QuickBooks Intro Course Glossary

Glossary Course Description Learning Outcomes
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Accountant Toolbox This drop-down menu is only available to you as an accountant user when you open a QuickBooks
Online company from inside QuickBooks Online Accountant. Some of the tools in the toolbox are
available elsewhere and some can only be found in the toolbox. For example, Trial Balance, Reclassify
Transactions, and Write Off Invoices are accountant-only tools.
Accountant user A special type of user in QuickBooks Online that allows admin access to the client and allows you to
give other members of your firm access to the client account. You can become an accountant user
either by being invited by your client and accepting the invitation, or by setting up a client through
QuickBooks Online Accountant.
Banking Center The Banking Center gives you access to all your connected bank and credit-card accounts, allowing
you to review, match and add transactions to your books. You can also have easy access to a list of all
the bank rules that have been created.
Bill In QuickBooks terminology, a bill is what a vendor sends your client when they owe them an amount
of money. When a bill is paid to a vendor, money goes out of the business. The Bill screen in QuickBooks
Online is a purchase form, so when a bill is recorded, this form posts an accrual transaction—the expense
is recorded as incurred but no cash has been paid yet. The total amount of the bill will post as a credit
to increase accounts payable.
Introduction to QuickBooks Online: for Accountants

Client This refers to the business with whom the accounting professional or firm works. Clients are the firm’s
customers. The Client List in QuickBooks Online Accountant (QBOA) gives the firm central access to
information about the client, and access to their QuickBooks Online company.
Dashboard When you sign in to QuickBooks Online, it opens up to the Dashboard which gives you information on
the health of the business in an easy-to-understand format.
Expense Center This is where you handle everything related to spending, including vendors and expenses, under the
Expenses tab.
Gear icon The Gear icon in QuickBooks Online Accountant takes you to a sub-menu with various lists. Team
users who don’t have access to the firm’s Your Books will not see some options that control the firm’s
QuickBooks Online Accountant settings.
Gear menu In a QuickBooks Online company, this is where your client can manage the company. It’s also where you
add users, change settings, and access most lists and tools.

Global Quick Create The Quick Create (or + icon) is used in QuickBooks Online Accountant to create clients and team users
(QBOA) for the firm.
Go to client’s QuickBooks A dropdown list in the top left corner of QuickBooks Online Accountant, that allows quick access to
your clients’ QuickBooks Online companies. The chief benefit is the ability to jump directly from one
QuickBooks Online company to another, without having to go back to QuickBooks Online Accountant.
You may also hear this referred to as the Client Switcher.
Mint Mint delivers financial tools and insights to help people make smart choices about their money,
from balancing the family’s monthly budget to achieving their personal financial goals.
Money Bar (Sales) The Money Bar in the Sales Center is a visual representation of open and recent sales activity. It shows
information about unbilled, unpaid, and recently paid activity. Select any segment of the bar to filter
the sales transaction list below it.
Money Bar (Expenses) The Money Bar in the Expense Center is a visual representation of open and recent expense activity.
It shows information about unbilled, unpaid, and recently paid activity. Select any segment of the bar
to filter the expense transaction list below it.
My Accountant Any client requests and documents you initiated from QuickBooks Online Accountant appear here
in your client’s QuickBooks Online company. They can track your requests by due date, so they won’t
miss a thing and you’ll get what you need on time. Your client can respond and share documents
inside from here too, so their sensitive information is safe.

ProConnect The Intuit ProConnect brand portfolio includes ProConnect Tax Online, ProSeries and Lacerte, tax
preparation offerings for professional accountants. You can access ProConnect Tax Online data from within
QuickBooks Online Accountant, integrating accounting and tax data for accurate and efficient filing.
Quick create (Plus +) icon In a QuickBooks Online company, this is a go-to tool for creating or adding transactions quickly, from
invoices to deposits. Here, you can also pay bills or even print checks; there are quick links for vendor-
or customer type-transactions, as well as employee activities and more general activities.
QuickBooks Full Service Integrated into QuickBooks Online, this service offers setup, pay checks, payroll taxes and payroll forms
Payroll (QFSP) processed by Intuit. Payroll transactions created within QuickBooks Online.
QuickBooks Online Intuit’s flagship accounting product for small to midsize businesses. It helps business owners manage
their finances with ease through a cloud-based solution that’s available anytime, anywhere. There are
different subscription levels available to suit the needs of the individual business.
QuickBooks Online A web-based portal for central access to multiple client QuickBooks Online companies and the
Accountant (QBOA) firm’s books. QuickBooks Online Accountant provides settings for wholesale billing, management of
permissions and access for team users (staff), access to ProAdvisor membership, and special tools
inside client QuickBooks Online companies. Terms used to differentiate the accounting program from
this accountant solution are QuickBooks Online company versus QuickBooks Online Accountant firm.

QuickBooks Online App These are apps that can be installed on a Mac or PC that allow you connect to a QuickBooks Online
for Windows and Mac Company without the use of a browser. They include enhanced navigation features that are similar to
those found in the QuickBooks Desktop products.
QuickBooks Online QuickBooks Online is more than a simple accounting program. It’s a platform that offers an ecosystem
ecosystem of applications that you and your clients can use to build the perfect solution by adding apps that bring
additional functionality.
QuickBooks Online The second-highest subscription level of QuickBooks Online.

Essentials
QuickBooks Online The QuickBooks Online Mobile App, available from the App Store or Google Play, lets clients manage
Mobile App their finances on the go. From creating invoices, to managing their expenses and cash flow, to viewing
their profit and loss, it’s all possible from the palm of their hand.
QuickBooks Online The payroll service integrated inside QuickBooks Online that allows businesses to pay employees, pay
Payroll (QBOP) taxes, and file payroll tax forms. Features include direct deposit, electronic tax payment and form filing,
employee web portal, integration with timesheets, automated integration with QuickBooks Online
registers, general ledger, and reports. This is a do-it-yourself option.
QuickBooks Online Plus The all-inclusive subscription level of QuickBooks Online.
QuickBooks Online The basic or “starter” subscription level of QuickBooks Online.

Simple Start

QuickBooks QuickBooks Self-Employed helps Schedule C clients easily manage their finances with ease through
Self-Employed a cloud-based solution. It automatically tracks mileage, organizes expenses, and gives them the most
accurate data. An accountant user can be added, to give the accountant access to QuickBooks
Self-Employed.
QuickZoom The QuickZoom feature in QuickBooks Online allows you to zoom in to transaction details from
an amount on a report. When you hover over an amount on a report, the amount will turn blue and
underlined like a hyperlink. Selecting the link will zoom to the details of the transactions that make up
the balance.
Sales Center The Sales Center puts everything you need to manage sales in one place: customers, Products
and Services, and invoices.
Team user A team user refers to the firm’s staff who are given access to sign in and work on the firm’s or clients’
QuickBooks Online companies. They could alternatively be bookkeepers or tax preparers not in the
firm, but who still need access to the client.
Toolbar The colored bar along the top of QuickBooks Online Accountant that is green to show that you are
in QuickBooks Online Accountant and black to show that you are in QuickBooks Online.
TurboTax TurboTax is Intuit’s popular finance package for individuals, helping simplify the filing experience.

Workers You can manage employees and 1099 contractors from the Workers tab. This tab consists of two
options: Employees and Contractors. The latter is where you can invite contractors with your client’s
company to add their own details about working for the client so that the client has the info they’ll
need to file 1099s.
Your Books As part of QuickBooks Online Accountant, you have a free subscription to QuickBooks Online Plus to
run your firm’s internal accounting. Not all QuickBooks Online Accountant firm team users have access
to the firm’s books but if you do, you can dive in to see expenses and sales dashboards, or reports that
will give you all the information you need about how your practice is performing.

Course Name: Introduction to QuickBooks Online:

for Accountants
Course description: Start with this course if you are new
to QuickBooks Online. Get a quick overview of QuickBooks
Online, learn how to perform basic tasks, work with client files
and gain awareness of Intuit products.

Getting started in
01 QuickBooks Online
Accountant Module 1: Getting started in QuickBooks Online Accountant
Module Description: The module begins with an introduction to Intuit as a brand and
Navigating your clients’ their product portfolio. The module then shows how to sign up for a QuickBooks Online
02 QuickBooks Online Accountant account and then log in. The module closes with a high level description
of what QuickBooks Online Accountant does and an overview of some of the key
features in the Accountant dashboard and the top navigation toolbar.
03 Sales Learning Outcomes:

• State key events in Intuit’s journey • Identify the key features of the
as a brand and market positioning accountant dashboard
04 Expenses • Identify Intuit products and the

benefits of each
• Identify the features of the top
navigation toolbar in QuickBooks
Online Accountant
• Describe how QuickBooks Online
Bringing clients
Accountant works with apps and • Describe how to navigate to a client’s
05 into QuickBooks
Online Accountant
ecosystem company from QuickBooks Online
Accountant
• Recognize that you can use
QuickBooks Online Accountant
to manage your clients and your
practice all in one place

QuickBooks Intro Course Glossary

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QuickBooks Intro Course Glossary

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Glossary Course Description Learning Outcomes

Introduction to QuickBooks Online: for Accountants

Introduction to QuickBooks Online: for Accountants

Introduction to QuickBooks Online: for Accountants

Introduction to QuickBooks Online: for Accountants

QuickBooks Online The second-highest subscription level of QuickBooks Online.

QuickBooks Online Plus The all-inclusive subscription level of QuickBooks Online.

QuickBooks Online The basic or “starter” subscription level of QuickBooks Online.

Introduction to QuickBooks Online: for Accountants

Introduction to QuickBooks Online: for Accountants

Introduction to QuickBooks Online: for Accountants

Course Name: Introduction to QuickBooks Online:

Introduction to QuickBooks Online: for Accountants

03 Sales Learning Outcomes:

04 Expenses • Identify Intuit products and the

Introduction to QuickBooks Online: for Accountants

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