Welcome to

QuickBooks Online
Training
Day 2
What to expect?

2
 At the end of the Training
The TRAINEES will:

• Able to understand the accounting software

(QuickBooks Online) the impact and importance to
Small-Medium sized Businesses.

• Understand the level of subscription and it’s

limitations when it comes to navigation.

• Able to create an account and familiarize the basic

functions.

Let’s Discover and Navigate!

3
 What is QuickBooks Online?
is an accounting software package developed and
marketed by Intuit. Geared mainly toward small and
medium-sized businesses and offer on-premises
accounting applications as well as cloud-based
versions that accept business payments, manage and
pay bills, and payroll functions.
 How does it helps to
businesses?
1.Tracking the day to day transactions including sales transactions, invoices,
sales receipts and payments.
2.Expense transactions debit and credit card transactions, bills, checks
3.Banking transactions, deposits and transfers
4.Sales tax tracking
5.Detailed reporting
6.Small business payroll
 Subscription Level
QuickBooks Online Self-Employed QuickBooks Online Essentials
1.suits for small business owners for
filing Schedule C and have no 1.for small businesses needing to assign
employees. hours worked to customers, track bills
due, and provide access for up to three
users.
QuickBooks Online Simple Start
QuickBooks Advanced
1. best for small service businesses that
have employees and issue invoices
1.for small and midsize businesses (SMBs)
regularly.
wanting more detailed reporting, custom
QuickBooks Online Plus user permissions, a dedicated support
manager, and access for up to 25 users.
1.for retailers, wholesalers, contractors,
and other small businesses requiring
inventory tracking, job costing,
budgeting, and access for up to five
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users.
How to use QuickBooks Online

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How to Create an Account
Step 1

• Type “QuickBooks Online” in the search

bar.
Step 2

• Select “QuickBooks Online” Log In.

Step 3

• Select 30-day free trial.

Let’s Discover and Navigate!

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How to Create an Account
Step 4

• Click “Take me there”.

Step 5

• Select “PLUS” Log In.

Step 6

• Click “Free 30-day trial.

Let’s Discover and Navigate!

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How to Create an Account
Step 7

• Click “Fill the needed details”.

Step 8
• Click “Start a Trial”.
Step 9
• Set up the profile of the company.

Let’s Discover and Navigate!

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How to Create an Account
Step 10

• Click “Accountant”.
Step 11
• Click “Next” .
Step 12
• Click all features then “Next”.

Let’s Discover and Navigate!

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How to Create an Account
Step 13

• You will see the Phil Tax page.

Step 14
• Click “Next”.
Step 15
• Routed to QuickBooks Online
Dashboard.

Let’s Discover and Navigate!

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Welcome to QuickBooks • Customer’s list
Online page! • Supplier's list.
• Employees
Let’s familiarize the functions! • Other

ADD A FOOTER 13
Let’s Discover and
Navigate!
THANK YOU!

Well Done!