• $399 or 4 monthly payments of $99.75

QuickBooks Online - Advanced Topics

  • 70 Lessons

Unlocking QuickBooks Online's Full Potential

  • 12 Modules covering 68 lessons

  • Almost 5 hours of video lessons

  • Includes transcripts of each video

Ready to step up your financial management game?

Elevate your bookkeeping skills with our specialized course designed for those who have a solid foundation in QuickBooks Online and wish to delve deeper. We'll provide a comprehensive walkthrough of settings, show you how to upload banking details, customize expenses and income, manage inventory, 1099s, track projects in an approachable and practical way, and even generate advanced reports.

Whether you're a freelance bookkeeper aiming to expand your service offerings or working in a business with more complex financial needs, this course equips you with the knowledge and skills you need to increase your value. Don't just use QuickBooks Online, master it, and unlock your full potential today.

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Contents

Before You Begin

Identify and organize your Products & Services - Learn to categorize and organize your offerings effectively within QuickBooks Online for streamlined management.

Welcome - Introduction to courses
Identify Products and Services Being Sold

Account and Settings

Explore QuickBooks settings - Uncover the depths of the QuickBooks Online settings for enhanced customization.

Topic Overview: Lists
Company
Billing & Subscription
Usage
Sales
Expenses
Payments
Merchant Account
Time
Advanced

Banking Center

Uploading Bank Transactions - Learn how to upload credit card and checking transactions using CSV files in the QuickBooks Online Banking Center.

Upload CSV File of Credit Card Transactions
Upload CSV File of Checking Transactions

Chart of Accounts

Customize the Chart of Accounts - Download a sample Chart of Accounts CSV file, tailor it to your requirements, and seamlessly upload it into QuickBooks Online for personalized account management.

Modify a Sample COA and Upload to QBO

Expenses and Vendors

Efficient expense management - Learn to create and mark bills as paid in QuickBooks Online. And, learn how to split transactions with business and personal expenses for efficient financial tracking.

Vendors: Bills
Vendors: Pay Bills
Managing Receipts and Bills
Expense: Splitting a Transaction Between Business and Personal Expenses
Creating a Bill From a Purchase Order
Purchase Orders
Vendor Credits
How to Print a Check
The Pay Down Credit Card Feature
Vendor Prepayments and Deposits

Income and Customers

Discover the magic of Undeposited Funds, personalize invoices and sales receipts, and effortlessly generate customer statements to nurture your business growth in QuickBooks Online.

Deposits: Using undeposited funds
Set up: Customizing the Invoice
Set Up: Customizing the Sales Receipt
Generating Customer Statements
Customers: Create Credit Memos
Customers: Create Refund Receipts
Customers: Client Invoiced for a Project Deposit (prepayment method)
Customers: Client Invoiced for a Project Deposit (deposit on the invoice method)
Customers: Client Sends Funds for a Project Deposit (AR method)
Customers: Client is Invoiced Balance Due Less Deposit (prepayment method)
Customers: Client is Invoiced Balance Due Less Deposit (AR method)
Customers: Client Buys a Gift Certificate
Customers: Client Redeems a Gift Certificate
Accounts Receivable: Apply Credit Memo to Invoice
Creating Estimates
Converting an Estimate to an Invoice and Progress Invoicing
Basic and Advanced Sales Tax Set Up
Filing & Adjusting Sales Tax in QBO
Price Rules
Sales Summaries aka Zero Dollar Sales Receipt

Reporting

Explore the power of classes, locations, and tags. Set up budgets and delve into insightful budget reports to drive informed decision-making in QuickBooks Online.

Introduction to Classes
Introduction to Locations
Introduction to Tags
Set Up a Budget
Reviewing Budget Reports

1099s

Learn what 1099s are, how they work, and why they matter. Explore helpful reports in QuickBooks Online and follow step-by-step guidance to file 1099s with confidence and stay compliant, without the stress.

Introduction
Reporting
Filing in QBO

Fixed Assets

Discover how to record purchases made with cash or loans, ensuring your valuable assets are accurately tracked and managed.

Fixed Asset Purchased with Cash
Fixed Asset Purchased with a Loan

Inventory

Take charge of your inventory in QuickBooks Online! Learn to add products, record purchases, track inventory, adjust quantities, inactivate products, record sales, and generate inventory reports.

Adding Products Tracked in QBO
Purchasing Products Tracked in QBO
Selling Products Tracked in QBO
Adjusting Quantity On Hand
Inactivating Products Tracked in QBO
Adding Products Not Tracked in QBO
Purchasing Products Not Tracked in QBO
Selling Products Not Tracked in QBO
Adjusting Balance for Products Not Tracked in QBO
Reviewing Reports
Adjusting for Donated Inventory

Projects

Learn how to set up projects, track income and expenses, and use reports to see profitability by customer and project.

Introduction to Projects and Adding a Project
Adding Income and Expenses to Projects
Reporting: Profitability by Customer vs Projects

Wrap Up

You made it through! Congratulations.

Credits & Thank-Yous

100% Satisfaction Guarantee

If for any reason you're not satisfied with any of our courses, simply let us know within 30 days, and we'll gladly refund your investment. Your satisfaction is our top priority, and we'll jump through hoops (or lily pads) to ensure you're delighted with your learning experience.