QuickBooks Online Edition: Basic Course Outline | Certstaffix® Training


QuickBooks Online Edition: Basic Course


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QuickBooks Online Edition: Basic

by Certstaffix® Training

QuickBooks Training

Length: 1 day(s)      Public Class Price: $450/person (USD)      Group Class Price: Request Quote      Course Category: QuickBooks


QuickBooks Training
In this introductory QuickBooks online training to using QuickBooks Online, learn to use QBO® correctly from the beginning. Enter your sales income from Customers, specific to your business’s daily workflow. Track your company’s Expenses. Run reports to understand your business’s growth.

You’ll also learn all the most common errors people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you’ll learn all the basics in this QuickBooks course (and a lot of tips & tricks) that will allow you to get the most out of your QBO subscription.
Course Description: Print It | Download PDF | Email It

Certstaffix® Training public classes are instructor-led, live online training you attend from your location or our training labs. Our live online instructors teach you from a remote location while being able to interact with students as in a traditional classroom setting.

  • A real, live instructor teaching you from another location
  • Hands-on learning with the software/skills you are being taught
  • Interaction with all students in the class at other locations
  • Any needed software for class provided in online lab environment
  • Easy assistance from the instructor
  • Attend from your location or our training labs

 Register ➥   May 11, 2022     
 Register ➥   June 8, 2022     
 Register ➥   June 30, 2022     
 Register ➥   July 29, 2022     
 Register ➥   April 8, 2022     

Group Onsite Training
At Your Organization

OR

Private Online Training
Live Online Instruction

Have a group of several students needing the same training? Then onsite or private online group training is a perfect option for you. We'll either come onsite to your office or deliver a private live online class so you don't have to travel. You'll be able to fully customize a course to your needs. Lastly, you can save per student versus our public classes.


  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be fully customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)

QuickBooks Training Reviews by Certstaffix® Training

Certstaffix® Training collects detailed class reviews via a formal post-class evaluation in all our instructor-led courses. Below are a sample of abbreviated reviews from real students from our past classes. If you would like more reviews or ones with even further detail, please contact us and we would be happy to show you the high quality of our training services.


Certstaffix® Class Reviews

Student Average:
4.76 out of 5 from 124 students

4.96 out of 5

Was a wonderful experience... will be back...


- attended our QuickBooks Desktop Edition: Basic class

4.30 out of 5

Trainer Bill was very easy to follow. He was patient and responsive to every students' questions.


- attended our QuickBooks Desktop Edition: Advanced class

4.87 out of 5

This was a great course. I will help us a lot with our bookkeeping.Thanks!


- attended our QuickBooks Desktop Edition: Advanced class

4.67 out of 5

The staff was very friendly and knowledgeable about the area.


- attended our QuickBooks Online Edition class

5.00 out of 5

The instructor, Andrew Schwartz, was generous with his time and offered many helpful user tips that weren't in the materials. He regularly invited questions and gave students sufficient time to follow along using the sample site. He worked at a steady pace and never added unnecessary urgency making it seem like the material was easier to understand than it actually is.


- attended our QuickBooks Online Edition: Basic class

4.17 out of 5

The course and the instructor was good. The online portion of it needs to be improved. Too many glitches that wasted alot of time.


- attended our QuickBooks Desktop Edition: Advanced class

4.57 out of 5

The class moved fast but was very well organized; so it was not confusion. I wish that we had hands on opportunities for practice.


- attended our QuickBooks Online Edition: Basic class

4.06 out of 5

Thank you!


- attended our QuickBooks Online Edition class

4.99 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Advanced class

4.63 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Basic class



Q: Is QuickBooks Difficult to Learn?


A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes.


More Information on Learning QuickBooks


Q: How Do You Become a Professional Bookkeeper With QuickBooks Certification?


A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and training in software like QuickBooks can increase competency and lead to professional certification. National organizations and companies offer certification for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.


More Information on Becoming a QuickBooks Certified Bookkeeper.



Q: What Is QuickBooks Certification, and What Are the Requirements for it?


A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.


More Information on the Investment Needed to Get QuickBooks-Certified.


Q: Who Uses QuickBooks, and What Is it Used For?


A: QuickBooks is an essential piece of accounting software that is a favorite program of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.


More Information on What QuickBooks Is and How it Works


Q: What Is QuickBooks Pro, and How Does it Differ From QuickBooks Online?


A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.


More Information on What QuickBooks Pro Is All About


Q: How Hard Is it to Learn QuickBooks, and Where Can I Get Training?


A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the program that you intend to use in your office. While several free QuickBooks training resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these courses can be completed within a few days or less. When learning QuickBooks, you can bring a live instructor to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.


More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.



QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Related Certifications

QuickBooks Certified User Online Certification


Course Topics

Chapter 1: Why QuickBooks Online
Why is Bookkeeping Important?
Do You Need a Bookkeeper?
The Pareto Principle: The 80/20 Rule
The "Quick" in QuickBooks
3 essential actions to take at the end of each day
5 essential reports to review
Watch out for PEBCAKI

Chapter 2: Setting Up Your Company
What Version Should I Choose?
Should You Convert an Existing File or Start a New One?
Importing an Existing File
Starting from Scratch
Choosing a Start Date
Creating a New File
Account and Settings (Preferences)
Company
Sales Expenses, and Payments Settings
Advanced Settings
Setting Up Users
Entering Open Transactions
Entering Historical Transactions

Chapter 3: Working with Lists
The Chart of Accounts
On Your Own!
The Balance Sheet: Assets, Liabilities, and Equity
Profit and Loss: Income and Expenses
Accounts Created Automatically
Modifying the Chart of Accounts
The Products and Services List
Creating a Service Item
Creating a Non-Inventory Product Item
Creating an Inventory Product Item
Creating a Bundle
Setting Up the Classes List

Chapter 4: Getting Around in QuickBooks Online
The Interface
The Home Page
Opening Multiple Windows
Keyboard Shortcuts
Moving Around Forms
Keyboard Commands
Entering Dates
Calculating Amounts
Drop-down Lists
Search for text on a page
Dynamic Buttons

Chapter 5: Customers
Sales & Customer Preferences
Adding Customers
Generic Customer Names
Using the Notepad
Merging Customers
Deleting and Inactivating Customers
Creating Sales Receipts
Creating Invoices
Receiving Payments
Creating Estimates
Taking Deposits on Work to Be Performed
QBO's Built-in Deposits Feature
Properly Managing Customer Deposits
Issuing Customer Credits
Applying Credits
Creating Customer Refunds
Bank Deposits and Undeposited Funds
PayPal and Square

Chapter 6: Vendors
Set Expenses Preferences
Billing and Expenses
Purchase Orders
Vendors and Payees
Adding a Vendor
Generic Vendors
Working with Vendors
Entering Bills
Paying Bills
Writing Checks
Creating a New Check
Using the Check Register
Printing Checks
Entering Credit Card Expenses
Recurring Bills and Expenses
Vendor Refunds
Crediting a Credit Card
Cash or Check Refunds
Issuing Vendor Credits
Applying Vendor Credits
What if you do not want to apply the Credit yet?

Chapter 7: Bank Accounts
Transferring Funds
Banking Feeds
Simple Expenses
Item Expenses
Assigning Expenses to Customers
Deposits
Rules
Transfers
Bank Feed Troubleshooting
Bank Reconciliation
Journal Entries
What are Journal Entries for?
How to Create a Journal Entry
How Do the Debits and Credit Columns Work?

Chapter 8: Reports
Profit and Loss Report
The Balance Sheet
Money Bars
Company Snapshot
Customizing Reports

Chapter 9: Tools
The Audit Log
Third-Party Apps
The PC and Mac App
The Smartphone App
Backing Up
Exporting Data
Leaving Feedback

Chapter 10: The Top 12 Mistakes People Make

Chapter 11: QBO Training Resources
Course Description: Print It | Download PDF | Email It

QuickBooks Courses By City:

AL - Birmingham       GA - Augusta       NC - Greensboro       RI - Providence      
AL - Huntsville       GA - Columbus       NC - Raleigh       SC - Greenville      
AL - Mobile       GA - Savannah       NC - Winston-Salem       SC - Myrtle Beach      
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CA - Stockton       MA - Burlington       OH - Cincinnati       TX - Fort Worth      
CO - Boulder       MA - Springfield       OH - Columbus       TX - Houston      
CO - Colorado Springs       MA - Westborough       OH - Dayton       TX - Killeen      
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CT - New Haven       MD - Laurel       OK - Oklahoma City       TX - Lubbock      
CT - Stamford       ME - Portland       OK - Tulsa       TX - McAllen      
DE - Wilmington       MI - Ann Arbor       ON - Ottawa       TX - Midland      
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FL - Tallahassee       NB - Moncton       PA - Reading       WA - Spokane      
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FL - Winter Park       NC - Asheville       PA - York       WI - Madison      
GA - Atlanta       NC - Charlotte       QC - Montreal       WI - Milwaukee