Course Description
The "QuickBooks Online 2020 Course" is a specialized training program designed to teach individuals or professionals how to effectively use QuickBooks Online, a cloud-based accounting software developed by Intuit. Small to medium-sized businesses widely use QuickBooks Online courses, which offer a range of financial management features. Here's a comprehensive overview of what you can expect from such a course:
- Course Overview:
- Getting Started:
Setting Up Your Company: Participants will learn how to create and configure their company's profile within QuickBooks Online, including adding business details, setting up tax preferences, and creating a chart of accounts.
- Financial Management:
- Advanced Features:
Advanced Transaction Handling: The course may delve into more complex transactions such as handling sales tax, creating journal entries, and dealing with foreign currency.
- Financial Reporting:
- Inventory Management:
Inventory Tracking: For businesses with inventory, the course may include lessons on how to set up and manage inventory items, track stock levels, and perform inventory reconciliations.
- Payroll Management:
- Integration and Add-Ons:
Connecting Third-Party Apps: Some courses cover integrating QuickBooks Online with other business software and add-ons to enhance functionality, such as e-commerce platforms or time-tracking tools.
- User Management and Security:
- Mobile Access:
Using the Mobile App: Participants may explore how to use the QuickBooks Online mobile app to access financial data and perform tasks on the go.
- Certification Preparation:
- Practical Exercises:
Hands-On Practice: We may include practical exercises and real-world scenarios to allow participants to apply what they've learned and gain hands-on experience.
Duration and Delivery: The duration of a QuickBooks Online 2020 Course can vary, typically ranging from a few days to several weeks. Instructors may offer courses in traditional classroom settings, virtually, or through self-paced online modules.
Target Audience: This course is ideal for business owners, accountants, bookkeepers, and anyone responsible for financial management in small to medium-sized businesses.
By completing the QuickBooks Online 2020 Course, individuals can become proficient in using QuickBooks Online for efficient financial management, accurate record-keeping, and streamlined business operations. This knowledge is invaluable for businesses looking to optimize their financial processes and maintain accurate financial records.
Proudly Display Your Achievement
Upon completion of your training, you will receive a personalized certificate of completion to help validate your new skills.
Step-by-Step Courses List
Module 1: Setup and Maintenance
- Course Intro
- Knowing Which Account is Right for You
- Getting Started
- User SetupAccess Rights
- User Setup Completion
- Adding Employees to PayrollInviting your Accountant
- Dashboard and 3 Ways to Navigate QBO
- Commonly Used Forms
- Module 1 Summary
Module 2: List Management
- Defining Lists
- Importing Lists
- Employee vs 1099
- Adding and Removing Entries
- Updating Entries
- Editing and Managing List Elements
- Merging Items (entries)
- Form Requirements
- Module 2 Summary
Module 3: Sales (Money-in)
- Product and Service Setup
- Customer Setup Demo
- Invoicing Workflows
- Tracking Audit History Demo
- Customer Statements
- Recording Sales
- Sales Receipt Workflow
- Undeposited Funds Account
- Accounts Receivable Impact
- Impact of Connecting Your Back Account to QBO
- Billable Expense Invoicing
- Recording a Customer Credit
- Delayed Charges
- Estimates
- Module 3 Summary
Module 4: Purchases (Money-out)
- Product and Service Setup on Purchase Forms
- Vendor Setup
- Purchase Order Transactions
- Entering and Paying Bills
- Recording Checks
- Recording Credit and Debit Card Transactions
- Recording Vendor Credits
- Voiding vs Deleting Checks
- Recording EFT’s, Online Payments, Wire Transfers
- Vendor Page and Report Insights
- Module 4 Summary
Module 5: Accounting
- Basic Financial Statements
- Financial Statements Expanded
- Cash and Accrual Accounting Reporting
- Difference Between Cash and Accrual Reporting
- Setting a Closing Date
- Balancing Your Books aka Reconciling Demo
- Journal Entries
- Audit Log Insights
- Project Profitability Demo
- Module 5 Summary
Module 6: Reports
- Customized Reports
- Commonly Used Reports Demo
- Setup Automatic Report Emails
- Collapse and Expand Report Function
- Exporting and Importing Reports
- Module 6 Summary
Module 7: Customizations and Time Savers
- Tracking Income and Expenses for Multiple Locations
- Organizing your Chart of Accounts
- Custom Fields on Invoices
- Recurring Transactions
- 4Customizing a Sales Forms
- 4Keyboard Shortcuts
- 4QBO Mobile App Preview
- 4Connecting Third Party Apps to QBO
- 4Module 7 Summary
Module 8: Extra
- Common Mistakes QBO Users Make
- Final Note on Bookkeeping Best Practices
- Why QBO is Awesome
- Course Outro
- Defining Terms and Sample Quiz Questions
Reviews
You must be logged in to post a review.
What is Included
-
Professional Certification
Exam-focused prep and certification guidance aligned to your learning path.
-
ATS-Optimized Resume
Build a resume that highlights your new skills for recruiters and hiring systems.
-
Mock Interviews
Practice real interview scenarios with structured feedback from career coaches.
-
LinkedIn Optimization
Polish your profile so employers discover your credentials and achievements.
-
Job Placement Support
Career guidance and placement resources on eligible programs.
-
Practical Labs
Hands-on labs and exercises to reinforce concepts from your courses.
Excellent course — made managing business finances in QuickBooks very easy.
Excellent course — made managing business finances in QuickBooks very easy.
Loved the step-by-step tutorials on invoicing and reporting.
Loved the step-by-step tutorials on invoicing and reporting.
The course gave me confidence in using QuickBooks for client management.
Loved the step-by-step tutorials on invoicing and reporting.
Excellent course — made managing business finances in QuickBooks very easy.