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QuickBooks Online Training: Introduction & Intermediate

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 QuickBooks Online Training: Introduction & Intermediate

(Public class max is 5 students)

To View Class Dates: Please use the pull-down options on the upper left of this page to select your course and city. You can then navigate to other classes in that same city, view class descriptions and register for the class or you call us and register now, 877-760-0078.


Effective March 12, 2020, all instructor-led classes at our offices can be taken LIVE ONLINE.  Same trainers, same outlines and same small classes (7 or less).

Want custom training for yourself or a group via live online medium? We can do that and have done that for over a decade now. For a quote, call 877 760 0078, email us at info@sonictraining.com or send us a note


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To View Class Dates: Please use the pull-down options on the upper left of this page to select your course and city. You can then navigate to other classes in that same city, view class descriptions and register for the class or you call us and register now, 877-760-0078.

 

  • Looking for QuickBooks training at your company site? (group or 1on1) -- click here.
  • We have taught thousands of business professionals throughout the years. read what our students say
  • Free repeats! You are allowed to repeat your class for free within 6 months for any reason whatsoever! Classes are 9am to 4pm and come with courseware and CD to practice afterward.
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** CPE units available for this course. Please call us or state this request on the online registration form.


quickbooks training


 

QuickBooks Online Training: Introduction / Intermediate

 

2 Days

 

QuickBooks Online Training Course Outline

In this course, learners will be introduced to Intuit’s cloud accounting software program, QuickBooks Online (QBO). Using a fictitious company called Luxury Lodging, Inc, students will learn how to navigate the QBO interface. We cover basic accounting, how to set up a new company, how to customize the chart of accounts and products and services list. In addition, students will learn how to give other users, such as accountants access to their data. In the sales center chapter, students will learn how to invoice customers and stay on top of accounts receivable balances. In the vendor center chapter, students will learn how to enter bills and expenses from vendors as well as stay on top of the accounts payable balances. The final chapter in the course is a final project that encompasses the key topics covered in this course.

 

QuickBooks Online Course Content


I. Chapter 1 – Introduction

II. Chapter 2 – An Overview of QBO & Navigation Basics

III. Chapter 3 – Accounting Basics

IV. Chapter 4 – Setting up A New Company File

V. Chapter 5 – Managing the Chart of Accounts List

VI. Chapter 6 – Managing the Products and Services (Items) List

VII. Chapter 7 – Adding and Managing Users

VIII. Chapter 8 – The Sales Center

IX. Chapter 9 – The Vendor Center

X. Chapter 10 – 1099 Tracking and Reporting

XI. Chapter 11 – Managing Bank and Credit Card Accounts

XII. Chapter 12 – Creating Financial Statement Reports

XIII. Chapter 13 – Entering Historical Data and Opening Balances

XIV. Chapter 14 – Putting It All Together – Final Project

 

XV. Appendix A – Intuit QuickBooks User Certification Objectives