Introduction to
QuickBooks Online
for Accountants
Part 1
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Agenda
Part 1
Module 1: Welcome to QuickBooks
Module 2: Navigating QuickBooks Online
Module 3: Sales & Customers
Module 4: Expenses & Suppliers
Module 5: The Mobile App
Part 2
Module 6: Banking
Module 7: Building Blocks for Reporting
Module 8: Introducing Workflows
Module 9: Bringing Clients to QuickBooks Online Accountant
Module 10: Continuing your Journey
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Introduction to
QuickBooks Online
for Accountants
MODULE 1:
Welcome to QuickBooks
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Welcome to QuickBooks
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Identify Intuit products and the benefits of
each
Learn how QuickBooks Online Accountant
works with apps and the ecosystem
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The Intuit Product Family: for Individuals
Do-it-yourself tax preparation software for individuals and small
businesses.
Mint delivers financial tools and insights to people to make smart
choices about their money. Includes income and expense tracking,
budgeting and more.
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The Intuit Product Family: for Small Business
Cloud-based accounting solution for small to midsize businesses.
Three subscription levels to choose from.
Manage payroll with a robust QuickBooks Payroll subscription.
Cloud-based solution for Gig Economy or Sole owner operator
clients. Organize income and expenses, track mileage and calculate
estimated taxes.
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The Intuit Product Family: for Accounting Professionals
Manage your clients and team in one place. Includes practice
management tools and a free QuickBooks Online Plus company for
your firm.
Manage your firm’s payroll with a free subscription to QuickBooks
Payroll.
Intuit Profile for tax preparers and professional accountants.
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The QuickBooks Online Family
Self-Employed Easy Start Essentials Plus
Best suited to Great for new Perfect for service- Ideal for product-
service providers service-based based businesses based businesses
with no A/R, A/P or businesses just who invoice for with inventory they
Payroll. starting out. time want to track
and/or requiring
If your client just Client needs A/R, Also requires A/R, advanced
needs a cash Payroll, sales taxes A/P, Payroll, sales reporting and
accountability tool and/or financial taxes and/or profitability
then Self-Employed reporting. financial reporting. tracking.
is ideal for them.
*Not QBO
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The QuickBooks Online Ecosystem
Introducing Apps!
Learn which apps
integrate best with
QuickBooks.
Search for awesome
apps that complement
QuickBooks Online on
APPS.COM
Toggle to:
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Benefits of Apps
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Getting an Account
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Getting an Account
Signing into your account:
New to QuickBooks? Sign up!
Have an Intuit ID already?
Click Sign in!
(Or go to qbo.intuit.com)
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Welcome to the Intuit Family!
Today is about your journey to becoming a cloud practice,
discovering what your path looks like, and how to reach your goals.
Introduction to
QuickBooks Online
for Accountants
MODULE 2:
Navigating QuickBooks Online
LESSON 1:
Navigating QuickBooks Online
Accountant
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Navigating QuickBooks Online
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Manage your clients and your practice all
in one place
Identify the key features of the accountant
dashboard
Understand how to navigate to a client’s
company file
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QuickBooks Online Accountant Dashboard
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PRODUCT DEMO
Explore QuickBooks Online Accountant
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Explore QuickBooks Online Accountant – Your Practice
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Explore QuickBooks Online Accountant – Your Books
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Explore QuickBooks Online Accountant – Client Switcher
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Explore QuickBooks Online Accountant - Search
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Explore QuickBooks Online Accountant – Add Client
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Explore QuickBooks Online Accountant – Gear icon
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The Client List
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Client Details
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Introduction to
QuickBooks Online
for Accountants
MODULE 2:
Navigating QuickBooks Online
LESSON 2:
Navigating your Client’s
QuickBooks Online
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Navigating your Client’s QuickBooks Online
LEARNING OUTCOMES
By the end of this lesson, you will be
able to:
Recognize how to navigate your client’s
QuickBooks Online company
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Accessing your Client’s QuickBooks Online Company
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Navigation Options
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PRODUCT DEMO
Left Navigation Options
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The Accountant Tools
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+New Menu
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The Gear Menu
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Introduction to
QuickBooks Online
for Accountants
MODULE 2:
Navigating QuickBooks Online
LESSON 3:
Dashboard
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The Dashboard
LEARNING OUTCOMES
By the end of this lesson, you will be
able to:
Learn how to use the client dashboard for a
snapshot of their financial health and recent
activity
Understand what interactive cards are visible
on the Dashboard
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The Dashboard
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PRODUCT DEMO
10
MINUTE BREAK
Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 1:
The Sales Workflow
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The Sales Workflow
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Identify recommended sales workflows
Understand why it is a good practice to use
the Undeposited Funds Account
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The Sales Workflow
PAYMENT AT TIME OF SALE
Step 1 Step 2
Sales Receipt Deposit
Record sale and Group multiple
payment in a payments to a
single step single bank
deposit
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The Sales Workflow
PAYMENT ON ACCOUNT (A/R)
Step 1 Step 2 Step 3
Invoice Payment Deposit
Invoice from Apply payments Group multiple
estimates or to open invoices payments to a
create from manually or single bank
scratch automatically deposit
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Invoice Workflow for Customers
Create Invoice Receive Payment Make Deposit
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Undeposited Funds
Payment
Undeposited
Deposit
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Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 2:
The Sales Centre
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The Sales Centre
LEARNING OUTCOMES
By the end of this lesson, you will
be able to:
Recognize how to use the Sales
Centre to manage Sales Transactions,
Invoices, Customers and Products &
Services
Identify how to use the Money Bar to
assess sales activity
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PRODUCT DEMO
Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 3:
Adding Customers
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Adding Customers
LEARNING OUTCOMES
By the end of this lesson, you will be
able to:
Add a customer to the Customer list
Understand how Customer details can
be captured
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Adding Customers
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PRODUCT DEMO
Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 4:
Sales Receipts
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Sales Receipts
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Understand when to use a Sales
Receipt
Learn how to create a basic Sales
Receipt
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When to use a Sales Receipt
Sales Receipts are used when:
Payment is received at the time of sale
Payment and revenue are recorded in
the same transaction
Start by clicking on the +New menu →
Sales Receipt
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PRODUCT DEMO
Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 5:
Online Invoicing
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Online Invoicing
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Understand when you would use an invoice
Identify how to create a basic invoice
Learn the benefits of Online Invoicing and
how to send an online invoice
Recognize that clients can track the status of
their invoices from creation to payment
Learn how QuickBooks Payments automates
sales workflows.
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When to use Invoices
Invoices are used when:
Sale is recorded when products or
services are rendered, and
payment is received later
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PRODUCT DEMO
Create an Online Invoice
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The benefits of Online Invoicing
Email Invoices and receive payments from
customers electronically.
When customer pays, the payment is applied to the
open invoice and recorded in QuickBooks Online.
When payments clear QuickBooks Online
Payments creates a deposit in the bank register
automatically.
The Invoice status is tracked automatically on the
Invoices tab in the Sales Centre.
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Tracking the status of Online Invoices
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Customers and Online Invoicing
Customer receives their Invoice via email.
Customer can open and view their Invoice
from any device.
With QuickBooks Payments, customers can
electronically pay online.
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QuickBooks Payments – Automated Workflow
Added menu for
QuickBooks Payments
Merchants Only
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Introduction to
QuickBooks Online
for Accountants
MODULE 3:
Sales & Customers
LESSON 6:
Entering Received Payments
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Entering Received Payments
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Use the Customer Centre to view payment
activity and filter transactions
Learn how to receive a basic payment
(Cash/Cheque)
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Filter and Receive Payments in the Customer Centre
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PRODUCT DEMO
Record a Receive Payment
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Create a Deposit
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Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 1:
Expense & Supplier Workflows
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Expense & Supplier Workflows
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Identify the best practice for Supplier
workflows
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Expense & Supplier Workflows
PAYMENT AT TIME OF PURCHASE
Option 1 Option 2 Option 3
Expense Cheque Bank Feed
Record Record purchases Categorize
purchases with and write/print expenses with
debit or credit paper cheques bank downloads
cards
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Expense & Supplier Workflows
PAY BILLS LATER (A/P)
Step 1 Step 2
Bill Payment
Enter bill from Apply payments
Purchase Order to open bills with
or create from debit/credit cards
scratch or cheque
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Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 2:
The Expenses Centre
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The Expenses Centre
LEARNING OUTCOMES
By the end of this lesson, you’ll be
able to:
Access the Expenses Centre to
manage expense transactions and
the Suppliers list
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PRODUCT DEMO
The Expenses Centre Basics – Expenses Tab
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The Expenses Centre Basics – Suppliers Tab
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Supplier Details
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Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 3:
Adding Suppliers
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Adding Suppliers
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Add a Supplier to the Supplier list
Understand Supplier details that can
be captured
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Adding Suppliers
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PRODUCT DEMO
Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 4:
Entering Expenses
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Entering Expenses
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Understand the difference between cheques
and expense transaction types
Identify how to enter an expense and a
cheque
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When to Use Expenses
Expenses are used when:
Payment is made at the time of purchase
Use for cash, credit card, debit card, Interac
payments or wire transfers to others
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PRODUCT DEMO
Enter Expense from the Expense Centre/Expense Tab
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Enter Expense – Add New Supplier
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Enter Expense - Choose Payment Source Account
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Enter Expense – Final Steps
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When to Use a Cheque Transaction
Cheques are used when:
Payment is made at the time of purchase
Use for written or computer printed cheques
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PRODUCT DEMO
Entering Cheques
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Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 5:
Entering Bills
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Entering Bills
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Identify when you would use a Bill
Enter a Bill with category details and
attach an image
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When to Use Bills
Bills are used when:
Credit terms are extended by your
Supplier
Payment is not made at the time of
purchase (Accounts Payable)
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PRODUCT DEMO
Enter Bills from the Expense Centre/Expense Tab
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Enter a Bill
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Adding Attachments
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Introduction to
QuickBooks Online
for Accountants
MODULE 4:
Expenses & Suppliers
LESSON 6:
Paying Bills
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Paying Bills
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Pay Bills
Use the Suppliers list to view expense activity
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Bill Payments
Bill payments are used when:
Payment is made to pay an existing Bill in
QuickBooks
Can be paid by Cheque, Direct payment
or credit card
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PRODUCT DEMO
Paying Bills from the Expense Centre/Supplier Tab
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Paying Bills
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Printing Cheques
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Introduction to
QuickBooks Online
for Accountants
MODULE 5:
The Mobile App
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The Mobile App
LEARNING OUTCOMES
In this lesson, you’ll learn how to:
Recognize the benefits to clients of the
mobile app
Identify the key features of the mobile app
Learn the security features of the mobile app
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The Mobile App
The QuickBooks Online Mobile App Facts:
Free with any paid subscription of QuickBooks Online
Available for iOS or Android devices
Instantly updates QuickBooks Online
Same level of security as the browser version
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Mobile App
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