QuickBooks Online Quick Reference Guide

Description

Product Description

Designed with the busy professional in mind, this 4-page quick reference guide provides step-by-step instructions in QuickBooks Online. When you need an answer fast, you will find it right at your fingertips. Clear and easy-to-use, quick reference cards are perfect for individuals, businesses and as supplemental training materials.

Topics Covered:

QuickBooks Online Environment
The QuickBooks Online Environment
Navigating QuickBooks Online
Accountant View & Business View

The Chart of Accounts
Adding a New Account
Editing an Account
Inactivating an Account

Customers, Employees, and Vendors
Adding a New Customer
Editing or Inactivating a Customer
Adding a New Employee
Editing Employee Information
Adding a New Vendor
Editing or Inactivating a Vendor

Managing List Items
Sorting Lists
Inactivating and Reactivating Items
Renaming and Merging List Items

Sales Tax
Enabling and Editing Sales Tax
Indicating Taxable Customers
Indicating Taxable Items
Creating a Sales Tax Report
Paying Sales Tax

Inventory
Enabling Inventory
Creating Inventory Items
Using Custom Purchase Order Fields
Creating a Purchase Order
Adjusting Inventory

Other Items
Creating Non-Inventory Parts, Service Items, and Bundles
Creating a Discount Line Item
Creating a Payment Line Item

Basic Sales
Creating an Invoice or Sales Receipt
Finding Transactions
Printing Invoices and Receipts
Batch Printing Invoices and Receipts
Managing Sales Transactions
Creating Customer Statements

Payment Processing
Recording Customer Payments
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits

Handling Refunds
About Refunds in QuickBooks Online
Creating a Credit Memo
Creating a Refund Receipt
Refunding Customer Payments
Creating a Delayed Credit

Entering and Paying Bills
Entering a Bill
Paying a Bill
Entering a Vendor Credit
Applying a Vendor Credit

Bank Accounts
Entering Transactions in the Register
Writing Checks
Printing Checks
Transferring Funds
Voiding Checks

Reporting
Creating Customer and Vendor QuickReports
Creating Account QuickReports
QuickZooming a Report
Running and Customizing Reports
Emailing, Printing, and Exporting Reports

Projects and Estimating
Creating Projects
Adding Transactions to Projects
Creating or Duplicating an Estimate
Invoicing from an Estimate
Invoicing for Billable Costs

Payroll
Editing Employee Information
Creating Paychecks
Printing, Editing, Deleting, and Voiding Paychecks

Credit Card Accounts
Creating a Credit Card Account
Entering Credit Card Charges
Entering Credit Card Credits

General Journal Entries
Making General Journal Entries