QuickBooks Online Edition: Basic Course

Course Details:

Length: 1 day

Price: $435/person (USD)

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: N/A
Cloud Based (requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

In this introductory QuickBooks online training to using QuickBooks Online, learn to use QBO® correctly from the beginning. Enter your sales income from Customers, specific to your business’s daily workflow. Track your company’s Expenses. Run reports to understand your business’s growth.

You’ll also learn all the most common errors people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you’ll learn all the basics in this QuickBooks course (and a lot of tips & tricks) that will allow you to get the most out of your QBO subscription.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Course Notes

Knowledge Prerequisites

• To ensure your success in this course, you should have end-user skills with any current version of Windows, including being able to start programs, switch between programs, locate saved files, close programs, and use a browser to access websites. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.

Related Certifications

QuickBooks Certified User Online Certification

Certification Notes: Certification exams are administered by third party testing companies. Our courses prepare you for the certification exam, which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

Course Topics

Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Is Company Setup in QuickBooks Online?

Company setup in QuickBooks Online (QBO) involves providing information about your business to ensure accuracy in the financial data. This includes setting up the company name, contact and address information, industry type, currency, transactional preferences and tax options. It is important to review this information regularly to make sure it reflects any changes in your business. To make it easy to keep this information up-to-date, QBO automatically walks you through the setup process and allows you to provide the necessary updates when needed. With company setup in QBO, you can be confident that your financial data is accurate and reflects any changes in your business as soon as possible. This helps you make more informed decisions about your business, saving you time and money. In addition to providing the necessary information for accurate financial data, company setup in QBO can also help speed up the process of filing taxes, as all of the necessary information is already entered into the system. This saves time and effort when it comes to filling out forms or answering questions from tax professionals.

Furthermore, the information entered into QBO is secure and protected, so you can rest easy knowing that all of your important financial data is safe. All in all, company setup in QBO helps ensure accuracy and saves time when it comes to handling your business finances. The process may seem daunting at first but with a few simple steps, you can get started and ensure that your financial data is accurate and up-to-date. Once you’ve set up your company, you can rest assured knowing that all of your important information is safe and secure. With this peace of mind, you can focus on running your business and growing it to its fullest potential.

What Are Lists in QuickBooks Online?

Lists in QuickBooks Online are pre-defined categories and lists of values that can be used to categorize and organize your business information. They provide a framework for organizing and tracking key financial information, such as accounts, customers, vendors, products/services, classes, locations and jobs. Lists help simplify processes like invoicing and reconciling accounts, and can be tailored to your business needs. It’s important to keep these lists updated and accurate, as they serve as the backbone of your QuickBooks Online records. Examples of lists include Chart of Accounts, Customers & Jobs, Vendors, Items & Services, Classes, Locations and Employees. Each list contains a unique set of fields for storing related information. By customizing each list to your specific needs, you can easily manage and categorize all of your business transactions.

Lists also enable you to take advantage of QuickBooks Online's powerful reporting tools, as they help you aggregate data in a more meaningful way. For example, if you have Customers & Jobs listed, QuickBooks Online will allow you to create a report that shows total sales per customer or job. This way, you can quickly review and analyze your financial information to make informed decisions about your business.

To get the most out of lists in QuickBooks Online, it is important to understand how they work and how to customize them for your business needs. With the right setup and maintenance, lists in QuickBooks Online can help you track, categorize and analyze your financial data more effectively.

By utilizing Lists in QuickBooks Online, you can take control of your finances and better understand how each area of your business is performing. This gives you the insight you need to make sound decisions and ensure long-term success.

What Is the Interface Layout in QuickBooks Online?

QuickBooks Online provides an intuitive interface that helps you navigate through your bookkeeping tasks. The layout is simple and clean, allowing you to find the tools and information you need quickly and easily. The main page consists of three sections: Overview, Tasks, and Reports & Graphs.

The Overview tab allows you to view a snapshot of your finances, such as total income and expenses, outstanding invoices, and bank balances. You can also view a chart that compares the current year's results to last year's.

The Tasks tab contains all the functions you need to manage and track day-to-day operations in QuickBooks Online. Here you can add and manage customers, make bank deposits, enter and pay bills, reconcile accounts, add new products or services, track expenses, and more.

The Reports & Graphs tab contains a variety of reports that you can use to help understand your business better. These include Profit & Loss reports, Balance Sheet reports, Sales Tax Summary reports, Cash Flow reports, and more. You can also customize your reports to get the information you need in an easy-to-read format.

Overall, QuickBooks Online's interface layout is designed to make managing your finances as simple and efficient as possible. Providing a clean and intuitive layout, it lets you focus on what matters most—running your business.

What Are Customer Transactions in QuickBooks Online?

Customer transactions in QuickBooks Online include all the activity that happens when customers pay you or receive a refund from you. These activities may be recorded within your bank account or credit card processing system, but they can also be added to the customer’s profile in QuickBooks Online so that their entire history is visible in one place. This includes recording payments and refunds, issuing invoices, tracking sales tax collection, and more. With customer transactions in QuickBooks Online, you can easily view an up-to-date summary of all the activity on a customer’s account to get a better understanding of your business’s financial health. Plus, you can quickly see who is overdue on payments and follow up with them to make sure you’re not missing out on any money owed. With customer transaction features in QuickBooks Online, keeping track of your customers' financial activity doesn't have to be a daunting task. You can easily stay on top of who owes what and when it's due, so you can ensure that your cash flow is always healthy.

With customer transactions in QuickBooks Online, your business will have access to powerful tools that make it easier to manage customer payments and invoices. With automatic reminders and tracking of incoming payments, you can easily stay on top of who owes what and when they’re due so you can keep your cash flow healthy and your customers happy. Plus, you can gain insights into customer spending patterns to better understand their needs and adjust your services accordingly. With customer transactions in QuickBooks Online, managing customer payments has never been easier.

By tracking customer transactions in QuickBooks Online, you’ll have a full view of all the activity related to each customer quickly and easily. This will help you make better decisions about pricing or payment terms, so you can maximize the value of every customer and create a more successful business. With customer transactions in QuickBooks Online, you’ll have all the information you need to make informed decisions that benefit your business and keep your customers happy.

By tracking customer transactions in QuickBooks Online, you’ll be able to send invoices and record payments from a single place. This will help streamline your accounts receivable process so that customers can receive their invoices faster with fewer errors. Plus, it will give you real-time insights into each customer’s financial activity and payment history, so you can quickly identify any discrepancies or late payments. With customer transactions in QuickBooks Online, managing customer billing and payments is simpler and easier than ever before.

What Are Vendor Transactions in QuickBooks Online?

Vendor transactions are a necessity for businesses that purchase goods or services from external vendors. In QuickBooks Online, vendor transactions can be used to track purchases, pay bills, and manage vendor credits. Furthermore, the software provides powerful ways to customize the look of your reports and stay on top of payments. With a few clicks in QuickBooks Online, you can easily keep track of money going out, as well as manage multiple vendors and accounts. This ensures that your finances are always up-to-date and organized. QuickBooks Online also allows you to quickly set up recurring payments, view vendor information in one central location, and create purchase orders with ease. With its detailed tracking features, businesses can make sure that everything is accounted for in their books. Additionally, vendors can be easily managed and regularly monitored to ensure timely payments. All vendor transactions are securely stored and tracked so businesses can review past purchases with ease. QuickBooks Online offers a range of tools that makes it easy to manage all your vendor transactions. With its robust reporting capabilities, businesses can stay on top of their finances and make sure that all purchases are accounted for.

In conclusion, QuickBooks Online is an invaluable tool for businesses to easily manage vendor transactions. With its powerful tracking features, you can make sure your accounts are always up-to-date and organized. Additionally, the software allows you to quickly set up recurring payments, review vendor information in one central location, and create purchase orders with ease. All of these features make QuickBooks Online the ideal solution for managing your business's finances.

What Is Managing Bank Accounts in QuickBooks Online?

Managing bank accounts in QuickBooks Online is a powerful accounting tool that helps businesses better manage and track their finances. It provides visibility into all transactions, allowing you to get an accurate picture of your financial health quickly and easily. From reconciling transactions to running reports, this feature can be invaluable for streamlining processes and ensuring the accuracy of your financial records. With the ability to customize accounts, add multiple users, and track payment history, QuickBooks Online makes it easy to keep your finances organized and on track. Thanks to its intuitive interface and expert support services, managing bank accounts in QuickBooks Online is a breeze for businesses of all sizes. Whether you are just starting out or already have an established business, this powerful accounting tool can help you streamline your processes and get the most out of your financial data.

What Are Reports in QuickBooks Online?

Reports in QuickBooks Online provide a comprehensive view of your business finances. They are designed to be easy to use and understand, giving you the information you need in one place. Reports can be tailored for specific periods or tasks, allowing you to quickly gain insight into the performance of your business.

QuickBooks Online provides several types of reports that can help you make decisions about your business. Financial reports provide an overview of the financial health of your business, helping you track revenue and expenses. Transaction detail reports offer more detailed information about invoices, bills, payments, and other transactions. Customizable report templates let you create in-depth reports tailored to specific needs or metrics. Reports can also be exported into PDFs, Excel spreadsheets, or printed for further analysis.

Overall, reports in QuickBooks Online are a powerful tool to help you make informed decisions about your business finances. With customizable options and the ability to export data easily, QuickBooks Online gives you powerful insights into the performance of your company.


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