651-905-3729 Microsoft Silver Learning Partner EC Counsel Reseller compTIA Authorized Partner

QuickBooks Online QuickStart

1 day

Description

VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?
This course is for QuickBook Online users in which the software is accessed via the cloud.
QuickBooks Desktop users, on the other hand, have the software installed on the computer and should instead attend:
Get Going with QuickBooks - DESKTOP version

 

Overview
This 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.
 

 

Upcoming Classes

Virtual Classroom Live
June 28, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 12, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 26, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 09, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 23, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
September 20, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
October 04, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview


Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
The Test Drive
Your Trial Subscription and the Company File

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 Principles (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
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings: Content
Customizing Sales Forms Settings: Appearance
Creating Sales Receipts and Invoices
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports

Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
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

Upcoming Classes

Virtual Classroom Live
June 28, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 12, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 26, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 09, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 23, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
September 20, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
October 04, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

Basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices.

Upcoming Classes

Virtual Classroom Live
June 28, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 12, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
July 26, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 09, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
August 23, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
September 20, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Virtual Classroom Live
October 04, 2024

$395.00
1 day    9:00 AM CST - 3:45 PM CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date