QuickBooks Online Edition: Basic Course

QuickBooks TrainingQuickBooks Online Edition: Basic

by Certstaffix® Training

Length: 1 day(s)      Public Class Price: $450/person (USD)      Group Onsite 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

  Group Classes for Organizations - Onsite at Your Office How It Works

Have a group of employees needing the same training? Onsite training at your office is a great solution.  

  • An expert Instructor will come to your office
  • Course can be customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session

  Public Corporate Classes - Live Online: Our Location or Yours How It Works

Certstaffix® Training public classes are instructor-led, live online training you attend in a local computer lab or from your home/office. 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 you are being taught
  • Interaction with all students in the class at other locations
  • Easy assistance from the instructor

Click a class date below to register & view location/attendance options. You must register at least 15 days before class.

 Register ➥   June 25, 2020     
 Register ➥   June 3, 2020     
 Register ➥   July 16, 2020     
 Register ➥   April 2, 2020     
 Register ➥   May 11, 2020     

  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

Public Class Format

Certstaffix® Training public classes are instructor-led live online training you attend either from your home/work location or in one of our computer labs. Our live online instructors teach you from a remote location while being able to interact with you like in a traditional classroom.


Quality Instructors

Our instructors have many years of experience teaching adult learners in person and online.

Complete Lab Environment

Access to software required is provided in a lab environment during class.

Hands-on Learning

Most classes are not all lecture - you can learn by actually doing.


Small Classes

You get more attention from the instructor and classes flow more smoothly.

Post-Class Lab Access*

Access practice lab environment for 180 days after most classes*.


Low Cancellation Rate

Most classes run as scheduled.



*These courses do not have post-class lab environment access: Adobe, Salesforce, QuickBooks Online Edition, Google, HTML, WordPress, ITIL, Six Sigma, CompTIA, Project Management, SEO, Social Media.


Group Training

Have a group of several students needing the same training? Then onsite training is a perfect option for you. We'll come onsite to your office 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.

How Onsite Training Works

  • An expert Instructor will come to your office and personally train the students
  • Course can be fully customized to your training needs
  • Each student receives a Course Manual with Practice Files (Materials provided before the class date)
  • If a course has a hands‐on lab, we provide access to the configured course software and files.
    (Requires a high‐speed internet connection and certain open ports on your firewall. You can perform a Connection Assessment Test here)
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session
  • Training is completed in a convenient session(s) of your choosing
  • Two 15 minute breaks and one hour long break for lunch daily

Request a Free Quote

QuickBooks Online Edition: Basic Class Reviews

Here are a sample of QuickBooks class reviews from past students that have attended our QuickBooks training courses.



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.


Certstaffix® Class Reviews

Student Average:
4.73 out of 5 from 55 students

4.67 out of 5

The staff was very friendly and knowledgeable about the area.


- attended our QuickBooks Online Edition 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

5.00 out of 5

Nothing...it was quite perfect!


- attended our QuickBooks Online Edition class

4.61 out of 5

Many Aha moments . Cant wait to apply it when i get back to work


- attended our QuickBooks Desktop Edition: Basic class

4.82 out of 5

It was a great course, a little long because i'm impatient but great course.


- attended our QuickBooks Online Edition class

4.52 out of 5

I would have liked to see discrepancy scenarios and manners of handling those discrepancies to help us learn how to correct mistakes we make when crossing over from QB Desktop to QBO.


- attended our QuickBooks Online Edition: Basic class

4.94 out of 5

I thought it was really nice to have an instructor be able to explain everything to us while she wasn't even in the room. I thoroughly enjoyed it and would love to take a class like this again!


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.61 out of 5

I thought it was great that Bill took the time to explain my specific question. He actually cares if you learn Bill was great!


- attended our QuickBooks Desktop Edition: Advanced class

4.72 out of 5

I just want to say one more time how efficient and helpful the instructor was during this course


- attended our QuickBooks Desktop Edition: Basic class

4.77 out of 5

Great instructor!


- attended our QuickBooks Desktop Edition: Advanced class

4.88 out of 5

First time taking course with this format. Was surprised how well the learning experience was


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5

Excellent course! Bill did an excellent presentation!


- attended our QuickBooks Online Edition class

4.78 out of 5

Bill’s one of the best instructors I have had. He’s excellent and makes quick books easy to understand. He had all the answers and he was long on patience. Thanks for all the knowledge you imparted Bill. Have a great 4th of July.


- attended our QuickBooks Desktop Edition: Advanced class

4.41 out of 5

Bill was very easy to follow and kept a good pace with the course. I look forward to future trainings.


- attended our QuickBooks Pro 2015/16 - Level 2 class

4.88 out of 5

Bill is very thorough. He was very polite with every question and interruption. I learned so mcuh. Thanks.


- attended our QuickBooks Pro 2015/16 - Level 1 class

4.72 out of 5

Bill is very good at what he does, he is very patient and knowledgeable. His pace is right on point, stays on time but doesn't leave anyone behind. Highly recommend!


- attended our QuickBooks Online Edition: Basic class

4.87 out of 5

Bill is the best ! thanks a lot !


- attended our QuickBooks Desktop Edition: Advanced class

4.55 out of 5

Bill did an awesome job! He was very clear and went over everything perfectly. He even cracked a few jokes to lighten the load. Bill was able to explain the process in an easily understandable way.


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Online Edition: Basic class

4.57 out of 5


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.55 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.51 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.62 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.53 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.82 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.12 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.12 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.18 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our QuickBooks Pro 2015/16 - Level 1 class

4.88 out of 5


- attended our QuickBooks Pro 2015/16 - Level 2 class

5.00 out of 5


- attended our QuickBooks Pro 2015/16 - Level 2 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.35 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.35 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.71 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.76 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class



Please contact us if we do not yet have any reviews or you would like more.

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