Introduction

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company's daily workflow using QuickBooks® Online. We’ll take a look at all of QuickBooks’s features, and help you determine which options you need to get the reports you want.

Instructional Level

Beginner through Intermediate 

Course Length

6 hours

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.

What should you bring?

We will provide you with a free QuickBooks® PDF where you can take notes.

What You’ll Learn 

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks®
  • Settings
  • Creating your Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Bank feeds
  • Reconciling

 

Here is the course outline:

1. Download the Book

This course comes with a free copy of Alicia's book, "Master QuickBooks Online: From Setup to Tax Time."

Download the book here

2. Introduction to QuickBooks Online

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks Online, the web-based version of Quickbooks. We’ll take a broad look at all of QuickBooks Online’s features and help you determine which ones you need to manage your business on a daily basis.

Setting Up QBO
Lists, Chart of Accounts, Products and Services
Banking
Sales: Working with Customers
Expenses: Working with Vendors
Additional Transactions

3. Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Setting Up QBO Completion requirement
Quiz: Lists, COA, Products & Services Completion requirement
Quiz: Banking Completion requirement
Quiz: Customers Completion requirement
Quiz: Vendors Completion requirement
Quiz: Additional Transactions Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate