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QuickBooks Online - Beginners

This self-paced QuickBooks training course teaches you how to get started with the cloud-based version – QuickBooks® Online.

4.2
(121 ratings) 398 students



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What you will learn

How to create a company file and set up your chart of accounts
Setting up your preferences in QuickBooks® to suit your company
All about processing payroll and payroll taxes
Create invoices, enter and pay bills, and purchase orders
All about estimates and working with customers and jobs
How to work with sales tax
About receiving items, inventory, creating purchase orders, and paying for items
How to reconcile bank statements
How to set up recurring items and journal entries

Who should take this training

Prerequisites

  • QuickBooks Online

Target audience

  • Small business owners or those managing QuickBooks for a small business. If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!

About this training

QuickBooks is available as desktop software and now in a cloud-based online format. This self-paced QuickBooks training course teaches you how to get started with the cloud-based version – QuickBooks® Online.

In this QuickBooks® Online course, we introduce you to this essential cloud accounting software. QuickBooks® Online has a very different look to the traditional QuickBooks® desktop software.

This QuickBooks® Online course will give you a solid grounding in how to use QuickBooks® Online effectively and efficiently. We start at the very beginning and cover everything that’s required to get set up in QuickBooks® Online before moving onto more intermediate features. This course is suitable for Bookkeepers, Accountants/CPAs, or small business owners handling their own books.


Note: This course was recorded using QuickBooks Online 2020.

 

Course Language : EN
On-demand video
Full lifetime access to videos
Downloadable resources
Assignments
Certificate of Completion
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Training options

Videos

$ 30

  • Full lifetime access to videos
  • Downloadable resources
  • Certificate of Completion
  • Coaching individuel

Course Content

1. Getting Started With QuickBooks Online
1. Welcome and Overview 04:48 mins
2. QuickBooks Online Subscriptions 05:44 mins
3. QuickBooks Online & Mobile Devices 02:19 mins
2. QuickBooks Company Files
1. Accessing QuickBooks Online Sample Files 02:42 mins
2. Setting Up A New Company File 07:14 mins
3. Uploading QuickBooks Desktop Files to the Online Version 06:01 mins
4. Overview of the User Interface 08:40 mins
3. Customizing Company Files
1. The Gear Menu 02:12 mins
2. Customizing Your Company File 09:03 mins
3. Customizing Your Company File - part 2 09:18 mins
4. Managing Users 05:17 mins
5. Chart of Accounts part-1 10:32 mins
6. Chart of Accounts part-2 09:08 mins
4. Customers
1. Customer List 04:50 mins
2. Adding Customers 05:31 mins
3. Adding Sub-Customers 02:38 mins
4. Editing Customer 05:30 mins
5. Making Customers Inactive 03:27 mins
6. Importing Customers 03:26 mins
5. Sales Transactions
1. Sales Overview 04:42 mins
2. Sales Receipts 08:10 mins
3. Invoicing Customers 05:42 mins
4. Recording Customer Payments 08:13 mins
5. Make Deposits 05:15 mins
6. Credit Memos 03:11 mins
7. Refunds 03:47 mins
8. Statements 02:55 mins
9. Tags 07:39 mins
10. Customer & Sales Reports 04:59 mins
6. Products & Services
1. Overview of Products & Services 03:30 mins
2. Adding New Products & Serrvices 05:22 mins
3. Adding Inventory Products 04:35 mins
4. Purchase Orders 04:18 mins
5. Receiving Products Into Inventory 03:04 mins
6. Product & Service Reports 03:24 mins
7. Vendors & Expenses
1. Overview of Vendors 03:06 mins
2. Adding Vendors 03:41 mins
3. Entering Purchases and Expenses 01:44 mins
4. Entering Checks 06:03 mins
5. Credit Card Charges 03:31 mins
6. Making Credit Cards Payments 03:35 mins
7. Entering bills 03:55 mins
8. Paying bills 04:20 mins
9. Credit Memos 02:59 mins
10. Vendor Reports 05:14 mins
8. Banking
1. Bank Registers 05:16 mins
2. Bank Transfers 02:43 mins
3. Bank Feeds 05:17 mins
4. Downloading Transactions 08:35 mins
5. Disconnecting Bank Feeds 02:12 mins
6. Reconciling 08:27 mins
7. PayPal, Square, & Other Bank Accounts 05:13 mins
9. Loans
1. Setting up loans 03:39 mins
2. Creating loan payments 05:21 mins
10. Recurring Transactions, Mileage & Journal Entries
1. Recurring Transactions 05:13 mins
2. Mileage 05:25 mins
3. Creating Journal Entries 03:05 mins
11. Wrap up
Wrap Up 00:29 mins

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