QuickBooks Online QuickStart

Course Description:

  The QuickBooks Online QuickStart course is designed to teach students the basics of using Quickbooks Online, such as creating a new company, adding customers and vendors, working with bills and invoicing customers, entering transactions and working with bank accounts and transactions.

Quickbooks is small business accounting software program that helps users track income and expenses, generate business financial reports, invoice customers, pay bills and plan for taxes.

Topics covered in the course include:

• QuickBooks Online Basics
• Setting Up a New Company File
• Working with Customers
• Working with Vendors
• Banking and Credit Card Transactions

Target Student: This course is ideal for students who want to become proficient in QuickBooks Online.

Section 1: Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
QuickBooks Online Test Drive
Your Trial Subscription and the Company File

Section 2: Other Tools You’ll Need
Navigating the User Interface
Gear Menu
Top-Right Navigation Tools
Help Menu
Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports

Section 3: 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

Section 4: Working with Customers
The Sales Center
Add Customers and Sub-Customers
Import Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Record Sales Transactions
Customize Sales Forms Settings: Content
Customize Sales Forms Settings: Appearance
Create Sales Receipts and Invoices
Receive Customer Payments
Recorde a Bank Deposit
Create Customer and Sales Reports

Section 5: Working with Vendors
Expenses Center
Money Bar
Vendors List
Adding Vendors
Import 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

Section 6: 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

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

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