Mastering QuickBooks Online (2018)

Course Name

Mastering QuickBooks Online (2018)

Contact Hours: 5

Course Description

Taught by experienced CPA and QuickBooks guru Rayanne Buchianico, this self-directed video course will give you the tips and techniques needed to use QuickBooks online easily and effectively. With nearly 5 hours of high-quality training content, whether you’re a new QuickBooks user or someone who is migrating from the desktop version, this course will give you the skills you need to get up and running with QuickBooks online quickly and confidently.

Please note: Course of study may be completed earlier than indicated and students retain access for one year for reference purposes.

Outcome

By the end of this course, you will become a QuickBooks Online 2018 guru!

You will be able to:

  • Discuss the differences between the different QuickBooks Online versions as well as QuickBooks Desktop
  • Navigate around the QuickBooks Interface, including Dashboards, Money Bars, and the Quick Create menu
  • Create and edit Estimates, Invoices, Sales Receipts, and Deposits
  • Describe various ways to troubleshoot reports

Assessment

Training and online quizzes can be used for self-assessment purposes.

Outline

MASTERING QUICKBOOKS ONLINE (2018)

  • Introduction
  • Choosing the Correct Version
  • Importing Desktop Data
  • Navigating QuickBooks Online
  • Dashboard and Money Bars
  • Settings and Preferences, Part 1
  • Settings and Preferences, Part 2
  • Manage Users and QuickBooks Labs
  • Desktop Apps
  • Chart of Accounts
  • Products and Services
  • Product Merging, Bundles, and Changes (NZ)
  • Customer and Sales Center
  • Vendor and Expense Center
  • Sales Tax
  • Using Search
  • Time Entries and Time Sheets
  • Estimates
  • Invoicing
  • Receive Payments
  • Sales Receipts
  • Bank Deposits
  • Customer Refunds and Credit Memos
  • Delayed Charges and Credits
  • Creating Purchase Orders
  • Receive against PO
  • Pay Bills
  • Online Bill Pay
  • Online Banking and Credit Cards (Bank Fees)
  • Bank Transfers
  • Matching Bank Transactions, Part 1
  • Matching Bank Transactions, Part 2
  • Vendor Credits
  • Audit Log and History
  • Navigating Reports Center
  • Useful Reports
  • Customizing Reports
  • Journal Entries
  • Bank Reconciliations
  • Fixed Assets and Recording Loans
  • Budgets
  • Clean Up AR Report
  • Import Data