Mastering QuickBooks Online

Course Name

Mastering QuickBooks Online

Contact Hours: 5 (an estimated time frame devoted to a course of study from start to finish that can vary from student to student)

Course Description

With this course, you will master the tips and techniques needed to use QuickBooks online easily and effectively, plus you’ll understand the benefits and limitations of this cloud-based version of QuickBooks.

Whether you’re a new QuickBooks user or someone who is comfortable with the desktop version, this self-directed video 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

• Discuss the differences between QuickBooks Online and QuickBooks Pro
• Create and edit Estimates, Invoices, Sales Receipts, and Deposits
• Describe various ways to troubleshoot reports
• Describe two methods for handling bounced checks and the pros and cons of each

Assessment

Online courses are provided for self-assessment.

Outline

CHAPTER 01: Getting Started with QuickBooks Online

• Getting Started
• Choosing The Correct Version
• Importing Desktop Data
• Getting around in QuickBooks Online
• QuickBooks Settings
• Import Data and Audit Log
• Company Settings
• Chart of Accounts
• Products and Services
• The Customer and Vendor Centers
• Sales Tax
• Quick Menu and Search

• Time Entries
• Working with Budgets
• Estimates
• Invoicing
• Receiving Payments
• Sales Receipts and Deposits
• Refunds and Credit Memos
• Inactive Customers and Delayed Charges
• Purchase Orders
• Entering and Paying Bills
• Checks and Registers
• Vendor Credits

• Running Reports
• Understanding Reports
• Troubleshooting Reports

• Common Issues
• Handling Bounced Checks, Part 1
• Handling Bounced Checks, Part 2
• Managing Accounts Receivable, Part 1
• Managing Accounts Receivable, Part 2
• Journal Entries

Books

All training is delivered online; no additional purchase required.