Getting to Know QuickBooks® Online

Spend an hour getting to know QBO's interface, and what you'll have to do to maintain your business records.

4.50 (541 reviews)
Getting to Know QuickBooks®  Online
2 hours
Apr 2016
last update
regular price

What you will learn

Get around the QBO Interface

Use Keyboard Shortctus

Become familiar with QBO's Customer, Vendor, and Report Centers

Understand 3rd Party Plugin Apps

Submit suggestions to Intuit

Use QBO on a smartphone or tablet

Backup and Export Data

Understand a typical customer workflow

Know the traps some businesses fall into

Why take this course?

🎓 Course Title: Getting to Know QuickBooks® Online with Alicia Katz Pollock 🏢✨

Course Headline: Dive into the World of QBO – Master the Interface and Keep Your Business Records Organized in Just One Hour!

Course Description:

Are you ready to conquer QuickBooks Online (QBO)? Whether you're a small business owner or an aspiring accountant, this comprehensive 1-hour online course will set you on the path to financial mastery with QBO. Getting to Know QuickBooks® Online is the perfect starting point for anyone new to the platform, offering a user-friendly introduction to its powerful features and functions.

What You'll Learn:

  • QBO Interface Tour: Get oriented with the QBO dashboard, including the Sidebar, Gear icon, and Create buttons. Familiarize yourself with the layout and understand where to navigate for various tasks.

  • Daily Workflow Demonstration: Observe a typical day's workflow in QuickBooks Online to grasp the essential activities involved in managing your customers, income, and expenses.

  • Common Mistakes to Avoid: Learn about the frequent errors users make and how to steer clear of them to maintain accurate, reliable business records.

  • Expert Insights from a ProAdvisor: As a QuickBooks ProAdvisor and part of the Intuit Trainer/Writer Network, Alicia Katz Pollock brings years of experience in setting up and troubleshooting QuickBooks files, ensuring you receive expert guidance.

Key Course Highlights:

  • User-Friendly Interface: Navigate through the QBO interface with ease, understanding each component's purpose and functionality.

  • Real-World Examples: See a real daily workflow to understand how QBO can be utilized for your business needs.

  • Best Practices: Learn from the top mistakes and adopt best practices to avoid common pitfalls.

  • Foundation for Advanced Learning: This standalone module serves as an excellent introduction to more in-depth QuickBooks Online courses available.

Course Benefits:

  • Earn CPE Credit: Complete this course and earn 1 CPE Credit, enhancing your professional development.

  • Flexible Learning: Study at your own pace from the comfort of your home or office.

  • Interactive Experience: Engage with a course designed to cater to both visual learners and hands-on practitioners.

  • Access to Expertise: Benefit from Alicia's extensive knowledge and experience as she guides you through QBO.

Enroll now and start your journey to becoming QuickBooks proficient! 🚀 Don't let the complexities of financial software hold you back. With "Getting to Know QuickBooks® Online," you're taking the first step towards efficient record-keeping and financial management. Sign up today and transform the way you handle your business accounts! 🌟


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Our review

🌟 Overall Course Rating: 4.57/5

Review Summary

The course has received high praise for its comprehensive coverage of QuickBooks Online (QBO) fundamentals, with a focus on the "why" behind each function, which contributes to optimal learning. Many users find Alicia's presentation style impressive and detailed, making the content easy to follow, especially for beginners.

🏆 Pros

  • Informative Content: The course provides a great introduction to QBO, covering basics and advanced concepts effectively.
  • Clear Explanations: Alicia's explanations are clear and detailed, helping users understand the "why" behind each process in QBO.
  • Ease of Learning: The course is structured in a way that is easy to follow for those new to QBO.
  • Practical Application: The course is considered a valuable resource for referring back to at any time, as it covers practical aspects of using the software.
  • Comprehensive Overview: It serves as an excellent starting point for understanding and navigating QBO.
  • Resourceful: Additional resources are mentioned, providing alternative avenues for updates and added assistance with the software.

🤔 Cons

  • Outdated Content: Some users note that the course covers an older version of QBO, which may not align with the latest features or interface changes.
  • Skipped Sections: A significant concern is that a major section, creating the chart of accounts, was skipped, which is a crucial part of bookkeeping in QBO.
  • Repetition and Self-Promotion: There are instances where the same terms are explained repeatedly, and the inclusion of long guitar riffs and self-promotion could be seen as time-consuming and redundant.
  • Audio Issues: The volume levels, with music being too loud compared to the instructor's voice, can be distracting and may require adjustments.
  • Version Mismatch: Some tools used in the course, like the Tester QBO for a Landscaper, did not match the version the tutor was using, which could be confusing for users.
  • Need for Practical "How To's": While the course is informative, some users feel there is a need for more practical guidance on tasks such as reconciling banks or using specific features.
  • Transition Issues: Transitions to the next section sometimes lack clarity and could be improved for a smoother learning experience.

Additional Feedback

  • Certification Guide: The course guides users towards obtaining ProAdvisor Certification, which is beneficial for professional development.
  • User Experience: It is recommended that the course should interact with the QBO interface from the beginning to enhance user familiarity.
  • Version Updates: Regular updates to the course content, especially for the tester QBO version, would make the course more effective and helpful.
  • Engagement: Interactive elements or exercises could be added to improve engagement and reinforce learning.

In conclusion, the course is highly recommended for beginners looking to understand and use QuickBooks Online. However, users should be aware of the outdated content and some repetitive areas that may need attention. With these considerations in mind, the course remains a valuable tool for learning QBO, with room for improvement in keeping up with the latest software updates.



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