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QuickBooks Online Edition: Basic

at Certstaffix Training - Largo

Course Details
$450 4 seats left
Start Date:

Thu, Apr 02, 10:00am - 5:00pm

Next start dates (5)

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

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.

The classes are instructor-led live training you attend in a local classroom or from your home/office. 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
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 (6)
Start Date Time Teacher # Sessions Price
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
10:00am - 5:00pm Remote Instructor 1 $450
Start Date Time Teacher # Sessions Price
10:00am - 5:00pm Remote Instructor 1 $450

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