Finding Your Way Around QuickBooks Online
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Build a mental map of QuickBooks Online so you can work more confidently and efficiently.
Learning a new accounting system can feel like hiking through unfamiliar territory. QuickBooks Online includes menus, workflows, reports, and features in every direction, making it difficult to know where to start or what path to take next. This webinar is designed to help users better understand the structure of QuickBooks Online, providing a practical framework for navigating the application with greater ease and confidence.
Rather than attempting to cover every feature in QuickBooks Online, this session focuses on developing a mental map of how the application is organized, how information flows through the system, and where to look when questions arise. Once you understand the landscape, you'll find it easier to explore the areas that matter most to your business, improve accounting efficiency, and make better use of the platform's tools and resources.
Whether you're new to QuickBooks Online or have been using it for years, you'll leave with a clearer understanding of how the pieces fit together and greater confidence navigating the application independently. By understanding key workflows and navigation techniques, you'll be better equipped to manage day-to-day accounting tasks and maintain accurate financial records.
Your Benefits For Attending:- Understand the major workflow areas within QuickBooks Online and how they relate to one another.
- Follow the lifecycle of a transaction from data entry through financial reports.
- Recognize which tasks belong in Sales, Expenses, Banking, Payroll, Projects, and Reporting.
- Distinguish between everyday workflows and advanced features so you can focus on what matters most.
- Discover practical navigation techniques that reduce frustration and help you work more efficiently.
- Identify opportunities to automate recurring tasks while maintaining accurate financial records.
- Build confidence exploring new features instead of relying on step-by-step instructions.
Attending this webinar will help you navigate QuickBooks Online with greater confidence and efficiency. You'll gain practical knowledge that can save time, reduce frustration, and empower you to independently explore and use the features that best support your business needs.
Who Should Attend:- Individuals who are new to QuickBooks Online and want to better understand how the application is organized.
- Current QuickBooks Online users looking to improve their navigation skills and work more efficiently.
- Anyone seeking a clearer understanding of how transactions flow through QuickBooks Online and connect to financial reporting.
- Users interested in gaining confidence exploring QuickBooks Online features independently.
Format: Group Internet Based
Instructional Method: Live Webcast
NASBA Field of Study: Computer Software & Apps (2 hours)
Program Prerequisites: None
Advance Preparation: No
- Introduction
- Section 1: Orienting Yourself In QuickBooks 00:05:48
- Choosing How To Access QuickBooks Online 00:06:58
- Finding Your Way Around QuickBooks 00:10:40
- Customizing QuickBooks Navigation 00:17:34
- Making More Room To Work In QuickBooks 00:19:52
- Decoding QuickBooks Online Terminology 00:24:44
- Section 2: Recording And Following Transactions 00:36:08
- Understanding The Core QuickBooks Lists 00:36:29
- Seeing How QuickBooks Lists Connect 00:38:17
- Understanding Core QuickBooks Transactions 00:43:25
- Navigating QuickBooks Customer Transactions 00:44:48
- Navigating QuickBooks Vendor Transactions 00:50:44
- Navigating QuickBooks Inventory Transactions 00:54:55
- Navigating QuickBooks Banking Activities 00:57:55
- Recording Journal Entries In QuickBooks 00:59:23
- Working With Batch Transactions In QBO Advanced 01:02:49
- Speeding Up QuickBooks Data Entry 01:04:33
- Section 3: Understanding What Happened 01:14:25
- Navigating QuickBooks Reports 01:14:25
- Investigating Activity With The QuickBooks Audit Log 01:23:01
- Building Custom Reports In QBO Advanced 01:25:52
- Exploring QuickBooks Tracking Methods 01:27:32
- Planning With QuickBooks Budgets 01:30:39
- Recognizing Revenue Over Time In QuickBooks 01:32:09
- Tracking Fixed Assets And Depreciation In QuickBooks 01:33:33
- Section 4: Extending Beyond QuickBooks 01:35:24
- Importing Basic Data Into QuickBooks 01:35:35
- Exporting Data From QuickBooks 01:39:04
- Working With Spreadsheet Sync In QBO Advanced 01:39:52
- Choosing A Path Based On What You Need To Accomplish 01:41:16
- Continuing Your QuickBooks Journey 01:41:26
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David H. Ringstrom, CPA
David H. Ringstrom, CPA, is a nationally recognized instructor who leads dozens of Excel webinars each year. He is the author of Microsoft 365 Excel for Dummies and several other books. With over 30 years of consulting and teaching experience he empowers users to work more efficiently in E [...]
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You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.
ATATX Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.- Audit Log 00:03:52, 01:03:28, 01:23:01, 01:23:11, 01:23:21, 01:23:45
- Bank Feeds 00:58:17, 01:14:53, 01:35:40
- Batch Transactions 00:49:11, 01:02:00, 01:02:49, 01:02:56, 01:03:19, 01:03:38, 01:04:01, 01:04:09
- Bill 00:26:59, 00:27:04, 00:40:55, 00:41:09, 00:44:27, 00:51:34, 00:51:52, 00:52:29, 00:52:33, 00:55:39, 00:55:44, 00:57:19, 01:03:10, 01:05:03, 01:28:08
- Budget 00:04:05, 00:32:39, 00:32:47, 00:32:55, 00:32:59, 00:33:17, 00:33:24, 00:33:30, 01:30:39, 01:30:45, 01:30:52, 01:30:59, 01:31:02, 01:31:19, 01:31:31, 01:31:54
- Chart of Accounts 00:30:02, 00:30:10, 00:31:04, 00:36:29, 00:38:30, 00:38:41, 00:38:53, 00:40:20, 00:44:08, 00:44:13, 00:44:33
- Contractors 00:37:54, 00:38:53, 00:41:02, 00:41:09
- Credit Memo 00:47:28, 00:56:26
- Customers 00:03:25, 00:26:37, 00:26:40, 00:26:51, 00:27:06, 00:27:09, 00:32:03, 00:32:18, 00:37:33, 00:38:53, 00:39:57, 00:40:05, 00:40:08, 00:40:14, 00:40:20, 00:40:43, 00:40:47, 00:44:48, 00:45:13, 00:46:00, 00:46:38, 00:47:56, 00:48:32, 00:48:54, 00:49:08, 00:50:13, 00:50:20, 00:51:52, 00:57:19, 01:29:46, 01:31:19, 01:31:31, 01:35:40, 01:37:34, 01:39:08
- Custom Report Builder 00:03:52, 00:33:56, 00:34:13, 01:25:52, 01:26:26
- Deposit 00:21:07, 00:44:25, 00:57:55, 00:58:04, 00:58:27, 00:58:30, 01:03:10
- Employees 00:09:56, 00:38:02, 00:38:04, 00:38:53, 00:41:17, 00:41:25, 01:39:08
- Expense 00:26:59, 00:27:04, 00:29:28, 00:37:20, 00:37:47, 00:40:55, 00:41:09, 00:44:19, 00:50:44, 00:51:11, 00:51:24, 00:51:34, 00:51:44, 00:52:22, 01:03:10, 01:28:55, 01:32:35
- Fixed Assets 00:04:05, 01:33:33, 01:33:43, 01:33:47, 01:33:55, 01:34:05
- Inventory 00:03:25, 00:30:51, 00:36:59, 00:39:41, 00:54:01, 00:54:55, 00:55:05, 00:55:26, 00:55:50, 00:56:07, 00:56:31, 00:56:41, 00:56:52, 00:56:57, 00:57:08, 00:57:19, 01:28:14
- Invoice 00:45:24, 00:45:58, 00:46:00, 00:46:13, 00:46:24, 00:46:38, 00:47:05, 00:47:09, 00:47:13, 00:47:28, 00:47:42, 00:56:22, 00:57:19, 01:03:10, 01:35:40
- Journal Entry 00:03:25, 00:59:23, 00:59:35, 00:59:41, 00:59:53, 01:04:01, 01:04:09, 01:04:20, 01:35:40
- Products & Services 00:36:59, 00:37:20, 00:38:53, 00:39:26, 00:40:20, 00:41:47, 00:45:21, 01:27:45, 01:28:17, 01:28:26, 01:35:40
- Purchase Order 00:47:05, 00:47:09, 00:47:42, 00:52:12, 00:52:22, 00:52:29, 00:52:44, 00:55:05, 00:55:26, 00:57:19
- QuickBooks Online (QBO) 00:00:00, 00:00:53, 00:01:13, 00:04:40, 00:05:59, 00:07:04, 00:08:14, 00:14:15, 00:19:25, 00:19:52, 00:33:56, 00:41:47, 00:49:11, 01:02:49, 01:16:33, 01:25:52, 01:26:26, 01:27:13, 01:32:09, 01:33:33, 01:34:05, 01:36:44, 01:39:34
- Receive Payment 00:44:22, 00:45:24, 00:46:00, 00:46:13, 00:46:38, 00:47:13, 00:47:28, 00:56:26
- Reconcile 00:58:35, 00:58:39, 00:58:45, 00:58:51
- Reports 00:03:52, 00:11:30, 00:18:39, 00:22:02, 00:33:03, 00:33:17, 00:33:34, 00:33:56, 00:34:06, 00:34:13, 00:36:38, 00:39:03, 00:47:42, 01:09:51, 01:14:25, 01:14:41, 01:15:29, 01:15:45, 01:16:04, 01:16:21, 01:16:33, 01:17:09, 01:17:13, 01:17:21, 01:17:38, 01:18:33, 01:18:40, 01:19:30, 01:19:52, 01:19:58, 01:20:30, 01:21:20, 01:21:47, 01:25:43, 01:25:52, 01:26:26, 01:26:50, 01:27:21, 01:27:32, 01:27:45, 01:28:51, 01:29:07, 01:29:16, 01:39:08
- Revenue Recognition 00:04:05, 01:32:09, 01:32:30
- Sales Receipt 00:44:13, 00:45:18, 00:45:30, 00:45:39, 00:47:28, 01:03:10
- Spreadsheet Sync 00:33:03, 00:41:47, 00:49:11, 00:50:03, 00:50:34, 01:03:38, 01:31:02, 01:36:44, 01:39:52, 01:40:31, 01:40:55
- Tracking Methods 00:04:05, 00:31:16, 01:29:53
- Vendors 00:03:25, 00:26:59, 00:27:04, 00:37:33, 00:37:45, 00:38:53, 00:40:20, 00:40:35, 00:40:47, 00:40:55, 00:50:34, 00:50:44, 00:52:19, 00:52:35, 00:53:03, 00:55:44, 01:05:30, 01:35:40, 01:39:08
Audit Log: A QuickBooks tool used to review user and system activity, including who changed what and when.
Bank Feeds: Banking activity brought into QuickBooks; the deck emphasizes that bank feeds show activity but do not identify the underlying business intent.
Bank Rules: Rules used to automate the handling of recurring downloaded banking activity.
Batch Transactions: A QBO Advanced feature for creating, modifying, or importing multiple transactions instead of entering them one at a time.
Bill: A QuickBooks transaction used to record amounts a company owes for products or services purchased from a vendor.
Budget: A QuickBooks planning tool used to compare planned financial performance with actual results.
Chart of Accounts: Chart of Accounts is the complete list of all the company’s accounts and balances. In QuickBooks, it represents and organizes the company's assets, liabilities, income, and expense. QuickBooks automatically creates your chart of accounts based on the industry and type of company you choose when creating your company file. If you just created your file, make sure to record the accounts' opening balances.
Contractor: A person or company that undertakes a contract to provide materials or labor to perform a service or do a job.
Credit Memo: A customer transaction used to reduce a customer's outstanding balance.
Custom Report Builder: A QBO Advanced reporting feature used to access deeper data and create reports beyond standard report-template limitations.
Customers: A foundational QuickBooks list containing the people and organizations a business sells to.
Deposit: A transaction used to record customer payments or other funds deposited into a bank account.
Expense: Offset (an item of expenditure) as an expense against taxable income.
Fixed Assets: Assets that are purchased for long-term use and are not likely to be converted quickly into cash, such as land, buildings, and equipment.
Inventory: A company's inventory typically involves goods in three stages of production: raw goods, in-progress goods, and finished goods that are ready for sale. Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilization.
Invoice: An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer. Payment terms are usually stated on the invoice.
Journal Entry: A transaction used for accounting adjustments and activity that standard QuickBooks transaction screens cannot accommodate.
Products & Services: A foundational QuickBooks list representing what a company sells or the inventory items it purchases.
Purchase Order: A legal contract between a buyer and a vendor. It lists the materials or services to be purchased on specified terms and conditions (quantity, price / pricing conditions, delivery date).
QuickBooks Online: QuickBooks Online is our cloud-based subscription service that gives you the freedom to work from any device — anytime, anywhere.
Reconcile: A QuickBooks banking activity used to compare QuickBooks activity with a bank or credit-card statement.
Reports: A report is a set of instructions that the program uses to display data from your company file. All available reports can be accessed through the QuickBooks Reports menu.
Revenue Recognition: Revenue recognition is an accounting principle that outlines the specific conditions under which revenue. In accounting, the terms "sales" and "revenue" can be, and often are, used interchangeably, to mean the same thing. Revenue does not necessarily mean cash received.
Sales Receipt: A customer transaction that combines the sale and the customer's payment into one transaction.
Spreadsheet Sync: A QBO Advanced feature that uses Excel to add, edit, and synchronize records with QuickBooks Online Advanced.
Tracking Methods: QuickBooks methods used to organize, classify, and analyze business activity beyond the Chart of Accounts.
Vendor: A vendor is a person or business that supplies goods or services to a company. Another term for the vendor is the supplier. In many situations, a company presents the vendor with a purchase order stating the goods or services needed, the price, delivery date, and other terms.
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