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Mastering QuickBooks Online (2021)
Rating: 4.4 out of 5(36 ratings)
188 students

Mastering QuickBooks Online (2021)

Learn to accurately maintain your business financial records !
Created byBigger Brains
Last updated 7/2023
English

What you'll learn

  • Choose the right version of Quickbooks for your business
  • Navigate the interface and set preferences
  • Use the banking center, reconcile accounts and track mileage
  • Set up vendors and pay bills
  • Manage customers, products and services, sales tax, and invoices
  • Work with tricky transactions such as barter transactions and advanced payments
  • Run and customize reports

Course content

6 sections29 lectures3h 24m total length
  • Introduction2:01

    Mastering QuickBooks Online introduces navigation, company setup, bank connections, and key transactions, including vendors, customers, sales tax, and tricky cases like barter and non-sufficient funds checks.

  • Choosing the Right Version7:40

    Rayanne reviews five QuickBooks Online versions—Simple Start, Plus, Essentials, Self-Employed, and Advanced—and shows how to pick based on needs like accounts payable, projects, reports, and users.

  • Navigating QuickBooks Online5:46
  • Setting Preferences9:40
  • Creating the Chart of Accounts9:18
  • Knowledge Check

Requirements

  • The student should have basic computer knowledge.
  • We recommended that the student have some experience with QuickBooks.

Description

Learn to accurately maintain your business financial records.


QuickBooks Online brings traditional QuickBooks accounting to a cloud - based solution. This course will show you everything you need to know to manage your customers, vendors, invoices, bills, checks, and online payments through QuickBooks Online.


Taught by experienced CPA and QuickBooks guru Rayanne Buchianico, this course will give you tips and techniques needed to use QuickBooks Online easily and effectively. Whether you’re a new QuickBooks user or someone migrating from the desktop version, this course will give you the skillset you need to get up and running with QuickBooks Online.


Topics covered include:

  • Determining which version of Quickbooks Online best fits your needs

  • Navigating QuickBooks Online

  • Using the banking center, reconciling accounts, and tracking mileage

  • Setting up vendors, paying bills and managing purchase orders

  • Managing customers, products and services, sales tax, and invoices

  • Working with tricky transactions such as barter transactions and advanced payments

  • Running and customizing reports


Objectives:

You will be able to:

  • Choose the right version of Quickbooks for your business

  • Navigate the interface and set preferences

  • Use the banking center, reconcile accounts and track mileage

  • Set up vendors and pay bills

  • Manage customers, products and services, sales tax, and invoices

  • Work with tricky transactions such as barter transactions and advanced payments

  • Run and customize reports

Who this course is for:

  • QuickBooks users
  • Accounting Professionals