QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) Course Outline
*** This is an On-Demand (self-study) course, 180-day, 24/7 access via the internet ***
(Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)
You may take this course at any time; there are no set dates. This On-Demand (self-study) training course includes expert lectures, demonstrations, exercises that allow you to apply and reinforce your skills, and self-assessments. Note: The 180-day course access period begins at time of purchase.
VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?
This self-study course is for those with QuickBooks Online for which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed directly on the computer. QuickBooks Desktop users should instead see:
Quickbooks Desktop On-Demand Comprehensive.
Overview
The QuickBooks Online QuickStart 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. This level 1 course will have you 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.
The 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, 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, along with a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our On-Demand (self-study) course:
Accounting On-Demand: Business Accounting, Bookkeeping & 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 link below:
QuickBooks Training Classes & Certification
Duration
You have 24/7 access for 180-days to this digital course that includes 8 hours video presentation. As a traditional course it would be a 2-day class.
Course Outlines:
- QuickBooks Online QuickStart Course Outline -
Intuit QuickBooks Online QuickStart
Getting Started with QuickBooks Online
Introducing QuickBooks Online
Before You Begin
Navigating the User Interface
• Business Overview
• The Search Feature
• The Help Menu
• The Navigation Bar
Accounting Behind the Scenes
• Chart of Accounts
Setting Up a New Company File
Planning and Creating Your Company File
• Setting Up Your Company File
• 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
• Customers
Importing Customers
• Importing Customers
• Editing Merging and Making Customers Inactive
Recording Sales Transactions
• Sales Forms
• Creating Sales Receipts and Invoices
• Price Rules
• Receiving Customer Payments
• Recording a Bank Deposit
Creating Customer and Sales Reports
• The Reports Center
Correcting Errors
Working with Vendors
The Expenses Center
Importing Vendors
• Merging and Making Vendors Inactive
Creating Vendor Transactions
• Creating Vendor Transactions
• Managing Accounts Payable
• Accounts Payable Reports
• Other Vendor Reports
• Paying Bills
Banking and Credit Card Transactions
Managing the Banking Center
• Bank Feeds
• Managing Bank Rules
Other Banking Transactions
• Banking Transactions
Entering Debit and Credit Card Transactions
• Debit and Credit Card Transactions
Reconciling Accounts
• Reconciling Accounts
• Preparing Financial Reports
- QuickBooks Online Advanced Course Outline -
Managing Inventory
Tracking Inventory
• Inventory Products
• Non Inventory Products
• Inventory Adjustments
Purchase Orders
• Purchase Orders
• Purchase Order Reports
• Receiving Inventory
• Purchase Orders for Non Inventory Products
• Adding Expenses to a Purchase Order Payment
• Vendor Credits and Returns
Sales Tax
Inventory and Non-Inventory Products
• Inventory and Non Inventory Products
• Customer Returns and Credits
• Customer Refunds
Reports
Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
• Chart of Accounts
Journal Entries and Recurring Transactions
• Journal Entry
• 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
QuickBooks Payments
• Protecting Confidential Information
• Users
Keyboard Shortcuts
Extending Capabilities with Apps
Staying on Track The Accounting Cycle Classes and Locations
Generally Accepted Accounting Principles and the Accounting Cycle
• Accounting Cycle
Class Tracking
• Class Tracking
• Location Tracking
Project Tracking and Tags
• Delayed Charges and Credits
Completing the Accounting Cycle Closing the Books and Reviewing Changes
Completing the Accounting Cycle
• Completing the Accounting Cycle
• Adjusting Journal Entries
• Comparing Inventory Quantities and Making Adjustments
• Adjusted Trial Balance Report
Creating Financial Statements
Assembling Management Reports
Closing the Books
• Closing the Books
• The Audit Log and Audit History
• Audit History
Using Payroll in QuickBooks Online
Introducing Payroll
The Payroll Center
• The Payroll Center
• Run Payroll
Payroll Taxes
Payroll Tax Forms
• Payroll Reports
View outline in Word
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