1 .Introduction
- What is QuickBooks Online?
- Overview of QuickBooks Online vs. QuickBooks Desktop
- Types of businesses that can benefit from QuickBooks Online
- Benefits of using QuickBooks Online
- Setting Up Your QuickBooks Online Account
- Signing up for QuickBooks Online
- Choosing the right QuickBooks plan (Simple Start, Essentials, Plus, Advanced)
- Navigating the QuickBooks dashboard
- Setting Up Your Company
- Creating a company profile
- Adding company details (name, address, fiscal year, tax settings)
- Setting up users and roles
2. Basic Navigation & Dashboard Overview
- Understanding the QuickBooks Online Dashboard
- Key elements of the dashboard (Profit and Loss, Bank Balances, etc.)
- How to customize the dashboard
- Navigating through the Menu bar
- Setting Preferences
- Customizing settings for your business
- Managing company settings (currency, location, etc.)
- Setting up sales tax and other preferences
3. Managing Your Chart of Accounts
- What is a Chart of Accounts?
- The role of the Chart of Accounts in QuickBooks Online
- Categories of accounts: Assets, Liabilities, Equity, Income, and Expenses
- Creating and Managing Accounts
- How to add new accounts
- Editing and deleting accounts
- Using sub-accounts for better organization
4. Managing Income and Expenses
- Creating and Sending Invoices
- Customizing invoice templates
- Adding products and services
- Sending invoices to clients and managing payments
- Recording and Categorizing Expenses
- How to add bills and expenses
- Connecting bank accounts to automatically categorize transactions
- Reconciling expenses and keeping track of receipts
- Tracking and Managing Payments
- Accepting payments (credit card, ACH, etc.)
- Recording partial payments and managing overdue invoices
5. Bank Reconciliation
- How Bank Reconciliation Works in QuickBooks Online
- Setting up your bank account in QuickBooks Online
- Matching transactions between QuickBooks and your bank account
- Identifying discrepancies and fixing reconciliation issues
6. Payroll and Employee Management
- Setting Up Payroll in QuickBooks Online
- How to set up QuickBooks Payroll
- Managing employee profiles and pay schedules
- Payroll taxes and deductions
- Running Payroll
- How to run payroll manually or automatically
- Paying employees (direct deposit or paper checks)
- Tracking benefits, bonuses, and other payments
7. Financial Reporting
- Generating Financial Reports
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Customizing and Analyzing Reports
- How to filter and customize reports for specific needs
- How to analyze financial data for better business decisions
8. Tax Management
- Sales Tax Setup and Tracking
- Setting up sales tax rates
- Tracking sales tax on invoices and expenses
- Preparing for Taxes
- Using QuickBooks to estimate taxes owed
- Generating reports for tax filing (1099s, Sales Tax Reports)
9. Advanced Features in QuickBooks Online
- Creating and Managing Budgets
- How to set up and track budgets in QuickBooks
- Analyzing budget vs. actual performance
- Tracking Inventory
- Setting up inventory items
- Managing stock and adjusting inventory levels
- Creating purchase orders and managing suppliers
- Integrations with Third-Party Apps
- Connecting QuickBooks to payment processors, CRMs, and other software
- Overview of popular integrations (e.g., Shopify, PayPal, TSheets)
9. QuickBooks Online Mobile App
- Overview of the Mobile App
- Downloading and setting up the QuickBooks Online mobile app
- Key features of the app (tracking expenses, invoicing, capturing receipts)
- Using the Mobile App for Daily Tasks
- How to send invoices on the go
- Scanning receipts and expenses with the app
- Monitoring your cash flow from anywhere
10. Troubleshooting & Support
- Common QuickBooks Online Issues
- Troubleshooting syncing issues with bank accounts
- Fixing data entry errors
- Accessing QuickBooks Support
- Using QuickBooks Help Center
- Contacting QuickBooks support for assistance
