QuickBooks Online On-Demand: Introduction Bundle (Business View & Fundamentals)

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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.
QuickBooks Desktop, on the other hand, is installed directly on the computer with other differences. For that reason QuickBooks Desktop Fundamental users should instead attend ` QuickBooks Desktop On-Demand Comprehensive (Introduction & Beyond the Basics) .
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 1-day QuickBooks Online Level 1: Business View Essentials for Decision Makers (ILT) Course, designed for business professionals who primarily use QuickBooks Online in Business View mode to understand financial health rather than enter transactions. Learners focus on interpreting dashboards, customizing reports, and collaborating effectively with their accountant or bookkeeper.
Part 2 of this self-paced course covers the same content as the 3-day QuickBooks Online Level 1: Fundamentals Track Course, designed for learners who are new to both accounting and QuickBooks Online. This course introduces key financial principals and allows learners to build comfort with the Quickbooks Online tools. Target Student Entrepreneurs, managers, and team leads who log into QuickBooks Online to review income, expenses, and profitability reports, as well learners with little or no accounting background e.g., administrative staff, new business owners or those taking on bookkeeping duties for the first time. Prerequisites No prior experience with QuickBooks is required. Basic familiarity with web browsers and business/accounting terms is helpful. What You Need to Take This Training - Reliable internet connection and modem - Modern web browser (Chrome recommended) - Multiple monitors recommended - Printer (optional) Do You Prefer an Instructor-led (ILT) Training Class? We offer this content in a live, instructor-led training format. For the instructor-led equivalent see ` QuickBooks Online Level 1: Business View Essentials for Decision Makers
QuickBooks Online Level 1: Fundamentals Track
COURSE OUTLINE Part 1 - Business View Essentials for Decision Makers Understanding the Business View Interface Switching between Business View and Accountant View Overview of the Home Dashboard: What you see and why it matters Navigating with confidence: Menus, cards, tiles, and shortcuts Using the Dashboard to Monitor Financial Health Reading the Income & Expense cards Visualizing Profit and Loss Understanding Cash Flow projections Customizing what appears and why Accessing and Customizing Key Reports Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview Filtering by date, customer, or category Saving customized views for reuse Exporting and sharing reports with stakeholders Tracking Trends and Performance Metrics Identifying financial patterns using dashboards and reports Using comparison tools: this month vs last month, year-to-date, etc. Introduction to tags for custom tracking Collaborating with Your Accountant or Team Adding users with proper roles and permissions Leaving comments and notes inside QBO Scheduling report emails and summaries Best practices for reviewing vs editing Building Your Decision-Making Toolkit Aligning dashboard data with business goals Setting up watchlists for key metrics Creating a "check-in" report package to review weekly or monthly Understanding what the numbers mean (without needing to know debits and credits) Wrap-Up & Resources Summary of key takeaways Where to go for help and continued learning Optional overview: apps and add-ons that extend QBO Part 2 - QuickBooks Online Level 1: Fundamentals Track 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 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