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Introducing QuickBooks Online
September 12, 2022
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QuickBooks Online is a cloud-based accounting system that is accessible anytime, anywhere, from any device. This 3 part recorded training session will cover the basics of QuickBooks Online, including how to use many useful features and how to navigate the program itself.

Part one covers the following topics:

  • Discuss some accounting basics
  • Access the test drive data file
  • QuickBooks user interface features
  • Navigate the Search, New, and Gear menus
  • Use the Navigation bar to access the Sales and Expenses centers
  • Identify features that appear on the Dashboard
  • The accounting behind the scenes in QuickBooks
  • Entering Transactions in QuickBooks

View Part 1

Part two covers the following topics:

  • Set up customer records in the Customer Center
  • Track income and expenses by Job
  • Record Sales Receipts
  • Use the Undeposited Funds account to track your cash receipts
  • Record Invoices and Payments from customers
  • Customer Statements
  • Price Rules
  • Record bank deposits of cash, check, and credit card receipts

View Part 2

Part three covers the following topics:

  • Set up vendors in the Vendor list
  • Understand how to use classes in QuickBooks
  • Use QuickBooks for job costing
  • Enter expense transactions in several different ways
  • Manage Accounts Payable transactions
  • Void Checks
  • Track credit card charges and payments
  • Reconciling Accounts
  • Create several different business management reports
  • i.e.Balance Sheet
  • i.e.Profit and Loss
  • Customize the look of reports and filter the data on reports
  • Memorize Reports
  • Use QuickZoom to see the “numbers behind the numbers” on reports
  • Export reports to spreadsheets for further analysis

View Part 3

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Herndon, VA 20170
(207) 772-1147

Copyright © 2023 SCORE Association,

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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