QuickBooks Online Training

In this QuickBooks Online training class, students will learn how to use the Cloud-based QuickBooks Online to build budgets, prepare tax returns, create invoices, and manage inventory.

Each student will get a copy of QuickBooks Online for Dummies, which serves as a guide for this course.

Note: This course uses the U.S. version of QuickBooks, which applies U.S. tax laws.

Goals
  1. Learn to create invoices and credit memos.
  2. Learn to mange inventory.
  3. Learn to track job costs.
  4. Learn to generate income statements and financial reports.
  5. Learn to balance accounts.
Outline
  1. Getting Started with QBO and QBOA
    1. Introducing QBO and QBOA
      1. QBO for the Client and QBOA for the Accountant
      2. Understanding the Cloud
    2. Embracing the QBO/QBOA Format
      1. It's All about Subscriptions
      2. What's It Cost?
      3. Where Add-on Apps Fit in
  2. Managing the Books for the End User
    1. Creating a Client Company in QBO
      1. Signing Up for QBO
      2. Setting Up a New Company
      3. Understanding the Home Page
      4. Establishing Company Settings
    2. Managing List Information
      1. Adding New People to a List
      2. Importing People to a List
      3. Searching Lists for People
      4. Changing Settings for People Lists
      5. Displaying Information for Other Lists
    3. Dealing with the Outflow of Money
      1. Writing a Check
      2. Creating an Expense
      3. Entering a Purchase Order
      4. Entering and Paying Bills
    4. Managing the Inflow of Money
      1. Preparing an Invoice
      2. Recording a Customer Payment
      3. Preparing an Estimate
      4. Entering a Sales Receipt
      5. Giving Money Back to a Customer
      6. Creating Billable Time Entries
    5. Working in Registers
      1. Understanding Registers
      2. Working with Transactions in a Register
    6. Handling Bank and Credit Card Transactions
      1. Connecting QBO Accounts to Financial Institutions
      2. Making a Bank Deposit
      3. Reconciling a Bank Account
    7. How's the Business Doing?
      1. Quickly Review Income and Expenses
      2. Finding the Report You Want
      3. Printing a Report
  3. Managing the Books for the Accountant
    1. Setting Up Shop in QBOA
      1. Signing Up for and into QBOA
      2. Examining the QBOA Interface
      3. Setting Up Your Team
      4. Controlling the Appearance of the Client List
      5. Understanding and Using the Free QBOA Company
      6. Working with the Sample Company
      7. Closing Companies and QBOA
    2. Adding Companies to the QBOA Client List
      1. Adding a Client's Company to the Client List
      2. Importing Desktop QuickBooks Information
      3. Switching between Client QBO Companies
    3. Exploring a Client's Company from QBOA
      1. Opening a Client's Company
      2. Reviewing a Client QBO Company
    4. Working in a Client's Company
      1. Making Navigation Easy
      2. Examining Available Transaction Types
      3. Searching for Transactions
      4. Communicating with a Client
    5. Using Accountant Tools
      1. Reporting and Paying Sales Taxes
      2. Facilitating Accountant Activities
  4. The Part of Tens
    1. Almost Ten Things about the Chrome Browser Interface
      1. Understanding Users
      2. Windows and Tabs
      3. Using the Omnibox to Visit a Web Page
      4. Using the Omnibox to Search the Web
      5. What's the Star?
      6. Examining the Chrome Menu
      7. About Signing In to (and Out of) Chrome
      8. Using the Chrome Web Store
      9. Selecting a Theme
    2. Ten Ways to Use Chrome Effectively
      1. Setting a Home Page
      2. Chrome and Security
      3. Chrome and Privacy
      4. Using Bookmarks in Chrome
      5. Duplicating and Pinning Tabs
      6. Using Chrome on Multiple Monitors
      7. Setting Up Chrome Users
      8. Zooming In and Out
      9. Downloading Files
      10. Chrome on Mobile Devices
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Training for your Team

Length: 2 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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