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Free Training Manual
The QuickBooks Online QuickStart course is designed to teach students the basics of using Quickbooks Online, such as creating a new company, adding customers and vendors, working with bills and invoicing customers, entering transactions and working with bank accounts and transactions.
Quickbooks is small business accounting software program that helps users track income and expenses, generate business financial reports, invoice customers, pay bills and plan for taxes.
Topics covered in the course include:
Target Student: This course is ideal for students who want to become proficient in QuickBooks Online.
Section 1: Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Updates and the Ever-Evolving User Interface
QuickBooks Online Test Drive
Your Trial Subscription and the Company File
Section 2: Other Tools You’ll Need
Navigating the User Interface
Top-Right Navigation Tools
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports
Section 3: Setting Up a New Company File
Planning and Creating Your Company File
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
Section 4: Working with Customers
The Sales Center
Add Customers and Sub-Customers
Import Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Record Sales Transactions
Customize Sales Forms Settings: Content
Customize Sales Forms Settings: Appearance
Create Sales Receipts and Invoices
Receive Customer Payments
Recorde a Bank Deposit
Create Customer and Sales Reports
Section 5: Working with Vendors
Import 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
Section 6: 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
Preparing Financial Reports
Please check the course description to find prerequisite information.
We offer live-instructor group training classes for your team.
Upskill your team from the comfort of your office or online.
Benefits of Group Training Include:
This was the class I needed.
The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don't know about the rest of the students, but was very pleased with this experience.
I finally understand how to use Excel.
-Amanda T (Yale New Haven Hospital).
We were able to cover a lot of information in one day without getting overwhelmed.
-Maria R (Microsoft).
Instructor led training is a cost effective and convenient learning platform for busy professionals. Most courses are available at over 300 locations nationwide and Online.
The classes are taught via the RCI method by professionally certified instructors, and are usually limited to 12 or less students. Each student receives a training manual and practice problems, along with a free course retake. Click here to learn more about Instructor Led Training
Below is a list of upcoming Quickbooks Instructor Led Class Dates:
We offer private Quickbooks group training services for organizations looking to upskill their team members with a live-instructor.
Training options include:
Learn more about how Quickbooks Private Group Training from Business Computer Skills can help your team.