US QuickBooks & Tax Certified Advisor
About Course
Learn how to use QuickBooks Online to support your small business clients.
Intuit’s suite of products
The QuickBooks Online mobile app
The Client Dashboard
The ProAdvisor Program
Navigating QuickBooks Online Accountant
Navigating Client’s QuickBooks online company
Course Content
QuickBooks Online solutions
Intuit’s suite of products
01:13The QuickBooks Online mobile app
00:30Workflows for onboarding clients into QuickBooks Online
01:43Identifying the right QuickBooks Online subscription for a client’s needs
00:00Billing options
00:00Adding clients to QuickBooks Online Accountant
00:00Adding QuickBooks Time and QuickBooks Online Payroll
00:00Navigating QuickBooks Online Accountant
00:00Navigating your client’s QuickBooks Online company
00:00The client dashboard
00:00The chart of accounts and products and services lists
00:00Efficiency boosting tips
00:00The benefits of gaining a certification
00:00The accountant lifecycle
00:00Customizing the chart of accounts
00:00Importing products and services, customers, and vendors
00:00Managing the products and services list
00:00Managing customers and vendors
00:00Adding and managing users
00:00Adding apps
00:00The revenue workflow
00:00Navigating the Sales center
00:00Adding customers
00:00Creating sales receipts
00:00Creating invoices
00:00Entering customer payments
00:00Customizing sales forms
00:00Working with estimates and purchase orders
00:00Customer statements
00:00Credit memos and customer refunds
00:00Setting up QuickBooks Payments
00:00Using QuickBooks Payments
00:00Basic sales tax setup
00:00Billable expenses
00:00Billable time
00:00Delayed charges
00:00Progress invoicing
00:00Price rules
00:00Customer prepayments and deposits
00:00Sales summaries
00:00Working with budgets
00:00Inventory management
00:00Setting up inventory products
00:00Buying, selling, and adjusting inventory
00:00Adjusting for donated inventory
00:00Advanced sales tax activities
00:00Filing sales tax in QuickBooks Online
00:00Adjusting sales tax
00:00The vendor workflow
00:00Navigating the Expenses center
00:00Adding vendors
00:00Entering expenses
00:00Entering bills
00:00Paying bills
00:00Setting up Bill Pay powered by Melio
00:00Managing receipts and bills
00:00Creating vendor credits
00:00The Pay down credit card feature
00:00Vendor prepayments and deposits
00:00Setting up the bank feed
00:00Managing transactions in the bank feed
00:00Excluding bank transactions
00:00Managing bank feed connections
00:00Creating bank rules
00:00Using bank rules
00:00Creating and using recurring transactions
00:00Recording undeposited funds
00:00Recording deposit transactions
00:00Using journal entries
00:00Using the Transfer function
00:00Reconciling accounts
00:00Correcting beginning balances for reconciliations
00:00Banking productivity techniques
00:00Troubleshooting bank feed matches
00:00Using the Suggested rules feature
00:00Importing and exporting bank rules
00:00Working with corporate credit cards
00:00Bounced checks and insufficient funds
00:00Zero dollar transactions
00:00Navigating the Reports center
00:00Basic reporting options
00:00The Profit and Loss and Balance Sheet reports
00:00Reports to answer common business questions
00:00Customizing reports
00:00Management reports
00:00Setting up and using tags
00:00Getting the most out of cash-basis and expense reports
00:00Creating scheduled reports
00:00Using the Performance center
00:00The Cash flow center
00:00Advanced tagging
00:00Advanced categorization methods
00:00Class tracking
00:00Location tracking
00:00Tracking profitability by customers
00:00Using projects
00:00Troubleshooting issues with common workflows
00:00Managing the Clients menu
00:00Managing client subscriptions
00:00Managing your team
00:00Managing your work
00:00Using the Books review center
00:00Key tasks for year end
00:00Using the Reclassify transactions tool
00:00Closing the books
00:00Reviewing lists at period end
00:00Reviewing balance sheet account balances
00:00Reviewing Profit and Loss and Uncategorized account balances
00:00Issues with undeposited funds
00:00Writing off invoices
00:00Troubleshooting inventory balances
00:00Preparing and filing 1099 forms
00:00Using the Prep for taxes tool
00:00The benefits of QuickBooks Online Advanced
00:00Clients that could benefit from QuickBooks Online Advanced
00:00Using QuickBooks Online Advanced
00:00Using custom fields
00:00Using the Custom report builder
00:00Using the Performance center
00:00Using the Spreadsheet Sync feature
00:00Managing custom roles
00:00Using the Workflows and Tasks centers
00:00Managing transactions in batches
00:00Managing expense claims
00:00Priority Circle
00:00Online backup and restore
00:00Premium Apps
00:00Enhancing your value
00:00Overview of the QuickBooks Desktop conversion tool
00:00Pre-conversion activities
00:00Carrying out a conversion
00:00Validating the integrity of a QuickBooks Online company
00:00Configuring a QuickBooks Online file
00:00Converting a QuickBooks Desktop file with sales tax
00:00Converting a QuickBooks Desktop file with payroll enabled
00:00Converting a QuickBooks Desktop file with inventory enabled
00:00Exporting lists from QuickBooks Desktop
00:00Importing lists into a QuickBooks Online company
00:00Entering beginning balances in a QuickBooks Online company
00:00Final Quiz
Student Ratings & Reviews
This App is your solution to your Business online management..