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QuickBooks Online Training Course 

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quickbooks-online-training-tutorial

Course Title: Mastering QuickBooks Online Made Easy
Versions Covered: Online Plus
Hours of Content: 8
Video Lessons: 181
Manuals: 1 (Introductory through Advanced)
Download: Standard: $40 | CPE: $50 | Buy
Online: Access to ALL courses. One low price. | Info
Multi-User: Network Installation | Info
CPE Credits: CPAs (10) | Verify

Course Description

Learn QuickBooks Online with this comprehensive course from TeachUcomp, Inc. Mastering QuickBooks Online Made Easy features 181 video lessons with over 8 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our two printable classroom instruction manuals (Introductory and Advanced), additional images and practice exercises.  You will learn how to set up a QuickBooks company file,  pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks Online or migrating from a different version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs.  Simply launch the easy-to-use interface, click to start a video lesson or open one of the manuals and you’re on your way to mastering QuickBooks Online.

 

Course Syllabus & Sample Lessons

Select any of the video lessons markedfreeto view them in a new window.

To view a sample of the instruction manual in PDF, click here: QuickBooks Online Manual

CHAPTER 1- The QuickBooks Online Plus Environment
Lesson 1.1- The Home Page
Lesson 1.2- The Create Menu
Lesson 1.3- The Navigation Bar
Lesson 1.4- The Gear
Lesson 1.5- The Income Section in the Home Page
Lesson 1.6- The Expenses Section in the Home Page
Lesson 1.7- The Profit and Loss Section in the Home Page
Lesson 1.8- The Ban Accounts Section in the Home Page
Lesson 1.9- The Activities Section in the Home Page
CHAPTER 2- Creating a Company File
Lesson 2.1- Signing Up for QuickBooks Online Plus
Lesson 2.2- Importing Company Data from a QuickBooks Desktop Version
Lesson 2.3- Creating a New Company File free
Lesson 2.4- How Backups Work in QuickBooks Online Plus
Lesson 2.5- Setting Up and Managing Users free
Lesson 2.6- Transferring the Master User
Lesson 2.7- Customizing Company File Settings
Lesson 2.8- Signing Out of QuickBooks Online Plus
Lesson 2.9- Switching a Company File
Lesson 2.10- Cancelling a Company File
CHAPTER 3- Using Pages and Lists
Lesson 3.1- Using Lists and Pages
Lesson 3.2- The Chart of Accounts free
Lesson 3.3- Assigning Account Numbers
Lesson 3.4- The Customers Page and List
Lesson 3.5- The Employees Page and List
Lesson 3.6- The Vendors Page and List
Lesson 3.7- Sorting Lists
Lesson 3.8- Inactivating and Reactivating List Items free
Lesson 3.9- Printing Lists
Lesson 3.10- Renaming & Merging List Items
Lesson 3.11- Importing List Entries from a CSV or Excel File
CHAPTER 4- Setting Up Sales Tax
Lesson 4.1- The Sales Tax Process in QuickBooks Online Plus
Lesson 4.2- Enabling Sales Tax and Sales Tax Settings
Lesson 4.3- Adding, Editing, and Deactivating Sales Tax Rates and Agencies
Lesson 4.4- Creating a Single  Tax Rate
Lesson 4.5- Creating a Combined Tax Rate
Lesson 4.6- Setting a Default Sales Tax
Lesson 4.7- Indicating Taxable & Non-Taxable Customers & Items
CHAPTER 5- Setting Up Inventory Items
Lesson 5.1- Setting Up Inventory
Lesson 5.2- Creating Inventory Items
Lesson 5.3- Enabling Custom Fields in Purchase Orders
Lesson 5.4- Creating a Purchase Order
Lesson 5.5- Applying Purchase Orders to Vendor Transactions
Lesson 5.6- Adjusting Inventory
CHAPTER 6- Setting Up Other Items
Lesson 6.1- Creating a Product or Service Item
Lesson 6.2- Creating a Discount Item
Lesson 6.3- Creating a Payment Item
Lesson 6.4- Changing Item Prices
CHAPTER 7- Basic Sales
Lesson 7.1- Customizing Sales Settings
Lesson 7.2- Enabling Custom Fields in Sales Forms
Lesson 7.3- Creating an Invoice free
Lesson 7.4- Creating Batch Invoices free
Lesson 7.5- Creating a Sales Receipt
Lesson 7.6- Finding Transaction Forms
Lesson 7.7- Previewing Sales Forms
Lesson 7.8- Printing Sales Forms
Lesson 7.9- Grouping and Subtotaling Items in Invoices
Lesson 7.10- Grouping and Hiding Item Display in Service Only Invoices
Lesson 7.11- Entering a Delayed Charge
Lesson 7.12- Managing Sales Transactions
CHAPTER 8- Creating Billing Statements
Lesson 8.1- Entering Customer Charges
Lesson 8.2- Creating Finance Charge  Items
Lesson 8.3- Creating Finance Charge Invoices
Lesson 8.4- Creating Customer Statements
CHAPTER 9- Payment Processing
Lesson 9.1- Recording Customer Payments free
Lesson 9.2- Entering a Partial Payment free
Lesson 9.3- Applying One Payment to Multiple Invoices
Lesson 9.4- Entering Overpayments
Lesson 9.5- Entering Down Payments or Prepayments
Lesson 9.6- Applying Customer Credits
Lesson 9.7- Making Deposits
Lesson 9.8- Handling Bounced Checks
Lesson 9.9- Handling Bad Debt
CHAPTER 10- Handling Refunds
Lesson 10.1- Creating a Credit Memo and Refund Check
Lesson 10.2- Refunding Customer Payments
Lesson 10.3- Entering a Delayed Credit
CHAPTER 11- Entering and Paying Bills
Lesson 11.1- Setting Billing and Expense Preferences
Lesson 11.2- Entering Bills
Lesson 11.3- Paying Bills
Lesson 11.4- Creating Terms for Early Bill Payment
Lesson 11.5- Early Bill Payment Discounts
Lesson 11.6- Entering a Vendor Credit
Lesson 11.7- Applying a Vendor Credit
Lesson 11.8- Managing Expense Transactions
CHAPTER 12- Using Bank Accounts
Lesson 12.1- Using Registers
Lesson 12.2- Writing Checks
Lesson 12.3- Writing a Check for Inventory Items
Lesson 12.4- Printing Checks
Lesson 12.5- Transferring Funds Between Accounts
Lesson 12.6- Reconciling Accounts
Lesson 12.7- Voiding Checks
Lesson 12.8- Creating an Expense
Lesson 12.9- Managing Bank and Credit Card Transactions
Lesson 12.10- Managing Bank Transaction Rules
CHAPTER 13- Paying Sales Tax
Lesson 13.1- Sales Tax Reports
Lesson 13.2- Viewing the Sales Tax Payable Register
Lesson 13.3- Paying Your Tax Agencies
CHAPTER 14- Reporting
Lesson 14.1- Creating Customer and Vendor QuickReports
Lesson 14.2- Creating Account QuickReports
Lesson 14.3- Using QuickZoom
Lesson 14.4- Preset Reports
Lesson 14.5- Customizing a Preset Report or QuickReport
Lesson 14.6- Management Reports
Lesson 14.7- Customizing Management Reports
Lesson 14.8- Resizing Report Columns
Lesson 14.9- Saving Customized Reports
Lesson 14.10- Customized Report Groups
Lesson 14.11- Printing Reports
Lesson 14.12- Batch Printing Forms
Lesson 14.13- Exporting Reports to Microsoft Excel
Lesson 14.14- Downloading Forms as PDF Files
Lesson 14.15- Printing Reports as PDFs
Lesson 14.16- Processing Multiple Reports
CHAPTER 15- Using Graphs
Lesson 15.1- Trends/Scorecard
Lesson 15.2- Company Snapshot
CHAPTER 16- Customizing Forms
Lesson 16.1- Creating New Custom Form Styles
Lesson 16.2- Managing Custom Form Styles
CHAPTER 17- Estimating
Lesson 17.1- Using Sub-Customers for Jobs
Lesson 17.2- Enabling and Creating Estimates
Lesson 17.3- Changing the Term “Estimate”
Lesson 17.4- Invoicing from an Estimate
Lesson 17.5- Duplicating Estimates
Lesson 17.6- Using an Estimate with Multiple Invoices
Lesson 17.7- Changing the Estimate Status
Lesson 17.8- Entering Expenses for Jobs
Lesson 17.9- Invoicing for Job Costs
Lesson 17.10- Using Job Reports
Lesson 17.11- Deleting Estimates
CHAPTER 18- Time Tracking
Lesson 18.1- Tracking Time and Printing Timesheets
Lesson 18.2- Weekly Timesheets
Lesson 18.3- Time/Enter Single Activity
Lesson 18.4- Invoicing from Time Data
Lesson 18.5- Using Time Reports
Lesson 18.6- Entering Bills for Mileage
CHAPTER 19- Payroll
Lesson 19.1- The Payroll Process
Lesson 19.2- Creating Employee Deductions and Company Contributions
Lesson 19.3- Adding Additional Pay Types for Employees
Lesson 19.4- Editing Employee Information
Lesson 19.5- Creating Payroll Schedules
Lesson 19.6- Creating Scheduled Paychecks
Lesson 19.7- Creating One Paycheck at a Time
Lesson 19.8- Creating Commission Only or Bonus Only Paychecks
Lesson 19.9- Handling Terminated Employees
Lesson 19.10- Editing or Deleting Paychecks
Lesson 19.11- Tracking Your Tax Liabilities
Lesson 19.12- Paying Payroll Tax Liabilities
Lesson 19.13- Adjusting Fringe Benefits
Lesson 19.14- Process Payroll Forms
Lesson 19.15- Tracking Workers’ Compensation
Lesson 19.16- Manually Recording External Payroll
CHAPTER 20- Using Credit Card Accounts
Lesson 20.1- Creating Credit Card Accounts
Lesson 20.2- Entering Charges on Credit Cards
Lesson 20.3- Entering Credit Card Credits
Lesson 20.4- Reconciling and Paying Credit Cards
CHAPTER 21- Assets and Liabilities
Lesson 21.1- Assets and Liabilities
Lesson 21.2- Creating and Using Other Current Asset Accounts
Lesson 21.3- Removing Value from Other current Asset Accounts
Lesson 21.4- Creating Fixed Asset Accounts
Lesson 21.5- Creating Liability Accounts
Lesson 21.6- Setting the Original Cost of the Fixed Asset
Lesson 21.7- Tracking Depreciation
CHAPTER 22- Equity Accounts
Lesson 22.1- Equity Accounts
Lesson 22.2- Recording an Owner’s Draw
Lesson 22.3- Recording a Capital Investment
CHAPTER 23- Company Management
Lesson 23.1- Viewing Your Company Information
Lesson 23.2- Setting Up Budgets
Lesson 23.3- Using the Reminder List
Lesson 23.4- Changing Preferences
Lesson 23.5- Making General Journal Entries
CHAPTER 24- Using QuickBooks Tools
Lesson 24.1- Exporting Data for QuickBooks Desktop Versions
Lesson 24.2- Exporting Report and List Data to Excel
Lesson 24.3- Using the Audit Log
CHAPTER 25- Using QuickBooks Other Lists
Lesson 25.1- Using the Recurring Transactions List
Lesson 25.2- Using the Location List
Lesson 25.3- Using the Payment Methods List
Lesson 25.4- Using the Terms List
Lesson 25.5- Using the Classes List
Lesson 25.6- Using the Attachments List
CHAPTER 26- Allowing Accountant Access
Lesson 26.1- Inviting Your Accountant
CHAPTER 27- Using Help, Feedback, and Apps
Lesson 27.1- Using the Help Menu
Lesson 27.2- Submitting Feedback
Lesson 27.3- Extending QuickBooks Online Using Apps

QuickBooks Online Training Course Overview

Intuit‘s QuickBooks is the most popular small business accounting software on the market today. During this 8 hour QuickBooks video training course, our expert instructor will show you how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. This QuickBooks Online training course covers the same material as our two-day classroom training and was designed to provide a solid foundation in QuickBooks Online.

We offer two types of QuickBooks Online courses – Standard and CPE (Continuing Professional Education). The Standard training course includes all video lessons and a printable classroom instruction manual. The CPE edition includes the same training curriculum, plus a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission and a course certificate of completion. The QuickBooks Online CPE training course also qualifies for continuing education credit for CPAs (Certified Public Accountants) in certain states.

At TeachUcomp, Inc., you choose how you want your QuickBooks Online training delivered.

Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.

Courses are also available individually via digital download.

 

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