Course Code: 5648

Quickbooks Online - Introduction

Class Dates:
1 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities.
  • Audience
  • QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business' solution when it comes to bookkeeping and accounting.


  • Basic Finance Skills Helpful if know accounting and Bookkeeping

Course Details

  • You will learn how to
  • Create a coompany file
  • Navigate Quickbooks
  • Create a chart of Accounts
  • Add accounts to chart of Accounts
  • Setup Customers, Vendors and Products
  • Create and send invoices and sales receipts
  • Enter and pay bills
  • Track expenses and income
  • Manage Accounts Receivable
  • Manage Accounts Payable
  • Getting Started
  • Product Overview
  • Importing Data
  • Loggin In
  • Creating Separate User Profiles
  • Accounting Basics, Debits & Credits
  • Accounting Basics, Cash Basis vs Accrual Basis
  • Accounting Basics, Calendar vs Fiscal Year
  • Chart of Accounts
  • Navigating
  • Best Practices when Using QB Online
  • Company Home Page
  • Customer Center
  • Vendor Center
  • Transaction Tab
  • Quick Create
  • Using the Left Navigation Bar
  • Working with the Money Bar
  • Using the Top Navigation Bar
  • Accessing the Tools Menu
  • Monitoring the Activities Feed
  • Transactions Panel
  • Setting Up Your Company File
  • Starting from Scratch
  • Get Prepared
  • Get to Work
  • Enter Account Balances
  • Importing from Quickbooks Desktop
  • Importing QuickBooks Lists from Excel
  • Managing Users
  • Accountant Users
  • Create Non-Accountant Users
  • Setting Up Quickbooks Online Lists
  • Configuring an Effective Chart of Accounts
  • Using Naming Conventions, Use Account Numbers
  • Adding Products and Services
  • Setting Up Payment Methods and Terms
  • Creating Recurring Transactions (Essentials & Plus only)
  • Create a New Transaction
  • Working with Reminder List (Plus & Essentials Only)
  • Using Class Tracking (Plus only)
  • Det Class Tracking Options
  • Tracking by Location (Plus only)
  • Working in the Attachments Center (Plus only)
  • Configuring Customer-Related Preferences
  • Configuring Company Preferences for Customers
  • Setting the Sales Section Preferences
  • Customize Forms
  • Sales Forms Content
  • Products and Services
  • Messages
  • Online Delivery
  • Statements
  • Setting Sales Tax Options
  • Configuring Advanced Customer Options
  • Tracking Customers & Income
  • Understanding Accounts Receivable
  • Touring the Customers Center
  • The New Customer Button
  • The Money Bar
  • Customers List, Toolbar
  • Managing & Add Customers
  • Generate Customer Invoices
  • Receve Payments and Paypal Payments
  • Create Sales Receipts and Work with Estimates
  • Generate Credits and Refunds
  • Create Customer Statements
  • Customize Customer Transaction Forms
  • Managing Vendors & Expenses
  • Quickbooks Online Version Differences
  • Setting Vendor-Related Preferences
  • Advanced Settings
  • Expense Settings (Essentials and Plus only)
  • Navigating the Vendors Center
  • The Prepar 1099s Button (Plus only)
  • The New Vendor Button and the Money Bar
  • Vendors List, Toolbar
  • Working with Vendors and create new vendor
  • Managing Expenses and Bills, Track Expenses
  • Understand Accounts Payable (A/P)
  • Enter Bills (essentials & Plus only), Pay Bills , Track Debit Cards, Petty Cash
  • Banking with QuickBooks Online
  • Creating Bank Accounts
  • How to Enter Opening Balances the Right Way
  • Import Bank Account Data
  • Prevent other users from viewing/accessing bank accounts
  • Downloading Transactions
  • Update Account Information, Upload a Web Connect File
  • Match and Add Downloaded Transactions
  • Merging Existing Bank Accounts
  • Transferring Funds between Accounts
  • Write a check, Voiding Disbursements
  • Handling Bounced Checks
  • Reconciling Bank Accounts