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Intuit Enterprise Suite QuickBooks Online Beginner

Intuit Enterprise Suite for Beginners

Explore Intuit Enterprise Suite with this course. Learn how to get the most from Intuit Enterprise Suite. You’ll learn the basics and advanced features.

Course Content

35:51

Introduction to Intuit Enterprise Suite Foundations

Sign Up for Your Software

What Can You Do On The Dashboard

Three Main Menus

Check Your Settings

Choose Your Starting Point

What is a Transaction?

Elements of a Transaction: Money In

Elements of a Transaction: Money Out

Enter Accounts and Opening Balances

Enter Customer Opening Balances

Enter Vendor Opening Balances

Enter Inventory Opening Balances

Enter Historical Transactions

Use Multiple Tabs

How to Switch Between Your Entities

Use the QBO Desktop App

Sign up for the QBO Desktop App

30:13

Working with Lists

What Are Lists?

The “WHO”: Introduction to Centers

The “WHO”: Customizing Customer and Vendor Centers

The “WHO”: Find and Record Transactions using Customer and Vendor Centers

The “WHAT”: Introduction to Other Lists

The “WHO” and the “WHAT”: Add New Entry

Why do you need The “WHO” and The “WHAT”

The “WHO” and The “WHAT”: Edit Entry

The “WHO” and The “WHAT”: How to Add Names to Multiple Lists

The “WHO” and The “WHAT”: Delete Entries without balances

The “WHO” and The “WHAT”: Delete Entries with balances

The “WHO” and The “WHAT”: Merge Entries

44:58

Financial Statements

Chart of Accounts

Intro to Account Creation

Set Up New Accounts

Intro to Subaccounts

Using Subaccounts

Collapse Report

Accrual vs. Cash

Statement of Cash Flows: Operating Activities

Statement of Cash Flows: Financing & Investing Activities

Intro to Journal Entries

Create a Journal Entry

Intro to Debits & Credits

Intro to Multi-Entity

Intercompany Accounts

Multi-Entity Journal Entries

Set up Spreadsheet Sync

How to Run a Multi-Entity Profit & Loss

How to Run a Multi-Entity Balance Sheet

12:26

Products & Services

What are Products and Services?

Create a Product or Service

Sale with Multiple Products and Services

The Products and Services List

32:15

Set Up a New Customer

Organize Customers with Sub-Customers

Money In Workflows: Invoices

Introduction to Accounts Receivable

Record a New Invoice

Accounts Receivable Reports

What is Undeposited Funds?

Receive Payment Towards an Invoice

Receive a Partial Payment

Record a Bank Deposit

Recording Deposit Fees

The Open Invoices Report

The Invoice Tab

Consolidated A/R Aging Reports

44:41

Money In – II

Money In Workflows: Sales Receipts

Record a Sales Receipt

What is Undeposited Funds?

Record a Deposit for Sales Receipts

Deposit Only Method Intro

Uses of Deposit Only Method

Delayed Charges Intro

Record and Invoice Delayed Charges

Refunds and Credits: Intro

Record a Refund

Record a Credit Memo

Apply a Credit Memo

Delivery Options for Money In Transactions

Customer Statements: Intro

Balance Forward Statement

Open Item Statement

Transaction Statement

The Sales by Customer Summary Report

What is Revenue Recognition?

Set Up Revenue Recognition

Revenue Recognition Invoice & Reports

Revenue Recognition – Issue Refunds or Credits

40:47

Customize Your Software

Introduction to Custom Fields

Set up and use Custom Fields for a Customer

Set up and use Custom Fields for a Vendor

Set up and use Custom Fields for Transactions

Report Options for Custom Fields

Turn on and set up Classes

Record Class on a Transaction

Locations: Intro

Turn on and Set Up Locations

Record Location on a Transaction

Location Reports

Customize Forms: Intro

Customize Sales

Customize Invoices and Estimates: Look and Feel

Customize Invoices and Estimates: Messaging

Customize Sales Receipts: Look and Feel

Customize Sales Receipts: Header

Customize Sales Receipts: Body

Customize Sales Receipts: Footer and Messaging

64:38

Find Transactions with Centers

Use Search to Find Transactions

Transactions Search

Recurring Transactions: Intro

Set Up a Scheduled Transaction

Assign a Frequency and Save a Scheduled Transaction

Edit a Recurring Transaction

QuickBooks Online Payments: Intro

Send Invoices with a Pay Button

What do Customers See on their Invoice?

Record a Sales Receipt Using QuickBooks Payments

How QuickBooks Payments Records Payments/Deposits

QuickBooks Checking

Introduction to Batch Transactions

Record Multiple Transactions

Delete Multiple Transactions

Spreadsheet Sync: Record Multiple Transactions

Spreadsheet Sync: Update Customer & Vendor Records

What are Workflows and Tasks?

Require Approval for Invoices

Payment Due Reminders for Customers

Automated Payment Received Email to Customers

Automated Overdue memo on Invoices

Send Recurring Statement to Customer

1 of 2

16:13

What is Sales Tax?

Sales Tax Setup

Sales Tax Options for Customers

Sales Tax Options for Products

Record a Taxable Sale

Record a Nontaxable Sale

Review and Pay Sales Tax

38:19

Money Out – I

Set Up a New Vendor

Money Out Workflow

What is Accounts Payable?

Advantages of Tracking Bills

Accounts Payable Reports

Should I Record a Bill Payment?

Record a Bill Payment

Print Bill Payment Checks

Checks and Expenses: Intro

Record a Check To Print

Handwrite a Check

Record an Expense

Expenses by Vendor Summary Report

Intercompany Expenses

Consolidated A/P Aging Reports

42:02

Money Out – II

Introduction to Credit Cards

Set Up a Credit Card

Use a Credit Card

Pay Down Credit Card

Enter a Loan from a Previous Year

Record a Loan to your Bank Account

Record a Mortgage or Loan for Purchase

Petty Cash: Intro

Deposit Money to Petty Cash

Spend Money from Petty Cash

Vendor Refunds & Credits: Intro

Record a Vendor Refund

Record a Vendor Credit

Apply a Vendor Credit

Void vs. Delete

Employee and Owner Purchases: Intro

Set up Owner Equity Accounts

Owner Purchases

Owner Reimbursement

Owner Deposits to Company Bank Accounts

Owner Withdrawal from Company Bank Account

Employee Reimbursement

1 of 2

64:05

Projects and Job Costing

Intro to Projects

Custom Fields for Projects

Set Up Projects

Projects Center

Project Invoicing Methods

Estimate to Invoice Method: Project Estimate

Estimate to Invoice Method: Change Order

Estimate to Invoice Method: Time

Estimate to Invoice Method: Material Costs

Estimate to Invoice Method: Labor Costs

Estimate to Invoice Method: Invoice

Estimate to Invoice Method: Reports

Billables to Invoice Method: Project Estimate

Billables to Invoice Method: Time

Billables to Invoice Method: Material Costs

Billables to Invoice Method: Labor Costs

Billables to Invoice Method: Invoice

Billables to Invoice Method: Reports

Direct to Invoice Method

Direct to Invoice Method: Time

Direct to Invoice Method: Material Costs

Direct to Invoice Method: Labor Costs

Direct to Invoice Method: Invoice

Direct to Invoice Method: Reports

1 of 2

42:49

Connect to Online Banking

Import Transactions by File

The Banking/Transactions Window

Matching Transactions – Intro

Match a Downloaded Transaction

What is an Unrecognized Transaction?

Add a Downloaded Transaction

What Transactions Should You Still Record Manually?

Add a Sales Receipt

Add an Expense with a Split

Add an Expense with Products or Services

When Should you Exclude Transactions?

Exclude a Transaction

Record a Personal Expense

What is a Transfer?

Record a Transfer

Record a Credit Card Charge/Payment

Multientity Transactions

23:30

Begin a Reconciliation

How to Use the Reconciliation Window

Mark Transactions as Cleared

What Causes a Difference?

Complete a Reconciliation

Reconciliation History

Credit Card Reconciliation Intro

Credit Card Reconciliation Setup

Credit Card Reconciliation

Reconcile Petty Cash

13:03

Mobile App and Expense Management

Mobile App: Mileage

Mobile App: Receipts Intro

Mobile App: Receipt Snap

Other Receipt Capture Methods

Set Up Employee Expenses

34:05

Working with Reports

The Reports Center

Types of Reports

Summary Reports

Customize Reports: Date & Comparison

Customize Reports: Filters & Columns

Customize Reports: Grouping & Pivots

Customize Reports: Appearance

Customize Reports: Send & Save

Schedule Report Emails

Pivot Tables and Charts

Cash Flow and Planner

Intro to Dimensions

Add and Edit Dimensions

Record Transactions with Dimensions

Run Dimensions Reports

26:47

Accounting Tasks & Procedures

Back up your company

Restore your company from a backup

What is a Closing Date?

Set Up a Closing Date

What are Users?

Set up a New Role/User

Edit a Role or User

Invite Accountant

Reclassify Transactions

What is the Audit Log?

Use the Audit Log

37:24

Choose a Subscription that is Right for You

What to Have on Hand Before Starting

What is Workforce & Time?

Employee Setup: W4

Employee Setup: Setup Payroll Schedule

Employee Setup: Tax Withholdings

Employee Setup: Enter Payment Method

Employee Setup: Pay Types

Employee Setup: Deductions and Contributions

Company Information: Intro

Record Year-to-Date Payroll

Enter Bank Information

Tax Payment & Filing Preferences

Set up Time Tracking

Advanced Time Features

Workers’ Comp, Retirement, and Health Plans

Update Payroll Settings

10:41

Workforce: Employee Experience

Download Workforce

Employee Self-Setup

View PTO, Paystubs, Time, & W-2s

Enter Time as an Employee

16:10

Time Preferences

Enter Single Time Entry

Enter Weekly Time Entry: Employee

Set up Contractor Time Tracking

Enter weekly Time Entry: Contractor

Invoice for billable time

20:09

Pay Employees: Intro

Run Payroll: Edit & Approve Time

Confirm Payroll

Print Checks & Paystubs

Tax Payments and Forms

Pay Non-Tax Liabilities

Update Employee Info

Edit Payroll Items

Payroll Reports

29:40

Turn on Inventory

What is Inventory?

What You Need for Inventory

New Inventory Setup

Record an Inventory Sale

Purchase Orders: Intro

Record and Send a Purchase Order

Run Purchase Order Reports

Receive Inventory: Intro

Receive Inventory Against a Purchase Order

Receive Inventory Without a Purchase Order

Inventory Reports

What if Your Quantity on Hand is Wrong?

Record an Inventory Adjustment

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