Bookkeeping Basics #4: QuickBooks Online/Certification Prep

Learn QBO for business use and QBO Certification Exam preparation

4.72 (533 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
3,262
students
8.5 hours
content
Sep 2023
last update
$94.99
regular price

What you will learn

Understand setup and operation of QuickBooks Online™ to be used in small business settings.

Feel prepared to pass the Intuit QuickBooks Online™ Certification exam

Manage daily, weekly, and monthly use of QBO systems

Complete 9 separate projects using the information learned in the course

Description

Course updated to match the latest QuickBooks Online upgrades - as of  12/2023

COURSE INCLUDES FREE ACCESS TO QUICKBOOKS ONLINE SOFTWARE

Focusing specifically on using QuickBooks Online, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.

Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit's Certification Exam and provide professional bookkeeping services for clients, or themselves.

Throughout the entire course, quizzes and actual working "homework assignments" are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.

Some of the many areas covered in the course include:

  • Starting off, students will first learn what QuickBooks actually is and how it works to record and store information.  This helps the user realize how to set up or restore data files with information.  From there, an entire section explains how to navigate to the different functions and tools within the program and what they are all used to accomplish.

  • Moving on, the next section of the course is devoted to the several options on how to record sales into the books.  Whether it's recording a cash sale and issuing a Sales Receipt, or it's creating and invoice and follow up account statements for customers purchasing on credit, each step in the individual processes are explained with examples shown.

  • Of course, there can't be sales and income, without there also being expenses so an entire section of the course is devoted to that process.  Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.

MANY other lessons are included such as:

  • How do you set up additional users and passwords?

  • How do QuickBooks backups work?

  • Can you still use a Journal Entry to record data?

  • And, most importantly, how do you actually get started using QB for your company.

Content

Project 1 - Introductions

Course Overview
Tips for the Experience
Intro - What is QBO?
Recording a Transaction
Sample Companies
Introduce Quizzes & Assignments
Help Functions and Advice
Before We Go Any Further
Quiz - Project 1

Project 2 - QBO Setup

Navigating QB - Part 1
Navigating QB - Part 2
Setting Up QBO and Changing Basic Settings
Customizing QBO
Setting Up Users Access
Connecting Financial Accounts to QBO
Bank Rules
Connecting Apps
Quiz - Project 2

Project 3 - List Management

Introduction to Lists
Chart of Accounts / Adding a New List Entry
Editing List Entries
Removing and Merging List Entries
Importing Lists
Quiz - Project 3

Project 4 - Sales/Money In

Item List for Sales
Customer List
Undeposited Funds
Recording Sales/Revenue - Part 1
Recording Sales/Revenue - Part 2
Customer Credit Memos and Refunds
Estimates, Delayed Charges, etc.
Customer Discounts
Quiz - Project 4

Project 5 - Purchases/Money Out

Item List for Purchases
Vendor List
Entering Purchase Orders
Receiving Purchase Orders
Entering and Paying Bills (A/P)
Recording Checks
Recording Card and Electronic Purchases
Vendor/Supplier Credits
Billable Expenses
Quiz - Project 5

Project 6 - Basic Accounting

Financial Statements and Cash versus Accrual
Balance Sheet
Profit & Loss
Journal Entry
COA Numbers
Closing Date
Transaction Reports/Ledger
Quiz - Project 6

Project 7 - Reports

Customizing Reports
Customer Reports
Vendor Reports
A/R and A/P Aging Reports
Automatically Email Reports
Exporting and Importing with Excel
Quiz - Project 7

Project 8 - Customization / Saving Time

Time-saving Benefits of QBO
Multiple Locations
Classes
Customizing Forms - Part 1
Customizing Forms - Part 2
Recurring Transactions
Keyboard Shortcuts
Managing Receipts - Part 1
Managing Receipts - Part 2
Quiz - Project 8

Project 9 - References Section

Reconciling Accounts - Part 1
Reconciling Accounts - Part 2
1099 Setup
Void versus Delete
Junk Drawer
Purging Company Data
Audit Log
Quiz - Project 9

Screenshots

Bookkeeping Basics #4: QuickBooks Online/Certification Prep - Screenshot_01Bookkeeping Basics #4: QuickBooks Online/Certification Prep - Screenshot_02Bookkeeping Basics #4: QuickBooks Online/Certification Prep - Screenshot_03Bookkeeping Basics #4: QuickBooks Online/Certification Prep - Screenshot_04

Reviews

Kathi
October 5, 2023
I like how planned the lessons are and broken down into smaller bites to understand. I've been working with QB for a while, and I am missing the last elements I need for the exam. I can't wait to fill in the gaps.
Sharlene
August 2, 2023
This course, and the instructor Ron, were exactly what I was looking for. I had a self-taught messy understanding of Quickbooks but Ron's instruction was excellent and I now feel I have a great foundation to use this programme! Thank you!
Diane
July 25, 2023
Need more info regarding what we need to get started. Example do we need to have QBO program already installed.
Tina
July 18, 2023
I like the course but the "Getting things done" screen is different from the intuit test drive that I have been given to use. Unfortunately, I ended up with a lower score on my Project 1 quiz.
Rose
July 18, 2023
I found the information very straight forward. I think it would be great if the included a final test as a way of checking how much information you have retained.
Kristin
July 13, 2023
This is really good. I get so much info that I can stash away for the future, things I have wanted in the past are available and super handy! Thank you
Elizabeth
June 19, 2023
I think more hands on experience would be more helpful like other courses I have seen. I feel a little lost when we get to the homework section.
Nancy
May 24, 2023
Great course, was helpful, and a great teacher. I can't wait to build upon what Ron has helped convey and taught.
Theresia
May 23, 2023
Yes, a very good match. I am. loving it. Always thought it was so difficult Very good information, everything is getting clearer and clearer. , but very tiring
Stefanie
May 10, 2023
Thank you for this Course I have a better understanding of QuickBooks Online and I feel I'm prepared for my certification to start a bookkeeping Job.
Steve
May 1, 2023
I really like the way the instructor is teaching so far. Very helpful and precise. It's obvious to me that this instructor is not only very about the subject, but has much experience, teaching as well.
Katherine
April 17, 2023
Thorough information, pertinent information, and I like the hands on practice, it helps me get familiar with where to find certain list.
Ken
January 24, 2023
Perhaps the course is outstanding, but I am confused/don't understand the mechanics of how to do the things the instructor is requiring. Unfortunately, I'm past the 30 day point, so I can't get a refund.
Seth
January 23, 2023
I like learning it I think I learned a lot; although, I think there could be more homework in order to like really get it into my head. Also some of the instructions were not exactly clear. I feel like though I am not retaining as much as i'd like 3 homework assignments would be great.
Jessica
January 8, 2023
I have taken several courses and watched endless youtube videos and this guy is the easiest by far to learn from to me! Thank you for speaking in terms I can understand!

Coupons

DateDiscountStatus
12/9/2023100% OFF
expired

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4709360
udemy ID
5/29/2022
course created date
10/20/2022
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