Duration
2 days (10:00 AM - 5:00 PM Eastern)
Cost
$595.00
Online Schedule
  • Apr 16 - Apr 17
  • May 20 - May 21
  • Jun 10 - Jun 11
  • Jul 8 - Jul 9
  • Aug 24 - Aug 25
  • Sep 22 - Sep 23

Details

Subjects Covered

Prerequisites

Setup Requirements

Details

Course Details

This two-day course is designed for non-accountant, small business owners and managers who need to learn how to do accounting using QuickBooks Online (please see our QuickBooks Desktop course if you use the desktop edition of the product). On the first day, students learn how to set up an account, manage users, work with critical lists, including the Chart of Accounts, set up bank feeds, and manage all aspects of sales, including customers, invoices, and payments.

On the second day, students learn how to manage all aspects of expenses, including vendors, bills, and payments, how to work with projects, handle budgeting, set up employees, process payroll and run reports. Each student receives an excellent course manual for after-class reference.

Subjects Covered

QuickBooks Online

  • Lesson 1: Introduction to QuickBooks
    • QuickBooks Online
    • Mobile Devices and QuickBooks Online
    • Navigating QuickBooks Online
    • The Home Page Dashboard
    • The Navigation Bar
    • Common Tasks
    • Search for Transactions
    • Company File Setup
    • Help System
  • Lesson 2: User Management
    • Managing Users
    • User Roles
  • Lesson 3: Working with Lists
    • Lists
    • Chart of Accounts
    • Account Types
      • Balance Sheet Accounts
      • Income and Expense Accounts
    • Sub-Accounts
    • Importing Data
      • Customers Import
      • Vendors Import
      • Chart of Accounts Import
      • Products and Services
  • Lesson 4: Banking
    • Online Banking
    • Linking Accounts via Automated Bank Feeds
    • Importing Bank Transactions
    • Review Transactions
    • Match Transactions
    • Bank Rules
  • Lesson 5: Sales
    • Products and Services
    • Sales Transactions
    • Customers
    • Estimates
    • Invoices
    • Receive Payments
    • Undeposited Funds
    • Sales Receipts
    • Sales Tax
    • Accounting Methods: Cash vs. Accrual
    • Partial Payments
    • Customizing Invoices
    • Statements
    • Attachments
      • Attachment List
  • Lesson 6: Expenses
    • Vendors
    • The Vendors Money Bar
    • Bills
    • Make Payments
    • Checks
    • Recurring Transactions
    • Class and Location Tracking
    • Merge Accounts, Customers, or Vendors
    • Merging Accounts Limitations
  • Lesson 7: Projects
  • Lesson 8: Budgeting
  • Lesson 9: Payroll
    • Employees
    • Time Tracking
    • Paychecks
    • Schedule Payments in Advance
  • Lesson 10: Reports
    • Run Reports
      • Business Overview
      • Who Owes You
      • Manage Accounts Payable
      • Accountant Reports
      • Reconciliation Reports
      • Manage Products and Inventory
      • Review Sales
      • Review Expenses and Purchases
      • Manage Sales Tax
      • Manage Employees
    • Customize Reports
    • Report Groups
    • Automated Reports
  • Lesson 11: Journal Entries and Reconciliation

Prerequisites

Before Taking this Class

None.

Setup Requirements

Software/Setup For this Class

QuickBooks Online Account

Onsite Training

Do you have five (5) or more people needing this class and want us to deliver it at your location?