QuickBooks Online On-Demand: Complete Bundle (Levels 1, 2 & 3

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*** This is an On-Demand (self-study format) course with 180-Day access available 24/7 online *** Learn at your own pace – anytime, anywhere. This On-Demand course gives you the flexibility to study on your schedule with the ability to review and revisit materials as needed during the course access period. (Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.) Note: The 180-day course access period begins at time of purchase. VERSION NOTE: This course is for QuickBooks ONLINE users in which the software is accessed via the cloud. It may not be appropriate for QuickBooks DESKTOP users.
About this Course Accessible 24/7 from any internet-connected device, this course is designed to provide a flexible and engaging learning experience. Included in this course: • Knowledge Blocks – Digital reading materials to support and reinforce key concepts • Lab PDF’s – Downloadable and printable lab instructions to follow along with video demonstrations • Hands-On labs – Step-by-step video labs to guide you through completing real-world projects • Course Completion Certificate – Printable upon successful completion of all course requirements Overview Part 1 of this self-paced course covers the same content as the 3-day Quickbooks Online Level 1 Fundamentals Track (ILT) class. This course introduces key financial basics and a working knowledge of how to manage your books from setup to reporting.
Part 2 of this self-paced course covers the same content as the 1-day QuickBooks Online Level 2: Modern View Custom Reports (ILT) Course. This course focuses on advanced reporting capabilities, data analytics, and customized features within Intuit's cloud-based software. You will learn to create, customize, and analyze complex reports, develop reporting solutions, and leverage advanced reporting tools for better business insights.
Part 3 of this self-paced course covers the same content as the 1-day QuickBooks Online Level 3: Projects & Job Costing (ILT) Course designed for users to leverage QuickBooks Online' s Projects feature for tracking job profitability, managing client work, and improving financial visibility. You will learn how to set up customers, vendors, and contractors for accurate cost allocation, enter and assign transactions, generate project reports, and export key financial data to Excel for enhanced analysis and charting.
Target Students • New and experienced QuickBooks users interested in improving current knowledge and/or furthering their career • Small business owners, project managers, contractors, or consultants • Bookkeepers or staff responsible for customer or project-related reporting • Users transitioning from QuickBooks Desktop • Anyone using QuickBooks Online Plus or Advanced seeking to unlock the full potential of the Projects feature Prerequisites • Basic proficiency in the Windows operating system and browsing online Part 1 (Level 1): •Basic proficiency in the Windows operating system •Basic understanding of accounting practices which may be attain by completing the Part 4 Accounting class. Part 2 (Level 2): •Strong understanding of QuickBooks Online and completion of the Level 1 QuickBooks Online Fundamentals course or have equivalent experience. •Familiarity with basic reporting concepts is recommended. Part 3 (Level 3): •Strong understanding of QuickBooks Online basics and completion of the Level 1 QuickBooks Online Fundamentals course or possess equivalent hands-on experience. •A working knowledge of income and expense tracking What You Need to Take This Training - Reliable internet connection and modem - Modern web browser (Chrome recommended) - Multiple monitors recommended - Printer (optional) Prefer a Live, Remote Instructor-led (ILT) Class? We also offer an instructor-led (ILT) version of these courses. For details, click on the links below: QuickBooks Online Level 1: Fundamentals Track
QuickBooks Online Level 2: Modern View Custom Reports
QuickBooks Online Level 3: Projects & Job Costing
Accounting On-Demand: Business Accounting, Bookkeeping & Payroll
Course Outline Part 1 - Quickbooks Online Fundamentals Getting Started with QuickBooks Online Introducing QuickBooks Online QuickBooks Online Subscriptions Mobile Devices Updates and the Ever-Evolving User Interface Security The Test Drive Other Tools You’ll Need Navigating the User Interface The Gear Menu The Top-Right Navigation Tools The Help Menu The Navigation Bar Accounting—Behind the Scenes Generally Accepted Accounting Principles (GAAP) GAAP Accrual Basis vs. Cash Basis Accounting Account Types and Financial Reports Working with Company Accounts and Settings Planning Your Company Settings Picking a Start Date for Your Data Setup Checklist—Elements of the Plan Customizing Your Company Settings The Chart of Accounts Adding a Bank Account to the Chart of Accounts Adding a Credit Card to the Chart of Accounts Adding and Editing Products and Services Adding and Managing Users update md Opening Balances and Historical Transactions Pre-fill Forms with Previously Entered Content Automatically Apply Credits Automatically Invoice Unbilled Activity Currency Selection Warn if Duplicate Check Number Used Warn if Duplicate Bill Number Used Automatically Apply Bill Payments Working with Customers The Customer Hub Adding, Editing and Merging Customers Importing Customers from an Excel or CSV File Making Customers Inactive Recording Sales Transactions Adding an Invoice for a Customer Enabling and Adding Price Rules Using a Price Rule on a Sales Transaction Receiving Customer Payments Recording a Bank Deposit Creating Customer and Sales Reports Correcting Errors Working with Vendors The Expenses & Bills Hub The Money Bar The Vendors List Adding and Editing Vendors Importing Vendor Data from an Excel or CSV File Merging and Making Vendors Inactive Creating Vendor Transactions: Purchases and Expenses Entering Checks and Expenses Managing Accounts Payable Entering and Paying Bills Accounts Payable Reports Other Vendor Reports Banking and Credit Card Transactions Managing Bank Transactions Matching Bank Transactions to QuickBooks Online Transactions Matching Recognized, Partially Recognized and Unrecognized Transactions Managing Bank Rules Other Bank Feed Transactions Reconciling Accounts Managing Inventory Enabling Tracking Inventory Items and the Products and Services List Adding and Using an Inventory Item Inventory Adjustments Inventory Reports Purchase Orders Overview of Purchase Orders in QuickBooks Online Creating and Managing Purchase Orders Using a Posting Transaction to Receive a Purchase Order Purchase Order Reports Credits, Returns, Taxes and Refunds Vendor Credits and Returns Customer Returns and Credits Customer Credit Memos The Sales Tax Hub Sales Tax Liability Reports Working with Balance Sheet Accounts and Budgets Fixed Assets and Lon Term Liabilities Journal Entries and Recurring Transactions Depreciating an Asset with a Journal Entry Transferring Funds Between Accounts Handling Uncollectible Receivables/Bad Debts Handling Bounced/Returned Checks Budgets in QuickBooks Online Extending Capabilities in QuickBooks Online Customizing Reports in QuickBooks Online Scheduling Reports to Send Email Adding a Custom Field in QuickBooks Online Keyboard Shortcuts Extending Capabilities with Apps The QuickBooks Community Tacking Your Financials with Class and Location Tracking Enabling and Adding Classes to QuickBooks Online Using a Class on a Transaction Running the Profit and Loss by Class Report Enabling and Adding Locations to QuickBooks Online Assigning a Location to a Transaction Project Tracking Completing the Accounting Cycle Completing the Accounting Cycle Using the Trial Balance Report Using Journal Entries to Make Financial Adjustments Adjusting Inventory Asset Value with a Journal Entry Running the Balance Sheet and Profit and Loss Reports Closing the Books The Audit Log in QuickBooks Online Part 2 - Modern View Custom Reports Understanding Report Types and Categories Standard Reports Overview Custom Reports Overview Management Reports Overview Searching Reports and Favorites Grouping Review - Understanding Report Types and Categories Report Customization Classic View in Reporting Advantages of Switching to Modern View Customizing the Modern View Columns Customizing the Modern View Filters Saving Custom Modern View Reports Review - Report Customization Advanced Customization of Modern View Customizing General Options Exporting Data from Modern View to Excel and CSV Emailing and Scheduling Modern View Reports Management Reports Modern View Review - Advanced Customization of Modern View App Integration and Analysis Understanding Integrated Apps in QuickBooks Online Using Excel to Chart Data from Modern View Reports Using Google Sheets for Data Analysis from Modern View Reports Review - App Integration and Analysis Part 3 - Projects and Job Costing Projects vs Job Costing in QuickBooks Online Job Costing using Customers and Sub Customers Projects in QuickBooks Online Impact on Financial Reports Considerations and Best Practices Setting up Customers Vendors and Contractors for Projects and Job Costing in QuickBooks Online Creating a Customer in QuickBooks Online Create a Sub Customer for Job Costing in QuickBooks Online Creating a Vendor in QuickBooks Online Creating an Employee or Contractor in QuickBooks Online Using Projects and Job Costing in QuickBooks Online Turn on Projects and Creating a New Project in QuickBooks Online Add or Change the Customer Assigned to a Project Add a New Transaction to A Project Add a New Transaction for a Sub Customer Add Expenses to a Project Bill an Expense to a Sub Customer Add Existing Time Sheets to a Project Add Existing Invoices to a Project Projects and Job Costing Reports in QuickBooks Online Track Your Labor Costs Project Reports Create a Custom Profit and Loss Report for a Sub Customer Job Create a Custom Balance Sheet Report for a Sub Customer Job Exporting and Charting Data in Projects and Job Costing Reports from QuickBooks Online to Excel Exporting Lists from QuickBooks Online to Excel Exporting Reports from QuickBooks Online to Excel Data Analytics with List Data in Excel Data Analytics with Report Data in Excel