Intuit QuickBooks Online Plus

What you will learn

• Identify features of QuickBooks Online.
• Create, print, and export reports in QuickBooks Online.
• Record sales and cash receipts.
• Record purchases and cash payments.
• Record investments and debt.
• Create a budget.
• This course prepares students to take the Intuit QuickBooks Certified User Online certification exam.

Course outline

1. 1

   Lesson 1: An Introduction to QuickBooks Online Using a Sample Company

   • This course will use scenarios to help you learn the ins and outs of QuickBooks Online. This is done through the use of a sample company, and the data that belongs to that company. This first lesson introduces you to the sample company and how to navigate the data given to you.
2. 2

   Lesson 2: An Overview of QuickBooks Online

   • In this lesson, you will create a QuickBooks Online account and start using the basic features. You will navigate the dashboard and enter information about the sample company you will be using.
3. 3

   Lesson 3: Setting up a New Company

   • In this lesson, you will delve deeper into QuickBooks Online by changing company settings, modifying the chart of accounts, and creating new customers. You will also begin exploring reports that QuickBooks can create.
4. 4

   Lesson 4: Recording Operating Activities: Sales and Cash Receipts

   • In this lesson, you will add operating activities like sales receipts, invoices, and cash receipts. You will also record operating activities, such as new services, products, customers, invoices, and receipts.
5. 5

   Lesson 5: Recording Operating Activities: Purchases and Cash Payments

   • Lesson 5 is a follow-up to lesson 4. In the previous lesson you recorded money coming in. In this lesson, you will record money that goes out. This includes purchase orders and payment of bills.
6. 6

   Lesson 6: Recording Investing and Financial Activities

   • In lesson 6, you will continue entering data with your sample company by including fixed assets, investments, and stocks. This lesson also serves as a refresher for these financial topics.
7. 7

   Lesson 7: Recording Payroll

   • Lesson 7 is an essential topic for companies. You will be recording payroll activities in this lesson, including adding employees, payroll accounts, and payroll expenses.
8. 8

   Lesson 8: Establishing Budgets and Preparing Bank Reconciliations

   • In lesson 8 you will explore more features of QuickBooks Online, namely budgeting and bank reconciliation. You will also learn how to create budgeting reports, such as a profit and loss statement.
9. 9

   Lesson 9: Analysis and Recording of Adjusting Entries

   • This lesson focuses heavily on the accounting features of QuickBooks Online, as well as serves as a review of basic accounting procedures. In Lesson 9, you will learn about adjusting journal entries.
10. 10

    Lesson 10: Preparing Financial Statements and Reports

    • This final lesson brings it all together with the creation and analysis of financial reports. A/R, A/P, and Inventory summary reports are all included.

Additional details