Intermediate QuickBooks Online
Details + Objectives
Course code: qio
Learn to manage the financial aspects of your small business quickly and efficiently using QuickBooks Online. With this online version, you get all the advantages of computing in the cloud, which means that your accounting files will be available to you virtually anytime, anywhere. This course dives deeper into the software's intermediate features, such as tracking product and service items, managing inventory, and customizing sales forms.
What you will learn
- Understand user roles and optimize file settings.
- Successfully track inventory items, product categories, and bundles.
- Use classes, locations, and projects to improve reporting on business operations.
- Track receivable write-offs, gift cards, fixed assets, and loans.
- Record owner transactions to and from the business.
- Utilize banking rules and track budgets and vehicle mileage.
- Use the reporting features to review and assess the financial statements.
How you will benefit
- Get hands-on experience as you master the tools you will need to successfully use QuickBooks online
- Gain the confidence to take control of the financial accounting for your business
How the course is taught
- Instructor-Moderated or Self-Guided online course
- 6 Weeks or 3 Months access
- 24 course hours
Instructors & Support
Scott Paxton
Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.
Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.
Requirements
Prerequisites:
There are no prerequisites to take this course.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.