This course is designed to provide comprehensive instruction in the fundamentals of QuickBooks Online software and its capabilities. It will present the essential day-to-day functions that an administrator must perform to effectively manage customer transactions, vendor interactions, employee payments, and banking operations for a business utilizing the Intuit QuickBooks Online cloud-based accounting application. This foundational level-one course will guide you through creating a new company profile, establishing customer and vendor records, managing bills and creating customer invoices, entering financial transactions, and reconciling your bank accounts and transactions within the QuickBooks system.
Version Note: This course is specifically designed for QuickBooks ONLINE users who access the software through cloud-based technology and the internet. QuickBooks Desktop operates differently, being installed directly on individual computers. QuickBooks Desktop users should instead register for: QuickBooks Desktop Introduction.
QuickBooks Online QuickStart Prerequisites:
- Competent and comfortable working with the Windows operating system and navigating online web applications
- A basic understanding of fundamental accounting principles and business finance. Participants with minimal accounting experience should first complete our self-paced on-demand course: Accounting On-Demand: Introduction to Business Accounting, Bookkeeping, and Payroll.
*** NOTE: This class is also offered in On-Demand, eLearning Format ***
Unable to participate in a live, instructor-led classroom session due to work or scheduling constraints? You have the flexibility to learn at your own pace from any location using our QuickBooks Online On-Demand course option. The comprehensive self-study course covers all the material from both our 1-day QuickBooks Online QuickStart course and our 1-day QuickBooks Online Advanced course combined into one program.
Course Outline:
- Getting Started with QuickBooks Online and Initial Setup Procedures
- Other Tools and Features You'll Need to Understand
- Setting Up a New Company File and Profile Structure
- Working with Customers and Managing Customer Relationships
- Working with Vendors and Managing Vendor Relationships
- Banking and Credit Card Transactions and Reconciliation
