QuickBooks® Online

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26

Lessons
27

Exams &
Assignments
24

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"

(1,307 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. 10 Total Points

Lesson 1 Video
Review Video: A Basic Introduction to QuickBooks Online
Take Survey: Reasons for Taking this Course
Complete: 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. 10 Total Points

Lesson 2 Video
Review 2 Articles: Test drive sample company; Quickbooks Online website
Complete: Lesson 2 Exam

Lesson 3: Navigating QuickBooks

In this lesson we will learn about navigating QuickBooks Online's user interface. 10 Total Points

Lesson 3 Video
Review Article: Navigating Quickbooks
Review Video: QuickBooks Online Workflow and Advanced Navigation Shortcuts
Complete: 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. 10 Total Points

Lesson 4 Video
Review 2 Articles: Understanding the Chart of Accounts; How to set up the Chart of Accounts in QuickBooks Online
Complete: 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. 10 Total Points

Lesson 5 Video
Review 2 Articles: Creating Inventory Products; Setting a price for a "Bundle"
Review Video: How to set up products and services in QuickBooks Online
Complete: Lesson 5 Exam

Lesson 6: More Lists

In this lesson, we will look at several of the remaining lists available. 10 Total Points

Lesson 6 Video
Review 3 Articles: Move your lists to QuickBooks Online; How to Schedule Recurring Transactions: Record, Edit, and Monitor; Import custom form styles for invoices or estimates
Complete: 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. 10 Total Points

Lesson 7 Video
Review 2 Articles: Enter bills and record bill payments in QuickBooks Online; How to Pay Bills in QuickBooks Online
Review Video: How to manage bills with QuickBooks Online
Complete: 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. 11 Total Points

Lesson 8 Video
Review 3 Articles: How do I enter, deposit and apply a credit??; Record and make bank deposits in QuickBooks Online; How To Record Manual Deposits: Trouble Recording Deposits In Quickbooks Online
Complete: Lesson 8 Exam

Lesson 9: Creating Invoices

In this lesson we will look at how to QuickBooks Online lets us create invoices. 10 Total Points

Lesson 9 Video
Review 2 Articles: How to Create and Send Invoices in QuickBooks Online; The Ultimate Guide to QuickBooks Online Invoicing
Review Video: How to create an invoice in QuickBooks Online
Complete: 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. 9 Total Points

Lesson 10 Video
Review 3 Articles: Record an invoice payment; View your QuickBooks Online payment history; How To Create Sales Receipts In Quickbooks
Complete: 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. 10 Total Points

Lesson 11 Video
Review 2 Articles: Automatically track mileage in QuickBooks Online; Mileage Tracking Feature Now Available in QuickBooks Online
Complete: 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. 10 Total Points

Lesson 12 Video
Review 3 Articles: Create and send customer statements in QuickBooks Online; Track the status of your invoices in the QuickBooks Online app; How to collect outstanding payments: Best practices for small businesses
Complete: 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. 9 Total Points

Lesson 13 Video
Review Article: How to email or print multiple statements at one time?
Complete: 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. 10 Total Points

Lesson 14 Video
Review 3 Articles: How to connect your bank account and credit cards; Connect bank and credit card accounts to QuickBooks Online; Can QuickBooks Have More Than One Bank Account?
Complete: 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. 10 Total Points

Lesson 15 Video
Review 3 Articles: Set up a loan in QuickBooks Online; Loan Management; New Liabilities Account
Complete: 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. 10 Total Points

Lesson 16 Video
Review 2 Articles: How to turn on QuickBooks Payroll; Payroll accounting preferences
Complete: 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. 10 Total Points

Lesson 17 Video
Review 3 Articles: Create a journal entry in QuickBooks Online; A QuickBooks Refresher on Journal Entries; How to Record a Journal Entry in QuickBooks Online
Complete: 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. 10 Total Points

Lesson 18 Video
Review 2 Articles: How do I make a journal entry for uncleared checks?; Undeposited Funds account
Complete: 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. 10 Total Points

Lesson 19 Video
Review 2 Articles: Get Support for QuickBooks Online; Do I need to back up my data with QuickBooks Online?
Complete: 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. 10 Total Points

Lesson 20 Video
Review 3 Articles: Create and send purchase orders in QuickBooks Online; How to Set Up and Track Inventory In QuickBooks Online; Inventory management tutorials
Complete: 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. 10 Total Points

Lesson 21 Video
Review 3 Articles: Sales tax in QuickBooks Online; Set up your sales tax; Applying Sales Tax to Transactions and Sales Forms
Complete: 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. 10 Total Points

Lesson 22 Video
Review 2 Articles: Create and import budgets into QuickBooks Online; How to Prepare a Budget in QuickBooks Online
Complete: 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. 10 Total Points

Lesson 23 Video
Review 2 Articles: Run reports in QuickBooks Online; Customize reports
Complete: 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. 10 Total Points

Lesson 24 Video
Review 2 Articles: Create Estimates; How To Track Employee Time In Quickbooks
Complete: 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. 10 Total Points

Lesson 25 Video
Review 3 Articles: Customize invoices, estimates, and sales receipts in QuickBooks Online; How To Create Custom Form Styles In Quickbooks; How To Customize Invoices, Sales Receipts, And Estimates In Quickbooks Online
Complete: 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
Take Poll: End of Course Poll
Take Survey: Course Comments
Complete: Lesson 26 Exam
Complete: The Final Exam

389

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
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

Course Requirements: View Course Requirements

Lessons Rating: 4.5 / 5 Stars (1,307 votes)

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

Category:

UniversalClass.com > Financial Management > Organizational Finances

Course Type: Computer Skill (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 Staff Instructors

Syllabus: View Syllabus

Duration: Continuous: Enroll anytime!

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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.