QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) - On-Demand Course

  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:

• QuickBooks Online Basics
• Setting Up a New Company File
• Working with Customers
• Working with Vendors
• Banking and Credit Card Transactions

Target Student: This course is ideal for students who want to become proficient in QuickBooks Online.

From QuickBooks Online QuickStart Class:

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

Other Tools You’ll Need
Navigating the User Interface
Using The Gear Menu
Using The Top-Right Navigation Tools
Using The Help Menu
Using 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
Using The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions

Working with Customers
Using 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
Using The Expenses Center
Using The Money Bar
Using 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

From QuickBooks Online Advanced Class:

Tracking Inventory
Enabling Tracking
Entering Inventory
Non-Inventory Products
Inventory Adjustments

Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order

Credits, Returns, Taxes and Refunds
Vendor Credits/Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Reports

Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
Journal Entries and Recurring Transactions
Fixed Assets and Long-Term Liabilities
Transferring Funds Between Accounts
Petty Cash 166
Handling Uncollectible Receivables/Bad Debts
Creating and Reviewing Budgets

Customizing, Fine-Tuning, and Extending Capabilities
Customizing Reports
Sending Reports
Adding a Custom Field to Sales Forms
Protecting Confidential Information
Enabling Privacy Mode on the Dashboard
Setting User Permissions
Keyboard Shortcuts
Extending Capabilities with Apps
The QuickBooks Community
Submitting User Feedback
QuickBooks Labs

Staying on Track: The Accounting Cycle,
Classes, and Locations
Generally Accepted Accounting Principles and the Accounting Cycle
GAAP
Accounting Cycle Steps
Class Tracking
Location Tracking
Delayed Charges and Credits

Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History

Using Payroll in QuickBooks Online
Introducing Payroll
Payroll Setup
The Workers/Employees Center
Run Payroll
Payroll Taxes
Payroll Tax Forms
Payroll Reports