[Omni] QuickBooks Online
About the Course
Omni's integration with QuickBooks Online has multiple settings that allow for detailed control of how Omni interacts with QuickBooks Online, giving you complete control of your inventory accounting.
In this course you will learn everything you need to know to setup and use QuickBooks Online with Omni.
Course Categories
Accounting: Omni
Course Instructor
Cin7 Academy Team
Course Progress
Course Outline
-
Introduction
- Introduction to QuickBooks Online
- Prerequisites
- Integrating QuickBooks Online with Omni
- QuickBooks Online Dashboard Overview
-
Setup
- Connecting and Setting Up QuickBooks Online
-
Sales Tab
- Sales Tab
- Importing Sales Orders
- Importing Customer Credit Notes
-
Purchases Tab
- Purchases Tab
- Importing Purchase Orders
- Importing Supplier Credit Notes
- Importing Landed Costs
-
Adjustments and COGS Tab
- Adjustments and COGS Tab
- Importing COGS
- Importing Adjustments
-
Alternative GL Accounts
- Manually Assigning Alternative GL Accounts
- Automating Alternative GL Account Assignments
-
Alternative Tax Rates
- Manually Assigning Alternative Tax Rates
- Automating Alternative Tax Rates Assignments
-
Deposits
- Setting up Deposits
- Adding a Deposit to a Purchase or Sales Order
- Reversing Deposits
-
Classes and Locations
- Classes
- Locations
-
US Ecommerce Tax
- Setting Up U.S. Ecommerce Tax
-
Survey
- Course Survey
About the Course
Omni's integration with QuickBooks Online has multiple settings that allow for detailed control of how Omni interacts with QuickBooks Online, giving you complete control of your inventory accounting.
In this course you will learn everything you need to know to setup and use QuickBooks Online with Omni.
Course Outline
-
Introduction
- Introduction to QuickBooks Online
- Prerequisites
- Integrating QuickBooks Online with Omni
- QuickBooks Online Dashboard Overview
-
Setup
- Connecting and Setting Up QuickBooks Online
-
Sales Tab
- Sales Tab
- Importing Sales Orders
- Importing Customer Credit Notes
-
Purchases Tab
- Purchases Tab
- Importing Purchase Orders
- Importing Supplier Credit Notes
- Importing Landed Costs
-
Adjustments and COGS Tab
- Adjustments and COGS Tab
- Importing COGS
- Importing Adjustments
-
Alternative GL Accounts
- Manually Assigning Alternative GL Accounts
- Automating Alternative GL Account Assignments
-
Alternative Tax Rates
- Manually Assigning Alternative Tax Rates
- Automating Alternative Tax Rates Assignments
-
Deposits
- Setting up Deposits
- Adding a Deposit to a Purchase or Sales Order
- Reversing Deposits
-
Classes and Locations
- Classes
- Locations
-
US Ecommerce Tax
- Setting Up U.S. Ecommerce Tax
-
Survey
- Course Survey
Course Categories
Accounting: Omni
Course Instructor
Cin7 Academy Team