Introduction

In this 6 hour class (with a 1-hr lunch break), we will explore QBO® features. Learn the daily workflow to run your business.

Class Description

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, with 1 hour off for a lunch break 

 

Requirements 

No prerequisite knowledge needed.

 

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® manual 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®
  • QuickBooks® Preferences
  • 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

 

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

 

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Wednesday, June 26, from 9am to 4pm PT. Are you attending by webinar or in person? Be ready to go about 10 minutes before the start of the class.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. 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

3. Watch the Recording

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

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

4. 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