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In this 2-day instructor-led course, new QuickBooks learners will be introduced to Intuit’s cloud accounting software program, QuickBooks Online (QBO). Students will learn how to navigate the QBO interface. We cover basic accounting, how to set up a new company, how to customize the chart of accounts and products and services list. In addition, students will learn how to give other users, such as accountants access to their data. In the sales center chapter, students will learn how to invoice customers and stay on top of accounts receivable balances. In the vendor center chapter, students will learn how to enter bills and expenses from vendors as well as stay on top of the accounts payable balances. The final chapter in the textbook is a final project that encompasses the key topics covered in this course. Note: learners can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended. Participants may also want to consider "bundling" the QB202 Keep Going With QuickBooks Online course to to gain a deeper knowledge of QuickBooks.

What You'll Learn

  • Overview of QBO & Navigation Basics
  • Accounting Basics
  • Setting up A New Company File
  • Managing the Chart of Accounts List
  • Managing the Products and Services (Items) List
  • Adding and Managing Users
  • The Sales Center
  • The Vendor Center
  • 1099 Tracking and Reporting
  • Managing Bank and Credit Card Accounts
  • Creating Financial Statement Reports
  • Entering Historical Data and Opening Balances
  • Putting It All Together

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  • Course Number QB201
  • Course Length 2 days
  • Course Fee $750.00
  • Delivery Format vILT (Instructor Led; Virtual LIVE Online; Remote Training)
  • Course Topic Accounting
  • Vendor Intuit
  • Technology QuickBooks

Register for course: QB201

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