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QuickBooks Online Part I (Online)

at Computer Training Source, Inc.

Learn how to navigate and utilize QuickBooks Online in this hands-on course at Computer Training Source, Inc. Discover practical techniques for entering and managing transactions, setting up inventory, and reconciling statements. Take your accounting skills to the next level with QuickBooks Online Part I.

Course Details
Price $425
Start Date

Wed, Mar 20, 9:00am - 4:00pm Central Time
Next start dates ( 1)

6 seats left Need more seats? See group options for 8+

Location Online Classroom
Important
Class Level Beginner
Age Requirements 18 and older
Average Class Size 10
System Requirements

You will need a reliable Internet connection as well as a computer or device with which you can access your virtual class. We recommend you arrive to class 5-10 minutes early to ensure you're able to set up your device and connection.

Class Delivery

This class will be held via Zoom unless otherwise specified.

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Start Dates (2)

Online Classroom
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$425
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Show all 2 sessions
  • Mon, Apr 01 at 6:30pm - 9:30pm
  • Wed, Apr 03 at 6:30pm - 9:30pm
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Class Description

Description

What you'll learn in this quickbooks class:

This class involves the practical use of QuickBooks Online with a mock company. The students will be introduced to the platform. Practice entering/editing/deleting bills, checks, invoices, and credit card transactions in realistic workflow scenarios. As well as setup Items/Services/Inventory, Purchase Orders, and Sales Tax. We will review basic reports. The students will also work on reconciling credit card and bank statements. Payroll is not included.

Class Outline

Dashboard

Getting Started

  • Review Platform
  • Company Settings
  • Manage Users
  • Chart of Accounts
  • Product & Services List
  • Reconcile
  • Audit Log

Add New Transaction

  • Invoices
  • Receive payment
  • Credit Memos
  • Sales Receipts
  • Bills / Pay Bills
  • Print Checks
  • Bank Deposits

Banking

Bank Rules

  • New Rule
  • Edit existing rules Update

Update

  • Review
  • In QuickBooks
  • Excluded

Batch Actions

  • All
  • Recognized

Sales

All Sales

  • New Transaction
  • Filter Functions

Invoices

  • New Invoices
  • Filter Functions

Sales – continued

Customers

  • New Customers
  • Filter Functions
  • Search function

Product and Services

  • New
  • Find / Filter Functions

Expenses

  • New Transactions
  • Print Checks
  • Filter / Find Functions
  • Vendors
  1. New Vendor
  2. Prepare 1099s
  3. Find / Filter Functions
  4. Edit Vendor Information
  5. Review Transactions for Vendor

Workers

  • Only if Payroll is purchased and setup

Reports

All

  • Favorites
  • Business Overview
  • Who owes you
  • Sales and Customers
  • What you owe
  • Expenses and Vendors
  • Employees
  • For My Accountant
  • Payroll

Custom Reports

Management Reports

Taxes

Accounting

My Accountant

Print Checks

Turn On Payroll


Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

  • In order to receive a refund less 5% cancellation fee for a one- or two-day class, you must notify us at least 5 business days in advance of the first class date of your intention to cancel.
  • To reschedule a class, notify us at least 5 business days in advance of the first class date.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.


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School: Computer Training Source, Inc.

Computer Training Source, Inc.

Since 1991 Computer Training Source, Inc. has offered computer software training classes for business and individuals. We have multiple convenient training centers in Chicago Illinois.

Training can be held at our training centers or at your location. We offer regularly scheduled classes as well as private...

Read more about Computer Training Source, Inc.

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