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Updated in [February 21st, 2023]
Welcome and Overview
QuickBooks Online Subscriptions
QuickBooks Online & Mobile Devices
Accessing QuickBooks Online Sample Files
Setting Up A New Company File
Uploading QuickBooks Desktop Files to the Online Version
Overview of the User Interface
The Gear Menu
Customizing Your Company File
Customizing Your Company File - part 2
Managing Users
Chart of Accounts part-1
Chart of Accounts part-2
Customer List
Adding Customers
Adding Sub-Customers
Editing Customer
Making Customers Inactive
Importing Customers
Sales Overview
Sales Receipts
Invoicing Customers
Recording Customer Payments
Make Deposits
Credit Memos
Refunds
Statements
Tags
Customer & Sales Reports
Overview of Products & Services
Adding New Products & Services
Adding Inventory Products
Purchase Orders
Receiving Products Into Inventory
Product & Service Reports
(Please note that we obtained the following content based on information that users may want to know, such as skills, applicable scenarios, future development, etc., combined with AI tools, and have been manually reviewed)
1. Understanding QuickBooks Online Subscriptions: Learners can gain an understanding of the different QuickBooks Online subscriptions available, and how to choose the best one for their business. They can also learn how to access QuickBooks Online from mobile devices, and how to upload QuickBooks Desktop files to the online version.
2. Setting Up a New Company File: Learners can learn how to set up a new company file in QuickBooks Online, including how to customize the user interface and company file. They can also learn how to manage users, and how to customize the chart of accounts.
3. Managing Customers: Learners can gain an understanding of how to manage customers in QuickBooks Online, including how to add customers, edit customers, make customers inactive, and import customers. They can also learn how to create sales receipts, invoices, record customer payments, make deposits, and issue credit memos and refunds.
4. Managing Products and Services: Learners can learn how to manage products and services in QuickBooks Online, including how to add new products and services, add inventory products, create purchase orders, and receive products into inventory. They can also learn how to generate product and service reports.
5. Generating Reports: Learners can gain an understanding of how to generate customer and sales reports in QuickBooks Online, as well as product and service reports. They can also learn how to use tags to organize their data and generate more detailed reports.
[Applications]
Those who have completed this QuickBooks Online Tutorial: QuickBooks Online for Beginners - 3+ Hours! can apply their knowledge to their business by setting up a new company file, customizing their company file, managing users, creating a chart of accounts, creating customer lists, invoicing customers, recording customer payments, making deposits, creating credit memos, refunds, statements, tags, and creating customer and sales reports. They can also apply their knowledge to creating products and services, adding inventory products, creating purchase orders, and receiving products into inventory. Finally, they can create product and service reports.
[Career Paths]
Recommended career paths for learners of this course include:
1. QuickBooks Online Accountant: QuickBooks Online Accountants are responsible for managing and maintaining QuickBooks Online accounts for businesses. They are responsible for setting up and customizing company files, managing users, creating charts of accounts, and managing customer lists. They also provide support for sales, invoicing, payments, deposits, and refunds. As the demand for cloud-based accounting solutions continues to grow, the need for QuickBooks Online Accountants is expected to increase.
2. QuickBooks Online Consultant: QuickBooks Online Consultants provide advice and guidance to businesses on how to best use QuickBooks Online to meet their accounting needs. They help businesses set up and customize their QuickBooks Online accounts, as well as provide training and support. As businesses continue to move to cloud-based accounting solutions, the need for QuickBooks Online Consultants is expected to grow.
3. QuickBooks Online Trainer: QuickBooks Online Trainers provide training and support to businesses on how to use QuickBooks Online. They help businesses understand the features and functions of QuickBooks Online, as well as provide guidance on how to best use the software to meet their accounting needs. As businesses continue to move to cloud-based accounting solutions, the need for QuickBooks Online Trainers is expected to increase.
4. QuickBooks Online Developer: QuickBooks Online Developers are responsible for developing and maintaining QuickBooks Online applications. They create custom applications that integrate with QuickBooks Online, as well as develop custom features and functions for the software. As businesses continue to move to cloud-based accounting solutions, the need for QuickBooks Online Developers is expected to grow.
[Education Paths]
Recommended degree paths:
1. Accounting: Accounting is a field that is constantly evolving and growing in demand. With the introduction of QuickBooks Online, the need for accounting professionals who are knowledgeable in the software is increasing. A degree in accounting will provide learners with the skills and knowledge needed to use QuickBooks Online and other accounting software to manage finances and accounts. Additionally, accounting degrees provide learners with the ability to analyze financial data and make informed decisions.
2. Business Administration: Business administration degrees provide learners with the skills and knowledge needed to manage and lead businesses. With the introduction of QuickBooks Online, learners will gain the ability to use the software to manage finances and accounts. Additionally, business administration degrees provide learners with the ability to analyze financial data and make informed decisions.
3. Information Technology: Information technology degrees provide learners with the skills and knowledge needed to use QuickBooks Online and other software to manage finances and accounts. Additionally, information technology degrees provide learners with the ability to analyze financial data and make informed decisions. With the introduction of QuickBooks Online, the need for IT professionals who are knowledgeable in the software is increasing.
4. Computer Science: Computer science degrees provide learners with the skills and knowledge needed to use QuickBooks Online and other software to manage finances and accounts. Additionally, computer science degrees provide learners with the ability to analyze financial data and make informed decisions. With the introduction of QuickBooks Online, the need for computer science professionals who are knowledgeable in the software is increasing.
