Online Class: QuickBooks Online

Name: QuickBooks Online
Price: 95.00 USD

Embark on a digital accounting adventure with QuickBooks Online, where you'll master the art of streamlined accounting through 26 detailed modules. Utilizing this versatile tool's full range of features, you'll gain the skills to efficiently manage tasks from invoicing and payroll to budgeting and reporting.

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26

Lessons
28

Exams &
Assignments
2,195

Students
have taken this course
14

Hours
average time
1.4

CEUs

Course Description

Mastering QuickBooks Online: Your Gateway to Streamlined Accounting

Have you ever found yourself overwhelmed with the intricacies of accounting? Perhaps you've yearned for a tool that could magically simplify those complex ledgers and balance sheets? Dive into the world of QuickBooks Online, the ultimate digital genie for all your accounting needs, and let us be your guide through this transformative journey.

QuickBooks Online, heralded by Intuit, is not just an accounting tool; it's an ecosystem that breathes life into your business numbers. With its cloud-based prowess, gone are the days of manual entries and mounds of paperwork. Instead, embrace the era where tasks like invoicing, sales receipts, payroll, and high-level reporting are mere clicks away, all accessible right from the palm of your hand!

Our meticulously crafted 26-module curriculum ensures an immersive experience. We initiate your odyssey by introducing you to the expansive feature set and subscription tiers tailored to fit every business size and need. You'll then be acquainted with the intuitive user interface, ensuring a seamless transition for those migrating from other QuickBooks versions.

Let's delve deeper into the plethora of topics covered:

Foundational Knowledge: Unearth the magic behind the Chart of Accounts, Lists, and Items/Products/Services.
Financial Transactions: Master Expenses, Bills, Deposits, Credits, Invoices, and Payments like never before.
Efficiency Tools: Track Time, Mileage, and harness the power of customized Statements.
Money Management: Dive into the nuances of Money Collection, Bank Accounts, and Loans.
Holistic Payroll: Simplify employee compensations, bonuses, and more.
End-of-Year Mastery: Conquer year-end tasks with flair and precision.
Purchases & Taxation: Perfect the arts of Purchasing and Sales Tax management.
Planning Ahead: Unlock the secrets of Budgeting and futuristic financial planning.
In-depth Reporting: Generate insightful Reports, make informed decisions.
Business Proposals: Create compelling Estimates and manage Projects seamlessly.
Customization Galore: Personalize Forms and embrace the world of Online Banking.

By the culmination of this course, you won't just be a user of QuickBooks Online; you'll be its maestro. Whether you're an entrepreneur, a financial professional, or simply someone with a penchant for numbers, this course beckons you to embark on an unparalleled accounting adventure. Equip yourself with the armor of knowledge and tackle financial challenges head-on. It's time to turn those accounting blues into a symphony of success!

Courses Frequently Bought Together:

QuickBooks 101

Accounting & Bookkeeping 101 for Everyone

Accounts Payable Training

Completely Online
Self-Paced
Printable Lessons
Full HD Video
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly
Accredited CEUs

Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(2,316 votes)

Lesson 1. QuickBooks: Essentials of Online Accounting

Spanning from Simple Start to Advanced, QuickBooks Online's tiered subscriptions cater to varying business needs, offering features like bill management, inventory tracking, and detailed reports. The platform's core strength lies in its adaptability, serving freelancers and established companies alike. Additional lesson topics: Mastering QuickBooks : The ultimate guide to bookkeeping and QuickBooks Online Paperback; A Basic Introduction to QuickBooks Online 12 Total Points

Lesson 1 Video
Lesson discussions: Reasons for Taking this Course
Complete Assignment: Motives for Taking this Course
Assessment: Lesson 1 Exam

Lesson 2. Step-by-Step QuickBooks Online Setup

Choosing QuickBooks Online facilitates an effortless transition into structured bookkeeping, even accommodating prior desktop version users with streamlined data imports. This lesson outlines the steps to set up or modify a company account, demonstrating the program's robust capabilities and adaptability to various business needs. Additional lesson topics: Test drive sample company; Quickbooks Online website 10 Total Points

Lesson 2 Video
Assessment: Lesson 2 Exam

Lesson 3. Effortless QuickBooks Navigation: From Dashboard to Details

QuickBooks Online offers a dynamic navigational system that includes features like a customizable Dashboard, toggleable Navigation Pane, and a static Header for consistent top-level access. The responsive interface adjusts its layout to fit the device, facilitating smooth transitions between desktop and mobile users while maintaining functionality. Additional lesson topics: Navigating Quickbooks; QuickBooks Online Workflow and Advanced Navigation Shortcuts 10 Total Points

Lesson 3 Video
Assessment: Lesson 3 Exam

Lesson 4. Navigating Your Financial Backbone: The Chart of Accounts Explained

QuickBooks Online's Chart of Accounts acts as a centralized hub for tracking all company income, expenses, assets, and liabilities, ensuring financial accuracy for reports. Accessible through various navigation paths, it automatically generates based on company details and offers features for managing, reconciling, and editing account data. Additional lesson topics: Understanding the Chart of Accounts; How to set up the Chart of Accounts in QuickBooks Online 10 Total Points

Lesson 4 Video
Assessment: Lesson 4 Exam

Lesson 5. From Items to Income: Utilizing QuickBooks' Products and Services

Understanding and managing your inventory is crucial for business efficiency and financial planning, especially when using QuickBooks where items are referred to as Products and Services. This lesson guides you through accessing, organizing, adding, and importing these items, helping you maintain a streamlined inventory system. Additional lesson topics: How to set up products and services in QuickBooks Online; Creating Inventory Products; Setting a price for a Bundle 10 Total Points

Lesson 5 Video
Assessment: Lesson 5 Exam

Lesson 6. Efficient Handling of QuickBooks Transaction Lists

QuickBooks Online's diverse list options facilitate powerful management of financial data, encompassing features like scheduling recurring transactions and creating payment methods. By leveraging customizable form styles and organized attachments, businesses can enhance their branding and operational effectiveness seamlessly. Additional lesson topics: How to Schedule Recurring Transactions: Record, Edit, and Monitor; Import custom form styles for invoices or estimates; Move your lists to QuickBooks Online 10 Total Points

Lesson 6 Video
Assessment: Lesson 6 Exam

Lesson 7. Managing Vendor Payments and Expenses

This QuickBooks lesson emphasizes managing bills and expenses by recording transactions accurately to maintain precise vendor balances. Users learn to enter bills, categorize expenses, and choose payment methods, ensuring seamless bill payment and expense tracking. Additional lesson topics: Enter bills and record bill payments in QuickBooks Online; How to Pay Bills in QuickBooks Online; How to manage bills with QuickBooks Online 10 Total Points

Lesson 7 Video
Assessment: Lesson 7 Exam

Lesson 8. Deposit Mastery: A Step-by-Step Guide

By using QuickBooks Online's Undeposited Funds account, businesses can efficiently manage multiple customer payments before moving them to a bank deposit, helping to streamline financial reconciliation. The course also details creating credit memos, processing refunds, and managing delayed credits for future payments. Additional lesson topics: How to Record Manual Deposits: Trouble Recording Deposits In Quickbooks Online; How do I enter, deposit and apply a credit??; Record and make bank deposits in QuickBooks Online 11 Total Points

Lesson 8 Video
Assessment: Lesson 8 Exam

Lesson 9. Mastering Invoicing with QuickBooks: A Comprehensive Guide

Managing business finances requires efficient invoicing, and QuickBooks Online offers a user-friendly interface where businesses can generate, track, and manage invoices, ensuring a steady cash flow. The platform also supports customization of invoices, integration with payment methods, and options for recurring billing. Additional lesson topics: The Ultimate Guide to QuickBooks Online Invoicing; How to create an invoice in QuickBooks Online; How to Create and Send Invoices in QuickBooks Online 10 Total Points

Lesson 9 Video
Assessment: Lesson 9 Exam

Lesson 10. A Step-by-Step Guide to Recording Sales and Payments Using QuickBooks Online

Explore QuickBooks Online's intuitive payment management system, where navigating open invoices and processing payments are handled with ease, leading to accurate reconciliation. Gain insights into why the Undeposited Funds account plays a crucial role and effectively manage credits from customer overpayments. Additional lesson topics: How to Create Sales Receipts In Quickbooks; Record an invoice payment; View your QuickBooks Online payment history 9 Total Points

Lesson 10 Video
Assessment: Lesson 10 Exam

Lesson 11. Mastering Time and Mileage Management for Business Success

QuickBooks Online provides streamlined time and mileage tracking to enhance employee productivity and tax deduction accuracy. By utilizing both its native features and the integrated TSheets app, businesses can ensure thorough record-keeping and easy billable time management. Additional lesson topics: Automatically track mileage in QuickBooks Online; Mileage Tracking Feature Now Available in QuickBooks Online 10 Total Points

Lesson 11 Video
Assessment: Lesson 11 Exam

Lesson 12. Mastering Monthly Customer Statements

Statements serve as reminders for customers about their outstanding balances, typically sent monthly. They help businesses secure timely payments, especially crucial for managing overdue accounts. Additional lesson topics: How to collect outstanding payments: Best practices for small businesses; Create and send customer statements in QuickBooks Online; Track the status of your invoices in the QuickBooks Online app 10 Total Points

Lesson 12 Video
Assessment: Lesson 12 Exam

Lesson 13. Mastering the Art of Timely Invoice Collection

The lesson focuses on effective money collection from customers by utilizing QuickBooks Online’s advanced invoicing and payment tracking tools. Options like email invoicing, real-time mobile invoicing, late fee implementation, and add-on apps for collections empower businesses to streamline their accounts receivable process. Additional lesson topics: How to email or print multiple statements at one time? 9 Total Points

Lesson 13 Video
Assessment: Lesson 13 Exam

Lesson 14. Banking and Credit Card Management Essentials

Enhance your financial management skills with QuickBooks Online by learning how to create and organize bank and credit card accounts, enter starting balances, and perform reconciliations for transaction accuracy. The lesson also highlights how to inactivate and restore accounts when needed. Additional lesson topics: Can QuickBooks Have More Than One Bank Account?; Connect bank and credit card accounts to QuickBooks Online; How to connect your bank account and credit cards 10 Total Points

Lesson 14 Video
Assessment: Lesson 14 Exam

Lesson 15. The Art of Managing Loans in Business Ventures

QuickBooks Online provides robust tools for managing business liabilities, from recording loans to ensuring repayment accountability. In this lesson, you learn to establish liability accounts, track financial movements, and extend customer loans, enhancing business liquidity management. Additional lesson topics: Set up a loan in QuickBooks Online; New Liabilities Account; Loan Management 10 Total Points

Lesson 15 Video
Assessment: Lesson 15 Exam

Lesson 16. Streamlining Payroll Processes: A Comprehensive Guide

To manage payroll, QuickBooks provides different subscription levels with various features, from basic to advanced HR and tax support. This session reveals how businesses can seamlessly run payroll, configure preferences, and handle both employee and contractor payments. Additional lesson topics: How to turn on QuickBooks Payroll; Payroll accounting preferences 10 Total Points

Lesson 16 Video
Assessment: Lesson 16 Exam

Lesson 17. QuickBooks Journal Entries 101

QuickBooks Online offers journal entries as a sophisticated tool for users with accounting experience, enabling detailed financial corrections and asset depreciation tracking. The lesson emphasizes the roles of debits and credits in maintaining balanced financial records, providing practical examples and guidance. Additional lesson topics: Create a journal entry in QuickBooks Online; How to Record a Journal Entry in QuickBooks Online; A QuickBooks Refresher on Journal Entries 10 Total Points

Lesson 17 Video
Assessment: Lesson 17 Exam

Lesson 18. Mastering Year-End Accounting: Tasks and Strategies for a Seamless Transition

Effective year-end accounting requires confirming the fiscal start date and managing outstanding deposits and vendor accounts. Tasks such as reconciling, running reports, and ensuring accurate inventory are crucial for year-end financial accuracy and smooth book closures. Additional lesson topics: How do I make a journal entry for uncleared checks?; Undeposited Funds account 10 Total Points

Lesson 18 Video
Assessment: Lesson 18 Exam

Lesson 19. Preserving Your QuickBooks Online Data: Best Practices for Backup and Security

Streamlining backup processes in QuickBooks Online Advanced, including scheduling and storing on external platforms, fortifies data recovery options in case of data loss or corruption. Constant vigilance in cybersecurity, coupled with regular checks of the audit log, can preemptively address potential risks from malicious actors or internal mishandling. Additional lesson topics: Get Support for QuickBooks Online; Do I need to back up my data with QuickBooks Online? 10 Total Points

Lesson 19 Video
Assessment: Lesson 19 Exam

Lesson 20. Purchase Orders and Inventory: A Beginner's Guide

Through this lesson, users learn to create, process, and track purchase orders in QuickBooks Online, ensuring accurate alignment with shipments received. The lesson also covers manual adjustments for inventory counts and modifications to starting inventory values. Additional lesson topics: Create and send purchase orders in QuickBooks Online; How to Set Up and Track Inventory In QuickBooks Online; Inventory management tutorials 10 Total Points

Lesson 20 Video
Assessment: Lesson 20 Exam

Lesson 21. Understanding and Setting Up Sales Tax in QuickBooks Online

Managing sales tax has been made simpler with QuickBooks Online through straightforward setup and dynamic reporting features. Grasping how local, state, and federal taxes interact is crucial, and QuickBooks assists in adjusting for unique transactions like inter-state sales and exempt entities. Additional lesson topics: Sales tax in QuickBooks Online; Set up your sales tax; Applying Sales Tax to Transactions and Sales Forms 10 Total Points

Lesson 21 Video
Assessment: Lesson 21 Exam

Lesson 22. Establishing a Budget in QuickBooks

QuickBooks Online equips businesses with powerful budgeting tools, ensuring that anticipated financial outcomes align with actual performance. Through creating, editing, and running comprehensive budget reports, users gain valuable insights to refine financial strategies and achieve fiscal objectives efficiently. Additional lesson topics: Create and import budgets into QuickBooks Online; How to Prepare a Budget in QuickBooks Online 10 Total Points

Lesson 22 Video
Assessment: Lesson 22 Exam

Lesson 23. QuickBooks Online Reporting 101

QuickBooks Online offers versatile reporting tools that allow you to effortlessly monitor business performance and create professional management reports tailored for specific analyses. Learn to run, customize, and organize numerous reports to suit your business needs efficiently. Additional lesson topics: Run reports in QuickBooks Online; Customize reports 10 Total Points

Lesson 23 Video
Assessment: Lesson 23 Exam

Lesson 24. Understanding the Art of Estimating and Cost Tracking

Starting with the basics of estimates and their transformations into invoices or purchase orders, this lesson demonstrates the core features of QuickBooks Online for managing business finances. It further emphasizes time tracking and job costing to ensure projects remain profitable, exploring the Projects feature for organized financial oversight. Additional lesson topics: Create Estimates; How to Track Employee Time In Quickbooks 10 Total Points

Lesson 24 Video
Assessment: Lesson 24 Exam

Lesson 25. Unlocking the Power of Custom Forms in QuickBooks

QuickBooks Online offers tools for customizing the appearance of transaction forms to leave a lasting impression on customers. This lesson walks you through the process of altering design elements, adjusting content, and syncing custom template fields with QuickBooks data. Additional lesson topics: How to Create Custom Form Styles In Quickbooks; Customize invoices, estimates, and sales receipts in QuickBooks Online; How to Customize Invoices, Sales Receipts, and Estimates In Quickbooks Online 9 Total Points

Lesson 25 Video
Assessment: Lesson 25 Exam

Lesson 26. QuickBooks Connectivity: Instantly Syncing with Financial Accounts

The lesson details how linking your QuickBooks Online account to financial institutions eliminates wait times for transaction verification and introduces rule-based automation for categorization. It covers account creation, direct connections, and systematic management of transactions. 139 Total Points

Lesson 26 Video
Lesson discussions: End of Course Poll; Course Comments
Assessment: Lesson 26 Exam
Assessment: The Final Exam

389

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Describe QuickBooks Online is and how it differs from other QuickBooks products.
Demonstrate setting up QuickBooks Online and adding company users.
Demonstrate setting up accounting.
Determine creating lists.
Demonstrate creating transactions and entering data.
Demonstrate paying bills with QuickBooks Online.
Demonstrate collecting and tracking money from customers.
Demonstrate how to use the checkbook with QuickBooks Online Essentials.
Demonstrate printing checks and running payroll with QuickBooks online.
Demonstrate report creation and report printing.
Demonstrate using QuickBooks with online banking.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
Verify Your Certificate with a Unique Serial Number Online

View and Share Your Certificate Online or Download/Print as PDF
Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Course Title: QuickBooks Online

Course Number: 9770595

Lessons Rating: 4.33 / 5 Stars (2,316 votes)

Languages: English - United States, Canada and other English speaking countries

Availability: Enroll in this course from any U.S. state, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also accessible to learners in English-speaking countries such as the UK, Canada, Ireland, Australia, and South Africa.

Last Updated: June 2024

Course Type: Self-Paced, Online Class

CEU Value: 1.4 IACET CEUs (Continuing Education Units)

CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.

Assessment Method: Lesson assignments and review exams

Proctor: UniversalClass Instructional Team

Syllabus: View Syllabus

Course Fee: $95.00 (no CEU Certification) || with Online CEU Certification: $120.00

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Student Testimonials

"This QuickBooks Online course was very helpful and I hope to make full use of what each lesson has taught me. Thank you!" -- Jadah N.
"This course was very helpful because I never knew there was a QuickBooks online or even how to use it." -- Heather G.
"Great information!" -- Dawn M.
"The tests were most helpful...I really knew whether I understood the material." -- Victoria K.
"I found all aspects of this course extremely helpful." -- Kim W.