Homework: Accounting Software and Quickbooks Online Essay

Submitted By Sarkis-Agasarkisian
Words: 6738
Pages: 27

QUICKBOOKS ONLINE CERTIFICATION

Activity Handbook
Course 1: Getting Started

Copyright

Copyright 2013 Intuit, Inc.
All rights reserved.

Intuit, Inc.
5601 Headquarters Drive
Plano, TX 75024

Trademarks

©2013 Intuit Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte,
ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit Inc. in the United States and other countries. Other parties’ marks are the property of their respective owners.
Notice to Readers

The publications distributed by Intuit, Inc. are intended to assist accounting professionals in their practices by providing current and accurate information.
However, no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation.
Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit, Inc. does not render any accounting, legal, or other professional advice nor does it have any responsibility for updating or revising any information presented herein. Intuit, Inc. cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.

Getting Started

Table of Contents

TABLE OF CONTENTS
About the Author ....................................................................................... 3
Activity Handbook Overview ...................................................................... 4
Purpose of this Handbook .............................................................................. 4
Additional Resources ..................................................................................... 4
Logging in to QuickBooks Online ..................................................................... 5
QuickBooks Online Accountant Test Drive ........................................................ 6
Browser Tips & Tricks .................................................................................... 6
Training at a Glance .................................................................................... 11
Lesson 1: Product Overview .................................................................... 12
Lesson Objectives ....................................................................................... 12
Identify Benefits of using QuickBooks Online .................................................. 12
Determine when to Recommend the Different Versions of QuickBooks Online ..... 14
Lesson 2: Navigating QuickBooks Online ................................................. 17
Lesson Objectives ....................................................................................... 17
Identify Steps to Get Started for the First Time User ....................................... 17
Recognize the Location of Various Components of the QuickBooks Online
Interface .................................................................................................. 20
Recognize Common Workflows that are Initiated from the Home Page............... 25
Distinguish the Accountant Tools in QuickBooks Online Accountant ................... 27
Lesson 3: Setting Up QuickBooks Online .................................................. 28
Lesson Objectives ....................................................................................... 28
Identify Steps to Import Data from QuickBooks Desktop to QuickBooks Online ... 28
1

Getting Started

Table of Contents

Recognize the Steps to Set up and Modify Lists & Users................................... 30
Recognize the Steps to Manage Company Settings .......................................... 31
Course Conclusion ................................................................................... 34

2

Getting Started

About the Author…