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QuickBooks Online Edition: Basic

at Certstaffix Training - Burlington

Course Details
$450 4 seats left
Start Date:

Tue, Jan 28, 10:00am - 5:00pm

Next start dates (3)

67 S Bedford St Ste 400 W
Btwn Kimball Ave & Yankee Division Hwy
Burlington, Massachusetts 01803
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Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 3

What you'll learn in this quickbooks class:

Course Description:

Why not learn to use QBO® correctly from the beginning?

Enter your sales income from Customers, specific to your business’s daily workflow. Track your company’s Expenses. Run reports to understand your business’s growth.

You’ll also learn all the most common errors people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you’ll learn all the basics (and a lot of tips & tricks) that will allow you to get the most out of your QBO subscription.

Course Lessons:

Chapter 1: Why QuickBooks Online
Why is Bookkeeping Important?
Do You Need a Bookkeeper?
The Pareto Principle: The 80/20 Rule
The "Quick" in QuickBooks
3 essential actions to take at the end of each day
5 essential reports to review
Watch out for PEBCAKI

Chapter 2: Setting Up Your Company
What Version Should I Choose?
Should You Convert an Existing File or Start a New One?
Importing an Existing File
Starting from Scratch
Choosing a Start Date
Creating a New File
Account and Settings (Preferences)
Sales Expenses, and Payments Settings
Advanced Settings
Setting Up Users
Entering Open Transactions
Entering Historical Transactions

Chapter 3: Working with Lists
The Chart of Accounts
On Your Own!
The Balance Sheet: Assets, Liabilities, and Equity
Profit and Loss: Income and Expenses
Accounts Created Automatically
Modifying the Chart of Accounts
The Products and Services List
Creating a Service Item
Creating a Non-Inventory Product Item
Creating an Inventory Product Item
Creating a Bundle
Setting Up the Classes List

Chapter 4: Getting Around in QuickBooks Online
The Interface
The Home Page
Opening Multiple Windows
Keyboard Shortcuts
Moving Around Forms
Keyboard Commands
Entering Dates
Calculating Amounts
Drop-down Lists
Search for text on a page
Dynamic Buttons

Chapter 5: Customers
Sales & Customer Preferences
Adding Customers
Generic Customer Names
Using the Notepad
Merging Customers
Deleting and Inactivating Customers
Creating Sales Receipts
Creating Invoices
Receiving Payments
Creating Estimates
Taking Deposits on Work to Be Performed
QBO's Built-in Deposits Feature
Properly Managing Customer Deposits
Issuing Customer Credits
Applying Credits
Creating Customer Refunds
Bank Deposits and Undeposited Funds
PayPal and Square

Chapter 6: Vendors
Set Expenses Preferences
Billing and Expenses
Purchase Orders
Vendors and Payees
Adding a Vendor
Generic Vendors
Working with Vendors
Entering Bills
Paying Bills
Writing Checks
Creating a New Check
Using the Check Register
Printing Checks
Entering Credit Card Expenses
Recurring Bills and Expenses
Vendor Refunds
Crediting a Credit Card
Cash or Check Refunds
Issuing Vendor Credits
Applying Vendor Credits
What if you do not want to apply the Credit yet?

Chapter 7: Bank Accounts
Transferring Funds
Banking Feeds
Simple Expenses
Item Expenses
Assigning Expenses to Customers
Bank Feed Troubleshooting
Bank Reconciliation
Journal Entries
What are Journal Entries for?
How to Create a Journal Entry
How Do the Debits and Credit Columns Work?

Chapter 8: Reports
Profit and Loss Report
The Balance Sheet
Money Bars
Company Snapshot
Customizing Reports

Chapter 9: Tools
The Audit Log
Third-Party Apps
The PC and Mac App
The Smartphone App
Backing Up
Exporting Data
Leaving Feedback

Chapter 10: The Top 12 Mistakes People Make

Chapter 11:
QBO Training Resources

School Notes:
Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.

The classes are instructor-led live training you attend in a local classroom or from your home/office. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.

Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.

Still have questions? Ask the community.

Refund Policy
You can cancel or reschedule your registration without penalty or charge provided you give notice of 10 business days (M-F) or more days before the start of my class.

If you request to cancel or reschedule your registration 10 Business Days (M-F) or less days before the class start you will be charged 100% the course fee and will not be entitled to a refund. You have one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.

You cannot change your class location ten (10) Business days (M-F) or less before the class start because Certified Staffing Solutions has shipped training materials and provisioned resources. Location changes requested prior to that timeframe are subject to availability and may incur an additional charge.

Should Certified Staffing Solutions need to cancel your class due to insufficient enrollment, or postpone it due to events beyond their control, Certified Staffing Solutions will notify you as soon as possible. In such cases, you may reschedule to a future class date at no additional charge or receive a refund for any money on account relating to that registration.

Travel arrangements and costs are the sole responsibility of the student. Certified Staffing Solutions suggests obtaining refundable reservations. Certified Staffing Solutions classes are confirmed approximately 14 days before the start of the class. We cannot guarantee class commitments before that window of time. Certified Staffing Solutions will not be responsible for any cancellation costs incurred, including but not limited to, airline/mass transit tickets, hotel reservations and so on.


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Start Dates (4)
Start Date Time Teacher # Sessions Price
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450

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Questions & Answers (1)

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Question from Rosa S.
Hello, I have a laptop dell and I'm using QuickBooks online can I take this class?
Answer from Brenda L. CourseHorse StaffCourseHorse Staff
Hello, Rosa! Yes, you can. You only need a high-speed Internet to take this class online. Hope this helps!

Reviews of Classes at Certstaffix Training (27)

(27 Reviews)
QuickBooks Online Edition: Basic
Reviewed by Daniel L. on 11/2/2019
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School: Certstaffix Training

Certstaffix Training

Certified Staffing Solutions specializes in providing computer training and instructors nationwide. Our instructors are professional trainers and utilize hands-on exercises to reinforce lecture. Each averages more than 5 years delivering classes to business professionals.

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