Topic 1:
- Product overview
- Importing data into Quickbooks
- Setting up your company
- Manage company settings
- Modify lists and users
- Understand your financial statements
- Set up, clean up, & modify the Chart of Accounts
- Tailor company settings/preferences
- Create custom invoices and other form.
Topic 2:
- Navigating Quickbooks® Online Edition
- Best practices when using QBO
- Navigating Client Home, Customer and Vendor Center, Transactions Tab, Quick Create
- Getting Help quickly
- Shortcuts, keyboard shortcuts, finding transactions fast
Topic 3:
Recording Transactions:
SALES AND REVENUE
- Determine appropriate sales related settings
- Alternate entry points for entering sales transactions
- Estimates and Proposals
- Invoicing for billable time and/or expenses
- Receiving payments and making deposits
- Delayed charges
- Income lists and sales reports
Payroll to be added to the 2nd day for those who need