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QuickBooks® Online Essentials


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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. 
 
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  • Self-Paced
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  • 6 Months to Complete
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  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 
 
 
 
 
 
 

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Course Lessons

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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

Additional Course Information

Online CEU Certificate
  • 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
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Document Your CEUs on Your Resume
 
Course Title: QuickBooks Online Essentials
Course Number: 8900149
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: General Education
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 Instructor
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!

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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.
 
 

Student Testimonials

  • "The tests were most helpful...I really knew whether I understood the material." -- Victoria K.
  • "I found all aspects of this course extremely helpful." -- Kim W.

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