QuickBooks Online for Business: From Setup to Tax Reporting

BY
Udemy

Learn about the fundamentals and strategies used by Quickbooks online for business processes, including accounting.

Mode

Online

Fees

₹ 2799

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

QuickBooks is a comprehensive accounting and financial management suite that includes bookkeeping, stock control, payroll, tax preparation, invoicing, account bank monitoring and reconciliation, budgeting, transaction processing, and accounts receivable and payable management solutions. Alicia Katz Pollock - QuickBooks ProAdvisor & Instructor developed the QuickBooks Online for Business: From Setup to Tax Reporting certification course, which is available on Udemy.

QuickBooks Online for Business: From Setup to Tax Reporting online training is aimed at learners who want to gain solid business understanding to succeed in maintaining their company's financial accounts by gaining knowledge of the proper way to enter their company's financial transaction records in QuickBooks Online. QuickBooks Online for Business: From Setup to Tax Reporting online course discusses topics like bank reconciliation, bank feed, sales tax, account chart, balance sheet, inventory, and barter trade as well as will learn how to generate reports to comprehend their business's growth.

The highlights

  • Certificate of completion
  • Self-paced course
  • 9 hours of pre-recorded video content
  • Learning resources

Program offerings

  • Online course
  • Learning resources
  • 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 2,799
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

Knowledge of taxation Knowledge of banking

After completing the QuickBooks Online for Business: From Setup to Tax Reporting certification, learners will acquire a practical understanding of the functionalities of QuickBooks Online for business processes and accounting beginning from setup to taxation. Learners will explore the strategies involved with tax reporting, bank reconciliation, and bank feed. Learners will study concepts involved with account charts, balance sheets, profit, loss, payments, deposits, invoices, bills, credit cards, profit, loss, vendors, customers, and sales tax. Learners will also study methodologies involved with tracking transactions, tracking inventory, tracking barter trades, and more.

The syllabus

Introduction

  • Getting Started
  • Introduciton

Setting Up QBO

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

Creating a Chart of Accounts

  • 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
  • Creating a Chart of Accounts

Working with Lists

  • Payment Methods
  • Terms
  • Attachments
  • Classes
  • Locations
  • Working with Lists

Defining Products and Services

  • Overview
  • Services
  • Products
  • Setting Up Inventory
  • Defining Products and Services

Using the Interface

  • Tour
  • Transactions Screen
  • Dynamic Buttons
  • Keyboard Shortcuts
  • QuickBooks Labs
  • Using the Interface

Working with Customers

  • Working with the Customer Center
  • Sales Settings
  • Adding New Customers
  • Generic Customers
  • Inactivating/Deleting Customers
  • Merging Customers
  • Working with Customers: Part 1 (a-f)
  • Sales Receipts
  • Invoices
  • Receive Payments
  • Overpayment
  • Refunds
  • Credit Memos
  • Estimates
  • Taking Deposits
  • Bank Deposits
  • Bartering
  • Working with Customers: Part 2 (g-p)

Working with Vendors

  • 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
  • Working with Vendors

Running Reports

  • 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
  • Running Reports

Doing Your Banking

  • Journal Entries
  • Transfers
  • Reconciling
  • Bank Feed - Importing Transactions
  • Bank Feed - Tips and Troubleshooting
  • Bank Feed - Matching Deposits, Loans, and Transfers
  • Recurring Transactions
  • Doing Your Banking

Special Topics

  • 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
  • Special Topics

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