QuickBooks® Online Essentials

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15

Lessons
31

Exams &
Assignments
10

Hours
average time
1.0

CEUs
1,392

Students
have taken this course

Course Description

QuickBooks® Online Essentials contains all the features and tools that a small business, or even a contractor, would need to keep track of vendors, customers, and financial accounts. You can pay bills using QuickBooks® Online Essentials, prepare payroll, and even print checks. However, to do things such as prepare budgets, keep track of employee time, and create purchase orders, you would need to upgrade your account and pay a higher monthly fee. The online version does not provide the inventory capabilities that its desktop counterpart does, the same capabilities that make the desktop version perfect for even larger companies.

This course is designed for the beginning or intermediate user of QuickBooks® Online Essentials. The purpose of this course is to teach you how to successfully navigate and use QuickBooks® Online Essentials as your business' accounting software. However, it's also useful for those who have used previous versions of QuickBooks® and want to learn about new layouts or features.

As a student, you do not need access to QuickBooks® Online Essentials to satisfactorily complete this course. Screenshots and step-by-step instructions will be provided to teach you how to use the program without you having to use it at all. However, it is highly recommended that you utilize the 30 day free trial Quicken (the makers of QuickBooks®) gives with their online program so that you can follow along, then practice what you learn.

You'll learn how to use all the features of QuickBooks® Online Essentials including:

· Setting up your company in QuickBooks®

· Creating customer, vendor, and employee lists

· Managing payroll in QuickBooks® Online Essentials

· Creating and tracking invoices

· Paying Bills

· Writing checks in QuickBooks® Online Essentials

· And much more!

As a student, you do not need access to QuickBooks® Online Essentials to satisfactorily complete this course. Screenshots and step-by-step instructions are provided to teach you how to use the program without you having to use it at all. In addition, HD Video tutorials are available for each lesson in great detail so you will never get lost on how to perform any task!

However, even though you do not necessarily need access to QuickBooks® Online Essentials to complete this course, we do highly recommended that you at least utilize the 30 day free trial Intuit (the makers of QuickBooks®) gives with their online program so that you can follow along with all of our tutorials and practice what you learn.

Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

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

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Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(1,079 votes)

Lesson 1: Introduction to QuickBooks Online Essentials

The purpose of this course is to teach you how to successfully navigate and use QuickBooks Online Essentials as your business' accounting software. 11 Total Points

Lesson 1 Video
Review Article: Review of Quickbooks Online
Complete: Lesson 1 Assignment
Complete Exam: Lesson 1: Introduction to QuickBooks Online Essentials

Lesson 2: Getting Started with QuickBooks Online Essentials

In this lesson will demonstrate how to navigate this program. 8 Total Points

Lesson 2 Video
Review Article: Getting Started Guide
Complete: Lesson 2 Assignment
Complete Exam: Lesson 2: Getting Started with QuickBooks Online Essentials

Lesson 3: Add Company Users to QuickBooks

When you sign up for your QuickBooks Online Essentials account, you become the Master Administrator. You are the owner of the account and can add users, delete users, and add other administrators. 10 Total Points

Lesson 3 Video
Review Article: Multiple users, multiple benefits--how it works
Complete: Lesson 3 Assignment
Complete Exam: Lesson 3: Add Company Users to QuickBooks

Lesson 4: Setting Up Your Company In QuickBooks Online Essentials

In QuickBooks Online Essentials, you set your preferences before you get started. There are interviews in QuickBooks Online Essentials, but these will pop up at inconvenient times 7 Total Points

Lesson 4 Video
Complete: Lesson 4 Assignment
Complete Exam: Lesson 4: Setting Up Your Company In QuickBooks Online Essentials

Lesson 5: Setting Preferences

Let's continue setting preferences. This is a time consuming task to complete, and it can get monotonous. 9 Total Points

Lesson 5 Video
Complete: Lesson 5 Assignment
Complete Exam: Lesson 5: Setting Preferences

Lesson 6: Setting Up Accounting

Now that you've setup your company in QuickBooks and created users, it's time to get down to the heart of the program: the accounting. 6 Total Points

Lesson 6 Video
Complete: Lesson 6 Assignment
Complete Exam: Lesson 6: Setting Up Accounting

Lesson 7: Creating Lists

You still need to add products, employees, customers, and other pertinent information that QuickBooks will need. You will enter this information into lists. We'll teach you to do that in this lesson. 9 Total Points

Lesson 7 Video
Complete: Lesson 7 Assignment
Complete Exam: Lesson 7: Creating Lists

Lesson 8: Creating Transactions and Entering Data

Now that you have your banking set up, as well as all your lists, it's time to start creating transactions entering data. 6 Total Points

Lesson 8 Video
Complete: Lesson 8 Assignment
Complete Exam: Lesson 8: Creating Transactions and Entering Data

Lesson 9: Paying Bills

In the last lesson, we gave you a quick overview of how to enter in bills and other transactions. You saw how simple it is in QuickBooks Online Essentials. 7 Total Points

Lesson 9 Video
Complete: Lesson 9 Assignment
Complete Exam: Lesson 9: Paying Bills

Lesson 10: Collecting and Tracking Money from Customers

An invoice is defined as a detailed list of goods or services provided, along with a total cost for those goods or services. You can receive invoices from vendors, and you can send invoices to your customers. 8 Total Points

Lesson 10 Video
Complete: Lesson 10 Assignment
Complete Exam: Lesson 10: Collecting and Tracking Money from Customers

Lesson 11: The Checkbook

Your checkbook is probably one of the most important things you have in your business. It's probably what you use to pay bills and numerous other things. 6 Total Points

Lesson 11 Video
Complete: Lesson 11 Assignment
Complete Exam: Lesson 11: The Checkbook

Lesson 12: Printing Checks

In this lesson, we are going to learn to print checks and registers using your own printer. 9 Total Points

Lesson 12 Video
Complete: Lesson 12 Assignment
Complete Exam: Lesson 12: Printing Checks

Lesson 13: Payroll

There's no doubt that payroll is one of your biggest headaches, especially if you are doing it yourself. 7 Total Points

Lesson 13 Video
Complete: Lesson 13 Assignment
Complete Exam: Lesson 13: Payroll

Lesson 14: Reports

QuickBooks 2011 gives you the ability to run several different types of reports. We are going to talk about these in this lesson, as well as teach you how to run them. 5 Total Points

Lesson 14 Video
Complete: Lesson 14 Assignment
Complete Exam: Lesson 14: Reports

Lesson 15: Online Banking

If you are looking for a way to set up online banking in QuickBooks online, you may be looking a while. Online banking is now called Downloaded Transactions in QuickBooks Online. 81 Total Points

Lesson 15 Video
Take Poll: End of Course Poll
Take Survey: Program Evaluation Follow-up Survey (End of Course)
Complete: Lesson 15 Assignment
Complete: Final Exam
Complete Exam: Lesson 15: Online Banking

189

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, and
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
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View and Share Your Certificate Online or Download/Print as PDF
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Course Title: QuickBooks Online Essentials

Course Number: 8900149

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

Category:

UniversalClass.com > Financial Management > Organizational Finances

Course Type: General Education (Self-Paced, Online Class)

CEU Value: 1.0 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 Staff Instructors

Syllabus: View Syllabus

Duration: Continuous: Enroll anytime!

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