QuickBooks® Online

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QuickBooks Online

Course Hours: 
180
Course Type: 
Mentor Supported
  • Description
  • Objectives
  • Outline
  • Materials
  • Certification
  • System Requirements
  • Watch a Demo

To succeed in small business, you need great ideas, an entrepreneurial spirit, and competitive products or services. And one other thing: a good accounting system like QuickBooks. With our course you will learn how to track your sales and expenses all in one place and get reliable records for tax time. Our QuickBooks course shows you how to use this popular business finance program to gain a clear view of your finances and keep your business in the black. Our course will help you make your bookkeeping workflow smoother and faster. Students will receive step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process of QuickBooks. 

NOTE: This course does NOT include the QuickBooks program itself. Students will need to already have QuickBooks. 

Prerequisite: None

After completing this course, you should be able to:

  • Understand the basics for getting started with QuickBooks
  • List the features available in QuickBooks Online Essentials, Plus, Advanced, and Accountant
  • Recognize the steps to print checks, process taxes, process payroll and track expenses
  • Ientify the steps for creating and printing reports, invoicing, file management, and backing up information
  • Describe steps for creating charts for tracking actual spending, income, inventory, assets, and liabilities
 
QuickBooks Online Module 1
Core Functionality
Beginning Your Journey with QuickBooks
Tracking Sales and Accounts Receivable
Logging Expenses, Checks, and Credit Card Charges
Paying Employees and Contractors
Mastering Banking Tasks and Account Reconciliations
Leveraging QuickBooks Reports
Implementing Apps and Automation
 
QuickBooks Online Module 2
QuickBooks Online Essentials Features
Managing User Rights
Working with Multiple Currencies
Activating Custom Fields
Establishing Recurring Transactions
Bundling Products and Services
Enabling Time Tracking
Creating Billable Time Entries
 
QuickBooks Online Module 3
QuickBooks Online Plus Features
Working with Physical Inventory Items
Perfecting Price Rules
Recording Inventory Transactions
Tracking Transactions with Classes
Looking at Track Locations/Departments
Managing Projects
Creating, Populating, and Importing a Budget
Maintaining and Reporting on Budgets
Estimating Future Cash Flow
 
QuickBooks Online Module 4
QuickBooks Online Advanced Features
Installing the Desktop App
Utilizing QuickBooks Online Backup
Introducing the Custom Report Builder
Pivoting a Report
Exploring the Tasks Feature
Utilizing the Workflow Automation Feature
Getting Started with Spreadsheet Sync
Creating Refreshable Reports in Excel
 
QuickBooks Online Module 5
QuickBooks Online Accountant Features
Getting Started with QuickBooks Online Accountant
Adding Companies to the Client List
Customizing the Client List
Understanding the Dual Sidebar Menus
Accessing Your Clients’ Books
Accessing Accountant Tools
Introducing the Work Screen
Communicating with Team Members about Work
Optimizing Your Free QuickBooks Online Advanced Subscription
 
QuickBooks Online Module 6
Microsoft Excel Analysis
Disabling Protected View in Microsoft Excel
Filtering Data
Preparing QuickBooks Reports for Analysis
Summarizing Data with PivotTables
Introducing Power Query
Automating QuickBooks Report Analysis
Analyzing and Adjusting Power Query Results
Keeping Power Query Results Current
 
QuickBooks Online Module 7
Journal Entries
Understanding Debits and Credits
Creating Journal Entries
Correcting a Bank Balance
Adjusting Asset or Liability Accounts
Speeding Up Surfing
Accessing Downloads and History
Working with Tabs
 
**Outlines are subject to change, as courses and materials are updated.**

Ed4Career is committed to being both environmentally conscious and making it easier for you to study! We’re making your education mobile! All of our textbooks are now provided as eTextbooks. You can access them on your laptop, tablet, or mobile device and can study anytime, anywhere.

The move away from physical books to eTextbooks means you get the latest, most up-to-date version available. This also makes your training more accessible, so you can study anywhere you have your phone or tablet. The best part is that all materials are included in your training cost so there are NO extra fees for books!

Upon successful completion of this course, students will be prepared to sit for the Intuit QuickBooks certification exam.

**Certification exams are not included in the cost of the course.**

Internet Connection

  • Broadband or High-Speed - DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor - 2GHz Processor or Higher
  • Memory - 1 GB RAM Minimum Recommended

 

PC Software Requirements

  • Operating Systems - Windows 7 or higher
  • Microsoft Office 2013 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player

 

MAC Software Requirements

  • Operating Systems - Mac OS x 10 or higher with Windows
  • Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers- Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player

 


Click on the school name below for purchasing info:

1101 W. Liberty St.
Medina, OH 44256
United States
Phone: 727-824-7800 ext 8

This course is also available at the following school:

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