QuickBooks Online Tutorial

QuickBooks Online now supports multi-currency use. Huge improvement!

QuickBooks Online is constantly evolving, so you may log in one day and see a complete redesign. QBO originally replicated the desktop version as far as the design, but since 2014 they have started giving QBO its own personality. I love the new design! (see below) They have spread the menu bars...some are to the left, top center, and top right of screen. (See screenshot below with red arrows pointing to menu areas)

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As you can see, the plus symbol at the top center menu bar changes to a multiplication symbol when clicked, with a new dropdown menu of multiple options to choose from.

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The menu bar at top right Gear icon (at your company name), displays a dropdown menu bar as well, when clicked. A few of the options in the left menu bars also has a dropdown with other options to choose from. If you click Transactions for example, you will see the banking option which will take you to all your bank and credit card downloaded transactions.

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QuickBooks Online Company Setup and Management

• QuickBooks Online Signup
• Information That Can Be Imported Into QuickBooks Online
• Setting up the Chart of Accounts in QuickBooks Online
• Setting Up a Customer in QuickBooks Online
• Creating an Invoice in QuickBooks Online
• Receiving a Payment in QuickBooks Online
• Reconciling a Bank or Credit card Account in QuickBooks Online
• Setting Up & Managing Timesheets in QuickBooks Online
• How Do I Record, Edit, or Delete a Sales Tax Payment in QuickBooks Online?
• How to Setup Employees in QuickBooks Online

• How Do I Start a New
  Company in QuickBooks?
• Where Should I Save
  My Company Files?
• What is a Peer-To-Peer Network?
• What is a Client-Server Network?
• How Do I Export
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Import
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Navigate
  to Each Company in
  QuickBooks?

Customer

• How Do I Set Up a
  New Customer in QuickBooks?
• How Do I Add a
  Customer Job in QuickBooks?
• How Do I Create an
  Invoice in QuickBooks?
• How Do I Record a
  Customer Payment for
  an Invoice?
• How Do I Check
  Customer Balance in
  QuickBooks?
• How Do I Generate
  Customer Statement
  in QuickBooks?

Banking

• How Do I Set Up a
  Bank Account in QuickBooks?
• How Do I Reconcile a
  Bank Account in QuickBooks?
• How Do I Correct My
  Opening Balance to Reconcile My Bank Account in QuickBooks?
• How Do I Write a
  Check in QuickBooks?
• How Do I Pay a Bill
  in QuickBooks?
• What is the Difference
  Between Writing a
  Check and Making a
  Bill Payment?

Vendor

• How Do I Set Up a
  New Vendor in QuickBooks?
• How Do I Enter
  Bills in QuickBooks?
• How Do I Enter Bill
  Payments in QuickBooks?
• How Do I Check
  Vendor Balance in
  QuickBooks?
• How Do I Generate
  Vendor Aging Report
  in QuickBooks?

Employees

• How to Setup Your Employees Files in QuickBooks
• How to Process and Print Payroll Checks in QuickBooks?
• How to Setup Employees Timesheets in QuickBooks
• How to Setup an Employee in QuickBooks Online
• How to Print Employees Paychecks in QuickBooks

Taxes

• How Do I Generate Form NYS-45 in QuickBooks?
• How Do I Generate Form 941 in QuickBooks?
• How Do I Generate Form 940 in QuickBooks?

Reports

• How Do I Generate a Profit & Loss/Income Statement in QuickBooks?
• How Do I Generate a Cash Flow Analysis Report in QuickBooks?
• How Do I Generate a Balance Sheet Report in QuickBooks?
• How Do I Generate a Trial Balance Report in QuickBooks?
• How Do I Generate a General Ledger Report in QuickBooks?