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 in 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, and the accounting cycle. 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 -
Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
The Test Drive
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 Principals (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
Recording Sales Transactions
Customizing Sales Forms Settings
Creating Sales Receipts and Invoices
Price Rules
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Correcting Errors
Working with Vendors
The Expenses Center
The Money Bar
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
- QuickBooks Online 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 Expenses to a Purchase Order Payment
Purchasing a Product without a Purchase Order
Credits, Returns, Taxes and Refunds
Vendor Credits and Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Inventory Rports
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
GQBQOL
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