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Up and Running with QuickBooks Online
Illustration by Neil Webb

Up and Running with QuickBooks Online

with Bonnie Biafore

Video: Welcome

Hi, I'm Bonnie Biafore. QuickBooks Online helps you track and manage your company's finances.
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  1. 5m 32s
    1. Welcome
      1m 11s
    2. Is QuickBooks Online right for your business?
      2m 19s
    3. Which online edition should you choose?
      1m 42s
    4. Using the exercise files
      20s
  2. 26m 24s
    1. Creating a company in QuickBooks Online
      7m 9s
    2. Importing data from QuickBooks Desktop to QuickBooks Online
      8m 22s
    3. Creating an account
      7m 12s
    4. Setting up sales tax
      3m 41s
  3. 16m 52s
    1. Creating a customer
      7m 16s
    2. Creating a vendor
      3m 0s
    3. Importing customers and vendors
      6m 36s
  4. 31m 30s
    1. Setting up products and services
      8m 51s
    2. Importing products and services
      8m 27s
    3. Setting up billable expenses and time
      3m 6s
    4. Setting up other lists
      5m 21s
    5. Working with time tracking
      5m 45s
  5. 19m 56s
    1. Entering a bill
      7m 51s
    2. Paying bills
      5m 24s
    3. Paying directly by check or credit card
      6m 41s
  6. 16m 14s
    1. Creating an invoice
      7m 41s
    2. Handling a customer credit or refund
      8m 33s
  7. 12m 23s
    1. Creating a sales receipt for a cash sale
      5m 6s
    2. Receiving and depositing payments
      7m 17s
  8. 15m 0s
    1. Setting up an account for online banking
      3m 7s
    2. Handling downloaded online banking transactions
      6m 9s
    3. Reconciling transactions to your bank statement
      5m 44s
  9. 12m 39s
    1. Running and sending a report
      4m 56s
    2. Customizing a report
      7m 43s
  10. 19m 26s
    1. Paying sales tax
      3m 7s
    2. Automating recurring transactions
      9m 34s
    3. Finding information in QuickBooks
      6m 45s
  11. 42s
    1. Wrapping up
      42s

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Up and Running with QuickBooks Online
2h 56m Appropriate for all Jun 05, 2014

Viewers: in countries Watching now:

Get up and running with QuickBooks Online so you can manage business finances in the cloud, anywhere you go. Bonnie Biafore shows business managers who are new to QuickBooks and old hands making the leap to the online edition how to pay bills on time, collect the money earned, and run reports to see how the company is performing. Plus, discover how to set up customers, vendors, products, and services; record transactions; reconcile bank statements; and pay sales tax.

Topics include:
  • Choosing a QuickBooks Online edition
  • Setting up customers and vendors
  • Setting up billable expenses and time
  • Paying bills
  • Creating invoices
  • Handling refunds
  • Depositing payments
  • Setting up online banking accounts
  • Running reports
  • Automating recurring transactions
Subjects:
Business Accounting Productivity Home + Small Office Finance Freelancing
Software:
QuickBooks Online
Author:
Bonnie Biafore

Welcome

Hi, I'm Bonnie Biafore. Welcome to Up and Running with QuickBooks Online. QuickBooks Online helps you track and manage your company's finances. You can record the bills you have to pay and create customer invoices for what they owe you. Then the software can help you pay your bills on time and collect all the money you've earned. You can download bank transactions and reconcile your bank accounts so you know exactly how much cash you have in the bank.

And you can run reports to see how your company's doing. I don't cover every feature in the software. Instead, I focus on the features you'll turn to most often. With those records in place, you can review your financial results and run reports to see how you can do even better. Maybe you've just started a new company and you're ready to track your finances with QuickBooks Online. Maybe you're an old hand with a QuickBooks desktop program making the leap to the online edition. Either way, I'll guide you through the basics of keeping your books with QuickBooks Online.

So without further ado, let's get started with Up and Running with QuickBooks Online.

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