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Beginner
Get started: Fly through setup and get up and running, fast
Learn how to:
• Connect your bank to cut down on data entry
• Find your way around
• Use QuickBooks on your phone
• Enter and track expenses
• Choose the right method for recording sales
Beginner
Inventory basics: track, analyze, and optimize your sales
Learn how to:
• Set up inventory to ensure accurate accounting
• Track and manage inventory with purchase orders and bills
• Run reports to analyze the status, sales, and profitability of items
• Create reorder points so you never run ‘out-of-stock’
• Stay on top of lost, damaged, or stolen goods
Beginner
Accounting 101: Nail the basics so you’re ready at tax time
Learn how to:
• Organize your chart of accounts
• Sort your transactions into the right accounts
• Create and understand key financial statements
• Edit journal entries to fix errors
• Find and work with an accountant
Beginner
Pay employees: Get started with QuickBooks Payroll
Learn how to:
• Set up a new employee
• Enter employee hours
• Create and print paychecks
• Pay employees by direct deposit
• Set up, pay, and file your payroll taxes
• Create and understand payroll reports
Beginner
Get paid: Manage your sales, invoices, and customers
Learn how to:
• Understand the difference between invoices and sales receipts
• Track your accounts payable and see how much customers owe you
• Accept and record payments on your phone
• Customize invoice tracking to your business
• Spot trends in your sales
Beginner
Track your spending: Manage your expenses, bills, and vendors
Learn how to:
• Import and categorize your expenses automatically
• See how much you owe your vendors
• Print and record checks
• Manage your bills
• Capture pictures of receipts on your phone
Beginner
Master your accounting: Reconcile accounts and use reports like a pro
Learn how to:
• Reconcile your accounts to make sure your reports are correct
• Give your employees and accountant access to your books
• Close your books with confidence
• Customize your reports
• Create professional management report packages
• Email reports to yourself on a set schedule
Beginner
Time Tracking with TSheets + QuickBooks: Power up your employee time tracking for Payroll
Learn how to:
• Track and manage employee time with pinpoint accuracy
• Set up and navigate your TSheets account
• Track time against customers, service items, classes and more
• Sync time tracked to QuickBooks Online for more accurate payroll
• Review, edit and approve timesheets in QuickBooks Online