Welcome to QuickBooks Online for Nonprofits.
My name is Ufuoma Ogaga, I am the Owner of Goshen ...
Bookkeeping & Consulting.
I am a Financial Controller and a QuickBooks ProAdvisor ...
helping nonprofits to increase profitability one mission at a ...
time. In this tutorial,
I will show you how to navigate QuickBooks Online.
To log into QuickBooks Online,
you need to type qbo.intuit.com in your ...
browser. Your login screen will look ...
like this. This will be the same url you ...
will use to access QuickBooks Online from any ...
device. I recommend bookmarking ...
this URL in your browser so you can access anytime from any device.
This will be your main Dashboard screen that you ...
will see every time you log into your QuickBooks Online.
In the center, you have the different money ...
graphs based on the income and the expense transactions ...
that you have entered into QuickBooks Online.
At the top right corner of the screen,
you have this privacy mode that you can turn on and turn ...
off as needed. I recommend turning it off if ...
you are in a public place and don't want others to see your ...
financial data when you walk away from your computer.
At the left side, you will see all your bank and ...
credit card accounts that you have entered inside of ...
QuickBooks Online. You can change the order of ...
the accounts by clicking the pencil icon,
then drag and move the accounts to the order you ...
want them to be displayed. Then, click save.
This is your left navigation bar.
I will give you a basic overview of these 11 tabs in ...
this tutorial and cover how to use each tab in separate ...
training videos. The second tab after your ...
dashboard tab is known as your banking tab.
The Banking Center that shows you all of the bank ...
accounts and credit card accounts that you have ...
connected to QuickBooks Online.
As well as, the banking feeds ...
underneath each of those accounts.
The second tab is called bank rules tab.
This is where any rules that you have created in ...
QuickBooks Online tor record transactions will appear in this screen.
The Sales or Invoicing tab is where you see all your sales ...
transaction such sales receipts,
invoices, and payments.
The All Sales tab shows all sales transactions.
And then, the invoices tab shows all the ...
invoices you created in the system with indications as to ...
which ones are paid and which ones are overdue.
To add new customers, donors,
members, grant entities,
or committees for your church,
you will use the Customer list under the Customers tab.
To track what you sell or how you get your funds in your ...
nonprofit or in your church, you will use the Products and Services list.
The Expenses tab is where you see all your expenses ...
such as bills, checks,
bill credits and credit cards. When you add new vendors,
they will show up under the Vendor list.
The Workers tab shows both employees if you are using ...
QuickBooks Online payroll and contractors that you have ...
marked as 1099 contractors and with the option that says ...
"Track Payments for 1099" in their vendor profile.
Projects are meant to be used to group your related ...
activities into one place. This is a new feature that was ...
introduced in QuickBooks Online as of 2018.
The Reports center is the entire reason you do ...
accounting! This center houses all of the ...
reports you will need to run your nonprofit.
As well as the reports that you will need to provide to ...
your Accountant. Here you have standard ...
reports QuickBooks for you and any reports that you ...
have customized in QuickBooks Online and ...
saved to share with others.
The Taxes tab shows sales tax forms and payments that ...
you track in QuickBooks Online.
There will also be a separate tab in the same center if you ...
are using QuickBooks Online payroll service.
There will be a separate tab that shows payroll taxes and ...
any payroll forms that you have processed inside of ...
QuickBooks Online.
The Accounting tab shows you your chart of accounts.
Here you can see a list of all of the balance sheet and ...
profit and loss accounts that you create in the ...
QuickBooks. Switching to the reconcile ...
tab, here is where you will go ...
every single month to reconcile your finances in ...
QuickBooks Online.
My Accountant tab is a place to collaborate and share ...
documents with your Accountant,
your ProAdvisor or your Tax Preparer inside of ...
QuickBooks Online. That is the left navigation bar.
Now, we are going switch to the ...
top bar, that way I can explain what ...
these icons mean.
Here is your top navigation bar that shows four main ...
icons. The first icon is called the ...
Quick Create plus icon. This screen shows you the 4 ...
main menus that you are going to use to create and ...
enter transactions inside of QuickBooks Online.
The second icon is the Search magnify glass icon.
Here, you can search for ...
transactions inside of QuickBooks Online.
You can see recent transactions,
you can do an advanced search,
and you can search for an amount or a name.
You can search for anything inside of QuickBooks Online ...
using this option.
This is the Gear Icon. It houses all of your company ...
settings and features needed to set the core foundation of ...
your financial reports and prepare your tax return.
In a separate video, I am going to will show you ...
how to customize the account settings in this particular screen.
The final icon is the help icon.
This is where you will search for questions in QuickBooks ...
Online community forum or contact Intuit directly.
If you are working with a Proadvisor or an Accountant,
I usually recommend reaching out to them first ...
before you try to contact Intuit.
That way you get the accurate information and you ...
get the correct answers to your questions that are ...
industry specific.
That is a quick overview of how to navigate your ...
QuickBooks Online company file.
Watch my next video to see how to customize your ...
account and settings in QuickBooks Online.
Thank you for watching!