Course Description

Learn how to implement and use the features for the Canadian edition of QuickBooks Online.

QBO Specialist

Jennifer Castro

Course curriculum

  • 1

    The Basics

    • Logging into your QuickBooks Online Account

    • Access a Sample Company for Testing in QuickBooks Online
  • 2

    Navigating QuickBooks Online

    • The Company Home Page

    • Create Menu in QuickBooks Online Canada

    • Navigation Bar in QuickBooks Online Canada

    • Company Menu in QuickBooks Online Canada
  • 3

    Sales & Customer Transactions

    • Adding new Customers in Quickbooks Online

    • Importing Customers in Quickbooks Online

    • Products & Services in QuickBooks Online

    • Sales Workflow Overview in QuickBooks Online

    • Invoice in QuickBooks Online

    • Receive Payment in QuickBooks Online

    • Estimates in QuickBooks Online

    • Credit Memos in QuickBooks Online

    • Sales Receipts in QuickBooks Online

    • Refund Receipts in QuickBooks Online

    • Delayed Credits in QuickBooks Online

    • Delayed Charges in QuickBooks Online

  • 4

    Expense & Purchase Transactions

    • Suppliers & Expenses Overview in QuickBooks Online

    • Cheques vs. Bills in QuickBooks Online

    • Adding Suppliers in QuickBooks Online

    • Enter Bills in QuickBooks Online

    • Pay Bills in QuickBooks Online

    • Purchase Orders in QuickBooks Online