QuickBooks Online Bootcamp – Beginner to Advanced

Introducing our comprehensive QuickBooks Online and QuickBooks Online Advanced 8-hour, 2-Day Class! Designed with efficiency and exam success in mind.
Duration: 2 Days
Hours: 8 Hours
Training Level: All Level
Batch Eleven
Thursday, July 11, 2024
11:00 AM - 03:00 PM (Eastern Time)
Batch Twelve
Thursday, August 08, 2024
11:00 AM - 03:00 PM (Eastern Time)
Batch Thirteen
Thursday, September 12, 2024
11:00 AM - 03:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

During this intensive training, our expert instructor will lead participants through a carefully curated curriculum, ensuring a solid understanding of QuickBooks Online & QuickBooks Online Advanced, the widely-used cloud-based accounting software. Moreover, participants will delve into the advanced features and functionalities of QuickBooks Online Advanced, empowering them to handle complex accounting tasks with ease.The course covers all the essential topics necessary for success on the exam, leaving no stone unturned. From setting up a company file and managing financial transactions to generating reports and reconciling accounts, every critical aspect of QuickBooks will be thoroughly explored.

Course Objective:

  • Upon completion of the QuickBooks Online and QuickBooks Online Advanced class, students will be exam ready and able to demonstrate proficiency in the basic and advanced features and functionalities of QuickBooks Online.

Who is the Target Audience?

  • Beginners to intermediate accounting professionals, businesses professionals wanting to convert from QB desktop to QB Online, business owners wanting to start a business

Basic Knowledge:

  • Basic Computers Skills, Ideal for all levels of learners, from beginners to advanced.

Curriculum
Total Duration: 8 Hours
Day 1

  • Onboarding a new client  
  • How to give an accountant view-only access  
  • Identifying the right QBO subscription for you or your client  
  • QuickBooks Time  
  • QuickBooks Payroll  
  • Chart of Accounts – (Creating, Merging, Sub-Accounts, Inactivating/Reactivating)  
  • Account Numbers  
  • Importing Products & Services, Customers and Vendors  
  • Users – (Adding, Managing, Levels of Access)  
  • Customizing Sales Forms & Templates  
  • Statements  
  • Estimates and Purchase Orders  
  • Credit Memos & Vendor Credits  
  • QuickBooks Payments  
  • Sales Tax  
  • Bill Pay  
  • Receipts & Bills  
  • Link Bank and Credit Accounts & Managing Bank Feed  
  • Bank Rules & Tags  
  • Recurring Transactions  
  • Undeposited Funds  
  • Journal Entries  
  • Transfers  
  • Reconciling Accounts  
  • Reporting  
  • Troubleshooting issues with common Workflows  
  • Client’s Menu, Team Menu, & Work Menu  
  • Books Review Center  
  • Closing the Books  
  • Reclassifying Transaction Tool  

Day 2

  • Sources & Targets  
  • Transaction Journal  
  • Class & Location Tracking  
  • Creating Sub-Accounts  
  • Job Costing  
  • Projects  
  • Billable Charges – Billable Expenses, Billable Time, Delayed Charges  
  • Progress Invoicing  
  • Price Rules  
  • Budgets  
  • Reporting & Performance Center  
  • Inventory Management  
  • (Advanced) Sales Tax Setup  
  • Daily Sales Summaries  
  • Zero Dollar Sales  
  • Bounced Checks and Insufficient Funds  
  • Pre-Payments and Retainers