QBO-Class Tracking, Projects, Location Tracking, Tags, & Job
What you'll learn
- Gain a comprehensive understanding of advanced features in QuickBooks Online, including Class Tracking, Projects, Location Tracking, Tags, and Sub Customers/Job
- Learn to effectively utilize these features to optimize business financial management.
- Understand how to differentiate between these features and identify when to use each one for maximum benefit.
- Discover how to track and analyze profitability, expenses, and other important financial indicators using these tools.
- Become proficient in managing and tracking project income, costs, and overall profitability within QuickBooks Online.
- Master the skill of tagging transactions for improved visibility and better financial reporting.
- Learn to track data from multiple locations, departments, or outlets, enabling more precise financial management.
- Understand how to manage sub customers or jobs, including tracking the details and profitability of individual jobs.
- Engage in a detailed comparison of these features, learning their strengths and weaknesses to make informed decisions for their business.
- Ultimately, gain the skills to use QuickBooks Online to its full potential, enhancing their overall business efficiency and financial organization.
Requirements
- On basic understanding of QuickBooks Online
Description
This course is specially designed to transform you from a novice to a proficient user of QuickBooks Online, focusing specifically on the platform's key functionalities: Class Tracking, Projects, Location Tracking, Tags, and Sub Customers (also known as Jobs).
As you journey through this course, you'll not only learn the nuts and bolts of utilizing these features, but also understand their differentiation and strategic application in a variety of business contexts. You'll explore best practices and gain practical skills necessary to leverage these features effectively in real-world scenarios.
Here's what you'll learn:
1. Class Tracking: Understand the process of creating and managing classes to analyze your profitability, expenses, and more with ease.
2. Projects: Learn how to track project income, costs, and overall profitability, and streamline your project management in QuickBooks Online.
3. Location Tracking: Master the ability to track data from multiple locations, departments, or outlets of your company.
4. Tags: Get insights on how to label and group transactions with tags for improved visibility and better financial reporting.
5. Sub Customers/Jobs: Acquire the skills to manage and track the details and profitability of individual jobs within a larger customer account.
Moreover, this course offers a comparative analysis of these features, allowing you to discern the best tool for each situation. You'll gain insight into the unique characteristics of each feature, their strengths and weaknesses, and how they contrast with one another. This in-depth knowledge will empower you to make informed decisions, optimizing your use of QuickBooks Online to its full potential.
Whether you're a small business owner seeking better financial organization, an accountant wanting to upgrade your QuickBooks skills, or someone aspiring to enter the world of online accounting, this course is your ultimate guide.
Get ready to master QuickBooks Online's advanced features and take your financial management skills to the next level! Enroll now, and let's get started.
Who this course is for:
- Small to medium-sized business owners looking to optimize their financial management and gain a deeper understanding of QuickBooks Online's advanced features.
- Accountants or finance professionals aiming to enhance their QuickBooks Online skills to provide more value to their clients or employers.
- Project managers in businesses that use QuickBooks Online and want to leverage its features for improved project cost tracking and profitability analysis.
- Individuals aspiring to enter the fields of accounting, finance, or business management, who wish to become proficient in using a popular and powerful online accounting tool.
- QuickBooks Online beginners who are familiar with the basics and want to dive into its advanced features to gain more comprehensive knowledge.
- Existing QuickBooks Online users who want to leverage its advanced functionalities for improved business outcomes.
- Freelancers or solopreneurs who manage their own finances and wish to utilize QuickBooks Online to its full potential for better financial organization.
Instructor
- 4.4 Instructor Rating
- 51,393 Reviews
- 900,951 Students
- 149 Courses
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.