Bookkeeping Basics #4: QuickBooks Online/Certification Prep
What you'll learn
- Understand setup and operation of QuickBooks Online™ to be used in small business settings.
- Feel prepared to pass the Intuit QuickBooks Online™ Certification exam
- Manage daily, weekly, and monthly use of QBO systems
- Complete 9 separate projects using the information learned in the course
- A general understanding of basic bookkeeping functions is helpful, but not required.
Course updated to match the latest QuickBooks Online upgrades - as of 10/2023
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.
Who this course is for:
- Beginners as well as current users of both QuickBooks Desktop™ and QuickBooks Online™
Over 25 years ago, after building his experience in the hospitality industry and working with business start-ups around the country, Ron Trucks founded his privately owned firm guiding and coaching small businesses and non-profit organizations in a wide variety of fields and industries both in his hometown of St. Louis, MO and across the country.
In addition to his professional work in small-business support, Ron has also been an Business Management adjunct instructor at Jefferson College in Hillsboro, MO for over 15 years.
Over those two-plus decades of both teaching and coaching small businesses and non-profit organizations, Ron has served on various boards and in many volunteer positions including the Board of Directors of a $500 million dollar credit union, developing leadership skills with members of national fraternities and sororities, and working with troubled youth dealing with identity and self-confidence issues.