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1. QBO Foundations


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Alicia Katz Pollock

This collection of basic-level essential courses teaches you the core concepts of using QBO. Beginners succeed here!

Learn how to use QuickBooks® faster with Alicia Katz Pollock. No guesswork. No confusion. No costly mistakes. Spend less time crunching numbers and more time growing your business.

Lifetime access to evergreen courses that you can pause, rewind, speed up, and watch again and again as you apply what you learn to each situation as it crops up.

There's a Discussion Board in every class where you can ask questions and get help with your sticky situations!

 

Here is a list of the goals:

1. Beginner's Guide to QuickBooks Online

QuickBooks Online is the most popular software for running your business. It helps you take payments from your customers and record your expenses. It also gives you the reports you need to see how ...

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2. QuickBooks Online: From Setup to Tax Time

This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and busines...

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3. Banking Center in QBO

This QuickBooks Online Banking tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.

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4. Reconciling in QBO

Reconciliation is how you confirm that your QuickBooks Online checking accounts, savings accounts, credit cards, and loan balances are correct. If you don’t reconcile correctly every month, your re...

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5. 10 Best Practices in QuickBooks Online

Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping.

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6. Setting Up QBO

Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, sett...

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7. Custom Form Styles in QBO

Customize your QuickBooks Online Invoices, Sales Receipts and Estimates so that they reflect your company’s branding and style. You can even edit the email content to reflect your unique messaging.

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8. Credit Cards in Business and QBO

Business owners love credit cards to manage cash flow, but they are risky to use as a funding source. Learn to manage them in QuickBooks Online, especially corporate credit cards with subcards. We’...

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9. QBO To-Go: The QuickBooks Mobile App

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, and snap pictures of receipts all from your cellphone!

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10. GoPayment® - Swiping Credit Cards for QuickBooks

The GoPayment® phone app with Payments-only Users are a game changer if you swipe credit cards!

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11. Chart of Accounts in QBO

Learn to set up your QuickBooks Chart of Accounts according to accounting principles: bookkeeping terms, general ledger, Balance Sheet, and P&L statements.

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12. Products, Services, & Inventory in QBO

Learn to use Intuit QuickBooks Online’s Products and Services list to track your services, product lines, and cost of goods sold. Manage your inventory seamlessly.

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13. Sales Tax in QBO

Learn how to use the new Intuit QuickBooks Online Automated Sales Tax calculator. Assess sales tax liability by customer type and product sales. eFile state and local taxes.

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14. 3rd Party Apps for QBO

Learn about 3rd party apps that integrate with QuickBooks Online.

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15. Running Reports in QBO

Learn to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts Payable, Accounts Receivable, Products & Services, and Cash Flow.

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