QuickBooks Online Level 2

Now know how to work with more advanced QuickBooks Online topics. Become capable with such skills as how to customize settings, banking, credit cards, foreign currencies, statements for debts collection, using tags and projects.  

And come away with your Certificate in Quickbooks Online. 

Agenda

Unit 1 - Company Setup, Banking and Credit Cards

• Setting up and Customizing Settings

• Entering Balances – B/L, Customer, Vendor and Inventory

• Bank Reconciliation

• Using Credit Cards

Unit 2 - Budgets and Inventory

• Budgets

• Tags

• Adjusting bundles

• Midterm Project

Unit 3 - Multiple Currencies

• Setting up Foreign Currency

• Updating the Exchange Rate

• Setting up a Foreign Currency Bank Account

• Setting up a Foreign Vendor

• Setting up a Foreign Customer

• Purchases and Sales using foreign currency

Unit 4 - Statements, NSF Checks and Bad Debts

• Preparing Customer Statements 
  
• NSF cheques 
• Using Projects
• Final Project