What you'll learn
Setup QuickBooks Online file from scratch
Setup Products, Customers, Vendors
Create users and assign permissions
Setup and analyze impact to Chart of Accounts
Create invoices, bills, purchase orders, expenses, credits, discounted invoices, recurring invoices, sales receipts and more
Connect to your bank or import your data through a CSV file import
Categorize and automate your transactions
Track and approve employee time
Create projects and analyze profitability
Create custom and management reports
Export reports to excel and setup auto-emailing
Create custom fields and modify invoice design templates
Import data through Excel and CSV file formats
Connect to your Shopify store
Requirements
No prior knowledge required
Description
This course is taught by a designated CPA who also has over 10 years of software experience. We will be starting from the very beginning, setting up a file from scratch and working our way through every aspect of QuickBooks Online. We will be tackling every challenging topic but presenting it in a very digestable and understandable way. Accounting doesn't need to be hard

This course is based on practical real-life scenarios. We will fully walkthrough examples together end to end. We even go as far as taking a look at the email notifications we will be receiving from the system and logging in as different users to see various user permissions. We will also be learning how to use the data import and integration functionality as you likely wouldn't be entering transactions manually one by one in your business. Less theory and more practicality!

As a bonus, we will also be connecting to our Shopify store so that we can bring over product information and auto-generate invoices based on orders received in our store.

The end goal is to have you feeling confident and comfortable with using QuickBooks Online so that you can fully utilize this in your business or implement it for other businesses. Overall, you will finish this course and be fully equipped to tackle any business problem with QuickBooks Online!

Who this course is for:
Business owners looking for a comprehensive understanding of how to use QuickBooks Online from scratch
Accountants and Bookkeepers looking for a thorough understanding of how to use all functionality of QuickBooks Online software
Job seekers looking to add QuickBooks Online to their CV / Resume
Anyone interested in becoming an expert in QuickBooks Online

Screenshots

Citación :

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