QuickBooks Online 2020
Course
Online
Description
-
Type
Course
-
Methodology
Online
-
Start date
Different dates available
"Course Description
This course is based on the US version of the QuickBooks online accounting software. See course FAQ below, for UK and US comparisions.
After taking this course, you will be able to confidently provide support to various types of clients like small businesses and enable them to properly implement Quickbooks Online. This course will focus primarily on the use and implementation of Quickbooks Online (QBO). This includes everything from the setup and maintenance of client accounts to managing lists and reports. You will also be exposed to basic accounting principles, relevant financial documents, and common errors QBO users typically make.
What will I learn?
Learn basic accounting principles and how to use QuickBooks with our QuickBooks training. Our expert instructors help you learn QuickBooks by explaining core features: how to create accounts, organize records, record transactions, reconcile accounts, and other core software skills youll need to manage a small business.
Entry Requirements
This QuickBooks training has no formal entry requirements, and is designed to give you real-world knowledge that you can put to use from day one. It's highly flexible, so you can set your own timetable and study at your own pace. We train our students to the very best standards, offering expert instructor-led training via our state of the art eLearning platform.
Format
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The QuickBook online training is accessed through a dedicated learner portal. Your course material is presented in an interactive and easy to follow presentation enabling you to study at your own pace. The course is divided into simple sections with a short quiz at the end of each to test your knowledge. Once you have progressed through each of the course sections you can complete an end of course quiz which consists of multiple choice questions based on the material that you have studied"
Important information
Price for Emagister users:
Facilities
Location
Start date
Start date
About this course
"Who Is This Course For?
This online bookkeeping course is aimed at individuals, small business owners and management teams who want to learn how to run a QuickBooks accounting software.
By choosing online learning instead of a classroom based course, it eliminates the need for time away from work, saving you valuable time and money. It is ideal for those with tight schedules as our online courses give you 12 months unlimited access to all the course materials, so you can study at a pace that suits you. Allowing you to easily resume your studies whenever you have the time. All you need is internet connection to study, so you can study from home or any environment that suits you."
"Requirements
Our training works on all devices including Mobile phones, IPad’s, Android tablets, Macs and PC’s.
For the best viewing experience on our state-of-the-art eLearning platform we recommend an internet connection of 10Mbps or better. Please also use Google Chrome or Mozilla Firefox as your browser with Adobe Flash Player."
Reviews
Subjects
- Bookkeeping
- Accounts
- Transactions
- Audit
- Credit
- Invoicing
- Sales
- Financial
- Financial Training
- Sales Training
Course programme
Course Outline
Course Outline
Empower yourself to take control of your financial management by learning QuickBooks!
The QuickBooks course is organised into the following modules:
Module 1: Setup and Maintenance
- Course Intro
- Knowing Which Account is Right for You
- Getting Started
- User Setup
- Access Rights
- User Setup Completion
- Adding Employees to Payroll
- Inviting your Accountant
- Dashboard and 3 Ways to Navigate QBO
- Commonly Used Forms
- Module 1 Summary
Module 2: List Management
- Defining Lists
- Importing Lists
- Employee vs 1099
- Adding and Removing Entries
- Updating Entries
- Editing and Managing List Elements
- Merging Items (entries)
- Form Requirements
- Module 2 Summary
Module 3: Sales (Money-in)
- Product and Service Setup
- Customer Setup Demo
- Invoicing Workflows
- Tracking Audit History Demo
- Customer Statements
- Recording Sales
- Sales Receipt Workflow
- Undeposited Funds Account
- Accounts Receivable Impact
- Impact of Connecting Your Back Account to QBO
- Billable Expense Invoicing
- Recording a Customer Credit
- Delayed Charges
- Estimates
- Module 3 Summary
Module 4: Purchases (Money-out)
- Product and Service Setup on Purchase Forms
- Vendor Setup
- Purchase Order Transactions
- Entering and Paying Bills
- Recording Checks
- Recording Credit and Debit Card Transactions
- Recording EFT’s, Online Payments, Wire Transfers
- Recording Vendor Credits
- Voiding vs Deleting Checks
- Vendor Page and Report Insights
- Module 4 Summary
Module 5: Accounting
- Basic Financial Statements
- Financial Statements Expanded
- Cash and Accrual Accounting Reporting
- Difference Between Cash and Accrual Reporting
- Setting a Closing Date
- Balancing Your Books aka Reconciling Demo
- Journal Entries
- Audit Log Insights
- Project Profitability Demo
- Module 5 Summary
Module 6: Reports
- Customized Reports
- Commonly Used Reports Demo
- Setup Automatic Report Emails
- Collapse and Expand Report Function
- Exporting and Importing Reports
- Module 6 Summary
Module 7: Customizations and Time Savers
- Tracking Income and Expenses for Multiple Locations
- Organizing your Chart of Accounts
- Custom Fields on Invoices
- Recurring Transactions
- 4Customizing a Sales Forms
- 4Keyboard Shortcuts
- 4QBO Mobile App Preview
- 4Connecting Third Party Apps to QBO
- 4Module 7 Summary
Module 8: Extra
- Common Mistakes QBO Users Make
- Final Note on Bookkeeping Best Practices
- Why QBO is Awesome
- Course Outro
- Defining Terms and Sample Quiz Questions
Empower yourself to take control of your financial management by learning QuickBooks!
The QuickBooks course is organised into the following modules:
The QuickBooks course is organised into the following modules:
Module 1: Setup and Maintenance
Module 1: Setup and Maintenance
- Course Intro
- Knowing Which Account is Right for You
- Getting Started
- User Setup
- Access Rights
- User Setup Completion
- Adding Employees to Payroll
- Inviting your Accountant
- Dashboard and 3 Ways to Navigate QBO
- Commonly Used Forms
- Module 1 Summary
Module 2: List Management
Module 2: List Management
- Defining Lists
- Importing Lists
- Employee vs 1099
- Adding and Removing Entries
- Updating Entries
- Editing and Managing List Elements
- Merging Items (entries)
- Form Requirements
- Module 2 Summary
Module 3: Sales (Money-in)
Module 3: Sales (Money-in)
- Product and Service Setup
- Customer Setup Demo
- Invoicing Workflows
- Tracking Audit History Demo
- Customer Statements
- Recording Sales
- Sales Receipt Workflow
- Undeposited Funds Account
- Accounts Receivable Impact
- Impact of Connecting Your Back Account to QBO
- Billable Expense Invoicing
- Recording a Customer Credit
- Delayed Charges
- Estimates
- Module 3 Summary
Module 4: Purchases (Money-out)
Module 4: Purchases (Money-out)
- Product and Service Setup on Purchase Forms
- Vendor Setup
- Purchase Order Transactions
- Entering and Paying Bills
- Recording Checks
- Recording Credit and Debit Card Transactions
- Recording EFT’s, Online Payments, Wire Transfers
- Recording Vendor Credits
- Voiding vs Deleting Checks
- Vendor Page and Report Insights
- Module 4 Summary
Module 5: Accounting
Module 5: Accounting
- Basic Financial Statements
- Financial Statements Expanded
- Cash and Accrual Accounting Reporting
- Difference Between Cash and Accrual Reporting
- Setting a Closing Date
- Balancing Your Books aka Reconciling Demo
- Journal Entries
- Audit Log Insights
- Project Profitability Demo
- Module 5 Summary
Module 6: Reports
Module 6: Reports
- Customized Reports
- Commonly Used Reports Demo
- Setup Automatic Report Emails
- Collapse and Expand Report Function
- Exporting and Importing Reports
- Module 6 Summary
Module 7: Customizations and Time Savers
Module 7: Customizations and Time Savers
- Tracking Income and Expenses for Multiple Locations
- Organizing your Chart of Accounts
- Custom Fields on Invoices
- Recurring Transactions
- 4Customizing a Sales Forms
- 4Keyboard Shortcuts
- 4QBO Mobile App Preview
- 4Connecting Third Party Apps to QBO
- 4Module 7 Summary
Module 8: Extra
Module 8: Extra
- Common Mistakes QBO Users Make
- Final Note on Bookkeeping Best Practices
- Why QBO is Awesome
- Course Outro
- Defining Terms and Sample Quiz Questions
"
QuickBooks Online 2020