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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