Hitting the Books

1 1.1: Choosing a QBO Plan (6 min) 2 1.2: Basic Navigation (5 min) 3 1.3: Terminology (4 min)

1 Module 2: Setting up QuickBooks 2 2.1 Account & Settings (15 min) 3 2.2 Manage Users (3 min) 4 2.3: Chart of Accounts (16 min) 5 2.4: Adding Customers (5 min) 6 2.5: Adding Vendors (7 min) 7 2.6: Adding Products and Services (8 min) 8 2.7: Adding Classes (6 min) 9 2.8: Merchant Center (10 min)

1 Module 3: A/P and A/R 2 3.1: A/P Enter Vendor Bills (7 min) 3 3.2: A/P Writing Manual Checks (8 min) 4 3.3: A/P Pay Bills from QuickBooks (7 min) 5 3.4: A/R Entering Customer Invoices (10 min) 6 3.5: A/R Receiving Customer Payments (7 min) 7 3.6: A/R Deposit Customer Payments (4 min)

1 Module 4: The Bank Feed 2 4.1: Bank Feed Set Up (9 min) 3 4.2: Add & Match & Rules (40 min) 4 4.3: App Transactions (Amazon & Square) (5 min) 5 4.4: Paying Credit Cards via Bank Feed (4 min) 6 4.5: Transferring Between Bank Accounts (2 min) 7 4.6 Merchant Fees & Undoing (11 min)

1 Module 5: Bank Reconciliation 2 5.1: Bank Account Reconciliation Basics (5 min) 3 5.2 Bank Account and Credit Card Reconciliation (9 min)

1 Module 6: Customer Related Activities 2 6.1: Statements (5 min) 3 6.2: Estimates (8 min) 4 6.3 Emails (7 min) 5 6.4: Custom Invoices (12 min)

1 Module 7: Financial Reporting 2 7.1 Navigating the Reports Module (6 min) 3 7.2: Balance Sheet (11 min) 4 7.3: Income Statement / Profit & Loss (10 min) 5 7.4: Accounts Payable & Receivable (15 min) 6 7.5: Customizing and Saving (10 min) 7 7.6 How To Make Your Reports Work For You (18 min)

1 Module 8: Tips & Tricks 2 8.1: Duplicate Windows (1 min) 3 8.2: Recurring Transactions and AutoPay (17 min) 4 8.3: Using the Bookmark Bar (3 min) 5 8.4: Contacting Support (4 min) 6 8.5: Search Function (6 min) 7 8.6 Grouping in the Bank Feed (3 min)

1 Long-term Fixed Assets and Loans (21 min) 2 Recording Transactions from Personal Cards (8 min) 3 QBO FAQs

1 Checklist for Monthly Bookkeeping - July 9, 2021 (13 min) 2 QuickBooks Reports - Aug 4, 2021 (26 min) 3 Choosing a plan and client reimbursement - Oct 8, 2021 (13 min)