3 Hour Live Virtual Training on QuickBooks Online Beginner

About the Course:

Are you new to QuickBooks Online (QBO) and looking for a hands-on, guided introduction? Join our live 3-hour training designed for beginners who want to master the fundamentals of QBO quickly and effectively.

QuickBooks is the most popular software used in business. In this course, you will gain quick and easy training in QuickBooks Online.

What You’ll Learn:

• Getting Started: An overview of QBO and why it is important
• Navigating QuickBooks Online: Explore the QBO interface using a sample company to practice key features.
• Setting Up Your Business: An overview of what is available in company settings. A walkthrough of how forms and reports can be customized.
• Managing Transactions: Learn to record sales receipts, invoices, expenses, bank deposits, vendor payments, and payroll transactions. We will NOT use the QuickBooks payroll service but instead enter payroll transactions as if payroll is completed internally.
• Understanding Financial Reports: Generate Profit & Loss statements, balance sheets, and other reports to track business performance.
• Accrual vs. Cash Basis Accounting: Discover how QuickBooks allows reporting under different accounting methods to suit your business needs.

There is no need to have a QuickBooks Online account at the time of the webinar. Instead, we’ll use the Sample Company provided by QuickBooks to practice first before you buy.

This interactive session will walk you through real-world scenarios with step-by-step demonstrations, ensuring you leave with the confidence to start using QBO immediately.

Course Objective:

• Understand QuickBooks Online Basics - Navigate the QBO interface, and explore essential features using a sample company.
• Manage Financial Transactions - Record sales, invoices, expenses, vendor payments, bank deposits, and other transactions.
• Generate and Analyze Reports - Create financial reports, including Profit & Loss statements and balance sheets.

Who is the Target Audience?

• Small Business Owners & Entrepreneurs - Those looking to manage their own finances and gain confidence in using QuickBooks Online.
• Freelancers & Self-Employed Professionals - Individuals who need to track income, expenses, and invoices efficiently.
• Bookkeepers & Accounting Professionals - Beginners seeking a foundational understanding of QBO to support clients or employers.
• Office Managers & Administrative Staff - Employees responsible for handling financial transactions, payroll entries, and bookkeeping tasks.
• Students & Career Changers - Anyone interested in gaining practical QuickBooks skills for future career opportunities in accounting or finance.

Basic Knowledge:

• Beginner level, no previous knowledge of QuickBooks Online