QBO VIDEOS

QBO 4E VIDEOS

Scroll down for QBO Videos that correspond to your Computer Accounting with QuickBooks Online 4e textbook!

(Note: if a URL no longer functions properly, advise your instructor to send us the information so we can fix it.)

CHAPTER 1: quickbooks online navigation and settings

SECTIONS 1.1, 1.3, 1.4

• How QuickBooks Online Works

• Get started in QuickBooks Online: Quick Tour

• How to use the Navigation Bar [Intuit Education]

SECTION 1.5

• How to use the audit log to find errors in QuickBooks Online

• Use the audit log [Intuit Education]

• How to use Advanced Search to find transactions [Intuit Education]

SECTION 1.6

• Check your settings [Intuit Education]

• How to set up your company settings in QuickBooks Online

• How to set up your sales settings in QuickBooks Online

• How to set up your expense settings in QuickBooks Online

• How to set up your advanced settings in QuickBooks Online

ADVANCED QBO TOPICS

• Set up a new user [Intuit Education]

• How to add and manager users in QBO

CHAPTER 2: QBO CHART OF ACCOUNTS

• Understanding the chart of accounts in QuickBooks Online

• How to add accounts to your Chart of Accounts in QBO

• How to enter accounts [Intuit Education]

• Introduction to subaccounts [Intuit Education]

• Set up and use account numbers [Intuit Education]

• Accounting Terms You Need to Know

CHAPTER 3: QBO TRANSACTIONS

• How to get up and running fast in QuickBooks Online

SECTION 3.7

• How to create an invoice using New Invoice format in QBO

• How to create an invoice using Old Layout in QuickBooks Online

SECTION 3.8

• How to create an expense in QuickBooks Online

SECTION 3.10

• How to use the journal in QuickBooks Online

• Journal entries [Intuit Education]

SECTION 3.13

• How to create recurring transactions in QuickBooks Online

• Set up a scheduled (recurring) transaction in QBO [Intuit Education]

CHAPTER 4: BANKING

SECTION 4.3

• How to record a deposit in QuickBooks Online

• Record a bank deposit [Intuit Education]

• Customer List: Intro [Intuit Education]

SECTION 4.4

• How to record an expense in QuickBooks Online

• Record an expense [Intuit Education]

• How to record checks in QuickBooks Online

• Record a check [Intuit Education]

• Vendor List: Intro [Intuit Education]

SECTION 4.5

• How to connect your bank account and credit cards to QuickBooks Online

• Set up a bank or credit card account with online banking [Intuit Education]

• How to add and match transactions from your bank and credits cards in QBO

• Match a downloaded transaction [Intuit Education]

• Exclude a downloaded transaction [Intuit Education]

• How to upload transactions manually in QuickBooks Online

• How to upload banking transactions manually [Intuit Education]

ADVANCED QBO TOPICS

• How to reconcile accounts

• Select cleared transactions [Intuit Education]

• Reconciliation history [Intuit Education]

• How to use bank rules in QBO

CHAPTER 5: CUSTOMERS AND SALES

SECTION 5.4

• How to add your Customers to the Customers List in QBO

• Customer List: Intro [Intuit Education]

SECTION 5.5

• How to set up and use projects in QBO

• Set up a project [Intuit Education]

SECTION 5.6

• How to set up products and services in QuickBooks Online

• Products and services [Intuit Education]

SECTION 5.7

• Invoices versus sales receipts: which to use in QuickBooks Online

SECTION 5.8

• How to create a sales receipt in QuickBooks Online

• Sales receipts [Intuit Education]

• How to set up QuickBooks Payments to accept customer credit card, debit card and ACH bank transfers in QuickBooks Online

SECTION 5.9

• How to create an invoice using New Invoice format in QBO

• How to create invoices using Old Layout in QuickBooks Online

• How to record customer invoice payments in QuickBooks Online

• How to create a deposit (undeposited funds or payments to deposit) in QuickBooks Online

• What is Undeposited Funds (Payments to Deposit)? [Intuit Education]

• How to give customers credit in QuickBooks Online

• How to record a customer credit in QBO and how customer credits differ from refunds [Intuit Education]

• How to record a customer refund in QBO [Intuit Education]

• How to record customer refunds in QBO

• How to record Discounts for Customers

ADVANCED QBO TOPICS

• How to set up payments for Customers in QBO

• How to use payment links in QuickBooks Online

• How to get paid by text and other flexible ways to get paid in QBO

• How to set up recurring updated invoices with autopay in QBO

• How to customize sales forms in QBO [Intuit Education]

• Record and send an estimate in QBO [Intuit Education]

• Create an invoice form an estimate [Intuit Education]

• How to create an estimate & convert it to an invoice in QBO

• How to use progress invoicing in QBO

CHAPTER 6: VENDORS AND EXPENSES

SECTION 6.4

• How to add vendors in QuickBooks Online

• How to import data from Excel (Vendor List) [Intuit Education]

• Vendor List: Intro [Intuit Education]

SECTION 6.6

• How to record an expense in QuickBooks Online

• Record an expense [Intuit Education]

• How to capture and manage receipts in QuickBooks Online

• How to Attach Documents to Bills and Expenses

SECTION 6.7

• How to record checks in QuickBooks Online

• Record a check [Intuit Education]

SECTION 6.8

• How to add and pay bills in QuickBooks Online

• Add and pay bills in QBO

• Record a bill payment [Intuit Education]

CHAPTER 7: INVENTORY

SECTION 7.3

• How to set up products and services in QuickBooks Online

• Products and services [Intuit Education]

• How to create inventory products in QuickBooks Online

SECTIONS 7.5 & 7.6

• How to manage inventory in QuickBooks Online

• How to set up and track your inventory in QuickBooks Online

• Turn on inventory [Intuit Education]

• Receive inventory against a purchase order [Intuit Education]

SECTIONS 7.7 & 7.8

• How to record sales of inventory in QuickBooks Online

• How to track inventory sold in QuickBooks Online

• How to set up sales tax in QuickBooks Online

• How to pay sales tax in QuickBooks Online

• How to set up, collect, and pay sales tax in QuickBooks Online

QBO ADVANCED TOPICS

• How to mark expenses billable and invoice them to customers in QuickBooks Online

• How to record a vendor credit [Intuit Education]

• How to run purchase order reports [Intuit Education]

• Inventory adjustments [Intuit Education]

CHAPTER 8: EMPLOYEES AND PAYROLL

SETTING UP QBO PAYROLL VIDEOS

SECTION 8.3

• How to add employees to payroll in QuickBooks Online

SECTIONS 8.4

• How to set up contractors in QuickBooks Online

SECTION 8.5

• How to enter billable time: Employees & Contractors

• How to add labor costs to a project in QBO

SECTIONS 8.7 - 8.10

• What is payroll? An introduction to Payroll

• Choosing QuickBooks Online Payroll over manual payroll

• Welcome to QBO Payroll

• How to use QBO Payroll

• Getting started in QuickBooks Online Payroll

• How to set payroll tex preferences (tax payments and filings) in QBO Payroll

• How to enter your payroll tax info in QBO Payroll

• How to run Payroll

• How to pay your payroll taxes in QuickBooks Online Payroll

• How to connect your bank to QBO Payroll to pay payroll taxes and employees

QBO ADVANCED TOPICS

• How to use time tracking with QBO Payroll

• How to file W-2s and 1099s in QBO Payroll

• How to file W-2s in QBO Payroll

• How to file 1099s online with QBO

• How to create and file 1099s in QBO

• QBO Payroll Resource Library

• QBO and QBO Payroll Smarter Business Tools

• How to record personal expenses and owner draws (owner distributions) in QBO

• How to pay expenses with owner funds in QBO

QUICKBOOKS TIME

• Welcome to QuickBooks Time

• How to track time in QuickBooks Time

• How to use QuickBooks Time Mobile app

CHAPTER 9: QBO ADJUSTMENTS

SECTION 9.5

• How to use the Journal in QuickBooks Online

• Journal entries [Intuit Education]

CHAPTER 10: QBO REPORTS

• Best practices for QuickBooks Online

• Types of reports in QBO [Intuit Education]

• How to customize reports in QuickBooks Online

• How to create custom reports in QuickBooks Online

• How to save Customized Reports

• Save customized - changed to save customer reports [Intuit Education]

• Enhancements to QuickBooks Online reports

• Reconcile accounts and reports in QuickBooks Online like a pro

• How to use the QuickBooks Online cash flow planner

• Profit & Loss [Intuit Education]

• Balance Sheet [Intuit Education]

• Collapse report [Intuit Education]

• Accrual vs. cash [Intuit Education]

SECTION 10.6

• How to track what customers owe using QuickBooks Online

• Accounts receivable reports [Intuit Education]

• How to create customer statements in QBO [Intuit Education]

SECTION 10.8

• How to track what you owe your vendors using QuickBooks Online

• Accounts payable reports [Intuit Education]

SECTION 10.10

• How to use the audit log in QuickBooks Online

• Use the audit log [Intuit Education]

SECTION 10.11

• Introducing tags in QuickBooks Online

• How to use tags in QBO

• How to use tags [Intuit Education]

ADVANCED QBO TOPICS

• How to prepare for tax season

• How to use Project Profitability Reports in QBO

• Set up a closing date [Intuit Education]

• Turn on and set up classes [Intuit Education] and Class reports [Intuit Education]

• How to create budgets in QBO

• How to combine multiple QBO reports and charts into a single document

MORE QBO VIDEOS…

QBO PLAYLISTS

• Intuit Education QBO Playlist

• Intuit QBO Playlists

QBO MOBILE APP

• QuickBooks Online mobile app

• How to Use the QBO Mobile app

QBO ACCOUNTANT VIDEOS

• Accountant Best Practices with QBO

• How to access ProAdvisor benefits and share Payments discounts in QBO Accountant

• How to create a client in QuickBooks Online Accountant

• How to set up user roles in QuickBooks Online Accountant

OTHER QBO VIDEOS

• New QBO app to give you a Desktop experience

• How to add and manager users in QBO

• QuickBooks Connect Virtual Events

• How to erase your QBO company data and start over

• Click here to view more QuickBooks Online videos

• Click here to view the new QBO webinar video series