Welcome to QBO 4E!
Designed by Dr. Donna Kay based on her Effective Learning Research, this text streamlines learning QuickBooks Online!
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Click here for QBO 4E Updates.
Since QBO is updated on an ongoing basis, updates to QBO may result in differences between your QBO screens and the screen captures and some instructions in your text.
Be aware that when you first log in to your QBO Company, QBO update notices are posted on the opening screen. Pay attention to these update notices and look for how it may change QBO.
For your convenience, when QBO updates affect your text significantly, we will post those updates. Sometimes you may be the first to see a new update roll out, so reach out to your instructor and they can contact us so we can get rolling to post an update.
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Click here to view QBO Videos.
These QBO Videos are listed according to the corresponding Chapter and Section of your text.
Some Videos cover Advanced Topics in case you want to learn more.
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Click here for QBO Data Files.
If you are using Connect with your textbook, you can access the data files through Connect.
If you are not using Connect, you can access the QBO Data Files using the above link.
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Click here for QBO Excel Templates.
Use Excel Templates for Chapters 2 through 11.
Instructions on how to use the template are on the first sheet.
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Obtain FREE QBO Plus to use with Computer Accounting with QuickBooks Online, 4e, Donna Kay.
Your instructor will email you a QBO Invitation. Follow the instructions contained in the email to access your FREE QBO Plus Company to use with your text.
If you do not receive an email invitation from your instructor:
Check your Junk mailbox.
Contact your instructor immediately so they can troubleshoot and/or resend you the invitation.
See Chapter 1 of your text for more detailed instructions.
FYI: your instructor can send you up to 4 free QBO Plus access company codes, so if after troubleshooting you need to completely restart your QBO Company, your instructor will have a Do Over QBO access code for you!
Enjoy your one year of free QBO Plus access.
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Streamline learning QuickBooks Online using 3 simple steps: XPM - eXplore, Practice, Master.
eXplore QuickBooks Online using the Chapter Company: Mookie The Beagle Concierge with walk through screen captures. Don't worry about making mistakes while we eXplore, letting us focus on learning how to navigate and use QBO.
Practice entering information and transactions into QBO with end-of-chapter Exercises.
Master QBO with a QBO Projects at the end of each chapter and the Comprehensive Case: Mookie The Beagle Coach. The comprehensive case covers QBO tasks from setting up a new QBO company and entering transactions to generating QBO reports. The case company does not reset, so we must check and cross check to master QBO.
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For QBO Help and Support, try the following:
See Chapter 1 QBO Help and Troubleshooting
See Appendix A QBO Troubleshooting
QuickBooks Online Community at https://community.intuit.com/quickbooks-online
Trouble Logging In? Consider using http://isitdownrightnow.com/qbo.intuit.com.html
QBO Help getting Started and answering QBO questions: 800-267-5519
Contact your instructor
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Click here for more information about QBO Troubleshooting.
See Appendix A of your text.
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Consider obtaining the QBO Accountant Certification to give your resume a boost.
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Need to Know About Small Business Tax Payments. Another handy summary for you from Intuit, this guide reinforces what you learn in your QBO 3e text, providing practical tax tips for small businesses.
Small Business Accounting Checklist and Infographics: 21 Things to Do and When. This handy checklist summarizes and organizes accounting tasks by when you need to perform the task: Daily, Weekly, Monthly, Quarterly, and Annually. This is a keeper for when you land your first QBO position.
QBO SatNav
Introducing the QuickBooks Online (QBO) SatNav: Your Visual Guide to Navigating QBO
What is QBO SatNav and why is it the key to effectively learning QBO?
Just like satellite mapping allows us to zoom in and out for detailed or big picture views, learning QBO requires both perspectives. QBO SatNav serves as your navigation system, enabling you to successfully navigate QBO by zooming in and out as needed. Taking inspiration from satellite mapping, QBO SatNav allows you to zoom in for detailed view or zoom out to grasp the bigger picture of the entire financial system. If you are just starting your QBO learning journey, the QBO SatNav is your indispensable companion.
QBO SatNav breaks down QBO into three main processes: QBO Settings, QBO Transactions, and QBO Reports.
QBO Settings include Company Settings and QBO Chart of Accounts.
QBO Transactions involve recording transactions as input into the financial system. Transaction types can be categorized as Banking, Customers & Sales, Vendors & Expenses, and Employees & Payroll.
QBO Reports are the system's output.
To support your learning, each chapter, project, and comprehensive case comes with a dedicated QBO SatNav. It highlights the specific area of interest in QBO for that particular chapter, project, or case.
What is QBO SatNav Transaction Workflows?
New! QBO SatNav Transaction Workflows diagram provides a clear and concise visualization of the financial transaction processes within QBO. QBO SatNav Transaction Workflows enables users to navigate the financial landscape in a more visual and intuitive manner.
The QBO SatNav Transaction Workflows diagram expands upon the QBO Transactions section of your QBO SatNav, providing an overview of the tasks and processes involved in different transaction types. It is divided into four main sections that correspond to the four primary transaction types in the QBO SatNav:
Vendor
Customer
Employee
Banking
Moreover, the QBO SatNav Transaction Workflows diagram illustrates the interconnectedness of various transaction types, highlighting the flow between tasks such as Enter Purchase Order, Enter Bills, Pay Bills. This depiction enhances visualization of how different transactions are related within QBO.
How Do QBO SatNav and QBO SatNav Transaction Workflows Complement Each Other?
The following diagram illustrates the interrelationship of the QBO SatNav and the QBO SatNav Transaction Workflows.
If you find yourself feeling disoriented within QBO, you can rely on the QBO SatNav and QBO SatNav Transaction Workflows for a more intuitive and visually-guided approach to navigate the financial landscape. Use these tools to re-orient and confidently continue your QBO journey.
