QuickBooks Online Comprehensive Training.

The QuickBooks Online Fundamentals course introduces you to QuickBooks Online edition; Intuit’s all-new internet-based accounting program for small business. You will learn how to use many of the features available in the Online version of QuickBooks.

This class is taught by an experienced certified trainer. There will be a maximum of 4 students per class and is hands on 1 person per PC. All classes are CPE accredited. Students will receive a certificate of completion.

One Day Session

Cost: $349.00

9:00AM – 4:00PM


  • Manual
  • Lunch

Get Started

    • Introducing QuickBooks Online
    • Introducing Navigation
    • An Introduction to QuickBooks Online Settings
    • Setting User Settings
    • QuickBooks Online Products/Services
    • Creating a Basic Service
    • Other QuickBooks Online Lists
    • Printing Lists 49s
    • Custom Fields 58s
    • Modifying Form Templates

    Managing Expenses

    • Setting-up Vendors
    • Turning On Class Tracking
    • Entering Bills
    • Paying for Expenses
    • Paying With a Credit Card
    • Paying Bills
    • Printing Checks
    • Handling Vendor Credits

Sales and Income

  • Recording Sales Transactions
  • Creating an Invoice
  • Using the Undeposited Funds Account
  • Receiving Payment from Customers
  • Recording Partial Payments
  • Receiving Payments by Credit Card
  • Recording Customer Discounts
  • Making Bank Deposits

Other Customer Transactions and Reports

  • Recording Customer Returns and Credits
  • Issuing a Refund
  • Writing off Bad Debt
  • Creating Customer Statements
  • Working with Sales Tax
  • Using QuickBooks Online Sales Tax
  • Creating a Sales Tax Rate
  • Creating a Combine Tax Rate
  • Paying Sales Tax
  • Generating Sales Reports

Billable Time and Costs

  • Billable Expenses to Customers
  • Filling in Timesheets
  • Invoicing Billable Time
  • Billable Time and Costs Reports
  • Time Activities by Employee Detail Report
  • Time by Name Report

Bank Reconciliation and Bank Transactions

  • Reconciling Bank Accounts
  • Reconciling a Checking Account
  • Running Bank Reconciliation Reports
  • Resolving Bank Reconciliation Errors
  • Correcting Transactions in the Current Accounting Period
  • Correcting Transactions in a Closed Accounting Period
  • Transferring Money between Accounts
  • Bank Feeds


  • Cash Versus Accrual Accounting
  • Profit & Loss
  • Balance Sheet Report
  • Statement of Cash Flow
  • General Ledger
  • Trial Balance
  • Business Management Reports
  • Printing Reports
  • Exporting Reports To Excel
  • Customizing Reports
  • Memorizing Reports
  • Finding Transactions
  • Using a QuickBooks Online Center

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