QuickBooks Online Simple Start

This course will guide you through all the features included in QuickBooks Online Simple Start.  This is the entry-level edition with one user and list limits.

More modules coming in 2020 including: Dashboard, Banking, Sales/Invoicing, Reports, Expenses, Taxes, Mileage, Accounting, My Accountant, Capital, Live Bookkeeping, Apps, Settings, and Tools.

Modules

QBO Simple Start - Course Overview

Lesson

• QBO Simple Start Course Overview Preview

QBO Simple Start - General Navigation

Lessons

• Getting Around in QuickBooks Simple Start
• Side Navigation in Simple Start
• Quick Create in Simple Start
• Super Search Overview
• Advanced Search
• Gear Icon Overview
• Creating Transactions
• Action Dropdown
• Help Overview
• Notifications

QBO Simple Start - Dashboard

Lessons

• Privacy – Simple Start
• Alerts – Simple Start
• Report Widgets – Simple Start
• Bank Accounts – Simple Start
• First Time Use – Simple Start

QBO Simple Start - Banking

Lessons

• Banking Overview Simple Start
• Connect an Account Simple Start
• Disconnect an Account Simple Start
• Import File Simple Start
• For Review – Match in Simple Start
• For Review – Add in Simple Start
• Reviewed Transactions – Simple Start
• Excluded – Simple Start
• Rules Overview – Simple Start
• Reconcile – Simple Start
• Receipts Overview – Simple Start

QBO Simple Start - Sales and Invoicing

Lessons

• Settings
• Overview
• Import Transactions
• All Sales – New Transactions
• All Sales – Money Bar
• All Sales – Filtering
• All Sales – Batch Actions
• All Sales- Action Column
• All Sales – Icons
• Estimates
• Sales Reciept
• Refund Receipts
• Invoices
• Invoices Tab
• Customers
• Products and Services

QBO Simple Start - Workers

Lessons

• Employee List Simple Start
• Overview of Payroll Services
• Employees Payroll Settings in Simple Start
• Payroll Setup in Simple Start
• Adding a New Employee in Simple Start
• Run Payroll in Simple Start
• Pay Payroll Taxes in Simple Start
• Process Payroll Forms in Simple Start
• Contractors in Simple Start

QBO Simple Start - Reports

Lessons

• Reports Overview
• Customize Reports
• Customize Reports – Share
• Customize Reports – Schedule
• Customize Report – Column
• Customize Reports – Dates
• Customize Reports – Filter
• Management Reports

QBO Simple Start - Expenses

Lessons

• Expenses Dashboard Overview
• Expenses Dashboard New Transaction
• Expenses Batch Transactions
• Expenses Filters
• Creating an Expense
• Creating a Check
• Printing a Check
• Paying a Credit Card
• Vendors Overview
• Vendors List
• Vendors Money Bar
• Vendors Prepare 1099’s

QBO Simple Start - Taxes

Lessons

• Sales Tax Overview and Setup
• Collecting Sales Tax
• Pay Sales Tax
• Sales Tax Reports
• Payroll Tax Overview
• Payroll Tax Reports

QBO Simple Start - Mileage

Lessons

• Mileage Overview
• Setting Up Vehicle
• Tracking Mileage Web
• Using the App

QBO Simple Start - Accounting

Lessons

• Chart of Accounts Overview
• Create New Account
• Account Numbers
• Editing Multiple
• Reconcile

QBO Simple Start - My Accountant

Lessons

• My Acountant Overview
• Requests and Shared Documents

QBO Simple Start - Capital

Lessons

• Capital Overview
• Capital vs Marketplace
• Business Credit Score

QBO Simple Start - Live Bookkeeping

Lesson

• Overview of QuickBooks Live

QBO Simple Start - Apps

Lesson

• App Dashboard

QBO Simple Start - Settings and Tools

Lessons

• Setting Overview
• Settings Company
• Billing and Subscription
• Settings Usage
• Setting Sales
• Payments Setup for QBO Simple Start
• Settings Advanced
• Custom Form Sytles Overview
• Payroll Settings in Simple Start
• Chart of Accounts Overview – Settings
• QuickBooks Labs Overview
• List – Products and Services
• Attachments
• Tools – Import Data
• Tools – Export Data
• Reconciling
• Audit Log
• Smart Look
• Case Center
• Manage Users
• Invite Accountant
• User Profile
• Feedback
• Refer a Friend
• Privacy
• Switch Company
• Sign Out
• Payment Methods
• Terms List