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Quickbooks Online Training

Beginner2 Hours 55 Minutes75 Course Videos74 Test Questions

$149.00

Learn to run the books in QuickBooks Online, from invoices and bills to bank reconciliation and reports. 2 hours 55 minutes across 75 videos, with 74 test questions.

  • Login details sent straight after payment
  • Self-paced. Study on any device
  • StemBoss Certificate of Completion
  • 14-day refund promise

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Download the course outline (PDF)

Quickbooks Online Training shows you how to set up QuickBooks Online and use it to record sales, pay bills, reconcile accounts and run reports. It is for small business owners, bookkeepers and anyone starting a career in accounting. The course runs for 2 hours 55 minutes across 75 videos, with 74 test questions to check your learning.

What you will learn

  • Choose the right QuickBooks Online plan and set up your company
  • Add users, set access rights, add employees and invite your accountant
  • Build and import customer, vendor, product and employee lists
  • Create estimates, invoices and sales receipts, and record payments
  • Enter purchase orders and bills, write cheques and record card spending
  • Reconcile bank accounts and post journal entries
  • Understand cash and accrual accounting and set closing dates
  • Customise reports, forms and recurring transactions to save time

Course outline

  1. Setup and maintenance: choosing an account, getting started, users and access rights, adding payroll employees, inviting an accountant and the dashboard
  2. List management: what lists are, importing them, employees compared with contractors, editing entries and merging items
  3. Sales (money in): products and services, customers, invoices, sales receipts, statements, undeposited funds, receivables, billable expenses, credits, delayed charges and estimates
  4. Purchases (money out): vendors, purchase orders, bills and bill payments, cheques, card transactions, electronic transfers, vendor credits and voiding
  5. Accounting: financial statements, cash and accrual methods, closing dates, reconciliation, journal entries, the audit log and project profit
  6. Reports: common reports, custom reports, automatic emails and exporting
  7. Customisations and time savers: locations, the chart of accounts, custom invoice fields, recurring transactions, form design, shortcuts, the mobile app and add-on apps
  8. Extra: common mistakes, best practice, key terms and sample questions

Who this course is for

  • Small and medium business owners who keep their own books
  • New and freelance bookkeepers
  • Accounting students and those working towards a qualification
  • Office managers who handle invoices and bills
  • Accountants who support clients on QuickBooks Online

Before you start

You do not need to have used QuickBooks before. It helps to know simple bookkeeping words such as invoice, bill and bank balance. Some menus and features in QuickBooks Online change over time, so your screen may look a little different from the videos.

Jobs this course supports

  • Bookkeeper
  • Freelance bookkeeper
  • Staff accountant
  • QuickBooks specialist
  • Accounts assistant

Skill level

Beginner
Duration

2 Hours 55 Minutes
Videos

75 Course Videos
Questions

74 Test Questions
Prerequisites

None. Basic bookkeeping terms help.
Best for

Small business owners, bookkeepers, accounting students, office managers, freelance bookkeepers
Topics covered

Account set-up, users and payroll, lists, sales and invoicing, purchases and bills, reconciliation, journal entries, reports, recurring transactions, mobile app
Format

Online video lessons, self-paced
Language

English
Closed captions

Yes
Certificate

StemBoss Certificate of Completion

What is inside this course

8 modules and 76 lessons. Here is the full outline.

Module 1: Setup and Maintenance11 lessons
  1. Course Introduction
  2. Knowing Which Account is Right for You
  3. Getting Started
  4. User Setup
  5. Access Rights
  6. User Setup Completion
  7. Adding Employees to Payroll
  8. Inviting Your Accountant
  9. Dashboard and 3 Ways to Navigate QBO
  10. Commonly Used Forms
  11. Module 1 Summary
Module 2: List Management9 lessons
  1. Defining Lists
  2. Importing Lists
  3. Employees vs 1099
  4. Adding and Removing Entries
  5. Updating Entries
  6. Editing and Managing List Elements Demo
  7. Merging Items (entries)
  8. Form Requirements
  9. Module 2 Summary
Module 3: Sales (Money-In)15 lessons
  1. Product and Service Setup
  2. Customer Setup Demo
  3. Invoicing Workflows
  4. Recording Sales
  5. Customer Statements
  6. Tracking Audit History Demo
  7. Sales Reciept Workflow
  8. Undeposited Funds Account
  9. Accounts Receivable Impact
  10. Impact of Connecting Your Bank Account to QBO
  11. Billable Expense Invoicing
  12. Recording a Customer Credit
  13. Delayed Charges
  14. Estimates
  15. Module 3 Summary
Module 4: Purchased (Money-Out)11 lessons
  1. Product and Service Setup on Purchase Forms
  2. Vendor Setup
  3. Purchase Order Transactions
  4. Entering and Paying Bills
  5. Recording Checks
  6. Recording Credit and Debit Card Transactions
  7. Recording EFTs, Online Payments, and Wire Transfers
  8. Recording Vendor Credits
  9. Voiding vs Deleting Checks
  10. Vendor Page and Report Insights
  11. Module 4 Summary
Module 5: Accounting10 lessons
  1. Basic financial statements (Balance sheet, income statement, and statement of cash flows)
  2. Financial Statements Expanded
  3. Cash and Accrual Accounting Differences
  4. Difference Between Cash and Accrual Reporting
  5. Setting a Closing Date
  6. Balancing Your Books aka Reconciling Demo
  7. Journal Entries
  8. Audit Log Insights
  9. Project Profitability Demo
  10. Module 5 Summary
Module 6: Reports6 lessons
  1. Customized Reports
  2. Commonly Used Reports Demo
  3. Setup Automatic Report Emails
  4. Collapse and Expand Report Function
  5. Exporting and Importing Reports
  6. Module 6 Summary
Module 7: Customizations and Time Savers9 lessons
  1. Tracking Income and Expenses for Multiple Locations
  2. Organizing your Chart of Accounts
  3. Custom Fields on Invoices
  4. Recurring Transactions
  5. Customizing a Sales Form
  6. Keyboard Shortcuts
  7. QBO Mobile App Preview
  8. Connecting Third Party Apps to QBO
  9. Module 7 Summary
Module 8: Extra5 lessons
  1. Common Mistakes QBO Users Make
  2. Final Note on Bookkeeping Best Practices
  3. Why QBO is Awesome
  4. Course Outro
  5. Defining Terms and Sample Quiz Questions

Your learning path

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Frequently asked questions

Is this course for QuickBooks Online or QuickBooks Desktop?

It is for QuickBooks Online, the cloud version you use in a web browser.

Does the course cover bank reconciliation?

Yes. The accounting module covers reconciling accounts, journal entries, closing dates and the audit log.

Can I learn to send invoices and pay bills in QuickBooks Online here?

Yes. Full modules cover money in, such as invoices and sales receipts, and money out, such as bills, cheques and card spending.

Does it cover the QuickBooks mobile app?

Yes. The time savers module looks at the mobile app, keyboard shortcuts and add-on apps.

How long is the Quickbooks Online Training course?

It runs for 2 hours 55 minutes across 75 videos, with 74 test questions.

Do I get a certificate?

Yes. You get a StemBoss Certificate of Completion when you finish the course.

Can I get a refund?

Yes, within 14 days if you have completed less than 20% of the course. See our refund policy for details. Read the refund policy.

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