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QuickBooks - Focus on Features · LearnSpace
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QuickBooks - Focus on Features

Курс от Packt
Уровень не указан≈ 12.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will explore the essential features of QuickBooks that can streamline your business operations, from payment processing to budgeting and project management. You’ll gain an in-depth understanding of how QuickBooks tools like Payments Merchant Services, Checking, Envelopes, and more can improve your financial workflows. With the help of practical tutorials, you'll learn how to configure settings, manage transactions, and leverage features such as recurring transactions, progress invoicing, and job costing. Throughout the course, you will be guided through step-by-step processes for setting up QuickBooks for various business functions. From creating invoices and managing payments to forecasting cash flow and tracking project progress, this course covers all aspects of QuickBooks that can help you optimize your financial operations. This course is ideal for individuals looking to manage their finances more effectively using QuickBooks. Small business owners, accountants, and financial professionals will benefit from the insights provided. While no prior experience with QuickBooks is required, a basic understanding of accounting principles is recommended. By the end of the course, you will be able to configure QuickBooks Payments and Checking, manage job costing and progress invoicing, streamline budgeting, and utilize advanced forecasting features to optimize your financial workflows.

Навыки, которые вы освоите

QuickBooks (Accounting Software)E-CommerceBudgetingBilling & InvoicingProject Management SoftwareCash Flow ForecastingAccounting SoftwarePayment Processing and CollectionProject AccountingSmall Business AccountingCost ManagementAccountingBudget ManagementPayment ProcessingCash ManagementMerchant ServicesDeposit AccountsProject ControlsAccounting and Finance SoftwareProject Estimation

Программа курса

6 модулей · 81 учебных материалов

01QuickBooks Payments Merchant Services14 материалов

QuickBooks Payments Merchant Services

Introduction to the Course 'QuickBooks - Focus on Features'ЧтениеIntroductionВидеоWhy Use QB PaymentsВидеоWhat Does It CostВидео

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ExpertEdge - Course Instructors

Преподаватель курса

QuickBooks - Focus on Features
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Обучение на Coursera

≈ 12.9 ч

6 модулей

Язык: Английский

Часть программы вашего университета
SettingsВидео
Invoices and EmailsВидео
ACH and CCВидео
Emailing and Texting InvoicesВидео
Recurring TransactionsВидео
Payment LinksВидео
Seeing Your TransactionsВидео
RefundsВидео
Payments in the FieldВидео
Tap to PayВидео
02QuickBooks Checking and Envelopes11 материалов

QuickBooks Checking and Envelopes

IntroductionВидеоWhat Is QB CheckingВидеоAccount and SettingsВидеоQB EnvelopesВидеоBank ActivityВидеоInstant DepositsВидеоCash Flow PlannerВидеоBudgetingВидеоAdvanced ForecastingВидеоManaging QuickBooks Checking Accounts and EnvelopesDIALOGUEQuickBooks Checking and Envelopes - AssessmentЗадание
03Projects, Progress Invoicing, and Job Costing24 материалов

Projects, Progress Invoicing, and Job Costing

IntroductionВидеоWhat Is the Projects CenterВидеоSetting Up QBO to Use the Projects CenterВидеоDefine Your Chart of AccountsВидеоProducts and ServicesВидеоEmployee Cost RateВидеоTracking ToolsВидеоManaging ProjectsВидеоEstimatesВидеоChange OrdersВидеоProgress InvoicingВидеоJob CostingВидеоReceiving PaymentsВидеоSending StatementsВидеоTime and Labor CostingВидеоProject ReportingВидеоQBO Advanced and EnterpriseВидеоTaking Deposits on Work to Be PerformedВидеоCustomer Paid ExpensesВидеоRetainageВидеоWarranty WorkВидеоWIP (Work in Progress)ВидеоMastering Project Progress Invoicing and Job Costing in QuickBooks OnlineDIALOGUEProjects, Progress Invoicing, and Job Costing - AssessmentЗадание
04QuickBooks Online Hacks10 материалов

QuickBooks Online Hacks

IntroductionВидеоInterface TricksВидеоChrome TricksВидеоBanking TricksВидеоSorting and Filtering HacksВидеоRecurring TransactionsВидеоAuto CommsВидеоBackdoor LinksВидеоQuickBooks Online Hacks: Time-Saving Tricks and Productivity BoostersDIALOGUEQuickBooks Online Hacks - AssessmentЗадание
05Budgeting in QuickBooks Online9 материалов

Budgeting in QuickBooks Online

IntroductionВидеоWhy Create a BudgetВидеоWays to BudgetВидеоBudgeting in QBOВидеоReportsВидеоToolsВидеоCash ForecastingВидеоUnderstanding and Creating Budgets in QuickBooks OnlineDIALOGUEBudgeting in QuickBooks Online - AssessmentЗадание
06E-Commerce in QuickBooks Online13 материалов

E-Commerce in QuickBooks Online

IntroductionВидеоE-Commerce ConsiderationsВидеоSales Transaction TypesВидеоSales SummariesВидеоHow Do You Import SalesВидеоQBO's Built-in IntegrationsВидеоApp TransactionsВидеоQBO CommerceВидео3rd Party Integrations and ConclusionВидеоConclusion to the Course 'QuickBooks - Focus on Features'ЧтениеE-Commerce in QuickBooks Online - AssessmentЗаданиеFull Course Practice AssessmentЗаданиеFull Course AssessmentЗадание