QuickBooks Online Essentials

Master Your Finances, Anytime, Anywhere with QuickBooks Online!

QuickBooks Online Essentials

Master Your Finances, Anytime, Anywhere with QuickBooks Online!

Unlock the power of efficient financial management with our QuickBooks Online Essentials course--a transformative learning experience designed to elevate your business acumen. Imagine a world where you navigate your financial landscape with ease, harnessing the cutting-edge capabilities of a leading accounting software. This course doesn't just teach you QuickBooks; it inspires you to master it, transforming the way you manage payroll, track invoices, and streamline your business operations. It's not just about learning a tool; it's about unlocking a new realm of possibilities for your business growth. Join us and become the competent financial manager your business deserves--efficient, confident, and empowered. Seize this opportunity to redefine your business success today.

Self Paced • Online Class • Accredited CEUs

$120

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OVERVIEW

CURRICULUM

QuickBooks Online Essentials

CRN: 8900149

Lesson 1: QuickBooks Online Essentials for Small Business Success

Basic accounting terms such as assets, liabilities, expenses, and owners' equity are clarified to ensure users can effectively navigate and set up QuickBooks Online Essentials accounts. Definitions provide foundational knowledge necessary to apply learned concepts in practical accounting scenarios using the software.

Lesson 2: Explore the QuickBooks Online Essentials Tabs

From creating invoices to managing payroll, QuickBooks Online Essentials organizes tools into accessible tabs, ensuring streamlined business operations. The Home page's clear layout, with sections like Bank Accounts and Your Company, helps users maintain control over financial transactions and company information.

Lesson 3: Adding Users to QuickBooks

Becoming a Master Administrator in QuickBooks Online lets you control account ownership and manage users, administrators, and accountants efficiently. The process involves a series of selections for access rights, user types, and an activity log to monitor user interactions.

Lesson 4: Get Started with Your QuickBooks Online Essentials Setup

QuickBooks Online Essentials requires users to set up their company information first to ensure a smooth process when using the program. You customize various settings like company name, contact, tax information, and more by navigating the Settings menu.

Lesson 5: Streamlined QuickBooks Settings

The lesson guides users through setting sales form content, including billing terms, shipping details, and custom fields. It simplifies sales management by offering options that enhance transaction tracking and flexibility.

Lesson 6: QuickBooks: Your Banking and Credit Account Ally

Set up your Chart of Accounts in QuickBooks to effectively manage your financial tracking by customizing each account as needed. Properly adding bank and credit card accounts is vital for full utilization, allowing for detailed financial oversight and efficient data importation from other systems.

Lesson 7: Simplifying Business Operations: Creating and Managing Lists

Understanding the strategic use of lists in QuickBooks Online Essentials is key to simplifying business management, with detailed guidance on importing products, customers, vendors, and employees. Ensuring these lists are complete and accurate enables automated processes and precise tracking of sales, expenses, and payroll.

Lesson 8: From Invoices to Estimates: A Guide to Inputting Data

Begin by setting up banking and lists in QuickBooks, then enter transactions to update your financial information, covering both new and past data. To enter a bill or invoice, use the VENDORS tab and follow the steps to add details such as dates, expense accounts, and amounts.

Lesson 9: Mastering the Timing and Methods of Bill Payment

Analyzing the practicalities of bill payments in QuickBooks Online, this lesson discusses approaches from manual check writing to structured accounts payable. By understanding cash-basis and accrual systems, users are equipped with tools for accurate and timely financial management.

Lesson 10: Invoice Tracking Made Easy

The art of handling invoices and payments is key to maintaining a steady cash flow, requiring clear processes from generation to tracking. Through this lesson, you'll learn to use QuickBooks' features, including online payments, statement generation, and credit management, to optimize customer interactions and business operations.

Lesson 11: Navigating Checkbook Essentials in QuickBooks Online

Efficient management of your checkbook through QuickBooks can simplify paying bills and ensure accurate financial tracking. The lesson walks you through editing transactions, transferring funds, and handling NSF checks with ease.

Lesson 12: Step-by-Step Check Printing for Beginners

Begin your check-printing journey by securing a compatible printer and Intuit-approved checks for optimal results with QuickBooks Online Essentials. The lesson emphasizes meticulous alignment and setup for error-free printing.

Lesson 13: Streamlined Payroll Using QuickBooks Online

Handling payroll can be a daunting task, but QuickBooks offers a streamlined process to ease this burden. By following a detailed setup, businesses can efficiently manage and execute payroll operations without external help.

Lesson 14: Unlocking the Powers of QuickBooks Online Reports

QuickBooks Online Essentials offers a user-friendly system for handling business reports by organizing them into accessible categories. Customization options abound, allowing users to refine the appearance and details of reports to suit different audiences or requirements.

Lesson 15: Simplify Your Financial Management with QuickBooks

Batch Actions in QuickBooks enables simultaneous processing and categorization of multiple transactions, enhancing productivity. Easily manage bulk data by accepting, excluding, or categorizing transactions efficiently to keep financial records accurate.

In This Course

10 Hours average completion time
1.0 CEUs
15 Lessons
27 Exams & Assignments
16 Discussions
15 Videos
33 Reference Files
Mobile Friendly
Last Updated June 2021

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.

Skills You'll Develop

Invoice tracking and processing
Custom report generation
Vendor and customer management
Transaction tracking enhancement
Batch processing expertise
Efficient payroll handling
User and access control
Bill payment optimization
Checkbook management
Financial management proficiency

More About This Course

Streamlined Transaction Management: Simplify paying bills and writing checks.
Efficient Invoice Handling: Master creating and tracking invoices seamlessly.
Comprehensive Business Reporting: Customize and generate detailed reports.
User Management Proficiency: Control and manage users in QuickBooks.
Access Without Software: Learn via detailed instructions and screenshots.
Navigate QuickBooks Easily: Use accessible tabs for smooth operations.
Time-Saving Batch Actions: Process multiple transactions simultaneously.
Optimize Business Settings: Customize company settings for better management.
Enhance Payroll Efficiency: Streamline payroll processing for your business.
Explore Financial Concepts: Master basic accounting terms and applications.
Master Financial Tracking: Learn effective financial account management.

What You'll Achieve

Recognize and describe key accounting terms such as assets, liabilities, and owner's equity in the context of QuickBooks Online Essentials.
Demonstrate the ability to navigate QuickBooks Online Essentials by setting up a company profile and entering basic financial data.
Recognize and navigate the main tabs of QuickBooks Online Essentials, including Home, Customers, and Vendors, to effectively manage business tasks.
Create and manage customer invoices through the Customers tab in QuickBooks Online Essentials to ensure accurate tracking of business income.
Define the steps to add a new user to QuickBooks Online Essentials and specify their access rights within 10 minutes.
Demonstrate how to assign Company Administrator privileges to an existing user in QuickBooks Online Essentials in less than five minutes.
Recognize the importance of entering accurate company and legal names in QuickBooks Online Essentials for proper invoice and tax information management.
Demonstrate how to enter and save contact information, including addresses, emails, and phone numbers in QuickBooks Online Essentials, to ensure effective communication and compliance.
Recognize the customization options available for enhancing sales form effectiveness in QuickBooks Online Essentials.
Demonstrate the ability to configure billing terms, shipping details, and custom fields to align with business needs.
Demonstrate the ability to create and customize a Chart of Accounts in QuickBooks by adding, editing, and deleting accounts.
Describe the process of importing accounts into QuickBooks Online Essentials from an Excel or CSV file, ensuring proper account type and detail type selection.
Recognize the process for creating and importing product and service lists in QuickBooks Online Essentials.