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Starting Out with QuickBooks OnlineCopyrightCopyright 2018 Intuit Australia Pty LtdAll Rights ReservedThis document remains the property of Intuit Australia Pty Ltd and cannot be reproduced or transmitted inany format without the written permission of the author.Intuit AustraliaIntuit Australia is a company registered in Australia - ABN 28 163 072 704.Trademarks 2018 Intuit Inc. All rights reserved. Intuit the Intuit logo, Lacerte, ProAdvisor, ProSeries and QuickBooks,among others, are trademarks or registered trademarks of Intuit Inc. in the United States and othercountries. Other parties’ marks are the property of their respective owners.Notice to ReadersThese publications distributed by Intuit Australia are intended to assist accounting professionals in theirpractices by providing current and accurate information. However, no assurance is given that theinformation is comprehensive in its coverage or that it is suitable in dealing with your particular situation.Accordingly, the information provided should not be relied upon as a substitute for independent research.Intuit Australia does not render any accounting, legal, or other professional advice nor does it have anyresponsibility for updating or revising any information presented herein. Intuit Australia cannot warrantthat the material contained herein will continue to be accurate nor that it is completely free of errors whenpublished. Readers should verify statements before relying on them.PurposeThis document has been specifically created as a training guide only for those progressing throughQuickBooks Online Training with Intuit Australia, and is current at the time of publication.VersionLast updated 21st March 2018Edits: DNReview: 2018 Intuit Australia Pty LimitedPage 2 of 95
Starting Out with QuickBooks OnlineContents1.Introduction to QuickBooks Online . 7Which QuickBooks Online is right for me?. 7QuickBooks Online Packages Available . 7To find an expert in QuickBooks Online . 7Benefits of using QuickBooks Online . 8Mobile devices and QuickBooks Online . 8Our case study for today’s training . 92.Navigating QuickBooks Online . 10Navigating the QuickBooks Online Home Page . 103.Company File Setup . 14GST Setup . 15Using the Tax Centre . 16Accounts . 17Taxable Payments Annual Report (TPARS) . 18Managing Users. 20Multi-Currency . 24Importing Data . 25Customers Import . 26Products and Services . 274.Online Banking . 29Linking Bank Accounts & Importing Bank transactions . 29Linking Bank Accounts or Credit Cards for Automatic Bank Feeds . 30Importing Bank Transactions . 32How to Add Transactions . 33How to Match Transactions . 33Processing Transactions - Debits . 33Processing Transactions - Credits. 34 2018 Intuit Australia Pty LimitedPage 3 of 95
Starting Out with QuickBooks OnlineHow to accept multiple transactions in batches . 34Adding Attachments to Transactions . 34Setting up Bank Rules . 355.Transactions . 36Creating and Managing Quotes . 36Creating and Managing Invoices . 38Receiving Payment of Invoices . 39Customising Invoices . 40Attachments . 41Expense Transactions . 41Bills . 43Paying Bills. 43Recurring transactions . 44Class and Location Tracking . 45Turning on Class Tracking and/or Location Tracking . 45Partial Purchase Orders. 46Create a Partial Purchase Order . 466.Budgets . 51Budget vs. Actuals . 52Set up Budget Report . 527.Projects . 53Turn on Projects in Settings . 55Create and track your projects. 56Add a transaction to a project outside of Projects . 57Move existing transactions into Projects . 578.Payroll. 58To Setup Payroll . 58Pay Run Settings . 62 2018 Intuit Australia Pty LimitedPage 4 of 95
Starting Out with QuickBooks OnlineSetup Employees . 64Setup a Pay Run. 65Payroll Reports . 67Important Reports to note . 679.Superannuation & ClickSuper. 68Accessing Super Payments within QuickBooks Online . 6810.Bank Reconciliation . 70Banking Reconciliation Tools. 7111.Managing GST and BAS . 74QuickBooks Online Helps You to Manage Your GST. . 74BAS Reports Used to Review . 75Revision of BAS . 75Completing the BAS. 76GST Exception Detail . 77Processing GST in the New Tax Centre . 7812.Running Reports . 81Profit & Loss / Balance Sheet . 81Customising Reports . 82Report Groups . 83Automated Reports . 8413.Mobile Apps – Take the Ipad / Iphone Tour . 85Download the QuickBooks Online Mobile App . 85Creating and Sending Quotes on an iPad/iPhone . 88Capturing Expenses on an iPad/iPhone . 91Run reports on an iPad/iPhone . 9114.Help & Support . 92In-product support . 92QB Assistant . 92Customer Care telephone support . 94 2018 Intuit Australia Pty LimitedPage 5 of 95
Starting Out with QuickBooks OnlineOnline support . 94Get connected socially . 9415.Next Steps . 95Providing Feedback . 95 2018 Intuit Australia Pty LimitedPage 6 of 95
Starting Out with QuickBooks Online1. Introduction to QuickBooks OnlineWhich QuickBooks Online is right for me?Every small business has different needs. We find the industries most suited to cloud software and productlike QuickBooks Online include:Appointment based businesses that offer services by appointment, such as a doctor’s office, salon or drivingschool.Retail and eCommerce businesses that sell or resell products, such as food trucks, eBay sellers o
QuickBooks Online has been designed to be intuitive, fast and simple to use. The user interface is simple and unified, which results in fewer clicks to find the desired information or functions. You can sign into your QuickBooks Online file from the https://quickbooks.intuit.com/au/ website. Navigating the QuickBooks Online Home Page 1.
