QUICK Books Training in Portharcourt
1 Introduction to QuickBooks Online
which QuickBooks Online is right for me?
QuickBooks Online Packages Available
To find an expert in QuickBooks Online
Benefits of using QuickBooks Online
Mobile devices and QuickBooks Online
Our case study for today’s training
2 Navigating QuickBooks Online
Navigating the QuickBooks Online Home Page
3 Company File Setup
GST Setup
Using the Tax Centre
Taxable Payments Annual Report (TPARS)
Managing Users
Importing Data
Customers Import
Products and
4 Online Banking
Linking Bank Accounts & Importing Bank transactions
Linking Bank Accounts or Credit Cards for
Importing Bank Transactions
How to Add Transactions
How to Match Transactions
Processing Transactions Debits
Processing Transactions Credits
How to accept multiple transactions in batches
Adding Attachments to Transactions
Setting up Bank Rules

5 Transactions
Creating and Managing Quotes
Creating and Managing Invoices
Receiving Payment of Invoices
Customising Invoices
Expense Transactions
Paying Bills
Recurring transactions
Class and Location Tracking
Turning on Class Tracking and/or Location Tracking
Partial Purchase Orders
Create a Partial Purchase Order
6 Budgets
Budget vs. Actuals
Set up Budget Report
7. Projects
Turn on Projects in Settings
Create and track your projects
Add a transaction to a project outside of Projects
8. PayRoll
To Setup Payroll
Pay Run Settings
Setup Employees
Setup a Pay Run
Payroll Reports
Important Reports to note
9. Superannuation & Click Super
Accessing Super Payments within QuickBooks Online
10. Bank Reconciliation
Banking Reconciliation Tools
11 Managing GST and BAS
QuickBooks Online Helps You to Manage Your GST.
BAS Reports Used to Review
Revision of BAS
Completing the BAS
GST Except
ion Detail
Processing GST in the New Tax Centre
12 Running Reports
Profit & Loss / Balance Sheet
Customising Reports
Report Groups
Automated Reports
13 Mobile Apps Take the Ipad / Iphone Tour
Creating and Sending Quotes on an iPad/iPhone
Capturing Expenses on an iPad/iPhone
Run reports on an iPad/iPhone

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