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QUICKBOOKS O N L IN E TRAI NING Course 5: Expanding Usability
QuickBooks Online Client Training Table of Contents Table ofContents Course 5: Expanding Usability 1 Training at a Glance 3 QuickBooks Online Test Drive 4 Topic 1: Payments Activate QuickBooks Payments 5 Topic Objectives 5 Identify the Functionality of QuickBooks Payments 5 Recognize the Features of Online Invoices 12 Recognize the Steps to Use the Invoicing Portal 13 Topic 2: Payroll 24 Topic Objectives 24 Identify Intuit s Payroll Offerings that Integrate with QuickBooks Online 24 Identify the Steps to Setup QuickBooks Online Payroll 27 Identify the Various Payroll Reports in QuickBooks Online Payroll 31 Topic 3: Intuit App Center 38 Topic Objectives 38 Recognize the Benefits of Intuit Approved Add-Ons 38 Identify the Steps to Find, Purchase and Access QuickBooks Online Add-ons 40 Course Conclusion 42
QuickBooks Online Client Training Training at a Glance Training at aGlance Use this as a guide to selecting specific steps to be covered. Topics Step by Step Workflows 1.Payments Activate QuickBooks Payments Review the list of features available in QuickBooks Payments Identify steps to set up a new QuickBooks Payments account Discover steps to link an existing Intuit merchant account Understand the features of QB Payments with Online Invoices Review benefits of the Invoicing Portal Configure company settings for Online Invoices Review the steps to send Online Invoices Locate and review Online Invoice Activities Explore the Invoicing Portal from the customer’s 2.Payroll Review the list of features available in QuickBooks Online Payroll Review the payroll offerings that integrate with QuickBooks Online Find links to add QuickBooks Online Payroll Add employee to QuickBooks OnlinePayroll Configure payroll settings for QuickBooks Online Payroll Become familiar with the various Payroll Reports in QuickBooks Online Payroll View the Payroll Summary Report in QuickBooks Online Payroll View the Tax Liability Report in QuickBooks Online Payroll View the Paycheck List Report in QuickBooks Online Payroll Become familiar with the QuickBooks Course 5: Expanding Usability 3
QuickBooks Online Client Training Training at a Glance Q UICK B OOKS O NLINE T EST D RIVE Exercises contained inside this handbook can be completed using a QuickBooks Online “test drive” file. The test drive uses a sample company file called Craig’s Design & Landscaping Services. It can be accessed through the following link: Craig's Design & Landscaping You don’t have to create an account or sign in to access the test drive file; just complete the security validation and click Continue. This test drive is designed for you to explore and try out new things without worrying that you will break something or make a mistake. It is not designed to retain any changes you make. Once you close this QuickBooks Online test drive company, it is completely refreshed, so please remember to allow sufficient time to complete each activity. But don’t

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