Quickbooks Online Tutorial Overview

This page lists the videos included in our Quickbooks Online Training Tutorials. Keep in mind these videos are updated weekly, and new content and training are added all the time!  For a one-time $247 membership fee you can have unlimited access to everything below PLUS all future updates to the training! 

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“…most amazing…the most effective video tutorials about learning QB”

The most amazing…the most effective video tutorials about learning QB. I would recommend to anyone to sign up with the University to quickly and accurately learn QB.

Brian/Dante

BPS Aquatics, LLC

(May 2018)

 

QUICKBOOKS ONLINE VIDEO LISTING –

VIDEO 1 – INTRODUCTION TO QUICKBOOKS ONLINE 

  • Introduction to Quickbooks Online
  • Practice Using a Sample Company File
  • Options in Choosing Your Quickbooks Online Subscription

VIDEO 2A – HOW TO NAVIGATE QUICKBOOKS ONLINE

  • Where Things Are & How to Easily Navigate
  • How to Use The Company Dashboard

VIDEO 2B – NAVIGATING & USING THE CUSTOMER CENTER

  • How to Navigate the Customer Center
  • How to Set-Up a New Customer
  • How to Import Customers
  • How to Edit a Customer

VIDEO 2C – NAVIGATING & USING THE VENDOR CENTER

  • How to Navigate the Vendor Center
  • How to Set-Up a New Vendor
  • How to Import Vendors
  • How to Edit a Vendor

VIDEO 2D – UNDERSTANDING THE VARIOUS TRANSACTION TABS

  • How to Use the Left Navigation Bar
  • How to Use the Quick Create Menu

VIDEO 3A – SETTING UP YOUR QUICKBOOKS ONLINE COMPANY FILE

  • How to Set-Up Your Quickbooks Online Company File
    • How to Use the Company Settings Tab
    • Steps to Follow to Set-Up a New Company
  • How to Import Quickbooks Desktop Data Into Quickbooks Online

VIDEO 3B – HOW TO USE LISTS, SET-UP USERS & WORK WITH THE CHART OF ACCOUNTS

  • How to Set-Up & Modify Lists & Users
  • How to Add an Accountant User
  • What is the Chart of Accounts?
  • How to Work With the Chart of Accounts

VIDEO 3C – WORKING WITH THE PRODUCTS & SERVICES LIST

  • How to Set-Up Your Products & Services List
  • How to How to Modify Your Products & Services List

VIDEO 3D – THE BASICS OF INVENTORY IN QUICKBOOKS ONLINE

  • How to Turn on Inventory Features
  • How to Enter Products Into Inventory

VIDEO 3E – HOW TO ADJUST YOUR EXPENSE SETTINGS

  • How to Set-Up Expenses
  • How to Turn On Purchase Orders

VIDEO 3F – HOW TO USE ADVANCED SETTINGS

  • What are Advanced Settings?
  • How & Why to Set Closing Dates
  • How to Turn on Account Numbers
  • How to Set-Up Auto-Recall on Forms
  • How to Turn on Auto Sign Out

VIDEO 4A – HOW TO ADJUST THE LOOK & FEEL OF SALES FORMS

  • How to Review Account & Settings
  • How to Customize Sales Forms
    • How to Adjust the Design, Content, E-Mails & Payments
    • How to Adjust Other Sales Form Settings
    • Reviewing Alternate Ways to Enter Sales Transactions

VIDEO 4B – HOW & WHEN TO CREATE INVOICES

  • How to Enter a New Invoice From Scratch Under the Sales Tab
  • How to Enter a New Invoice From Scratch Under the Quick Create Menu
  • How to Enter a New Invoice From Unbilled Activity
  • How & When to Record Recurring Charges

VIDEO 4C – RECEIVING PAYMENTS AGAINST INVOICES

  • Understanding the Multiple Ways to Receive Payments Against Invoices
  • How to Record Overpayments & Downpayments
  • How to Record Bounced Checks From Customers

VIDEO 4D – HOW TO CREATE SALES RECEIPTS

  • How & When to Create Sales Receipts

VIDEO 4E – HOW TO CREATE STATEMENTS

  • How & When to Create Customer Statements

VIDEO 4F – HOW TO CREATE CREDIT MEMOS

  • How & When to Create Credit Memos

VIDEO 4G – HOW TO CREATE ESTIMATES

  • How to Create an Estimate
  • How to Create an Invoice From an Estimate
  • How to Progress Invoice an Estimate

VIDEO 4H – HOW TO CREATE DELAYED CHARGES & CREDITS

  • How & Why to Create Delayed Charges & Credits

VIDEO 4I – HOW TO ENTER A DAILY SALES SUMMARY FROM A POINT OF SALE SYSTEM

  • Types of Businesses that Will Enter Daily Sales
  • How to Enter Daily Sales When You Don’t Invoice Customers
  • Step-by-Step Example of Entering a Daily Sales Summary

VIDEO 5A – UNDERSTANDING EXPENSE & PURCHASE TRANSACTIONS

  • How to Review Account & Settings for Proper Set-Up
  • Understanding the Various Ways to Enter Expense & Purchase Transactions
  • How to Enter Expenses & Items

VIDEO 5B – HOW TO ENTER BILLS THE RIGHT WAY

  • How to Properly Enter a Bill
  • How to & Why to Assign Bills to Customers

VIDEO 5C – HOW TO PAY BILLS

  • How to Pay Bills by Check
  • How to How to Pay Bills With Online Banking
  • How to Pay Bills With a Credit Card

VIDEO 5D – WORKING WITH PURCHASE ORDERS IN QUICKBOOKS ONLINE

  • How to Create a Purchase Order
  • How to Create a Bill from a Purchase Order

VIDEO 5E – HOW TO ENTER CREDIT CARD CHARGES & ENTERING HAND-WRITTEN CHECKS

  • How to Enter Credit Card Charges
    • Entering Through the Bank Feed
    • Entering Manually
  • How to Write a Check By Hand & Record It

VIDEO 5F – HOW TO PREPARE FORMS 1099 IN QUICKBOOKS ONLINE

  • How to Understand & Obtain Form W-9
  • Overview of Forms 1099 & 1096
  • How to Prepare Forms 1099 in QuickBooks Online


VIDEO 6A – INTRODUCTION TO BANKING IN QUICKBOOKS ONLINE

  • Overview of the Banking Center
  • How to Add New Bank Accounts & Credit Cards
  • What to Do if Your Bank Will Not Connect?
  • How to Transfer Funds Between Accounts

VIDEO 6B – HOW TO UPDATE BANK FEEDS & CLASSIFY TRANSACTIONS

  • How to Copy Bank Details to the Memo Line
  • How to Use Categorization & Matching
  • How to Set-Up Rules Properly to Save Time

VIDEO 6C – HOW TO MAKE DEPOSITS

  • How to Use the Make Deposits Feature
  • How to Record Cash Back from a Deposit

VIDEO 6D – HOW TO RECONCILE BANK ACCOUNTS

  • Why You Need to Reconcile Bank Accounts in Quickbooks Online
  • How & When to Reconcile Bank Accounts

VIDEO 6E – HOW TO RECONCILE CREDIT CARD ACCOUNTS

  • Why You Need to Reconcile Credit Card Accounts in Quickbooks Online
  • How & When to Reconcile Credit Cards
  • Entering a Credit Card Bill Properly When Reconciling

VIDEO 7A – UNDERSTANDING OTHER TRANSACTIONS IN QUICKBOOKS ONLINE

  • How to Enter Time Transactions
    • Enter a Single Activity
    • Enter a Weekly Timesheet
  • How to Enter Mileage
  • How & Why to Set the Closing Date

VIDEO 7B – USING PROJECT TRACKING IN QUICKBOOKS ONLINE

  • How to Turn on Project Tracking
  • How Set-Up a Project
  • How to Assign Income & Expenses to Projects
  • How to Pull up Project Related Reports
  • How to Complete Projects


VIDEO 8 – USING FIXED ASSET ACCOUNTS IN QUICKBOOKS ONLINE

  • What are Fixed Assets?
  • How to Enter & Track Fixed Assets
  • How to Track Depreciation


VIDEO 9 – USING LIABILITY ACCOUNTS IN QUICKBOOKS ONLINE

  • What are Liability Accounts?
  • How to Enter & Track Loans
  • How to Properly Record Payments on Loans

VIDEO 10A – TRACKING AND PAYING SALES TAX IN QUICKBOOKS ONLINE

  • Understanding How Sales Tax Works in Quickbooks Online
  • How to Set-Up Your Tax Rates & Tax Agencies
  • How to Indicate Who & What Gets Taxed
  • How to Apply Sales Tax to Each Sale

VIDEO 10B – DETERMINING WHAT YOU OWE & PAYING SALES TAXES

  • How to Determine What Sales Tax You Owe
  • How to Use The Sales Tax Payable Register
  • How to Pay Your Sales Tax to the Tax Agencies

VIDEO 10C – UNDERSTANDING THE NEW SALES TAX INTERFACE

  • Setting-Up Sales Tax Under the New Interface
  • How to Pay Your Sales Tax to the Tax Agencies

VIDEO 11A – INTRODUCTION TO PAYROLL IN QUICKBOOKS ONLINE

  • Introduction & Understanding Your Options

VIDEO 11B – PAYROLL ITEMS & PAYROLL SCHEDULES

  • How to Set-Up and Adjust Payroll Settings
    • Setting Up Electronic Services
    • How to Set-Up Payroll Schedules
    • How to Set-Up Vacation/Sick Time
    • How to Set-Up Deductions
    • How to Set-Up Payroll Taxes
    • How to Set-Up Payroll Accounting Preferences

VIDEO 11C – HOW TO SET-UP EMPLOYEE PAYROLL INFORMATION

  • How to Set-Up W-4 & I-9 Information
  • How to Assign Payroll Schedules & Pay Rates
  • How to Set-Up Employee Deductions
  • How to Set-Up a Paper Check vs. Direct Deposit
  • How to Enter Hire Dates & Other Employee Information

VIDEO 11D – ENTERING TIME, PAYING EMPLOYEES & VIEWING PAYCHECKS

  • How to Enter Employee Time
  • How to Run a Payroll
  • How to View Paychecks

VIDEO 11E – SUBMITTING PAYROLL TAXES & PAYROLL FORMS

  • How to View What Payroll Taxes are Owed
  • How to Pay Your Payroll Taxes
  • How to File Payroll Forms


VIDEO 12A – SETTING UP INVENTORY IN QUICKBOOKS ONLINE

  • How to Adjust Inventory Settings
  • How to Enter Inventory Items
  • How to Order Products & Create Purchase Orders
  • How to Pull-Up a Report of Purchase Orders Outstanding

VIDEO 12B – OTHER INVENTORY ITEMS IN QUICKBOOKS ONLINE

  • How to Receive Items Into Inventory
  • How to Enter a Bill for Inventory
  • How to Generate Inventory Reports
  • How & Why to Manually Adjust Inventory

VIDEO 13A – OVERVIEW OF REPORTING IN QUICKBOOKS ONLINE

  • Review of “All” Reports
  • How to Create “Favorite” Reports
  • How to Customize & Save Reports
  • How to Create Management Reports

VIDEO 13B – SETTING-UP & REPORTING ON BUDGETS

  • How to Set-Up a Budget
  • How to Enter Data Into Your Budget
  • How to Pull-Up Reports on Your Budgets

VIDEO 14 – PUTTING IT ALL TOGETHER

  • How to Best Use What You’ve Learned
  • Where to Start & Steps to Take

 

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