QuickBooks Online Training

QuickBooks Online Training



    QuickBooks is an accounting software package developed and marketed by Intuit. Intuit has integrated several web-based features into QuickBooks, including remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration with Google Maps, marketing options through Google, and improved e-mail functionality through Microsoft Outlook and Outlook Express.


    • Minimal experience with Microsoft Office and/or QuickBooks is preferred. Basic understanding of accounting concepts is also recommended, but not required.

    Course Content

    1. Accounting Basics

    • QuickBooks and Accounting
    • Understanding the Chart of Accounts
    • Working with Financial Statements
    • Managing Transactions
    • What are Debits and Credits?
    • Cash and Accrual Accounting Methods

    2. Introduction to QuickBooks

    • What is QuickBooks?
    • Overview of QuickBooks Tasks
    • Starting QuickBooks
    • Creating a Company File
    • Specifying Features for Your Business
    • Understanding the Home Page

    3. Setting Up Lists

    • What are Lists?
    • Building the Chart of Accounts
    • Entering Opening Balances
    • Adding Customers
    • Adding Jobs
    • Adding Vendors
    • Understanding Attached Documents
    • Using the Document Center
    • Understanding the Employee List

    4. Creating Items

    • What are Items?
    • Adding Items for Products
    • Adding Items for Services
    • Reviewing Other Charge and Calculation Items
    • Adding Sales Tax Items
    • Working with Timesheets

    5. Entering Transactions for Incoming Funds

    • What are Transactions?
    • Understanding the Incoming Funds Workflow
    • Creating Invoices for Products
    • Creating Invoices for Services and Products
    • Viewing Changes to the Chart of Accounts
    • Receiving Payments
    • Making Deposits

    6. Entering Transactions for Outgoing Funds

    • Understanding the Outgoing Funds Workflow
    • Entering Bills
    • Including Timesheet Hours on Bills
    • Paying Bills
    • Writing Checks
    • Printing Checks
    • Using the Check Register
    • Banking Online

    7. Maintaining Financial Information

    • Reconciling Bank Accounts
    • Making General Journal Entries
    • Printing Forms
    • Backing Up and Restoring Data
    • Setting QuickBooks Preferences
    • Getting Help
    • Exploring Intuit Community
    • Chapter 8: Working with Reports
    • Overview of the Report Center
    • Understanding the Balance Sheet
    • Reviewing the Profit and Loss Statement
    • Generating Report Graphs
    • Viewing Customer and Vendor Reports
    • Using Report Templates
    • Customizing Reports
    • Memorizing Reports
    • Using Company and Customer Snapshots
    • Using Calendar View
    • About the Lead Center

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        Course Features

        Live Instructor-led Classes

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        Expert Educators

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        24&7 Support

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        Flexible Schedule

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        Priority Based Training's

        Real-time Scenario based Assignments and Case Studies