QuickBooks Online Fundamentals Training

QuickBooks Online is a small business accounting package that organizes and tracks all your finances in one place, freeing you up to focus on the core of your business, not the bookkeeping.

Whether you're a business owner with no accounting experience or a CPA, QuickBooks Online gives you the tools you need to simplify financial management and automate your routine business transactions. Rather than hunting through piles of invoices and files, you can use QuickBooks to see at a glance who owes you money, how your business is doing, and who is buying which products.

This QuickBooks Online training class enables you to make the most of QuickBooks Online. We'll show you how to view a snapshot of your business information, print checks, issue purchase orders, track inventory, pay employees, and bill customers. In our QuickBooks Online training, you'll learn how to gain business insight by generating reports and graphs of your financial, customer, vendor, product, and employee information.

Topics covered:

  • Getting Started
    • Product Overview
      • Benefits of using QuickBooks Online
      • Know the features of your QuickBooks Online Subscription
    • Importing Data
      • Export QuickBooks Desktop Data to QuickBooks Online
      • Importing Lists into QuickBooks Online
    • Setting Up Your Company
      • Explore how to add users to QuickBooks Online
      • Explore the Products and Services list
      • Print a transactions report for selected account from the chart of accounts
      • Print the chart of accounts
      • Connect a bank account to the bank feed
      • Become familiar with the Company tab in global Company Settings
      • Enter contact information, Employer ID, and Tax form in Global Company Settings
      • Specify terminology for Customers in Global Company Settings
      • Become familiar with the Sales tab in Global Company Settings
      • Become familiar with how to turn on inventory in Global Company Settings
      • Become familiar with the Expenses tab in Global Company Settings
      • Explore how to turn on Purchase Orders in Global Company Settings
      • Become familiar with the Advanced tab in Global Company Settings
      • Explore how to close the books in Global Company Settings
      • Explore how to show account numbers in Global Company Settings
      • Explore how to enable auto-recall on forms in Global Company Settings
      • Change settings for automatic signing out after a period of inactivity
  • Navigating QuickBooks Online
    • Best Practices
      • Browser Functionality
      • Keyboard Shortcuts
    • Navigating
      • Company Home Page
      • Customer Center
      • Vendor Center
      • Transactions Tabs
      • Quick Create
  • Recording Transactions in QuickBooks Online
    • Sales & Revenue Transactions
      • Sales receipts
      • Invoices
      • Payments
      • Deposits
    • Expenses & Purchase Transactions
      • Checks
      • Expenses
      • Bills
      • Bill Payments
    • Additional Transaction types
      • Bank Deposits
      • Transfers
      • Journal Entries
    • Other Tools
      • Banking Center
      • Bank Reconciliation
      • Closing the Books
  • Expanding Usability
    • Payments - Activate QuickBooks Payments
      • Review the list of features available in QuickBooks Payments
      • Identify steps to set up a new QuickBooks Payments Account
      • Understand the features of Intuit QuickBooks Payments with Online Invoices
      • Review benefits of the Invoicing Portal
      • Configure Account and Settings for Online Invoices
      • Review the steps to send Online Invoices
      • Explore the Invoicing Portal - from the customer's perspective
    • Payroll
      • Review the list of features available in QuickBooks Online Payroll
      • Review the payroll offerings that integrate with QuickBooks Online
      • Find links to add QuickBooks Online Payroll
      • Add employees to QuickBooks Online Payroll
      • Configure payroll settings for QuickBooks Online Payroll
      • Become familiar with the various Payroll Reports in QuickBooks Online Payroll
      • View the Payroll Summary Report in QuickBooks Online Payroll
      • View the Tax Liability Reports in QuickBooks Online Payroll
      • View the Paycheck List Report in QuickBooks Online Payroll
    • Intuit App Center
      • Find and Explore the QuickBooks Online App Center

Prerequisites:

  • Basic familiarity with Microsoft Windows

QuickBooks training is offered at four locations: