Learn QuickBooks Online

Are you a business owner who needs help harnessing the power of QuickBooks Online to work for YOUR business? Let us guide you through it!
YES - SIGN ME UP FOR THE QUICKBOOKS CLINIC!
Your Name*

First NameLast Name
Best phone number to reach you*
Please enter a valid phone number.
Best email address to reach you*
example@example.com
Your Business Name*
Industry of Business*
Specify Other
Are you currently in business?*

YesNo
Has this business started yet?*

YesNo
Date Business Started*

MonthDayYear
Date
Is your business part-time or full-time?*
Business Address*

Street Address

Street Address Line 2

CityCounty

Postal / Zip Code
How is your business structured?*

Sole proprietorPartnershipLLCCorporation
What are the average annual gross revenues for your business?
What are the estimated annual gross revenues for your business? *
What kind of QuickBooks does your business use?*

None. My business does not use QuickBooksQuickBooks OnlineQuickBooks Desktop Enterprise
What kind of accounting system does your business use?*

NoneExcelFreshBooksSageSquareQBOQuickbooks DesktopWaveOther
Is this a woman-owned business?*

YesNo
Do you conduct business in any language other than English?*

YesNo
Please specify all languages other than English that your business utilizes.

SpanishHmongGermanChineseOther
What is your date of birth? *

MonthDayYear
Date
What is your race?*
What is your ethnicity?*
Are you a veteran of the United States Armed Forces?*

Yes, I am a veteranNo, I have no US military service
Do you consider yourself a person with a disability?*

YesNo
Is your residential address the same as the business address above?*

YesNo
Residential Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you the head of your household?*

YesNo
Given your household size, which column in the table above best describes the estimated annual income of your household?*

Extremely Low(30%)Very Low (50%)Low (80%)None of these columns describe my household estimated annual income
How familiar are you with QuickBooks?*

Not at all, I’m completely new to QuickBooksA little bit, I’ve tried to use QuickBooks here and there but haven’t gotten into itSomewhat familiar, I use QuickBooks to keep track of business sales and expensesQuite familiar, I am comfortable using more intermediate features of QuickBooks, such as Class, Projects, and Budgets
Are you currently using QuickBooks?*

YesNo
What are you currently using QuickBooks for?*

Separating business and personal expensesTracking business incomeTracking business expensesCreating estimatesCreating invoicesCreating receiptsPaying billsTracking inventoryReconciling bank statementsRunning financial reportsGathering information for taxesOther
What material would you like to see in the Clinic? Select all that apply:

Understanding Financial ReportingTracking InventoryUsing BudgetsContractingFiling TaxesCustomer and Project ManagementOwner TransactionsPayrollMileage & Expense ReportsLinking Payment AppsTracking TimeOther
What material would you like to see in the Clinic? Select all that apply:*

Connecting your accounts to QBChart of accountsFiling taxesOwner transactionsLinking payment appsClassifying transactionsBalance sheetIncome statementReconciling bank statementsOther
By the end of the Clinic, I want to be able to ______________.*
SECTION 4: Your QuickBooks Utilization
Beginner QuickBooks Baseline Assessment

Please answer the questions below to the best of your ability. If you don't know the answer take your best guess. Don't worry about not knowing the right answer - you'll learn these things in Clinic!
When entering a journal entry, what happens if the debits don't equal the credits?*

QuickBooks sends the difference to an adjustment accountQuickBooks will not allow you to record the transactionQuickBooks asks you what to do with the "unequal" amountNothing. QuickBooks records the transaction as is
Suppose you own a company that repairs bicycles. What item type should you use for "bicycle repair"?*

Inventory PartNon-inventory PartOther ChargeService
Which of the following is NOT an Item Type?*

Inventory PartNon-inventory PartOther ChargeService
When should you create an invoice in QuickBooks?*

When a customer purchases goods or services and pays you in cash at the time of the saleWhen a customer purchases goods or services and pays you by check or credit card at the time of the saleWhen a customer purchases goods or services, but you don't want to record the sale as finalWhen a customer purchases goods or services but does not pay you at the time of the sale
When should you use a Sales Receipt in QuickBooks?*

To give a customer a receipt for payment of an invoiceTo record a customer prepayment or depositTo record a customer payment at the time of saleTo enter a customer early-payment discount
You received 5 customer payments in the mail. At the bank you deposit the 5 checks as one deposit. When you record the 5 separate payments in QuickBooks, how do you show that the 5 checks were actually 1 deposit?*

In the receive payments window, check "deposited with deposit number."Record all the payments in the same Receive Payments window.When you use the Receive Payments window, QuickBooks doesn't deposit the money in your checking account. After you record the 5 payments, click RecordDeposit and select the 5 checks.All of the above
When reconciling your bank account in QuickBooks, what must the beginning balance match?*

The beginning balance should always equal the net amount of all uncleared bank transactions.It should always match the opening balance on the paper bank statement.It should always match the original account opening balance when the account was created.The beginning balance should always be zero.
What is the purpose of sub accounts?*

Track departments or locations efficientlyTrack finances in more detail by grouping accounts in a logical fashion and showing a subtotal for those accountsTo show different Account Types together in one section of a reportNone of the above
How does QuickBooks use the Account Type?*

To track revenue and expense by office or business segmentFor financial ratios in the Analysis moduleTo change the color of different sections on the financial statementsTo identify where the account appears on the financial statements
What is the purpose of the Chart of Accounts?*

It allows accountants to view accounting records remotelyIt is how you categorize financial transactionsTo see a graphical chart of income and expensesTo categorize items
Is your business a paid member of the Madison Black Chamber of Commerce?*

YesNo
Member Number