Online Class: QuickBooks Online

The purpose of this course is to teach you how to successfully navigate and use QuickBooks Online Essentials as the accounting software for your business.

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26

Lessons
28

Exams &
Assignments
336

Students
have taken this course
14

Hours
average time
1.4

CEUs

Course Description

Are you in need of a comprehensive and easy-to-use course to get you up and running in QuickBooks Online? Then this course will help take you from a beginner to an advanced user of Intuit's popular cloud-based accounting service.

QuickBooks Online can turn tedious accounting tasks and make them seem easy. It offers everything that you need to help your business succeed from your first customer estimate to organizing your end-of-year taxes. You will be doing things like invoicing, making sales receipts, ordering supplies, creating payroll, and generating executive reports like a pro. What's more, since QuickBooks Online is cloud-based and responsive, you can do it all from the convenience of your mobile device.

In this 26-lesson course, we will start by looking at all the different features that are available and the different subscription levels that you can choose from. We will then take a tour around the user interface and see how you can set up your company or import your files from another version of QuickBooks.

The course then continues to cover everything important in QuickBooks Online, including:

the Chart of Account
Items/Products/Services
Lists
Expenses and Bills
Deposits and Credits
Invoices
Payments
Time and Mileage Tracking
Statements
Money Collection
Bank Accounts
Loans
Payroll
Journal Entries
End-of-Year Tasks
Purchasing
Sales Tax
Budgeting
Reports
Estimates
Projects
Customizing Forms
Online Banking

Almost every QuickBooks Online topic you can come up with is covered in detail in this course. So get ready to get your books in order with this complete manual to the world's most popular cloud-based accounting software!

Completely Online
Self-Paced
Printable Lessons
Full HD Video
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly
Accredited CEUs

Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(1,477 votes)

Lesson 1: Introduction to QuickBooks

In this introductory unit, we will start by looking at the different versions of QuickBooks and how the online version is unique. We'll discuss who QuickBooks Online is for and then take a brief look at the history of QuickBooks. Additional lesson topics: Mastering QuickBooks : The ultimate guide to bookkeeping and QuickBooks Online Paperback; A Basic Introduction to QuickBooks Online 12 Total Points

Lesson 1 Video
Lesson discussions: Reasons for Taking this Course
Complete Assignment: Motives for Taking this Course
Assessment: Lesson 1 Exam

Lesson 2: Setting Up QuickBooks

In this lesson we will look at setting up your own QuickBooks Online account. By the end of this lesson, you will have your own QuickBooks Online company set up and ready to go. Additional lesson topics: Test drive sample company; Quickbooks Online website 10 Total Points

Lesson 2 Video
Assessment: Lesson 2 Exam

Lesson 3: Navigating QuickBooks

In this lesson we will learn about navigating QuickBooks Online's user interface. Additional lesson topics: Navigating Quickbooks; QuickBooks Online Workflow and Advanced Navigation Shortcuts 10 Total Points

Lesson 3 Video
Assessment: Lesson 3 Exam

Lesson 4 - The Chart of Accounts

In this lesson, we will take an in-depth look at this important feature of QuickBooks Online. Let's first define what the chart of accounts is. Additional lesson topics: Understanding the Chart of Accounts; How to set up the Chart of Accounts in QuickBooks Online 10 Total Points

Lesson 4 Video
Assessment: Lesson 4 Exam

Lesson 5: Working with Items (Products and Services)

In this lesson, we'll take a look at everything you need to know about setting up and working with your products and services. Additional lesson topics: Setting a price for a Bundle; How to set up products and services in QuickBooks Online; Creating Inventory Products 10 Total Points

Lesson 5 Video
Assessment: Lesson 5 Exam

Lesson 6: More Lists

In this lesson, we will look at several of the remaining lists available. Additional lesson topics: Import custom form styles for invoices or estimates; Move your lists to QuickBooks Online; How to Schedule Recurring Transactions: Record, Edit, and Monitor 10 Total Points

Lesson 6 Video
Assessment: Lesson 6 Exam

Lesson 7 - Paying Expenses and Bills

In this lesson, we will take a look at various ways that you can keep on top of your company's expenses. Additional lesson topics: How to Pay Bills in QuickBooks Online; How to manage bills with QuickBooks Online; Enter bills and record bill payments in QuickBooks Online 10 Total Points

Lesson 7 Video
Assessment: Lesson 7 Exam

Lesson 8: Working with Deposits and Credits

In this lesson, one of the main topics we will be learning about is making those deposits to your bank account. We'll also look into making credits and giving refunds. There are various reasons to do either, and we'll cover each in detail. Additional lesson topics: How to Record Manual Deposits: Trouble Recording Deposits In Quickbooks Online; How do I enter, deposit and apply a credit??; Record and make bank deposits in QuickBooks Online 11 Total Points

Lesson 8 Video
Assessment: Lesson 8 Exam

Lesson 9: Creating Invoices

In this lesson we will look at how to QuickBooks Online lets us create invoices. Additional lesson topics: The Ultimate Guide to QuickBooks Online Invoicing; How to create an invoice in QuickBooks Online; How to Create and Send Invoices in QuickBooks Online 10 Total Points

Lesson 9 Video
Assessment: Lesson 9 Exam

Lesson 10: Recording Payments and Sales

In this lesson, however, we will be looking at how to record payments using QuickBooks Online's native tools. Additional lesson topics: How to Create Sales Receipts In Quickbooks; Record an invoice payment; View your QuickBooks Online payment history 9 Total Points

Lesson 10 Video
Assessment: Lesson 10 Exam

Lesson 11: Tracking Time and Mileage

In this lesson, we'll start off by looking at tracking time first, and the get into tracking miles. We'll also take a look at an app that is significantly more powerful at tracking time than QuickBooks Online is on its own. Additional lesson topics: Automatically track mileage in QuickBooks Online; Mileage Tracking Feature Now Available in QuickBooks Online 10 Total Points

Lesson 11 Video
Assessment: Lesson 11 Exam

Lesson 12: Producing Statements

In this lesson, we'll look into the process of creating and sending out statements to your customers. Additional lesson topics: How to collect outstanding payments: Best practices for small businesses; Create and send customer statements in QuickBooks Online; Track the status of your invoices in the QuickBooks Online app 10 Total Points

Lesson 12 Video
Assessment: Lesson 12 Exam

Lesson 13: Collecting and Tracking Money from Customers

In this lesson, we will learn about various ways to collect and track our customers' payments. Additional lesson topics: How to email or print multiple statements at one time? 9 Total Points

Lesson 13 Video
Assessment: Lesson 13 Exam

Lesson 14: Managing Bank Accounts and Credit Cards

In this lesson, we will see how you can quickly view your accounts in the dashboard, how you can make and edit accounts, how you can enter starting balances through journal entries, how you can reconcile an account, and how you can delete, then later restore, an account. Additional lesson topics: Can QuickBooks Have More Than One Bank Account?; How to connect your bank account and credit cards; Connect bank and credit card accounts to QuickBooks Online 10 Total Points

Lesson 14 Video
Assessment: Lesson 14 Exam

Lesson 15: Managing Loans

In this lesson, we will look at making and managing loans with liability accounts. We'll also look at how to make loans to other businesses. Additional lesson topics: New Liabilities Account; Set up a loan in QuickBooks Online; Loan Management 10 Total Points

Lesson 15 Video
Assessment: Lesson 15 Exam

Lesson 16: Payroll

In this lesson, we will be looking at Payroll. We'll be looking at such topics as how you enable it, how to prepare paychecks, hot to handle payroll tax payments and returns, and how to pay contractors. Additional lesson topics: How to turn on QuickBooks Payroll; Payroll accounting preferences 10 Total Points

Lesson 16 Video
Assessment: Lesson 16 Exam

Lesson 17: Making Journal Entries

In this lesson, we'll look at how to create different types of journal entries. We'll learn how to reverse them, delete them, and make them recurring. We'll also see how you can view journal entries in reports and in the Transaction Log. Additional lesson topics: How to Record a Journal Entry in QuickBooks Online; Create a journal entry in QuickBooks Online; A QuickBooks Refresher on Journal Entries 10 Total Points

Lesson 17 Video
Assessment: Lesson 17 Exam

Lesson 18: End of Year Tasks

In this lesson, we will look at many of the various tasks you need to do at the end of the year. Additional lesson topics: How do I make a journal entry for uncleared checks?; Undeposited Funds account 10 Total Points

Lesson 18 Video
Assessment: Lesson 18 Exam

Lesson 19: Taking Care of Your QuickBooks Files

In this lesson, we will see how can make regular backups of your company file both manually and by using tools from QuickBooks Online. We'll see how you can also restore from those files. Additional lesson topics: Get Support for QuickBooks Online; Do I need to back up my data with QuickBooks Online? 10 Total Points

Lesson 19 Video
Assessment: Lesson 19 Exam

Lesson 20: Purchasing and Entering Inventory

In this lesson, we will take a look at how to make purchase orders. You will see how you can receive a purchase order and also what to do if only part of the order arrives. Additional lesson topics: Inventory management tutorials; Create and send purchase orders in QuickBooks Online; How to Set Up and Track Inventory In QuickBooks Online 10 Total Points

Lesson 20 Video
Assessment: Lesson 20 Exam

Lesson 21: Sales Tax

In this lesson, we will first look at what sales taxes are and discuss some important terms that relate to them. Then, we'll look at how we set up sales tax in QuickBooks Online and get our customers and items using sales tax. We'll also look into filing sales taxes and getting reports about sales taxes. Additional lesson topics: Applying Sales Tax to Transactions and Sales Forms; Sales tax in QuickBooks Online; Set up your sales tax 10 Total Points

Lesson 21 Video
Assessment: Lesson 21 Exam

Lesson 22: Setting Up a Budget in QuickBooks

In this lesson, we will start by learning how to create a budget. You will see that you need to be subscribed to a certain level and have the right privileges. You'll then see how you can run various reports on your budgets to see how you are performing compared to your budgeting. Additional lesson topics: Create and import budgets into QuickBooks Online; How to Prepare a Budget in QuickBooks Online 10 Total Points

Lesson 22 Video
Assessment: Lesson 22 Exam

Lesson 23: Reports

In this lesson, you will learn how to run various types of reports. You will see what reports QuickBooks Online already has premade for you, and then you will see how you can customize your own report. Lastly, you will see how you can access and customize management reports. Additional lesson topics: Run reports in QuickBooks Online; Customize reports 10 Total Points

Lesson 23 Video
Assessment: Lesson 23 Exam

Lesson 24: Estimating, Time Tracking, and Job Costing

In this lesson, we will first take a look at estimating. You will see how you can easily turn an estimate into a purchase order or invoice. Additional lesson topics: Create Estimates; How to Track Employee Time In Quickbooks 10 Total Points

Lesson 24 Video
Assessment: Lesson 24 Exam

Lesson 25: Customizing Forms

In this lesson, we will take a look at how you can customize forms. You will see all the options available and see how the master form style works and also how default template files work. Additional lesson topics: How to Customize Invoices, Sales Receipts, and Estimates In Quickbooks Online; Customize invoices, estimates, and sales receipts in QuickBooks Online; How to Create Custom Form Styles In Quickbooks 9 Total Points

Lesson 25 Video
Assessment: Lesson 25 Exam

Lesson 26: Online Banking with QuickBooks

In this lesson, we will take a look at how you can link a QuickBooks Online account to an account at a financial institution. You will also see how you have to categorize those transactions and how that can be helped by creating your own rules. 140 Total Points

Lesson 26 Video
Lesson discussions: End of Course Poll; Course Comments
Assessment: Lesson 26 Exam
Assessment: The Final Exam

390

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Describe QuickBooks Online is and how it differs from other QuickBooks products.
Demonstrate setting up QuickBooks Online and adding company users.
Demonstrate setting up accounting.
Determine creating lists.
Demonstrate creating transactions and entering data.
Demonstrate paying bills with QuickBooks Online.
Demonstrate collecting and tracking money from customers.
Demonstrate how to use the checkbook with QuickBooks Online Essentials.
Demonstrate printing checks and running payroll with QuickBooks online.
Demonstrate report creation and report printing.
Demonstrate using QuickBooks with online banking.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
Verify Your Certificate with a Unique Serial Number Online

View and Share Your Certificate Online or Download/Print as PDF
Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Course Title: QuickBooks Online

Course Number: 9770595

Lessons Rating: 4.4 / 5 Stars (1,477 votes)

Languages: English - United States, Canada and other English speaking countries

Category:

UniversalClass.com > Financial Management > Organizational Finances

Course Type: Self-Paced, Online Class

CEU Value: 1.4 IACET CEUs (Continuing Education Units)

CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.

Assessment Method: Lesson assignments and review exams

Instructor: UniversalClass Instructional Team

Syllabus: View Syllabus

Course Fee: $55.00 (no CEU Certification) || with Online CEU Certification: $80.00

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