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Quickbooks Training

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21 views

Quickbooks Training

Uploaded by

Lyn
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 28

QuickBook

s Online
Training
What is
QuickBooks
is an accounting software package developed and
marketed by Intuit. Geared mainly toward small and

Online?
medium-sized businesses and offer on-premises
accounting applications as well as cloud-based versions
that accept business payments, manage and pay bills,
and payroll functions.
How does it helps to
1.Tracking the day to day transactions including sales
businesses?
transactions, invoices, sales receipts and payments.
2.Expense transactions debit and credit card
transactions, bills, checks
3.Banking transactions, deposits and transfers
4.Sales tax tracking
5.Detailed reporting
6.Small business payroll
• Track income & expenses
• Send custom invoices & quotes
• Connect your bank
• Track GST and VAT
• Insights & reports
• Progress invoicing
• For one user, plus your
accountant
• Track income & expenses
• Send custom invoices & quotes
• Connect your bank
• Track GST and VAT
• Insights & reports
• Progress invoicing
• Manage bills & payments
• Track employee time
• Multi-currency
• For three users, plus your
accountant
• Track income & expenses
• Send custom invoices & quotes
• Connect your bank
• Track GST and VAT
• Insights & reports
• Progress invoicing
• Manage bills & payments
• Track employee time
• Multi-currency
• Recurring transactions and bills
• Track inventory
• Track project profitability
• Manage budgets
• For five users, plus your accountant
• Start free trial
• Track income & expenses
• Track project profitability
• Send custom invoices &
• Manage budgets
quotes
• Manage users (up to 25)
• Connect your bank
• Automate workflows
• Track GST and VAT
• Custom reporting fields
• Insights & reports
• Customise dashboards
• Progress invoicing
• Customise role permissions
• Manage bills & payments
• Backup online & restore
• Track employee time
data
• Multi-currency
• Manage revenue
• Recurring transactions and
recognition
bills
• Track inventory
FREE QUICKBOOKS
ONLINE
FOR PRACTICE
https://qbo.intuit.com/redir/testdriv
e
How to Create an
Step 1
Account
•Type “QuickBooks Online” in the
search bar.
Step 2
•Select “QuickBooks Online” Log In.
Step 3
•Select 30-day free trial.
•
How to Create an
Step 4 Account
•Click “Take me there”.

Step 5
•Select “PLUS” Log In.

Step 6
•Fill in the details needed.
How to Create an
Account
Step 7
Click “Fill the needed details”.
Step 8
•Click “Start a Trial”.
Step 9
•Set up the profile of the
company.
•
Step 10
Click “Accountant”.

Step 11
•Click “Next” .

Step 12
•Click all features then
“Next”.
•Step 13
You will see the Phil Tax
page.

Step 14
Click “Next”.

Step 15
•Routed to QuickBooks
Online Dashboard.
•
Welcome to QuickBooks Online
page!the
Let’s familiarize
functions!
How to
create
Products &
Services
How to
create
customers
Infomation
How to
create
Estimate
How to
create
Invoice
How to
create
CREDIT
How to
create
CREDIT
How to
record
RECIEVED
How to
record
Supplier
Information
How to
record
PAYMENT OF
Bill
How to
record Bill
How to
record
EXPENESES
Thank
YOu

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