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 StartedProduct 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
Getting StartedProduct 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 OnlineNavigating 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.)
Navigating QuickBooks OnlineNavigating 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
Expense & Purchase Transactions – Checks, expenses, bills, and bill payments}
Banking Transactions – Deposits, transfers, uploading transactions, and reconciliations
Tuesday, November 28
ReportingReporting 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
ReportingReporting 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
Location: Chemeketa Center for Business & Industry, 626 High Street NE, Downtown Salem
Cost: $399
Registration and Information: 503.399.5088
