Quick Books

• Which QuickBooks Online is right for me?
• QuickBooks Online Packages Available
• To find an expert in QuickBooks Online
• Benefits of using QuickBooks Online
• Mobile devices and QuickBooks Online
• Our case study for today’s training

NAVIGATING QUICKBOOKS ONLINE

• Navigating the QuickBooks Online Home Page
  

  COMPANY FILE SETU

• GST Setup
• Using the Tax Centre Accounts
• Taxable Payments Annual Report (TPARS)
• Managing Users
• Multi-Currency
• Importing Data
• Customers Import
• Products and Services
  

  ONLINE BANKING

• Linking Bank Accounts & Importing Bank transactions
• Linking Bank Accounts or Credit Cards for Automatic Bank Feeds
• Importing Bank Transactions
• How to Add Transactions
• How to Match Transactions
• Processing Transactions – Debits
• Processing Transactions – Credits
• How to accept multiple transactions in batches 100% JOB Assistance in MNC’S
• Adding Attachments to Transactions
• Setting up Bank Rules

TRANSACTIONS

• Creating and Managing Quotes
• Creating and Managing Invoices
• Receiving Payment of Invoices
• Customizing Invoices Attachments
• Expense Transactions Bills
• Paying Bills
• Recurring transactions
• Class and Location Tracking
• Turning on Class Tracking and/or Location Tracking
• Partial Purchase Orders
• Create a Partial Purchase Order
  BUDGETS
  Budget vs Actual
• Set up Budget Report
  

  PROJECTS 

• Turn on Projects in Settings
• Create and track your projects
• Add a transaction to a project outside of Projects
• Move existing transactions into Projects
  

  PAYROLL

• To Setup Payroll
• Pay Run Settings
• Setup Employees
• Setup a Pay Run
• Payroll Reports
• Important Reports to note
  

  SUPERANNUATION & CLICK SUPER 

• Accessing Super Payments within QuickBooks Online
  

  BANK RECONCILIATION 

• Banking Reconciliation Tools
  

  MANAGING GST AND BAS 

• QuickBooks Online Helps You to Manage Your GST
• BAS Reports Used to Review
• Revision of BAS
• Completing the BAS
• GST Exception Detail
• Processing GST in the New Tax Centre
  

  RUNNING REPORTS 

• Profit & Loss / Balance Sheet
• Customising Reports
• Report Groups
• Automated Reports
  

  MOBILE APPS – TAKE THE IPAD / IPHONE TOU

• Download the QuickBooks Online Mobile App
• Creating and Sending Quotes on an iPad/iPhone
• Capturing Expenses on an iPad/iPhone
• Run reports on an iPad/iPhone
  

  HELP & SUPPORT 

• In-product support
• QB Assistant
• Customer Care telephone support
• Online support
• Get connected socially
  

  NEXT STEPS 

• Providing Feedback