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QuickBooks Online Edition: Basic

at Certstaffix Training - Largo

Course Details
$450 4 seats left
Start Date:

Fri, Feb 26, 10:00am - 5:00pm Eastern Time

Next start dates (1)

1300 Caraway Ct Ste 200
Btwn McCormick & Arena Drives
Largo, Maryland 20774
Purchase Options
Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 3

Flexible Reschedule Policy: This provider has flexible, free rescheduling for any-in person workshop. Please see the cancellation policy for more details

What you'll learn in this quickbooks class:

In this introductory QuickBooks online training to using QuickBooks Online, learn to use QBO® correctly from the beginning. Enter your sales income from Customers, specific to your business’s daily workflow. Track your company’s Expenses. Run reports to understand your business’s growth.

You’ll also learn all the most common errors people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you’ll learn all the basics in this QuickBooks course (and a lot of tips & tricks) that will allow you to get the most out of your QBO subscription.

In this course, learn about:
  • Bank Accounts (QuickBooks Online), 
  • Customers (QuickBooks Online), 
  • Getting Around QuickBooks Online, 
  • Reports (QuickBooks Online), 
  • Setting Up Your Company (QuickBooks Online), 
  • Tools (QuickBooks Online), 
  • Vendors (QuickBooks Online), 
  • Why QuickBooks Online, 
  • Working with Lists (QuickBooks Online).
Course Outline:

Chapter 1: Why QuickBooks Online
  • Why is Bookkeeping Important?
  • Do You Need a Bookkeeper?
  • The Pareto Principle: The 80/20 Rule
  • The "Quick" in QuickBooks
  • 3 essential actions to take at the end of each day
  • 5 essential reports to review
  • Watch out for PEBCAKI

Chapter 2: Setting Up Your Company
  • What Version Should I Choose?
  • Should You Convert an Existing File or Start a New One?
  • Importing an Existing File
  • Starting from Scratch
  • Choosing a Start Date
  • Creating a New File
  • Account and Settings (Preferences)
  • Company
  • Sales Expenses, and Payments Settings
  • Advanced Settings
  • Setting Up Users
  • Entering Open Transactions
  • Entering Historical Transactions

Chapter 3: Working with Lists
  • The Chart of Accounts
  • On Your Own!
  • The Balance Sheet: Assets, Liabilities, and Equity
  • Profit and Loss: Income and Expenses
  • Accounts Created Automatically
  • Modifying the Chart of Accounts
  • The Products and Services List
  • Creating a Service Item
  • Creating a Non-Inventory Product Item
  • Creating an Inventory Product Item
  • Creating a Bundle
  • Setting Up the Classes List

Chapter 4: Getting Around in QuickBooks Online
  • The Interface
  • The Home Page
  • Opening Multiple Windows
  • Keyboard Shortcuts
  • Moving Around Forms
  • Keyboard Commands
  • Entering Dates
  • Calculating Amounts
  • Drop-down Lists
  • Search for text on a page
  • Dynamic Buttons

Chapter 5: Customers
  • Sales & Customer Preferences
  • Adding Customers
  • Generic Customer Names
  • Using the Notepad
  • Merging Customers
  • Deleting and Inactivating Customers
  • Creating Sales Receipts
  • Creating Invoices
  • Receiving Payments
  • Creating Estimates
  • Taking Deposits on Work to Be Performed
  • QBO's Built-in Deposits Feature
  • Properly Managing Customer Deposits
  • Issuing Customer Credits
  • Applying Credits
  • Creating Customer Refunds
  • Bank Deposits and Undeposited Funds
  • PayPal and Square

Chapter 6: Vendors
  • Set Expenses Preferences
  • Billing and Expenses
  • Purchase Orders
  • Vendors and Payees
  • Adding a Vendor
  • Generic Vendors
  • Working with Vendors
  • Entering Bills
  • Paying Bills
  • Writing Checks
  • Creating a New Check
  • Using the Check Register
  • Printing Checks
  • Entering Credit Card Expenses
  • Recurring Bills and Expenses
  • Vendor Refunds
  • Crediting a Credit Card
  • Cash or Check Refunds
  • Issuing Vendor Credits
  • Applying Vendor Credits
  • What if you do not want to apply the Credit yet?

Chapter 7: Bank Accounts
  • Transferring Funds
  • Banking Feeds
  • Simple Expenses
  • Item Expenses
  • Assigning Expenses to Customers
  • Deposits
  • Rules
  • Transfers
  • Bank Feed Troubleshooting
  • Bank Reconciliation
  • Journal Entries
  • What are Journal Entries for?
  • How to Create a Journal Entry
  • How Do the Debits and Credit Columns Work?

Chapter 8: Reports
  • Profit and Loss Report
  • The Balance Sheet
  • Money Bars
  • Company Snapshot
  • Customizing Reports

Chapter 9: Tools
  • The Audit Log
  • Third-Party Apps
  • The PC and Mac App
  • The Smartphone App
  • Backing Up
  • Exporting Data
  • Leaving Feedback

Chapter 10: The Top 12 Mistakes People Make

Chapter 11: QBO Training Resources

Headsets for free, Guaranteed to Run, Re-Takes for free (Up to 6 months), Interactive Classroom environment.

Registration Note: We can only accept students into our classes whose tuition is being paid by an employer or sponsoring organization. Self-paying individuals cannot enroll.

School Notes:

Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.

Certstaffix Training offers instructor-led live training classes that can be taken from your home or work. We also have real physical locations where students can go and connect to class in a quiet office with a computer that we provide. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.

Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.

Still have questions? Ask the community.

Refund Policy

Note: This provider has a temporary cancellation policy for COVID-19 related cancellations which is as follows: 

All of our classes are offered live online and any student with a computer and an internet connection can take class from their home or anywhere else they feel comfortable. For customers who are concerned about COVID-19 with regard to attending classes from one of our computer labs, please know that you can switch to attend from home up to the day before class. We just ask that you notify us so we can send them class connection information and inform the center staff that they won’t be coming in for class. 

With regard to our computer labs, each one holds a maximum of only two students per room so no student will need to be in close proximity to any large group of people. We’ve also asked the centers that host our computer labs to disinfect all keyboards/mice/surfaces, etc. after each use and requested that they provide hand sanitizer to our students. That being said, we definitely understand if a student would feel more comfortable taking class from their home.  

We purchase and ship books to students two weeks before their class date and we are charged for any computer lab booking if not cancelled within a week of the booking date, so we would not be able to fully refund a student who wants to cancel less than two weeks before class without incurring a financial loss to us that we would not be able to recover. With the attend from home option, students do hava a choice to stay home and still get their training. Students can also choose to postpone their training to a later date if they wish. 


Original cancellation policy (non-COVID-19):

You can cancel or reschedule your registration without penalty or charge provided you give notice of 10 business days (M-F) or more days before the start of my class.

If you request to cancel or reschedule your registration 10 Business Days (M-F) or less days before the class start you will be charged 100% the course fee and will not be entitled to a refund. You have one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.

You cannot change your class location ten (10) Business days (M-F) or less before the class start because Certified Staffing Solutions has shipped training materials and provisioned resources. Location changes requested prior to that timeframe are subject to availability and may incur an additional charge.

Should Certified Staffing Solutions need to cancel your class due to insufficient enrollment, or postpone it due to events beyond their control, Certified Staffing Solutions will notify you as soon as possible. In such cases, you may reschedule to a future class date at no additional charge or receive a refund for any money on account relating to that registration.

Travel arrangements and costs are the sole responsibility of the student. Certified Staffing Solutions suggests obtaining refundable reservations. Certified Staffing Solutions classes are confirmed approximately 14 days before the start of the class. We cannot guarantee class commitments before that window of time. Certified Staffing Solutions will not be responsible for any cancellation costs incurred, including but not limited to, airline/mass transit tickets, hotel reservations and so on.


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Start Dates (2)
Start Date Time Teacher # Sessions Price
10:00am - 5:00pm Eastern Time Remote Instructor 1 $450
10:00am - 5:00pm Eastern Time Remote Instructor 1 $450

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Certstaffix Training

Certified Staffing Solutions specializes in providing computer training and instructors nationwide. Our instructors are professional trainers and utilize hands-on exercises to reinforce lecture. Each averages more than 5 years delivering classes to business professionals.

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