Course curriculum

    1. Documents to Download

    2. 1005 How to Access the Software

    3. 1007 30–Day Free Trial & Free Test Drive

    4. 1011 QuickBooks Online vs QuickBooks Desktop

    5. 1012 Software Options

    6. 1013 Increase Screen Size, Duplicate Tabs, & Open Multiple Browsers

    7. 1015 Navigation Overview

    8. 1017 Bank Feeds and Your Accounting System

    9. 1080 Accounting Process & Forms Overview

    1. 1140 Vendor, Expense, Purchases, Pay, or AP Cycle

    2. 1160 Vendor Expense, Purchases, or Pay Center

    3. 1180 Bill Form

    4. 1200 Pay Bills Form

    5. 1220 Purchase Order Form - P.O.

    6. 1240 Manage Sales Tax 2

    7. 1260 Check & Expense Form

    8. 1280 Void Check Prior Period Adjustment

    1. 1300 Customer, Accounts Receivable, or Get Paid Cycle

    2. 1320 Customer, Accounts Receivable, or Get Paid Center

    3. 1340 Invoice Form

    4. 1360 Receive Payment Form

    5. 1380 Deposit Form

    6. 1400 Sales Receipts Form15ad742.autosave

    7. 1405 Barter or Trade Transaction

    8. 1420 Credit Memo Bad Debt Sales Returns

    9. 1422 Refund Receipt Form

    10. 1425 Delayed Creditcf4ab6.autosave

    11. 1427 Estimate

    1. 1440 Other Forms

    2. 1442 Transfer Form

    3. 1444 Journal Entry

    4. 1446 Statement Form

    5. 1448 Inventory Qty Adjustment

    6. 1460 Keyboard Shortcuts

    1. 1560 Lists

    2. 1580 Chart of Accounts

    3. 1600 Products & Services List Item List

    1. 1620 Help & Support Options

    2. 1640 Reports Overview

About this course

  • $49.99
  • 75 lessons
  • 25.5 hours of video content

Description

This course will cover the fundamentals of QuickBooks Online 2023, the things you need to know to get up and running.

We will first talk about how to get access to QuickBooks Online, possibly with the 30-day free trial often offered by QuickBooks, the 30-day free trial being a perfect tool for a course like this.

Using the test drive company file provided by QuickBooks, we will practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions.

We will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.

Thinking about the accounting process by cycle is much easier to visualize, the data input forms falling into place, the order and linking of many data input forms becoming much clearer.

This course will demonstrate the core financial statement reports, the balance sheet, and the income statement or profit and loss. We will then look at many other reports, considering how most will expand on, and provide more information to line items on the primary financial statement reports, the balance sheet, and income statement, or profit and loss.