About the Course
Learn about the fastest growing accounting software on the market. QuickBooks Online! We will run through the system settings, daily transactions, app vs online version, & different levels of Quickbooks subscriptions.Course Objective
Class is designed to review the basic setup & functioning of the QBO accounting product, comparing levels & basic functionality.Basic Knowledge
- Basic business concepts, basic web browser knowledge & functioning, basic accounting is helpful
Curriculum
Day 1
- What Is QuickBooks & How Does It Work?
- Choosing the right QuickBooks subscription plan
- Creating a QuickBooks Online (QBO) account
- Navigating QuickBooks Online
- Setting up company preferences
- Customizing the chart of accounts list
- Connecting bank accounts to QBO
- Connecting credit card accounts to QBO
- Giving other users access to your QBO data
Day 2
- Managing customers in QBO
- Managing vendors in QBO
- Managing products and services in QBO
- Recording sales transactions
- Recording expense transactions
- Reviewing key financial reports
