Learn and understand the setup and operation of QuickBooks Online™ to be used in small business settings to manage daily, weekly, and monthly transactions. Read more.
15+ years teaching college and 25+ years coaching business owners brings Ron to the forefront helping students learn using using simple, easy language
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Beginners as well as current users of both QuickBooks Desktop™ and QuickBooks Online™
What you’ll learn:
- Understand the setup and operation of QuickBooks Online™ to be used in small business settings
- Feel prepared to pass the Intuit QuickBooks Online™ Certification exam
- Manage daily, weekly, and monthly use of QBO systems
Requirements:
- A general understanding of basic bookkeeping functions is helpful, but not required
Focusing specifically on using QuickBooks Online™, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.
Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit’s Certification Exam and provide professional bookkeeping services for clients, or themselves.
Throughout the entire course, quizzes and actual working “homework assignments” are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.
Some of the many areas covered in the course include:
Starting off, students will first learn what QuickBooks actually is and how it works to record and store information. This helps the user realize how to set up or restore data files with information. From there, an entire section explains how to navigate the different functions and tools within the program and what they are all used to accomplish.
Moving on, the next section of the course is devoted to the several options on how to record sales into the books. Whether it’s recording a cash sale and issuing a Sales Receipt, or it’s creating an invoice and follow up account statements for customers purchasing on credit, each step in the individual processes is explained with examples shown.
Of course, there can’t be sales and income without there also being expenses, so an entire section of the course is devoted to that process. Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.
MANY other lessons are included such as:
- How do you set up additional users and passwords
- How do QuickBooks backups work
- Can you still use a Journal Entry to record data
- And, most importantly, how do you actually get started using QB for your company
Our Promise to You
By the end of this course, you will have learned QBO fundamentals.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
| Project 1 - Introductions | |||
| Course Overview | 00:00:00 | ||
| Intro – What Is QBO? | 00:00:00 | ||
| Recording A Transaction | 00:00:00 | ||
| Sample Companies | 00:00:00 | ||
| Introducing Quizzes And Assignments | 00:00:00 | ||
| Help Functions And Advice | 00:00:00 | ||
| Before We Go Any Further | 00:00:00 | ||
| Homework Assignment – Project 1 | 00:00:00 | ||
| Quiz – Project 1 | Unlimited | ||
| Quiz – Project 1 | 00:00:00 | ||
| Project 2 - QBO Setup And Maintenance | |||
| Navigating QB – Part 1 | 00:00:00 | ||
| Navigating QB – Part 2 | 00:00:00 | ||
| Setting Up QBO And Changing Basic Settings | 00:00:00 | ||
| Customizing QBO | 00:00:00 | ||
| Setting Up Users Access | 00:00:00 | ||
| Connecting Financial Accounts To QBO | 00:00:00 | ||
| Bank Rules | 00:00:00 | ||
| Connecting Apps | 00:00:00 | ||
| Homework Assignment – Project 2 | 00:00:00 | ||
| Quiz – Project 2 | 00:00:00 | ||
| Quiz – Project 2 | Unlimited | ||
| Project 3 - List Management | |||
| Introduction To Lists | 00:00:00 | ||
| Chart Of Accounts, Adding A New List Entry | 00:00:00 | ||
| Editing List Entries | 00:00:00 | ||
| Removing And Merging List Entries | 00:00:00 | ||
| Importing Lists | 00:00:00 | ||
| Homework Assignment – Project 3 | 00:00:00 | ||
| Quiz – Project 3 | 00:00:00 | ||
| Quiz – Project 3 | Unlimited | ||
| Project 4 - Sales And Money In | |||
| Item List For Sales | 00:00:00 | ||
| Customer List | 00:00:00 | ||
| Undeposited Funds | 00:00:00 | ||
| Recording Sales, Revenue – Part 1 | 00:00:00 | ||
| Recording Sales, Revenue – Part 2 | 00:00:00 | ||
| Customer Credit Memos And Refunds | 00:00:00 | ||
| Estimates, Delayed Charges, Etc. | 00:00:00 | ||
| Customer Discounts | 00:00:00 | ||
| Homework Assignment – Project 4 | 00:00:00 | ||
| Quiz – Project 4 | 00:00:00 | ||
| Quiz – Project 4 | Unlimited | ||
| Project 5 - Purchases And Money Out | |||
| Item List For Purchases | 00:00:00 | ||
| Vendor List | 00:00:00 | ||
| Entering Purchase Orders | 00:00:00 | ||
| Receiving Purchase Orders | 00:00:00 | ||
| Entering And Paying Bills (AP) | 00:00:00 | ||
| Recording Checks | 00:00:00 | ||
| Recording Card And Electronic Purchases | 00:00:00 | ||
| Vendor, Supplier Credits | 00:00:00 | ||
| Billable Expenses | 00:00:00 | ||
| Homework Assignment – Project 5 | 00:00:00 | ||
| Quiz – Project 5 | 00:00:00 | ||
| Quiz – Project 5 | Unlimited | ||
| Project 6 - Basic Accounting | |||
| Financial Statements | 00:00:00 | ||
| Balance Sheet | 00:00:00 | ||
| Profit And Loss | 00:00:00 | ||
| Journal Entries | 00:00:00 | ||
| COA Numbers | 00:00:00 | ||
| Closing Date | 00:00:00 | ||
| Transaction Reports, Ledger And Journal | 00:00:00 | ||
| Homework Assignment – Project 6 | 00:00:00 | ||
| Quiz – Project 6 | 00:00:00 | ||
| Quiz – Project 6 | Unlimited | ||
| Project 7 - Reports | |||
| Customizing Reports | 00:00:00 | ||
| Customer Reports | 00:00:00 | ||
| Vendor Reports | 00:00:00 | ||
| AR And AP Aging Reports | 00:00:00 | ||
| Automatically Email Reports | 00:00:00 | ||
| Exporting And Importing With Excel | 00:00:00 | ||
| Homework Assignment – Project 7 | 00:00:00 | ||
| Quiz – Project 7 | 00:00:00 | ||
| Quiz – Project 7 | Unlimited | ||
| Project 8 - Customization And Saving Time | |||
| Time-Saving Benefits Of QBO | 00:00:00 | ||
| Multiple Locations | 00:00:00 | ||
| Classes | 00:00:00 | ||
| Customizing Forms – Part 1 | 00:00:00 | ||
| Customizing Forms – Part 2 | 00:00:00 | ||
| Recurring Transactions | 00:00:00 | ||
| Keyboard Shortcuts | 00:00:00 | ||
| Managing Receipts – Part 1 | 00:00:00 | ||
| Managing Receipts – Part 2 | 00:00:00 | ||
| Homework Assignment – Project 8 | 00:00:00 | ||
| Quiz – Project 8 | 00:00:00 | ||
| Quiz – Project 8 | Unlimited | ||
| Project 9 - References Section | |||
| Reconciling Accounts – Part 1 | 00:00:00 | ||
| Reconciling Accounts – Part 2 | 00:00:00 | ||
| 1099 Setup | 00:00:00 | ||
| Void Versus Delete | 00:00:00 | ||
| Junk Drawer | 00:00:00 | ||
| Purging Company Data | 00:00:00 | ||
| Audit Log | 00:00:00 | ||
| Homework Assignment – Project 9 | 00:00:00 | ||
| Quiz – Project 9 | 00:00:00 | ||
| Quiz – Project 9 | Unlimited | ||
About This Course
Who this course is for:
- Beginners as well as current users of both QuickBooks Desktop™ and QuickBooks Online™
What you’ll learn:
- Understand the setup and operation of QuickBooks Online™ to be used in small business settings
- Feel prepared to pass the Intuit QuickBooks Online™ Certification exam
- Manage daily, weekly, and monthly use of QBO systems
Requirements:
- A general understanding of basic bookkeeping functions is helpful, but not required
Focusing specifically on using QuickBooks Online™, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.
Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit’s Certification Exam and provide professional bookkeeping services for clients, or themselves.
Throughout the entire course, quizzes and actual working “homework assignments” are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.
Some of the many areas covered in the course include:
Starting off, students will first learn what QuickBooks actually is and how it works to record and store information. This helps the user realize how to set up or restore data files with information. From there, an entire section explains how to navigate the different functions and tools within the program and what they are all used to accomplish.
Moving on, the next section of the course is devoted to the several options on how to record sales into the books. Whether it’s recording a cash sale and issuing a Sales Receipt, or it’s creating an invoice and follow up account statements for customers purchasing on credit, each step in the individual processes is explained with examples shown.
Of course, there can’t be sales and income without there also being expenses, so an entire section of the course is devoted to that process. Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.
MANY other lessons are included such as:
- How do you set up additional users and passwords
- How do QuickBooks backups work
- Can you still use a Journal Entry to record data
- And, most importantly, how do you actually get started using QB for your company
Our Promise to You
By the end of this course, you will have learned QBO fundamentals.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
| Project 1 - Introductions | |||
| Course Overview | 00:00:00 | ||
| Intro – What Is QBO? | 00:00:00 | ||
| Recording A Transaction | 00:00:00 | ||
| Sample Companies | 00:00:00 | ||
| Introducing Quizzes And Assignments | 00:00:00 | ||
| Help Functions And Advice | 00:00:00 | ||
| Before We Go Any Further | 00:00:00 | ||
| Homework Assignment – Project 1 | 00:00:00 | ||
| Quiz – Project 1 | Unlimited | ||
| Quiz – Project 1 | 00:00:00 | ||
| Project 2 - QBO Setup And Maintenance | |||
| Navigating QB – Part 1 | 00:00:00 | ||
| Navigating QB – Part 2 | 00:00:00 | ||
| Setting Up QBO And Changing Basic Settings | 00:00:00 | ||
| Customizing QBO | 00:00:00 | ||
| Setting Up Users Access | 00:00:00 | ||
| Connecting Financial Accounts To QBO | 00:00:00 | ||
| Bank Rules | 00:00:00 | ||
| Connecting Apps | 00:00:00 | ||
| Homework Assignment – Project 2 | 00:00:00 | ||
| Quiz – Project 2 | 00:00:00 | ||
| Quiz – Project 2 | Unlimited | ||
| Project 3 - List Management | |||
| Introduction To Lists | 00:00:00 | ||
| Chart Of Accounts, Adding A New List Entry | 00:00:00 | ||
| Editing List Entries | 00:00:00 | ||
| Removing And Merging List Entries | 00:00:00 | ||
| Importing Lists | 00:00:00 | ||
| Homework Assignment – Project 3 | 00:00:00 | ||
| Quiz – Project 3 | 00:00:00 | ||
| Quiz – Project 3 | Unlimited | ||
| Project 4 - Sales And Money In | |||
| Item List For Sales | 00:00:00 | ||
| Customer List | 00:00:00 | ||
| Undeposited Funds | 00:00:00 | ||
| Recording Sales, Revenue – Part 1 | 00:00:00 | ||
| Recording Sales, Revenue – Part 2 | 00:00:00 | ||
| Customer Credit Memos And Refunds | 00:00:00 | ||
| Estimates, Delayed Charges, Etc. | 00:00:00 | ||
| Customer Discounts | 00:00:00 | ||
| Homework Assignment – Project 4 | 00:00:00 | ||
| Quiz – Project 4 | 00:00:00 | ||
| Quiz – Project 4 | Unlimited | ||
| Project 5 - Purchases And Money Out | |||
| Item List For Purchases | 00:00:00 | ||
| Vendor List | 00:00:00 | ||
| Entering Purchase Orders | 00:00:00 | ||
| Receiving Purchase Orders | 00:00:00 | ||
| Entering And Paying Bills (AP) | 00:00:00 | ||
| Recording Checks | 00:00:00 | ||
| Recording Card And Electronic Purchases | 00:00:00 | ||
| Vendor, Supplier Credits | 00:00:00 | ||
| Billable Expenses | 00:00:00 | ||
| Homework Assignment – Project 5 | 00:00:00 | ||
| Quiz – Project 5 | 00:00:00 | ||
| Quiz – Project 5 | Unlimited | ||
| Project 6 - Basic Accounting | |||
| Financial Statements | 00:00:00 | ||
| Balance Sheet | 00:00:00 | ||
| Profit And Loss | 00:00:00 | ||
| Journal Entries | 00:00:00 | ||
| COA Numbers | 00:00:00 | ||
| Closing Date | 00:00:00 | ||
| Transaction Reports, Ledger And Journal | 00:00:00 | ||
| Homework Assignment – Project 6 | 00:00:00 | ||
| Quiz – Project 6 | 00:00:00 | ||
| Quiz – Project 6 | Unlimited | ||
| Project 7 - Reports | |||
| Customizing Reports | 00:00:00 | ||
| Customer Reports | 00:00:00 | ||
| Vendor Reports | 00:00:00 | ||
| AR And AP Aging Reports | 00:00:00 | ||
| Automatically Email Reports | 00:00:00 | ||
| Exporting And Importing With Excel | 00:00:00 | ||
| Homework Assignment – Project 7 | 00:00:00 | ||
| Quiz – Project 7 | 00:00:00 | ||
| Quiz – Project 7 | Unlimited | ||
| Project 8 - Customization And Saving Time | |||
| Time-Saving Benefits Of QBO | 00:00:00 | ||
| Multiple Locations | 00:00:00 | ||
| Classes | 00:00:00 | ||
| Customizing Forms – Part 1 | 00:00:00 | ||
| Customizing Forms – Part 2 | 00:00:00 | ||
| Recurring Transactions | 00:00:00 | ||
| Keyboard Shortcuts | 00:00:00 | ||
| Managing Receipts – Part 1 | 00:00:00 | ||
| Managing Receipts – Part 2 | 00:00:00 | ||
| Homework Assignment – Project 8 | 00:00:00 | ||
| Quiz – Project 8 | 00:00:00 | ||
| Quiz – Project 8 | Unlimited | ||
| Project 9 - References Section | |||
| Reconciling Accounts – Part 1 | 00:00:00 | ||
| Reconciling Accounts – Part 2 | 00:00:00 | ||
| 1099 Setup | 00:00:00 | ||
| Void Versus Delete | 00:00:00 | ||
| Junk Drawer | 00:00:00 | ||
| Purging Company Data | 00:00:00 | ||
| Audit Log | 00:00:00 | ||
| Homework Assignment – Project 9 | 00:00:00 | ||
| Quiz – Project 9 | 00:00:00 | ||
| Quiz – Project 9 | Unlimited | ||
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