QuickBooks Online – Beyond the Basics
Oct 5 @ 1:00 pm EDT - 3:00 pm EDT
We will discuss the options for setting up a new company in QuickBooks Online.
We will be learning about the features and benefits of using QBO (QuickBooks Online), as well as navigating thru QBO.
Establishing the chart of accounts, products, services, vendors, time tracking and customers will all be in QBO Beyond the Basics.
WHAT YOU WILL LEARN FROM OUR WEBINAR:
Converting from QuickBooks Desktop to QuickBooks Online
- Use in-product tool built into QB Desktop
- Consult with an expert
QuickBooks Online Introduction
- Technical benefits
- Workflow benefits
- 3 subscription levels
Navigating QuickBooks Online
- Company Settings
- Accounting-related preferences
- Manage Users
- Working with Lists
- Left Navigation Bar
Chart of Accounts
- Set up, import, using company templates
- Setting up accounts manually
- Printing and exporting to Excel
- Locating and utilizing registers
Product and Services
- Create and edit Products and Services
- Mapping to the Chart of Accounts
- Two-sided Products and Services
- Adding SKU’s and pictures
Vendors – Expenses & Purchases
- Create and edit Vendors
- Best practices to record expenditures
- Alternative entry points for entering purchase transactions
Time Tracking – Employees & Sub-Contractors
- Enter time on daily or weekly basis
- Determine if time is billable and available for invoicing
Customers – Sales Transactions
- Create and edit Customers
- Best practices to record revenue
- Alternative entry points for entering sales transactions
- Customer Statements
Difficulty Level: Intermediate
Class Length: 2 hours
Delivery: Group-Internet Based
Recommended CPE: 2.0
Advanced Prep: None
Field of Study: Specialized Knowledge and Applications
Prerequisite: This course is designed for accounting professionals, ProAdvisors and IT consultants who currently have, or plan to have small business clients who use QuickBooks Desktop or would like to learn more about working with QuickBooks Desktop software.
Mendelson Consulting, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
For information regarding refund, complaint resolution, and program cancellation policies, please contact Mendelson at 1-954-447-0250.
Cancellation Policy: We reserve the right to change a course location, dates and/or postpone courses. Customers will be notified in advance as early as possible of any changes. The customer will be credited 100% of any course fees paid against a future course or, if requested, in the event the customer is unable to attend a course due to any location or date changes. However, we are not liable for any additional costs incurred including travel charges or any consequential damages due to any changes in the course. Mendelson may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Mendelson, you will be offered a future event or a full refund.
Refund Policy: There are no refunds unless Mendelson makes a date or location change to the course where the customer is no longer able to attend. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Mendelson may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Mendelson, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Mendelson, would be processed within 30 days from date of request.
Complaint Resolution Policy: Mendelson will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner.