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

Hands-On Learning?: Yes

Software Lab Included?: No

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.

How Online Classes Work? - Learn How Our Live Online Classes Work

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

Chapter 1: Why QuickBooks Online
Why is Bookkeeping Important?
Do You Need a Bookkeeper?
The Pareto Principle: The 80/20 Rule
The "Quick" in QuickBooks
3 essential actions to take at the end of each day
5 essential reports to review
Watch out for PEBCAKI

Chapter 2: Setting Up Your Company
What Version Should I Choose?
Should You Convert an Existing File or Start a New One?
Importing an Existing File
Starting from Scratch
Choosing a Start Date
Creating a New File
Account and Settings (Preferences)
Company
Sales Expenses, and Payments Settings
Advanced Settings
Setting Up Users
Entering Open Transactions
Entering Historical Transactions

Chapter 3: Working with Lists
The Chart of Accounts
On Your Own!
The Balance Sheet: Assets, Liabilities, and Equity
Profit and Loss: Income and Expenses
Accounts Created Automatically
Modifying the Chart of Accounts
The Products and Services List
Creating a Service Item
Creating a Non-Inventory Product Item
Creating an Inventory Product Item
Creating a Bundle
Setting Up the Classes List

Chapter 4: Getting Around in QuickBooks Online
The Interface
The Home Page
Opening Multiple Windows
Keyboard Shortcuts
Moving Around Forms
Keyboard Commands
Entering Dates
Calculating Amounts
Drop-down Lists
Search for text on a page
Dynamic Buttons

Chapter 5: Customers
Sales & Customer Preferences
Adding Customers
Generic Customer Names
Using the Notepad
Merging Customers
Deleting and Inactivating Customers
Creating Sales Receipts
Creating Invoices
Receiving Payments
Creating Estimates
Taking Deposits on Work to Be Performed
QBO's Built-in Deposits Feature
Properly Managing Customer Deposits
Issuing Customer Credits
Applying Credits
Creating Customer Refunds
Bank Deposits and Undeposited Funds
PayPal and Square

Chapter 6: Vendors
Set Expenses Preferences
Billing and Expenses
Purchase Orders
Vendors and Payees
Adding a Vendor
Generic Vendors
Working with Vendors
Entering Bills
Paying Bills
Writing Checks
Creating a New Check
Using the Check Register
Printing Checks
Entering Credit Card Expenses
Recurring Bills and Expenses
Vendor Refunds
Crediting a Credit Card
Cash or Check Refunds
Issuing Vendor Credits
Applying Vendor Credits
What if you do not want to apply the Credit yet?

Chapter 7: Bank Accounts
Transferring Funds
Banking Feeds
Simple Expenses
Item Expenses
Assigning Expenses to Customers
Deposits
Rules
Transfers
Bank Feed Troubleshooting
Bank Reconciliation
Journal Entries
What are Journal Entries for?
How to Create a Journal Entry
How Do the Debits and Credit Columns Work?

Chapter 8: Reports
Profit and Loss Report
The Balance Sheet
Money Bars
Company Snapshot
Customizing Reports

Chapter 9: Tools
The Audit Log
Third-Party Apps
The PC and Mac App
The Smartphone App
Backing Up
Exporting Data
Leaving Feedback

Chapter 10: The Top 12 Mistakes People Make

Chapter 11: QBO Training Resources