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