanced features and functionality of Intuit's cloud-based software application. Specifically, you will learn more about inventory, purchase orders, the accounting cycle, and payroll. In addition, we review customizing, fine-tuning, and other extended capabilities of QuickBooks Online.
Tracking Inventory
Enabling Tracking
Entering Inventory
Non-Inventory Products
Inventory Adjustments
Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order
Credits, Returns, Taxes and Refunds
Vendor Credits/Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Reports
Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
Journal Entries and Recurring Transactions
Fixed Assets and Long-Term Liabilities
Transferring Funds Between Accounts
Petty Cash
Handling Uncollectible Receivables/Bad Debts
Creating and Reviewing Budgets
Customizing, Fine-Tuning, and Extending Capabilities
Customizing Reports
Sending Reports
Adding a Custom Field to Sales Forms
Protecting Confidential Information
Enabling Privacy Mode on the Dashboard
Setting User Permissions
Keyboard Shortcuts
Extending Capabilities with Apps
The QuickBooks Community
Staying on Track: The Accounting Cycle,
Generally Accepted Accounting Principles and the Accounting Cycle
GAAP
Class Tracking
Location Tracking
Accounting Cycle Steps
Project Tracking
Tags
Delayed Charges and Credits
Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Assembling Management Reports
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History
Using Payroll in QuickBooks Online
Introducing Payroll
Payroll Setup
The Workers/Employees Center
Run Payroll
Payroll Taxes
Payroll Tax Forms
Payroll Reports
Attendees should have a familiarity with QuickBooks Online and have taken the QuickBooks Online QuickStart introductory course or have equivalent experience.
