QuickBooks Online for Beginners: Small Business & Bookkeeper

QuickBooks Online Course: Master Cloud Accounting for Small Business

Are you new to QuickBooks Online? This comprehensive course is designed specifically for beginners and those looking to expand their skills in this essential cloud accounting software. QuickBooks Online offers a different experience than the traditional desktop version, and this course guides you from setup to advanced features.

This course is divided into two parts: a foundational introduction and advanced techniques.

Part 1: QuickBooks Online Fundamentals

Learn the core skills to get your business up and running with QuickBooks Online:

• Company Setup: Create your company file and establish a robust chart of accounts.
• Customization: Set up your QuickBooks preferences for optimal company operation.
• Invoicing & Payments: Create professional invoices, efficiently enter and pay bills, and manage purchase orders.
• Estimates & Customer Management: Master estimates, streamline customer interactions, and manage job profitability.
• Sales Tax Management: Understand and apply sales tax effectively.
• Inventory & Purchasing: Handle receiving items, manage inventory, create purchase orders, and process item payments.
• Bank Reconciliation: Learn how to reconcile bank statements for accurate financial records.
• Recurring Transactions: Set up recurring items and automate journal entries.

Part 2: QuickBooks Online - Advanced Topics

This advanced section is ideal for bookkeepers, accountants/CPAs, and small business owners seeking to maximize their use of QuickBooks Online.

• Forms Management: Create and access custom forms within QuickBooks Online.
• Report Generation & Customization: Generate, customize, and memorize reports for insightful financial analysis.
• Audit Trails: Understand and utilize audit trails for enhanced financial accountability.
• Sales Tax Adjustments: Adjust sales tax settings and rates on invoices.
• Payroll Setup & Management: Set up and run payroll efficiently within QuickBooks Online.
• Mail Merge: Utilize the Mail Merge function for streamlined communication.
• Reminders & Recurring Entries: Set up reminders and automate recurring transactions.
• Project Accounting: Manage projects effectively using QuickBooks Online.
• Deposit Handling: Learn to handle unusual deposits.
• Error & Refund Management: Effectively manage errors and process refunds.
• Bad Debt Write-Offs: Write off bad debts accurately.
• Monthly Statement Creation: Generate comprehensive monthly statements.
• Pre-Paid Expense Management: Handle advanced vendor issues like pre-paid expenses.

Course Features:

• 7+ hours of engaging video tutorials
• 100+ individual video lectures
• Certificate of Completion

Course Compatibility:

This course is specifically designed for the QuickBooks Online edition. It is not suitable for users of QuickBooks Desktop. While designed for beginners, the advanced section is beneficial for those with some QuickBooks experience looking to enhance their skills.

What Students Are Saying:

"Very thorough course with all the ins-outs, tips, tricks, and feature you could want to learn about to start using the program." - Elizabeth Binde

"Amazing, above expectations course with a very knowledgeable teacher !" - Muhammad Khan

"Great! Got both desktop computer screens up so am watching on one screen and setting up and executing on the other." - Diane Baker