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QuickBooks Online Advanced Course

Class Dates
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(click Enroll for locations)
3/28
Class Dates and Times
03/28/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!

  

Register Soon!
Registrations on or after Monday 3/24 incur a late registration charge to cover book shipping and provisioning costs.
Before 3/24$395
On/After 3/24$445
Last Reg Date3/25
 
4/11
Class Dates and Times
04/11/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
4/25
Class Dates and Times
04/25/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
5/9
Class Dates and Times
05/09/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
5/23
Class Dates and Times
05/23/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
6/6
Class Dates and Times
06/06/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
6/20
Class Dates and Times
06/20/2025Friday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
7/3
Class Dates and Times
07/03/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
More dates...
Fee:  $395

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  1. Home
  2. Courses
  3. QuickBooks
  4. QuickBooks Online Advanced

QuickBooks Online Advanced Course

 

VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?

This course is for QuickBook ONLINE users in which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed on the computer along with other differences. For those reasons those with QuickBooks Desktop should instead attend: QuickBooks Desktop Beyond the Basics.

Course Overview

This QuickBooks Online Advanced course teaches the advanced features and functionality of Intuit's cloud-based software application. Specifically, you will learn more about inventory, purchase orders, and the accounting cycle.

QuickBooks. In addition, we review customizing, fine-tuning, and other extended capabilities of QuickBooks Online.

Prerequisites

Attendees should have a familiarity with QuickBooks Online and have taken
QuickBooks Online QuickStart introductory course or have equivalent experience.

*** NOTE: This class also available in On-Demand, eLearning Format ***

Too busy at work to miss 1 day out of the office to take this class? Learn at your own pace and in your own time with the QuickBooks Online On-Demand version of this course. It covers the same content as the 1-day, QuickBooks Online QuickStart and the 1-day, QuickBooks Online Advanced classes. For details on this alternative format, see
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced).

COURSE OUTLINE

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
  • Inventory 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
  • 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

Staying on Track: The Accounting Cycle,

  • Generally Accepted Accounting Principles and the Accounting Cycle
  • GAAP
  • Class Tracking
  • Location Tracking
  • Accounting Cycle Steps
  • Project Tracking
  • Tags
  • 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
  • Assembling Management Reports
  • Closing the Books
  • The Audit Log and Audit History
  • Audit Log
  • Audit History

 

View outline in Word

WQB2OL

Attend hands-on, instructor-led QuickBooks Online Advanced training classes at ONLC's nationwide 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 QuickBooks Courses and select the one that's right for you.

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