QuickBooks Online Advance

Welcome and Thank you for registering for this class.

Here is the Class Orientation for your reference.

Click the video below to watch.

Welcome to GVM QuickBooks Online Basic/Advanced Training Course.

Please see below the class schedule for your reference.

Welcome to the Introduction to QuickBooks Online Advance.

In the class we covered Advance Sales & Customer Features.

Craig is looking for a way to easily see profitability reports for his jobs—including costs for employees and overheads—and so is ideally suited to using Projects. You are going to convert a sub-customer to a project for him.

Creating Standard Reports 

Customizing Reports

Audit Trail

Introduction to Sales Tax

• Introduction to Budgeting 00:33
• Creating a Basic Budget 03:50
• Budget Options 01:10
• Budget Reports 03:35
• Section Quiz 

 Reminders and Alerts, Automated Reminders 4 lectures • 11min

• Introduction to Reminders 00:11
• Set Up Reminders 03:14
• Locate, Edit, and Add Recurring Transactions 03:04
• Creating a Recurring Entry from an Existing Entry 04:35
• Section Quiz 3 questions

 Projects lectures • 14min

• Introduction to Projects 03:52
• Creating a New Project 02:13
• How to Assign Income and Expenses to Projects 04:05
• Viewing Project Financial Data 03:35
• Section Quiz 4 questions

Customers10 lectures • 46min

• Introduction to Customer Deposits 00:22
• Prepaid Customer Deposits 07:04
• Applying Prepaid Deposits 06:09
• Transferring Customer Payments 04:20
• Finding and Correcting Accounts Receivable Errors 04:54
• Issue Customer Credits and Refunds 06:19
• Recording NSF Checks 02:22
• How to Write Off Bad Debts 06:36
• Recording Payment Less Bank Fees 04:39
• Create Monthly Statements 03:35
• Section Quiz 10 questions

Vendors4 lectures • 16min

• Introduction to Vendor Situations 00:13
• Correcting Bill Payments Recorded as Expenses 05:37
• Prepaid Vendor Expenses 05:41
• Recording Trades 04:58
• Section Quiz 3 questions