Tompkins Trust Think BIG Educational Series: Quickbooks Online

Lesson 1: Getting Started, Navigation & Setup
§  Gaining an overview of the course and the topics to be covered
§  Different versions of QuickBooks Online (QBO) – commonality and differences
§  Learning how QuickBooks Online (QBO) works and how to get around (navigation tools: Drop Down Menus; Dashboards; Quicklinks; Search; etc.)   
§  Learning common business terms and functionality used by QuickBooks Online (QBO)
§  Import/Export Data
§  Managing Users
Lesson 2: Working with Lists
§  Overview of how lists are used in QuickBooks Online (QBO) and their significance
§  Chart of Account list review
§  Product and Services list review
Lesson 3: Working with Customers and the Revenue Cycle
§  Sales – Home Page Layout
§  How to set up a Customer
§  Review of Invoice function
§  Review of Receive Payment function
§  Review of Sales Receipt function
§  Review of Credit Memo function
§  Review of Refund Receipt function

Break: 10 minutes

Lesson 4: Working with Banking
§  Banking – Home Page Layout
§  Automated download function for banking and credit card activity
§  Registers
§  Bank Deposits, including discussion/review of undeposited funds feature
Lesson 5: Working with Vendors and the Disbursement Cycle
§  Vendors – Home Page Layout
§  Expense Transactions – Home Page Layout
§  How to set up a Vendor
§  Review of Expense function
§  Review of Bills function
§  Review of Pay Bills Payment function
§  Review of Print Checks function
§  Review of Vendor Credit function
Lesson 6: Working with Reporting
§  Overview of reporting function
§  Scorecard feature
§  Business Overview reports – Profit and Loss and Balance Sheet
§  Manage Accounts Receivable reports
§  Manage Accounts Payable reports
§  Review Sales reports
§  Review Expenses reports
§  Audit Log report