qb-online-certification-guide-2018.pdf - QUICKBOOKS ONLINE...

This preview shows page 1 - 6 out of 129 pages.

QUICKBOOKS ONLINE ACCOUNTANT QuickBooks Online Certification Training Guide
QuickBooks Online Certification Training Overview 2 Legal Notices © 2017 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks, the QuickBooks logo, QB, the QB logo, and QuickBooks ProAdvisor, among others, are trademarks or registered trademarks of Intuit Inc. in Canada 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. Contact Information Intuit Canada ULC 5100 Spectrum Way, Mississauga, ON L4W 5S2 0318
QuickBooks Online Certification Training Overview 3 TABLE OF CONTENTS QuickBooks Online Certification Training Overview ................................ 6 QuickBooks Online Certification Exam .......................................................... 6 QuickBooks Online Accountant Sign-up ........................................................ 6 Chapter 1 - Getting Started in Quickbooks Online Accountant ................ 7 Objectives ................................................................................................ 7 Single sign on ........................................................................................... 8 Navigating QuickBooks Online Accountant .................................................... 9 Clients ................................................................................................... 10 Bookkeeping ........................................................................................... 13 Team ..................................................................................................... 15 Connecting to your Client ......................................................................... 17 Chapter 2 – Getting Started in QuickBooks Online ................................ 18 Objectives .............................................................................................. 18 Dashboard .............................................................................................. 19 Create menu ........................................................................................... 20 Navigation Bar ........................................................................................ 21 Gear icon ................................................................................................ 22 Shortcuts ................................................................................................ 23 How Quickbooks is Built ........................................................................... 24 Working with Transactions ........................................................................ 32 Chapter 3 – Sales & Customers in QuickBooks ...................................... 34 Objectives .............................................................................................. 34 Sales workflow overview .......................................................................... 34 Invoices in QuickBooks Online ................................................................... 35 Customer Payments ................................................................................. 39
QuickBooks Online Certification Training Overview 4 Make Deposits ......................................................................................... 40 Sales Receipts ......................................................................................... 41 Delayed charges overview ........................................................................ 42 Credit memos & refund receipts ................................................................ 44 Sales Reports .......................................................................................... 48 Customer Statements .............................................................................. 50 Chapter 4 - Expenses in QuickBooks Online .......................................... 51 Suppliers & expenses overview ................................................................. 51 Objectives .............................................................................................. 51 Adding Suppliers ..................................................................................... 52 Expenses vs. accounts payable .................................................................. 53 Adding Expenses ..................................................................................... 53 Recurring entries ..................................................................................... 54 Attachments ........................................................................................... 55 Enter Bills in QuickBooks Online ................................................................ 56 Pay Bills ................................................................................................. 57 Cheques in quickbooks online .................................................................... 58 Supplier Credits ....................................................................................... 59 Supplier Reports ...................................................................................... 60 Reporting on expenses ............................................................................. 61 Reimbursable expenses ............................................................................ 62 Chapter 5 – Online Banking .................................................................. 65 Objectives .............................................................................................. 65 Bank feeds overview ................................................................................ 65 Setting up Bank Feeds ............................................................................. 66 Processing Transactions in the Bank Feed ................................................... 69 Bank rules .............................................................................................. 72
QuickBooks Online Certification Training Overview 5 Chapter 6 – Banking & Company Activities in QuickBooks Online ......... 74 Objectives .............................................................................................. 74 Bank Transfer ......................................................................................... 74 Bank Reconciliation .................................................................................. 75 Filing Sales Taxes .................................................................................... 77 QuickBooks online mobile ......................................................................... 86 Downloading the mobile app ..................................................................... 86 Ppen quickbooks mobile ........................................................................... 87

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture