Intuit QuickBooks Online FAQ. Frequently asked questions about QuickBooks Online. TechSoup - October 01, 2015. Learn more about QuickBooks Online, including a product comparison, information on security and privacy, and help with migrating. Which is right for my organization: a desktop edition of QuickBooks or QuickBooks Online? Learn small business accounting and how to use QuickBooks with our QuickBooks training. Our expert instructors help you learn QuickBooks by explaining core features: how to create accounts.
First, setup a new account for free (30 day trial) www.quickbooks50.com
Topics Covered in this video:
00) Intro and Using Google Chrome as your main browser for QuickBooks Online
01) 00:02:51 Setting up a free trial: www.quickbooks50.com
02) 00:03:38 Choosing the right version of QBO, we will start with ESSENTIALS
03) 00:08:00 Configuring QuickBooks Settings for your business
04) 00:19:28 Setting up your Chart of Accounts
05) 00:46:12 Connecting you Bank to QuickBooks
06) 00:51:20 Setting up new Customers and Vendors
07) 00:57:30 Creating opening balances for existing customers and vendors
08) 01:00:02 Creating Products and Services (Items)
09) 01:05:02 Creating Estimates and Invoices, Sales Receipts, Getting Customer Payments
10) 01:14:01 Creating Bills, Receiving Customer Payments and Paying Bills (Accounts Payable)
11) 01:32:27 Creating Transfers, Working Bank Registers, and Bank Reconciliation
12) 01:37:33 Journal Entries, and Customer Statements
13) 01:40:00 Enable Purchase Orders and Receiving Inventory (PLUS EDITION ONLY)
14) 01:48:40 Transactions with Inventory (PLUS EDITION ONLY)
15) 01:52:32 Creating Budgets and Budget vs. Actual Reports, plus Job Costing basics (PLUS EDITION ONLY)
17) 01:57:02 Outro and Connecting with your Accountant
00) Intro and Using Google Chrome as your main browser for QuickBooks Online
01) 00:02:51 Setting up a free trial: www.quickbooks50.com
02) 00:03:38 Choosing the right version of QBO, we will start with ESSENTIALS
03) 00:08:00 Configuring QuickBooks Settings for your business
04) 00:19:28 Setting up your Chart of Accounts
05) 00:46:12 Connecting you Bank to QuickBooks
06) 00:51:20 Setting up new Customers and Vendors
07) 00:57:30 Creating opening balances for existing customers and vendors
08) 01:00:02 Creating Products and Services (Items)
09) 01:05:02 Creating Estimates and Invoices, Sales Receipts, Getting Customer Payments
10) 01:14:01 Creating Bills, Receiving Customer Payments and Paying Bills (Accounts Payable)
11) 01:32:27 Creating Transfers, Working Bank Registers, and Bank Reconciliation
12) 01:37:33 Journal Entries, and Customer Statements
13) 01:40:00 Enable Purchase Orders and Receiving Inventory (PLUS EDITION ONLY)
14) 01:48:40 Transactions with Inventory (PLUS EDITION ONLY)
15) 01:52:32 Creating Budgets and Budget vs. Actual Reports, plus Job Costing basics (PLUS EDITION ONLY)
17) 01:57:02 Outro and Connecting with your Accountant
What is not covered on this video?
Timesheets, Payroll, Sales Tax, 1099-Misc Forms, Online Banking / Bank Feeds, Inventory Management, Error Correction, Accountants Tools, Project/Job Costing, Working with Classes and/or Location, Customizing Reports, Credit Memos, Refunds, Vendor Credits, Batch Printing, QuickBooks Labs, Importing Data, Converting from Desktop, Advanced searching tools, Recurring Transactions, QuickBooks Payments, Audit Log, Connecting Apps, and may have missed other small things…
Timesheets, Payroll, Sales Tax, 1099-Misc Forms, Online Banking / Bank Feeds, Inventory Management, Error Correction, Accountants Tools, Project/Job Costing, Working with Classes and/or Location, Customizing Reports, Credit Memos, Refunds, Vendor Credits, Batch Printing, QuickBooks Labs, Importing Data, Converting from Desktop, Advanced searching tools, Recurring Transactions, QuickBooks Payments, Audit Log, Connecting Apps, and may have missed other small things…
Other Videos recommended:
1- QuickBooks Online Bank Feeds Masterclass:
https://www.youtube.com/watch?v=c4CVlTy9eXM
1- QuickBooks Online Bank Feeds Masterclass:
https://www.youtube.com/watch?v=c4CVlTy9eXM
2- Mastering QuickBooks Online Bank Rules:
https://www.youtube.com/watch?v=n419HRW7oP4
https://www.youtube.com/watch?v=n419HRW7oP4
3- More QuickBooks Online Bank feeds:
https://www.youtube.com/watch?v=cDP0JJjZYt4
https://www.youtube.com/watch?v=cDP0JJjZYt4
4- QuickBooks Online for Accountants – part 1:
https://www.youtube.com/watch?v=8MkTSvkHuM8
https://www.youtube.com/watch?v=8MkTSvkHuM8
5- QuickBooks Online for Accountants – part 2:
https://www.youtube.com/watch?v=Yab73ka1DT8
https://www.youtube.com/watch?v=Yab73ka1DT8
6- QuickBooks Online for Accountants – part 3:
https://www.youtube.com/watch?v=dE7zqMFy3nw
https://www.youtube.com/watch?v=dE7zqMFy3nw
Great followup to “Quickbooks Online 2017 Tutorial for Beginners”:
https://www.youtube.com/watch?v=QKaNUX8ROG0
https://www.youtube.com/watch?v=QKaNUX8ROG0