QuickBooks Online Training Course

QuickBooks is the UK's number 1 cloud accounting and book-keeping software for small and medium sized businesses. It is easy to use and gives you much-needed control over your business finances.

This is a must-do course for anyone wanting to enhance their career in accounts in roles such as Accounts Assistant, Finance Assistant, and Bookkeeper. It would also benefit business owners who manage their own financial records.

Getting to grips with QuickBooks Online will help you impress potential employers, and you’ll have skills that are immediately applicable to the workplace.

Certificate of completion

Digital certificate - Included

This in-depth QuickBooks online training course will teach learners how to use QuickBooks Online 2020 effectively.

After taking this course, you will be able to confidently provide support to various types of clients like small businesses and enable them to properly implement QuickBooks Online. This course will focus primarily on the use and implementation of QBO (QuickBooks Online). This includes everything from the setup and maintenance of client accounts to managing lists and reports. You will also be exposed to basic accounting principles, relevant financial documents, and common errors QBO users typically make.

This QuickBooks course is organised into the following modules:

Module 1: Setup and Maintenance

• Course Intro
• Knowing Which Account is Right for You
• Getting Started
• User Setup
• Access Rights
• User Setup Completion
• Adding Employees to Payroll
• Inviting 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 EFT’s, Online Payments, Wire Transfers
• Recording Vendor Credits
• Voiding vs Deleting Checks
• 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

Course Duration:

You will have 12 Months access to your online study platform from the date you purchased the course. The course is self-paced so you decide how fast or slow the training goes. You can complete the course in stages revisiting the training at any time.

Course Assessment:

At the end of the course learners will also take an online multiple choice questions assessment test. This online multiple choice questions test is marked automatically so you will receive an instant grade and know whether you have passed the course.

Certification of Completion

Successful candidates will be awarded a certificate of completion.

Why choose My Training Academy?

• High quality online course materials and mock exams.
• Tutorials/materials from leading industry experts.
• Access step-by-step tutorial videos to help you prepare for your final certification exam.
• 24/7 access to our online Learning Portal.
• 0% interest free monthly payment options.
• Access your course on Mobile, Tablet or Desktop.
• Study in a user friendly, state-of-the-art e-learning platform.
• Excellent student support.

This is an essential accounts training course if you’re looking for work as an Account Assistant in a Finance Department of a business or want to manage your own business finances.

It will set you apart from your peers in today’s competitive job market.

There are no formal entry requirements to study this course.

• Accounts Assistant
• Finance Assistant
• Finance Manager
• Business Owners

Currently there are no Q&As for this course. Be the first to ask a question.