Certificate in Introduction to QuickBooks Online Course

Getting Started
In our first lesson, you'll get familiar with the QuickBooks Online interface and explore the pros and cons of working with your accounting information online. We'll discuss the various subscription packages available, and you'll get to practice using some of the navigation and interactive features that allow you to quickly get around in the program.

The Chart of Accounts
The Chart of Accounts is the heart and soul of QuickBooks. In today's lesson, you'll learn how to take full advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.

Centers and Lists
Today, you'll learn how to use centers and lists in QuickBooks to gather and organize all of the information you'll need to properly conduct business with customers and vendors. By the time you finish this lesson, you'll know how to store and edit various types of information, such as addresses and payment terms, for your customers and vendors. You'll also learn how to process Form 1099 to give to your vendors at the end of the year.

Bank Accounts
Today, you'll get comfortable working with bank accounts in QuickBooks Online. You'll learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you'll learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.

Recording Expenses—Part 1
Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you'll learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro. You'll also learn how to record expense transactions where you may have utilized your debit card as payment or paid the amount online. You'll even learn how to label an expense as billable so that you can later request reimbursement from a customer. Finally, you'll practice with creating a recurring transaction template that may help save you some valuable data entry time!

Recording Expenses—Part 2
Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you'll learn how to enter, edit, and pay all of your bills right on time. You'll also learn how to enter and apply vendor credits to an existing or future bill.

Credit Cards and Loans
In this lesson, you'll learn how to effectively manage Credit Card accounts in QuickBooks Online. We'll explore how to create a new Credit Card account and enter charges to that account as they occur. You'll also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you'll get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.

Recording Income—Part 1
You'll find today's lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Today is the day you'll get some hands-on experience with creating products and services. Then you'll find out how to create multiple Sales Receipts and make the necessary deposit to your bank.

Recording Income—Part 2
In order to evaluate just how well your company is performing, you'll need to learn how to enter estimates, invoices, and customer payments. You'll do just that in this lesson. You'll also learn how to group multiple customer payments and record those deposits to the bank.

Recording Income—Part 3
Today, you're going to explore how to bill a customer for an expense incurred on a project or job. You'll even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you'll examine the steps needed to enter credit memos, delayed credits, and refunds.

Customizing Sales Forms and Recording Fixed Assets
Today, you're going to learn how to customize your QuickBooks sales forms to give them a more professional look. You'll also learn how to record long-term fixed assets and record depreciation on those assets.

Sales Taxes and Reports
In our final lesson, you'll learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You'll also find out how to create, use, and customize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you've painstakingly entered into QuickBooks Online.