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Complete QBO Video Tutorial Training Library
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QuickBooks Online: The Complete Video Tutorial Library

$249.00

Love your business, from customers to tax time…

 

Learn QuickBooks Online! As a business owner, you don’t have time for trial-and-error, especially when it comes to your company’s finances. Why not learn to use QBO correctly, from the beginning?

In this video tutorial course, business owners and bookkeepers will learn the right way to track income and expenses in QuickBooks Online.

I’ll show you the correct way to enter your sales income from Customers, depending on your business’s specific daily workflow. Together we’ll explore all your options for recording your company’s Expenses. You’ll be able to run reports to understand your business’s growth…or lack of it.

And I’ll walk you all the most common errors I see people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Take this entire class as a guided learning experience and get started using QuickBooks Online for your company.

Use it as a handy on-demand reference to answer real-life questions as they come up during day-to-day work. When you’re not sure how to do something, look it up and follow along with the video using your own QBO subscription.

Product Description

QBO Home ScreenAlicia Katz Pollock is a Certified QuickBooks Online ProAdvisor, a member of the Intuit Trainer/Writer Network, and has a Masters in Teaching, so she explains things in a way you’ll be able to understand.

Alicia has taken her 10,000 hours of experience setting up and training hundreds of small business owners in QuickBooks Online, and recorded step-by-step demonstrations of everything you need to know to run your business bookkeeping using Intuit’s modern accounting software.

The 90+ video tutorials contain over 9 hours of Alicia demonstrating QuickBooks Online techniques. Take the whole course to gain a solid understanding of office procedures. Because you own the course, you can watch the parts you need, when you need them. And, you can watch them over and over again until it finally sinks in.

Certificate of CompletionBest of all, you can simply open up the video library during your workday when a financial transaction crops up that you don’t know how to process. If you get stuck, just log in and watch quick 2-10 minute videos to see how to do it right!

Each chapter has a multiple choice quiz to check your knowledge.

Receive a decorative Certificate of Completion and 9 Oregon CPE credits!

Here is a list of what will be included:

  • Introduction
    1. Getting Started with QBO – Benefits
  • The Interface
    1. Tour of the Interface
    2. Working with the Customer and Vendor Centers
    3. Transactions List
    4. Keyboard Shortcuts
    5. Setting Up Chrome
    6. QuickBooks Tabs
  • Setting Up QuickBooksIntuit Trainer/Writer Network

    1. Choosing Your Version of QBO
    2. Choosing a Start Date
    3. Importing from Desktop
    4. Creating an Account
    5. Creating a New Company
    6. Starting from Scratch
    7. Welcome Screen
    8. Company Settings
    9. Setting Up User Accounts
    10. Sales Tax
  • Chart of Accounts
    1. What is the Chart of Accounts?
    2. Preferences
    3. Bank Accounts
    4. Credit Card Accounts
    5. A/R and A/P
    6. Assets
    7. Liabilities
    8. Undeposited Funds
    9. Owners Equity
    10. Income Accounts
    11. Cost of Goods
    12. Expense Accounts
    13. Other Income and Other Expense
    14. Creating Accounts on the Fly
    15. Deleting and Merging Accounts
    16. Account Numbering
  • Lists
    1. Payment Methods
    2. Terms
    3. Attachments
    4. Classes
    5. Locations
  • Products and Services
    1. Products vs. Services Overview
    2. Products
    3. Services
    4. Setting Up Inventory
  • Customers
    1. A/R Settings
    2. Customers List
    3. Adding New Customers
    4. Inactivating/Deleting Customers
    5. Merging Customers
    6. Sales Receipts: On-the-Spot Transactions
    7. Invoices: Billing Clients for Future Payments
    8. Receive Payments
    9. Customer Overpayment
    10. Customer Returns: Refunds
    11. Customer Returns: Credit Memos
    12. Estimates: Submitting Bids
    13. Depositing Your Money in the Bank
    14. Statements
    15. Applying a Credit Memo
  • Vendors
    1. AP Settings
    2. Vendors List
    3. Adding New Vendors
    4. Creating and Paying Bills
    5. Writing Checks
    6. Printing Checks
    7. Using Credit Cards
    8. Vendor Credits
    9. Marking Expenses as Billable
  • Inventory
    1. Purchase Orders
    2. Buying and Selling Items
    3. Inventory Adjustments
  • Employees
    1. Employees List
    2. Timesheets
    3. QBO Payroll
    4. Payroll Taxes
  • Banking
    1. Journal Entries
    2. Transfers
    3. Banking Transactions
    4. Reconciling
    5. Recurring Transactions
  • Reports
    1. Which Reports are Available in which versions of QBO
    2. Report Center and Home Pages
    3. Company Snapshot
    4. Profit and Loss
    5. Balance Sheet
    6. The Scorecard
    7. Sales Reports
    8. AR Reports
    9. AP Reports
    10. Creating a Custom Report
    11. Automatically Distributing Reports
  • Special Topics
    1. QuickBooks Payments and Merchant Services
    2. Providing Feedback to Intuit
    3. Apps to Extend QBO Abilities

 

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