Instructor: Kurt Behrenfeld, CPA will be your trainer. With over 30 years of experience and multiple QuickBooks Pro Advisor certifications, Kurt has trained thousands of QuickBooks users in the past and really enjoys having students take their QuickBooks to the next level.
Lesson 1: Getting Started, Navigation & Setup
§ Gaining an overview of the course and the topics to be covered
§ Different versions of QuickBooks Online (QBO) – commonality and differences
§ Learning how QuickBooks Online (QBO) works and how to get around (navigation tools: Drop Down Menus; Dashboards; Quicklinks; Search; etc.)
§ Learning common business terms and functionality used by QuickBooks Online (QBO)
§ Import/Export Data
§ Managing Users
Lesson 2: Working with Lists
§ Overview of how lists are used in QuickBooks Online (QBO) and their significance
§ Chart of Account list review
§ Product and Services list review
Lesson 3: Working with Customers and the Revenue Cycle
§ Sales – Home Page Layout
§ How to set up a Customer
§ Review of Invoice function
§ Review of Receive Payment function
§ Review of Sales Receipt function
§ Review of Credit Memo function
§ Review of Refund Receipt function
Break: 10 minutes
Lesson 4: Working with Banking
§ Banking – Home Page Layout
§ Automated download function for banking and credit card activity
§ Registers
§ Bank Deposits, including discussion/review of undeposited funds feature
Lesson 5: Working with Vendors and the Disbursement Cycle
§ Vendors – Home Page Layout
§ Expense Transactions – Home Page Layout
§ How to set up a Vendor
§ Review of Expense function
§ Review of Bills function
§ Review of Pay Bills Payment function
§ Review of Print Checks function
§ Review of Vendor Credit function
Lesson 6: Working with Reporting
§ Overview of reporting function
§ Scorecard feature
§ Business Overview reports – Profit and Loss and Balance Sheet
§ Manage Accounts Receivable reports
§ Manage Accounts Payable reports
§ Review Sales reports
§ Review Expenses reports
§ Audit Log report
