QuickBooks Online Data Entry And Analysis

This course includes lifetime access so you can complete it at your own speed.

This course is designed for those interested to learn the basics of QuickBooks online for data entry and analysis, how to navigate through, make a double entry in the accounting system, use the balance sheet options, make income statement and statement of equity and do budgeting.

Benefits of taking this course include:

• Unlimited and lifetime access to the course
• Learn the course at your own pace
• Course can be accessed on any platform
• 24/7 Customer support

This is a comprehensive QuickBooks Pro course that contains current video content, meaning all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.

The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also helped in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.

We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks is something best learned by doing and by applying skills to the QuickBooks application.

The QuickBooks Online Data Entry And Analysis will cover the following topics:

Section 1 - Introduction

• QuickBooks Online Course Overview
• QuickBooks Online Set Up (Copy)

Section 2 - Navigating Through QuickBooks

• Navigating Through QuickBooks
• Vendor Section
• Customers Section
• Other Section
• Employee Section
• Forms
• Lists
• Help Options
• Pint And Export Reports
• Backup Files

Section 3 - Balance Sheet And Balance Sheet Options

• Balance Sheet And Balance Sheet Options
• Balance Sheet
• Balance Sheet – General Options
• Balance Sheet – Remove Date Time
• Balance Sheet – Header And Footer
• Comparative Balance Sheet
• Summary Balance Sheet
• Memorize Report

Section 4 - Profit And Loss - Income Statement

• Profit And Loss – Income Statement Overview
• Profit And Loss
• Income Statement Custom
• Comparative Profit And Loss
• Vertical Analysis Profit And Loss
• Percent Of Expense Profit And Loss

Section 5 - Other Reports

• Other Reports Overview Section
• Sales By Customer Report
• Sales By Item Summary Report
• Accounts Receivable Aging Summary
• Accounts Payable Aging Report

Section 6 - Start A New Company File

• Start a New Company File Overview
• Set Up New Company And Preferences
• Part 1 Item – Service Set Up
• Part 2 Item – Inventory Set Up
• Customer Balance Setup
• Vendor – New Vendor And Opening Balance
• Set Up New Accounts And Export Trial Balance To Excel
• Payroll Options
• Set Up New Employees
• Transaction List By Date
• Adjusted Beginning Account Balances

Section 7 - Enter Data For The First Month Of Operations

• Enter Data For The First Month Of Operations
• Record Owner And Loan Deposit
• Part 1 – Record Purchase Furniture
• Part 2 – Record Short-Term Investment
• Sales Tax U
• Part 1 – Purchase Order
• Part 2 – Purchase Order Add Inventory Item
• Part 1 – Create Invoice With Inventory
• Part 2 – Invoice With Inventory
• Undeposited Funds Set Up
• Part 1 – Receive Payment
• Part 2 – Receive Payment
• Part 1 – Sales Receipt
• Part 2 – Sales Receipt
• Sales Receipt And Payment Correct
• Deposit Record
• Expense Billable Setting Turn On
• Inventory Payment Tied To Purchase Order
• Part 2 – Inventory Payment Tied To Purchase order
• Correct Check Add Billable Customer
• Part 1 – Invoice Created By Billable Expense
• Part 2 – Invoice Populated By Billable Expense
• Receive Payment And Make Deposit
• Write Checks For Expenses
• Pay Bills
• Customer Jobs Or Sub Customers
• Pay Employees
• Job Or Sub-Customer Sales Receipt
• Generate Report And Export To Excel

Section 8 - Enter Data For The Second Month Of Operations

• Enter Data For The Second Month Of Operations
• Make Loan Payments
• Short Term Investment Deposit
• Purchase Order New Item
• Receive Inventory With Bill QuickBooks Pro 2018
• Sales Receipt And Deposit
• Advanced Payment From Customer
• Apply Credit To Invoice
• Record Sale On Account
• Advance Customer Payment
• Bills – Track And Pay
• Customer Payment On Account And Deposit
• Sale Tax Payment
• Payroll Tax Payments
• Enter Bills And Pay Bills
• Enter Service Items And Invoice
• Purchase Equipment With Debt
• Payroll
• Rental Income Recorded
• Comparative Financial Statements

Section 9 - Bank Reconciliations

• Banks Reconciliation Overview
• Bank Reconciliation First Month
• Bank Reconciliation Second Month

Section 10 - Adjusting Entries And Reversing Entries

• Adjusting Entries And Reversing Entries
• Loan Payable Adjusting Entry Short Term Portion
• Short Term Loan Payable Adjusting Entry
• Accrued Interest Adjusting Entry
• Invoice Accounts Receivable Adjusting Entry
• Accrued Interest Reversing Entry
• Accounts Receivable Reversing Entry
• Prepaid Insurance Adjusting Entry
• Depreciation Adjusting Entry
• Unearned Revenue Adjusting Entry
• Journal Report And Financial Statements
• Unearned Revenue Reversing Entry

Section 11 - Budgeting

• Budgeting Overview
• Budgeted Profit And Loss

Section 12 - Bank Feeds

• Bank Feed – Introduction And Set Up
• Bank Feeds – Screen Layout
• Bank Feeds – Add Checks And Cash Outflows
• Bank Feeds – Match Feature
• Bank Feeds – Rules

This course is designed for those interested to learn the basics of QuickBooks online for data entry and analysis, how to navigate through, make a double entry in the accounting system, use the balance sheet options, make income statement and statement of equity and do budgeting.

No prior knowledge is required to take this course.

None

Currently there are no Q&As for this course. Be the first to ask a question.

Certificate of completion

Digital certificate - Included