Office 365, Word, Excel, PowerPoint & Quickbooks: 5 Courses

Explore the business class Office 365 toolkit, including Word, PowerPoint, and Excel, and learn to leverage teamwork and mobile productivity to boost overall productivity.

compare home and business licensing for Microsoft Office 365 plans, noting that business licenses cover commercial use and offer 24/7 support with automated help, while enforcement remains uncertain.

Compare home and business pricing for Microsoft Office 365, detailing monthly and yearly plans, multi-user licenses, and tools like Skype for Business, SharePoint team sites, and commercial licensing.

Evaluate whether an Office 365 Home plan fits your needs and commercial use, and consider adding the business essentials for access to Outlook, OneDrive, SharePoint, Teams, and Skype for business.

Compare enterprise pricing levels for Office 365, highlighting annual commitments, per-person plans, publisher access, unlimited storage, and a team phone system, with small business alternatives.

Log in, add users with names and usernames at a domain, manage licenses, install software, and set up the domain using the default compound domain or a custom domain.

Set up Microsoft Office to use core apps online in the cloud, with familiar menus and auto save; save copies online to OneDrive folders for easy access.

Learn to use Office apps offline, sign in to the correct Microsoft 365 account, and save documents to OneDrive from PowerPoint, ensuring access to your organization’s services.

Discover how Office 365 works offline and online; you don’t have to sign in to use core apps, but saving to the cloud lets you access documents from any device.

Explore OneDrive admin settings in Microsoft 365 to configure sharing, device sync, and access controls, including IP restrictions, alerts, and notifications, then begin using OneDrive within Office 365.

Learn how to store and organize files in OneDrive, upload files, create folders, share with links and permissions, set expiration, and search with filters across your drive.

Install skype for business from microsoft 365 by selecting language and version, running the installer, signing in with your office 365 email, and customizing audio, video, and recording settings.

Set up devices, enable Skype meeting broadcasts in the legacy portal, then create a meeting, customize the attendee page, share the join link, and start the broadcast.

Learn how Skype for Business differs from the desktop version, how to add contacts from your organization or the Skype directory, and how contact requests work across platforms.

Learn to manage up to five email addresses in one place with Outlook using Exchange, importing them into your online management system and accessing them via web and desktop apps.

Outlook.com offers one-way email syncing, while Microsoft Exchange provides two-way syncing and better archiving for business use. If possible, consider Microsoft 365, since core operations remain similar.

Create and manage a private or team wide planner in Microsoft 365, add tasks with due dates, assign to teammates, organize by buckets, and track progress on chart and calendar.

Explore how to create private teams in the Microsoft Teams app within Office 365, invite collaborators, share files, host meetings, and archive project wiki discussions in real time.

Explore the Microsoft 365 app store to extend Office 365 with invoicing and management apps like Zoho invoice, QuickBooks, MailChimp, Zendesk, and Adobe Creative Cloud, testing integrations and free trials.

Discover how to use core Office 365 apps, OneDrive and Outlook, collaborate in real time with Teams and Planner, and access a shared cloud workspace from mobile for maximum productivity.

Explore how Microsoft Excel turns data into meaningful analysis and navigate the File, Home, Insert, Page Layout, Formulas, Data, Review, and View menus to create and manipulate spreadsheets.

Explore the Word file menu to pen frequently used documents and folders, save and print with page setup options, and share or present online with cloud drive and invitations.

Explore Word's file menu options, focusing on autosave every 10 minutes, version recovery when closing without saving, one-time setup, and designating the save location, plus enabling Lync integration.

Open the home menu to apply text formatting like color, bold, italics, underline, and strikethrough; adjust paragraph alignment; use format painter; and undo, find, and select all.

Use the styles tab in the home menu to ensure consistent title and heading formatting, and update heading one to match selection with center justified for a cohesive manuscript.

Explore the insert menu in Word to add cover pages from office.com, insert blank pages, a table of contents, and insert pictures, shapes, SmartArt, charts, hyperlinks, and online media.

Learn to use the insert menu to add screenshots, create cross references and hyperlinks to headings, insert symbols using symbol codes, and link text with bookmarks.

Explore the design menu across Word, PowerPoint, and Excel to apply themes, adjust fonts and color schemes, change paragraph spacing and effects, and reset to templates for branding and watermark.

Navigate the layout tab to set margins, orientation, paper size, and columns; enable line numbers, adjust spacing and indentation, then finalize the layout before printing.

Explore the references tab to insert citations with footnotes or endnotes, using Word's style guides and the researcher tab to find sources and images with proper references.

Apply consistent styles to build and update a Word table of contents via the references menu, including headings, title setup, page breaks, and automatic updates.

Explore the mailings menu to prepare envelopes or labels using mail merge, input the delivery address and return address, add postage, and print with the correct feed and orientation.

Explore the Word review tab basics, including spell check, grammar, word count, read aloud, accessibility checks, and translate tools to improve document quality and accessibility.

Explore using track changes and comments in Word to collaborate on a document, view or hide markup, accept or reject edits, and set editing restrictions in the review panel.

Explore the resume assistant in the review panel to generate LinkedIn-ready examples by role and industry, copy the information into your document, and filter live samples by skills.

Explore the view menu to switch between read mode, edit (print layout), and web layout, then use the navigation pane and zoom to enhance readability.

Master basic document creation in Word using the Home tab to add content, apply heading styles, insert images, adjust alignment, and create a table of contents.

Edit and finalize a Word document by using the review area to track changes, run spelling and grammar checks, insert page breaks, and compare with the original without markup.

Learn to save your finished document with save as, exporting to formats such as docs, doc, pdf, html, and plain text, while maintaining compatibility with previous Word versions.

Master Microsoft Word basics: create, print, and save documents; insert links, page breaks, and references; apply styles and track changes; translate and build a LinkedIn resume.

Explore the desktop Microsoft Excel to transform numbers and text into analysis, enter and manipulate data, and learn the basic menus—File, Home, Insert, Page Layout, Formulas, Data, Review, and View.

Explore Excel's interface, mirroring Word and PowerPoint, with a formula bar tied to the selected cell. Create, rename, and manage sheets, adjust zoom, and customize the status bar.

Open the file pane and edit metadata in the info tab, including name, author, tags, and category. Use browser view options to limit worksheets and define regions for web viewing.

Navigate the Excel file menu to start with a blank workbook or templates, open existing documents, save and export in various formats, and share or collaborate online via OneDrive.

Explore the home menu in Excel, including clipboard operations, formatting options, cell alignment, and conditional formatting to manipulate data.

Explore the insert menu to clear cells, insert charts and pictures, and add text boxes, headers, footers, and equations; use pivot tables for data analysis and hyperlinks for linked data.

Use the page layout menu to format data for printing, applying themes, color schemes, and fonts; set print areas, adjust margins and orientation, and fit content to one page.

Explore Excel's formulas menu to perform sum, average, and financial calculations like net present value. Place the cursor in a cell, enter values, and verify results with formula auditing.

Explore the data menu to pull data from files, databases, online sources, or text and csv files, and load it into Excel, and reference data across sheets.

Learn to use Excel's sort and filter tools to organize data, remove duplicates, and perform what-if analysis for forecasting, grouping, and consolidation.

Explore the Word review menu with collaboration, commenting, proofing, accessibility, and track changes, and learn to protect Excel workbooks and sheets with allow edit ranges.

Explore the view menu in Excel to preview print layouts, align data with left columns using split, freeze panes for headings, and record macros to automate repeated tasks.

Explore how to start a new workbook with built-in and online templates in Excel, including budgets, marketing plans, invoices, and charts, then customize templates to fit your data.

Learn to format dates in Excel to match your communication needs by using format cells, the date tab, and the custom option to display months or years as you choose.

Format numbers in Excel by right-clicking a column, selecting format cells, and choosing currency or percentage with decimals; use a formula multiplying by 0.01 to convert to percent.

Enter text in an Excel cell or address bar and format it with bold, italic, and underline, then adjust the column width and apply text and logical formulas.

Master Excel calculations by creating formulas in any cell, inserting functions, and using the sum function to add values from E4 to E16, with the formula bar showing the result.

Learn how to create manual formulas in Excel by starting with the equals sign, using the asterisk for multiplication, referencing other cells, and applying parentheses for complex calculations.

Use page setup from the print dialog to adjust orientation, margins, headers and footers, grid lines and headings, and the print area for precise, centered output.

Learn to use Excel print settings to prepare a PDA file for digital delivery, selecting what to print (entire workbook, active sheet, or selection) and adjusting orientation, margins, and scaling.

Master the basics of Excel menus, print exact areas, and import templates. Change headers and data, share your work, and export or save as a PDF for digital delivery.

Learn PowerPoint 2016 basics in Office 365, using the file menu to open and save, protect presentations, and manage properties and personalization via the info tab and account area.

Use the right mouse button in PowerPoint to access quick toolbars, customize and collapse the ribbon, and reveal context-sensitive options across menus, views, and presentations.

Explore the PowerPoint home menu and its six sub menus—clipboard, slide, thought, paragraph, drawing, and editing—and master cut, copy, paste, hover previews, and the find command across documents.

Master inserting slides from the home menu slide sub menu in PowerPoint, choosing layouts such as title and table of contents, and create slides from an outline or Word document.

Explore the font and paragraph sub menus in PowerPoint to format text. Control bold, italic, underline, color, font size, justification, bullets, numbering, spacing, and columns.

Teaches inserting and modifying shapes in PowerPoint, writing inside shapes, adjusting fill, borders, and shadows, deleting shapes, and using dictation with sign-in and language options.

Learn to import Keynote and Google Slides presentations into Microsoft PowerPoint by exporting as pptx, saving the file to your drive, and enabling editing in PowerPoint.

Explore the insert menu in PowerPoint, adding slides, tables, images, illustrations, multimedia, 3D models from files or online, and using add-ins from the Office Store to enhance presentations.

Learn to insert images in PowerPoint with the insert menu and images sub menu, including drag-and-drop, sizing, picture tools, screenshots, and photo album options.

Explore the insert menu's media sub menu to add online videos and YouTube links, embed videos or audio, and screen recordings inside PowerPoint slides.

Master the design menu in PowerPoint to apply themes and variants, tweak colors, background styles and effects, adjust slide size for widescreen presentations, and apply to all slides.

Explore the transitions menu in PowerPoint to control experience between slides, applying effects such as push, random bars, or morph, with options for sound, duration, and apply to all slides.

Explore how the animations menu controls when and how slide elements appear during a presentation, using click timing, preview, and the reorder animation feature to sequence effects.

Configure PowerPoint animations using the animations menu to start with the previous or after the previous, set duration and delays, and preview playback in a slide show on click.

Configure PowerPoint slide show settings, including default presentation options, kiosk mode, loop, and narration controls. Rehearse timings, create custom slide shows, and manage presenter view for presentations on multiple monitors.

Learn to use PowerPoint presenter view across multiple monitors. See current and upcoming slides, notes, and writing tools, and swap between presenter view and slideshow view.

Explore the review menu in PowerPoint, covering proofing, accessibility insights, language, comments, compare, and ink, with spell check, source suggestions, smart look up, translation, and collaborative inking.

Share and collaborate on a PowerPoint file using OneDrive, set view or edit permissions, and invite others via a share link and email notification.

Explore the PowerPoint view menu, from outline and slide sorter views to notes and master view, to apply universal changes across slides.

Explore how to convert Word outlines into PowerPoint slides using the view command and outline view, adjust the slide master, and import content from outlines for a presentation.

Explore the Microsoft Office suite on desktop and online platforms, and learn to set up and manage email, calendar, contacts, and tasks with Microsoft To Do and Wonder List imports.

Set up a free Outlook.com account with your existing email by following on-screen steps, including choosing Outlook.com, creating a password, entering your name and demographic details, and completing the captcha.

Navigate the Outlook online interface to access cloud-based apps like Word, Excel, and PowerPoint, attach OneDrive documents, and toggle the left pane for mail, calendar, and contacts.

Open Skype from Outlook, search by email, and start a chat by selecting the Skype address. You can block or delete conversation, and Skype contacts stay separate from email contacts.

Explore Outlook's quick settings to customize appearance, focus inbox, notifications, message density, reading pane, and conversation options, using the search tool to locate options quickly.

Explore outlook settings from the gear menu, including layout and focused inbox. Learn compose and reply defaults, signature, formatting, preview options, and undo send delays of 10 seconds.

Configure how attachments are shared and stored in Outlook by choosing prompts or automatic OneDrive links, and connect storage accounts like Dropbox, Google Drive, Box, OneDrive, and Facebook.

Block junk senders and domains, and manage safe senders and mailing lists in Outlook. Connect up to 20 email accounts, including Gmail, to import messages and centralize your inbox.

Explore Outlook message handling settings, including automatic emptying of deleted items, automatic mark as read options, read receipts, translation preferences, and unsubscribing from subscriptions.

Learn to manage Outlook emails with right-click actions: reply, delete, archive, move, mark unread, flag, categorize, and pin to the top, plus folders, drag-and-drop, and rules for automatic handling.

Create and customize Outlook rules to automatically manage incoming mail by sender, subject, keywords, or importance, with actions like move, delete, pin, mark as read, and exceptions.

Learn to sync the Outlook desktop with Outlook.com, set up on mobile, and manage rules, folders, and address book with delegated access across devices.

Learn to access Outlook on your mobile device by downloading the app, adding your account, and navigating inbox settings on the left menu.

Compose a new email, choose recipient addresses from your outlook contacts, attach files from local or cloud drives (Google Drive, Dropbox), attach as links when appropriate, and send.

Learn to manage your Outlook calendar, create events with titles, invite attendees, and integrate Skype meetings, then share calendars with adjustable edit or view access.

Learn to sync Outlook contacts across platforms by importing a CSP file or manually adding contacts, then start chat with Microsoft network connections.

Manage Outlook attachments and images with the attachment icon, view sent items, and organize tasks by adding, editing, setting reminders, due dates, repeats, and related files in a task view.

Discover QuickBooks, a cloud-based business finance management tool, covering basic features and major transaction functions, supporting tax readiness and collaboration with financial professionals to monitor cash flow.

Discover how to plan quick books use with accountants, attorneys, and advisers to align setup, reporting, and cash flow with your financial goals while ensuring legal compliance.

Explore QuickBooks plans and pricing, including 50% off for three months and a 30-day trial, and compare freelancer, small business, self-employed, and online plus options for inventory and 1099 needs.

Explore the cloud based quickbooks subscription versus desktop, enabling work from smartphone or pc and secure accountant access, with emphasis on invoices, sales, expenses, accounts payable, and tax reports.

Sign up for the trial and plus version, complete the QuickBooks Online setup wizard, enter your business name, import data from QuickBooks Desktop, and start tracking expenses and revenue.

Navigate to account and settings to customize billing, sales data, expenses, taxes, and currency, then set start date to connect accounts and reconstruct fiscal-year transactions for accuracy.

Connect your bank or PayPal to QuickBooks, authorize access, choose where PayPal transactions live, set start dates, and begin importing and tracking payments for your accounts.

Verify and categorize QuickBooks transactions to reconcile your bank balance, set the starting date, and use drop-down or custom categories to match every entry.

Download the QuickBooks accounting app on your iOS or Android device, sign in with your user ID and password, verify with a six-digit code, and sync with your online account.

Discover how to track mileage in QuickBooks using the Expensify integration: connect the app, log trips via odometer or manual distance, and report mileage for taxes.

Set up a service in QuickBooks and create a product or service with a price. Enter a customer payment with a sales receipt and reconcile the bank deposit.

Create a sales receipt in the QuickBooks mobile app, select the customer and cash payment method, allocate to the bank, add a line item, save, and reconcile the balance.

Create a vendor, set billing rate and email, then record an expense funded from your bank account and save. This updates your balance and manually tracks contractor expenses for reconciliation.

Create a mobile expense in QuickBooks by tapping plus and entering amount, payee, and category; select bank account, then save.

Capture receipts on your mobile device with QuickBooks by snapping a photo, entering the amount and payment method, designating the account and vendor, and saving the expense.

Organize receipts by attaching them to the corresponding expense after the fact, using drag-and-drop or the attach icon to link a PDF receipt.

Add new customers while reconciling bank or PayPal transactions by editing the transaction in the bank register, selecting add new, entering details, and saving to update the list.

Create and customize invoices in QuickBooks using a wizard to adjust layout, colors, fonts, logo, and content, then email them and enable online or recurring invoices.

Record a cash payment against an invoice, deposit to the bank, attach receipts, and save and send; reconcile to align bank and ending balances.

Enter vendors and bills in QuickBooks, set opening balances, apply terms, assign accounts, and track expenses through bills and payments for streamlined vendor transactions.

Learn to pay a vendor with multiple invoices in QuickBooks by partially paying from your bank account the older balance and a second invoice, and track the remaining balance.

Review the basics of setting up QuickBooks, including payment accounts, sales and expenses tracking, invoicing, customers, vendors, mileage with Expensify, receipts, and the mobile app.