QBO Basic Practice Library

Lesson 1: Finding Your Way in QBOA (8:48)

Lesson 2: About the Sample Company (5:39)

Lesson 3: Let's Practice (21:27)

Exercise 1.7 Creating a New Client Onboarding Task List

Exercise 1.8a Add an Account to the Chart of Accounts

Exercise 1.8b Add Account Numbers to the Chart of Accounts

Exercise 1.8c Merging Accounts

Exercise 1.8d Making an Account Inactive

Exercise 1.9a.1 Add a Service

Exercise 1.9a.2 Add a Non-Inventory Product

Exercise 1.9a.3 Add a Preferred Vendor

Exercise 1.9b Importing Products and Services

Exercise 1.10a Creating Payment Methods

Exercise 1.10b Creating Terms

Exercise 2.1a Creating a New Customer

Exercise 2.1b Importing a Customer List

Exercise 2.1c Creating a New Vendor

Exercise 2.1d Creating a New Contractor

Exercise 2.9 Customize an Invoice

Exercise 3.4 Creating a New Work Project (coming soon)

Exercise 3.6 Receiving a Payment to Undeposited Funds & to Bank (coming soon)

Exercise 3.7 Proper Workflows (coming soon)

Exercise 3.8a Create an Estimate

Exercise 3.8b Convert an Estimate to a Purchase Order

Exercise 3.8c Convert a Purchase Order to an Expense

Exercise 3.8d Convert an Estimate to an invoice

Exercise 3.9 Creating and Applying Credit Memos (coming soon)

Exercise 3.10 Create Customer Statements (coming soon)

Exercise 4.1 Create and Applying Vendor Credit

Exercise 4.2 Create a Deposit (coming soon)

Exercise 4.4 Create a Journal Entry (coming soon)

Exercise 4.5 Use the Pay Down Credit Card Feature (coming soon)

Exercise 4.6 Record a Transfer (coming soon)

Exercise 4.8 Exclude Bank Feed Transactions (coming soon)

Exercise 4.9 Create a Bank Rule (coming soon)

Exercise 4.10 Reconcile a Bank Statement (coming soon)

Exercise 4.11 Set Up Recurring Transactions (coming soon)

Exercise 5.1 Using Tags (coming soon)

Exercise 5.4 Customize Reports (coming soon)

Exercise 5.5 Prepare Management Reports (coming soon)

Exercise 5.7 Reclassify Transactions (coming soon)

Exercise 5.8 Writing off Invoices (coming soon)

Exercise 5.10 Close the Books (coming soon)