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QBO Videos

QuickBooks® Online KnOWLedge Base


Course
Alicia Pollock

Over 9 hours of QuickBooks® Online tutorials with Alicia. Learn how to streamline your workflow and maximize the value of the software’s special features. Find answers quickly and explore new topics in our collection of bite-sized video clips.

Learn QuickBooks® Online (QBO®)! As a business owner, trial-and-error costs you time and money. Learn the best ways set up and use QuickBooks® and QuickBooks Online® for your business from day one.

Enter your sales income from customers, specific to your business’s daily workflow. Track your company’s expenses. Run reports to understand your business’s growth … or lack of it.

You’ll also learn all the most common errors people make, so that you don’t make them, too.

Whether you’re new to QuickBooks® Online—or suspect you’re not using it correctly—you’ll learn all the basics (and a lot of tips & tricks) that will allow you to get the most out of your QBO® subscription, and watch your company thrive.

 

Note! Many of these videos were filmed in the 2015 version of QBO®. Your screen may look a little different. All the features are the same, just located in different places. If you're the kind of learner who needs to see exactly what is on your screen, please watch our QBO Fundamentals Course instead.

 

Watch the video for an overview of the course!

Here is the course outline:

1. Download the Book

This course comes with a free copy of Alicia's book, "Master QuickBooks Online: From Setup to Tax Time."

Download the book here

2. Introduction

About this course.

       Getting Started

3. Setting Up QBO

Choose the right version for you, and setting up your file.

Choosing Your Version of QBO
Choosing a Start Date
Importing from Desktop
Creating a New Company
Starting from Scratch
Welcome Screen & Company Settings
User Accounts
Sales Tax
Customizing Invoices & Sales Receipts
Merchant Services
Payroll and Timesheets
Quiz: Getting Ready for QBO Completion requirement
Quiz: Setting Up QBO Completion requirement

4. Creating a Chart of Accounts

Learn about standard COA categories, and modify it for your business's custom needs.

What is the Chart of Accounts?
Bank Accounts
Credit Card Accounts
AR & AP
Assets
Liabilities & Undeposited Funds
Owner’s Equity
Income Accounts
Cost of Goods
Expense Accounts
Other Income and Other Expense
Creating Accounts on the Fly
Deleting and Merging Accounts
Account Numbering
Quiz: The Chart of Accounts Completion requirement

5. Working with Lists

Lists are the backbone of QBO. Populate the dropdowns with your Customers, Vendors, Products & Services, Classes, and more.

Payment Methods
Terms
Attachments
Classes
Locations
Lists, Classes, and Locations Completion requirement

6. Products, Services, and Inventory

Set up a list of the services you provide and/or the products you sell. Add them to your Invoices and Sales Receipts to show customers what they paid for. Manage Inventory. Pay Subcontractors. Run reports to find out your best-selling products and services that make you the most money.

Setting Up QBO for Sales
Buying your Products
Price Rules
Selling Your Products and Services
Paying for Subcontracted Services
Managing Inventory
Product Profitability Reports
Quiz: Products, Services, and Inventory Completion requirement

7. Using the Interface

Getting around QBO.

Tour
Transactions Screen
Dynamic Buttons
Keyboard Shortcuts
QuickBooks Labs
Quiz: The Interface Completion requirement

8. Working with Customers

Everything you need to know to track your income and Accounts Receivable.

Working with the Customer Center
Sales Settings
Adding New Customers
Generic Customers
Inactivating/Deleting Customers
Merging Customers
Sales Receipts
Invoices
Receive Payments
Overpayment
Refunds
Credit Memos
Estimates
Taking Deposits
Bank Deposits
Payments and New Deposits Tab.
Bartering
Price Rules
Sending Invoices From Gmail Addresses in QuickBooks Online
Quiz: Working with Customers and Accounts Receivable Completion requirement

9. Working with Vendors

Everything you need to know to work with expenses, including Accounts Payable.

Working with the Vendor Center
Accounts Payable Settings
Adding New Vendors
Cleaning Up the Vendor List
Creating and Paying Bills
Writing Checks
Printing Checks
Using Credit Cards
Vendor Credits
Marking Expenses as Billable
Sending 1099s to Subcontractors
Quiz: Working with Vendors and Accounts Payable Completion requirement
New! Receipt Capture Expense OCR

10. Running Reports

Get the most out of QBO by slicing and dicing your data.

Which Reports are Available in Each QBO Version
Reports Center
Your Profit & Loss Report
The Balance Sheet Report
Company Snapshot
The Scorecard
Sales Reports
Review Expenses Reports
Accounts Receivable Reports
Accounts Payable Reports
Customized Reports
Quiz: Reports Completion requirement

11. Do Your Banking

Use the banking feed, make transfers, and reconcile your bank accounts.

Journal Entries
Transfers
Reconciling
Bank Feed: Importing Transactions
Bank Feed: Tips and Troubleshooting
Bank Feed: Matching Deposits, Loans, and Transfers
Recurring Transactions
Corporate Credit Cards
Quiz: The Banking Feed Completion requirement
Quiz: Reconciling Completion requirement

12. Year-end: Wrapping up for Tax Time

Additional steps for cleaning up your books and preparing for the new year.

Make a Backup of your QBO File
Close the Books
Analyze Your Business with Reports
Take Inventory
Make sure your transactions are in the right accounts: P&L
Make sure your transactions are in the right place: Balance Sheet

13. Special Topics

All the little things that make QBO easier to use.

Providing Feedback to Intuit
Apps to Extend QBO Abilities
Backing Up & Exporting Data
Using on a Smartphone or Tablet
Customer Workflow Summary
Daily Bookkeeping
Top 10 Mistakes People Make
Mileage Tracker
Quiz: Special Topics Completion requirement

14. Troubleshooting Techniques

How to solve problems that crop up in QuickBooks Online.

How to fix duplicate deposits that came in through the Banking Feed
When you run Payroll out of the wrong account

15. QBO for Accountants (QBOA)

These features are specific to the Accountants version of QuickBooks Online. Bookkeepers, here are powerful techniques for your bag of tricks!

The Overview Tab
Reclassify Tool
Exporting QBO to Desktop

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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