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QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) Course Outline

 (2 days)

*** Note: This is an On-Demand Self Study Class, covering 2 days of content, $495 ***
You can take this class at any time; there are no set dates. It covers the same content as the 1-day, QuickBooks Online QuickStart and the 1-day, QuickStart Advanced classes. The cost for this QuickBooks Online On-Demand: Comprehensive (QuickStart and Advanced) class is $495. Customers must call us directly to purchase this class at 800-288-8221.

Overview
This self-study on-demand course will introduce the basics of using QuickBooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit QuickBooks Online cloud application.

From the QuickStart class you will learn to create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions. From the Advanced class you will learn more about inventory, purchase orders, the accounting cycle, and payroll. In addition, we review customizing, fine-tuning, and other extended capabilities of QuickBooks Online.

Prerequisites
We recommend that individuals taking this class have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our self-study on-demand classes: "Introduction to Business Accounting" and "Bookkeeping and Payroll."

Do You Still Prefer a Live, Instructor-led Class?
Already know QuickBooks Online On-Demand is not right for you? We also offer this same course content in a live, instructor-led format. For more details, click on the links below:
Instructor-led QuickBooks Online QuickStart
Instructor-led QuickBooks Online Advanced

From QuickBooks Online QuickStart Class:

Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
The Test Drive
Your Trial Subscription and the Company File

Other Tools You’ll Need
Navigating the User Interface
The Gear Menu
The Top-Right Navigation Tools
The Help Menu
The Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports

Setting Up a New Company File
Planning and Creating Your Company File
Start Date
Setup Checklist—Elements of the Plan
Customizing Your Company File
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions

Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings: Content
Customizing Sales Forms Settings: Appearance
Creating Sales Receipts and Invoices
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports

Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
Adding Vendors
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Customizing Expense Form Settings
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Paying Bills

Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Managing Bank Rules
Other Banking Transactions
Entering Debit and Credit Card Transactions
Reconciling Accounts
Bank Feeds
Undeposited Funds
Preparing Financial Reports

From QuickBooks Online Advanced Class:

Tracking Inventory
Enabling Tracking
Entering Inventory
Non-Inventory Products
Inventory Adjustments

Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order

Credits, Returns, Taxes and Refunds
Vendor Credits/Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Reports

Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
Journal Entries and Recurring Transactions
Fixed Assets and Long-Term Liabilities
Transferring Funds Between Accounts
Petty Cash 166
Handling Uncollectible Receivables/Bad Debts
Creating and Reviewing Budgets

Customizing, Fine-Tuning, and Extending Capabilities
Customizing Reports
Sending Reports
Adding a Custom Field to Sales Forms
Protecting Confidential Information
Enabling Privacy Mode on the Dashboard
Setting User Permissions
Keyboard Shortcuts
Extending Capabilities with Apps
The QuickBooks Community
Submitting User Feedback
QuickBooks Labs

Staying on Track: The Accounting Cycle,
Classes, and Locations
Generally Accepted Accounting Principles and the Accounting Cycle
GAAP
Accounting Cycle Steps
Class Tracking
Location Tracking
Delayed Charges and Credits

Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History

Using Payroll in QuickBooks Online
Introducing Payroll
Payroll Setup
The Workers/Employees Center
Run Payroll
Payroll Taxes
Payroll Tax Forms
Payroll Reports

View outline in Word

GQBQOL

Attend hands-on, instructor-led QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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ONLC TRAINING CENTERS
800-288-8221
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