Part 1 - Business View Essentials for Decision Makers

Understanding the Business View Interface

• Switching between Business View and Accountant View
• Overview of the Home Dashboard: What you see and why it matters
• Navigating with confidence: Menus, cards, tiles, and shortcuts

Using the Dashboard to Monitor Financial Health

• Reading the Income & Expense cards
• Visualizing Profit and Loss
• Understanding Cash Flow projections
• Customizing what appears and why

Accessing and Customizing Key Reports

• Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview
• Filtering by date, customer, or category
• Saving customized views for reuse
• Exporting and sharing reports with stakeholders

Tracking Trends and Performance Metrics

• Identifying financial patterns using dashboards and reports
• Using comparison tools: this month vs last month, year-to-date, etc.
• Introduction to tags for custom tracking

Collaborating with Your Accountant or Team

• Adding users with proper roles and permissions
• Leaving comments and notes inside QBO
• Scheduling report emails and summaries
• Best practices for reviewing vs editing

Building Your Decision-Making Toolkit

• Aligning dashboard data with business goals
• Setting up watchlists for key metrics
• Creating a "check-in" report package to review weekly or monthly
• Understanding what the numbers mean (without needing to know debits and credits)

Wrap-Up & Resources

• Summary of key takeaways
• Where to go for help and continued learning
• Optional overview: apps and add-ons that extend QBO

Part 2 - QuickBooks Online Level 1: Fundamentals Track

Getting Started with QuickBooks Online

• Introducing QuickBooks Online
• QuickBooks Online Subscriptions
• Mobile Devices
• Updates and the Ever-Evolving User Interface
• Security
• The Test Drive

Other Tools You’ll Need

• Navigating the User Interface
• The Gear Menu
• The Top-Right Navigation Tools
• The Help Menu
• The Navigation Bar
• Accounting—Behind the Scenes

Generally Accepted Accounting Principles (GAAP)

• GAAP
• Accrual Basis vs. Cash Basis Accounting
• Account Types and Financial Reports

Working with Company Accounts and Settings

• Planning Your Company Settings
• Picking a Start Date for Your Data
• Setup Checklist—Elements of the Plan
• Customizing Your Company Settings
• The Chart of Accounts
• Adding a Bank Account to the Chart of Accounts
• Adding a Credit Card to the Chart of Accounts
• Adding and Editing Products and Services
• Adding and Managing Users update md
• Opening Balances and Historical Transactions
• Pre-fill Forms with Previously Entered Content
• Automatically Apply Credits
• Automatically Invoice Unbilled Activity
• Currency Selection
• Warn if Duplicate Check Number Used
• Warn if Duplicate Bill Number Used
• Automatically Apply Bill Payments

Working with Customers

• The Customer Hub
• Adding, Editing and Merging Customers
• Importing Customers from an Excel or CSV File
• Making Customers Inactive
• Recording Sales Transactions
• Adding an Invoice for a Customer
• Enabling and Adding Price Rules
• Using a Price Rule on a Sales Transaction
• Receiving Customer Payments
• Recording a Bank Deposit
• Creating Customer and Sales Reports
• Correcting Errors

Working with Vendors

• The Expenses & Bills Hub
• The Money Bar
• The Vendors List
• Adding and Editing Vendors
• Importing Vendor Data from an Excel or CSV File
• Merging and Making Vendors Inactive
• Creating Vendor Transactions: Purchases and Expenses
• Entering Checks and Expenses
• Managing Accounts Payable
• Entering and Paying Bills
• Accounts Payable Reports
• Other Vendor Reports

Banking and Credit Card Transactions

• Managing Bank Transactions
• Matching Bank Transactions to QuickBooks Online Transactions
• Matching Recognized, Partially Recognized and Unrecognized Transactions
• Managing Bank Rules
• Other Bank Feed Transactions
• Reconciling Accounts

Managing Inventory

• Enabling Tracking
• Inventory Items and the Products and Services List
• Adding and Using an Inventory Item
• Inventory Adjustments
• Inventory Reports

Purchase Orders

• Overview of Purchase Orders in QuickBooks Online
• Creating and Managing Purchase Orders
• Using a Posting Transaction to Receive a Purchase Order
• Purchase Order Reports

Credits, Returns, Taxes and Refunds

• Vendor Credits and Returns
• Customer Returns and Credits
• Customer Credit Memos
• The Sales Tax Hub
• Sales Tax Liability Reports

Working with Balance Sheet Accounts and Budgets

• Fixed Assets and Lon Term Liabilities
• Journal Entries and Recurring Transactions
• Depreciating an Asset with a Journal Entry
• Transferring Funds Between Accounts
• Handling Uncollectible Receivables/Bad Debts
• Handling Bounced/Returned Checks
• Budgets in QuickBooks Online

Extending Capabilities in QuickBooks Online

• Customizing Reports in QuickBooks Online
• Scheduling Reports to Send Email
• Adding a Custom Field in QuickBooks Online
• Keyboard Shortcuts
• Extending Capabilities with Apps
• The QuickBooks Community

Tacking Your Financials with Class and Location Tracking

• Enabling and Adding Classes to QuickBooks Online
• Using a Class on a Transaction
• Running the Profit and Loss by Class Report
• Enabling and Adding Locations to QuickBooks Online
• Assigning a Location to a Transaction
• Project Tracking

Completing the Accounting Cycle

• Using the Trial Balance Report
• Using Journal Entries to Make Financial Adjustments
• Adjusting Inventory Asset Value with a Journal Entry
• Running the Balance Sheet and Profit and Loss Reports
• Closing the Books
• The Audit Log in QuickBooks Online