FY19_QBO Clients_Course 5_Expanding Usability_BDB_v5.pdf -...

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QUICKBOOKS ONLINE 2019 CLIENT TRAINING Course 5 Expand Usability
Copyright Copyright 2019 Intuit, Inc. Intuit, Inc. All rights reserved. 5601 Headquarters Drive Plano, TX 75024 Trademarks ©2019 Intuit, Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte, ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit, Inc. in the United States and other countries. Other parties’ marks are the property of their respective owners. Notice to Readers The publications distributed by Intuit, Inc. are intended to assist accounting professionals in their practices by providing current and accurate information. However, no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit, Inc. does not render any accounting, legal, or other professional advice nor does it have any responsibility for updating or revising any information presented herein. Intuit, Inc. cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.
QuickBooks Online 2019 Client Training Table of Contents Course 5 Expand Usability 1 Table of Contents About the Author ....................................................................................................................... 2 Training at a Glance ................................................................................................................... 3 QuickBooks Online Test Drive ........................................................................................................................ 4 Topic 1: Payments — Activate QuickBooks Payments ................................................................ 5 Topic Objectives .............................................................................................................................................. 5 Functionality of QuickBooks Payments ......................................................................................................... 5 Features of Online Invoices .......................................................................................................................... 12 Steps to Use the Invoicing Portal .................................................................................................................. 13 Topic 2: Payroll ........................................................................................................................ 22 Topic Objectives ............................................................................................................................................ 22 Intuit’s Payroll Offerings that Integrate with QuickBooks Online ............................................................. 22 Set up QuickBooks Online Payroll ............................................................................................................... 23 Various Payroll Reports in QuickBooks Online Payroll .............................................................................. 32 Topic 3: Intuit App Center ....................................................................................................... 37 Topic Objectives ............................................................................................................................................ 37 Benefits of Intuit Approved Add-ons ........................................................................................................... 37 Find, Purchase and Access QuickBooks Online Add-ons ......................................................................... 39 Course Conclusion ................................................................................................................... 43
QuickBooks Online 2019 Client Training About the Author Course 5 Expand Usability 2 About the Author Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant and speaker who was named one of the Top 10 QuickBooks ProAdvisors in the world, with the title Top International ProAdvisor. Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries, as well as Australia where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooks Connect and other conferences, as well as those of various accounting and professional organizations and written countless articles for Intuit Global.

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