- Getting Started
- Introduciton
QuickBooks Online for Business: From Setup to Tax Reporting
Quick Facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course overview
QuickBooks is a comprehensive accounting and financial management suite that includes bookkeeping, stock control, payroll, tax preparation, invoicing, account bank monitoring and reconciliation, budgeting, transaction processing, and accounts receivable and payable management solutions. Alicia Katz Pollock - QuickBooks ProAdvisor & Instructor developed the QuickBooks Online for Business: From Setup to Tax Reporting certification course, which is available on Udemy.
QuickBooks Online for Business: From Setup to Tax Reporting online training is aimed at learners who want to gain solid business understanding to succeed in maintaining their company's financial accounts by gaining knowledge of the proper way to enter their company's financial transaction records in QuickBooks Online. QuickBooks Online for Business: From Setup to Tax Reporting online course discusses topics like bank reconciliation, bank feed, sales tax, account chart, balance sheet, inventory, and barter trade as well as will learn how to generate reports to comprehend their business's growth.
The highlights
- Certificate of completion
- Self-paced course
- 9 hours of pre-recorded video content
- Learning resources
Program offerings
- Online course
- Learning resources
- 30-day money-back guarantee
- Unlimited access
- Accessible on mobile devices and tv
Course and certificate fees
Fees information
certificate availability
Yes
certificate providing authority
Udemy
Who it is for
What you will learn
After completing the QuickBooks Online for Business: From Setup to Tax Reporting certification, learners will acquire a practical understanding of the functionalities of QuickBooks Online for business processes and accounting beginning from setup to taxation. Learners will explore the strategies involved with tax reporting, bank reconciliation, and bank feed. Learners will study concepts involved with account charts, balance sheets, profit, loss, payments, deposits, invoices, bills, credit cards, profit, loss, vendors, customers, and sales tax. Learners will also study methodologies involved with tracking transactions, tracking inventory, tracking barter trades, and more.
The syllabus
Introduction
Setting Up QBO
- Choosing Your Version of QBO
- Choosing a Start Date
- Creating a New Company
- Starting from Scratch
- Importing from Desktop
- Welcome Screen & Company Settings
- User Accounts
- Sales Tax
- Customizing Invoices & Sales Receipts
- Merchant Services
- Payroll and Timesheets
- Setting Up QBO
Creating a Chart of Accounts
- What is the Chart of Accounts?
- Bank Accounts
- Credit Card Accounts
- AR & AP
- Assets
- Liabilities & Undeposited Funds
- Owner's Equity
- Income Accounts
- Cost of Goods
- Expense Accounts
- Other Income and Other Expense
- Creating Accounts on the Fly
- Deleting and Merging Accounts
- Account Numbering
- Creating a Chart of Accounts
Working with Lists
- Payment Methods
- Terms
- Attachments
- Classes
- Locations
- Working with Lists
Defining Products and Services
- Overview
- Services
- Products
- Setting Up Inventory
- Defining Products and Services
Using the Interface
- Tour
- Transactions Screen
- Dynamic Buttons
- Keyboard Shortcuts
- QuickBooks Labs
- Using the Interface
Working with Customers
- Working with the Customer Center
- Sales Settings
- Adding New Customers
- Generic Customers
- Inactivating/Deleting Customers
- Merging Customers
- Working with Customers: Part 1 (a-f)
- Sales Receipts
- Invoices
- Receive Payments
- Overpayment
- Refunds
- Credit Memos
- Estimates
- Taking Deposits
- Bank Deposits
- Bartering
- Working with Customers: Part 2 (g-p)
Working with Vendors
- Working with the Vendor Center
- Accounts Payable Settings
- Adding New Vendors
- Cleaning Up the Vendor List
- Creating and Paying Bills
- Writing Checks
- Printing Checks
- Using Credit Cards
- Vendor Credits
- Marking Expenses as Billable
- Working with Vendors
Running Reports
- Which Reports are Available in Each QBO Version
- Reports Center
- Your Profit & Loss Report
- The Balance Sheet Report
- Company Snapshot
- The Scorecard
- Sales Reports
- Review Expenses Reports
- Accounts Receivable Reports
- Accounts Payable Reports
- Customized Reports
- Running Reports
Doing Your Banking
- Journal Entries
- Transfers
- Reconciling
- Bank Feed - Importing Transactions
- Bank Feed - Tips and Troubleshooting
- Bank Feed - Matching Deposits, Loans, and Transfers
- Recurring Transactions
- Doing Your Banking
Special Topics
- Providing Feedback to Intuit
- Apps to Extend QBO Abilities
- Backing Up & Exporting Data
- Using on a Smartphone or Tablet
- Customer Workflow Summary
- Daily Bookkeeping
- Top 10 Mistakes People Make
- Special Topics