Bookkeeping Basics #4: QuickBooks Online/Certification Prep

Course updated to match the latest QuickBooks Online upgrades – as of  12/2023

COURSE INCLUDES FREE ACCESS TO QUICKBOOKS ONLINE SOFTWARE

Focusing specifically on using QuickBooks Online, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.

Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit’s Certification Exam and provide professional bookkeeping services for clients, or themselves.

Throughout the entire course, quizzes and actual working “homework assignments” are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.

Some of the many areas covered in the course include:

• Starting off, students will first learn what QuickBooks actually is and how it works to record and store information.  This helps the user realize how to set up or restore data files with information.  From there, an entire section explains how to navigate to the different functions and tools within the program and what they are all used to accomplish.
• Moving on, the next section of the course is devoted to the several options on how to record sales into the books.  Whether it’s recording a cash sale and issuing a Sales Receipt, or it’s creating and invoice and follow up account statements for customers purchasing on credit, each step in the individual processes are explained with examples shown.
• Of course, there can’t be sales and income, without there also being expenses so an entire section of the course is devoted to that process.  Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.

MANY other lessons are included such as:

• How do you set up additional users and passwords?
• How do QuickBooks backups work?
• Can you still use a Journal Entry to record data?
• And, most importantly, how do you actually get started using QB for your company.