QuickBooks Online Introduction Training Description
Duration: 2 days
VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?
This course is for QuickBook ONLINE users in which the software is accessed via the cloud. QuickBooks Desktop, on the other hand, is installed directly on the computer with other differences. For that reason QuickBooks Desktop users should instead attend: QuickBooks Desktop Introduction.
This 2-day, hands-on course will introduce you to the basics of using Quickbooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions in QuickBooks.
You will also learn about the organization’s tools to track income, expenses, send estimates, inventory management, payroll, and more.
Prerequisites
Basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands-on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Code Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Code Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 5/25/2026 | 5/26/2026 | ||||
| 6/15/2026 | 6/16/2026 | ||||
| 7/6/2026 | 7/7/2026 | ||||
| 7/27/2026 | 7/28/2026 | ||||
| 8/17/2026 | 8/18/2026 | ||||
| 9/7/2026 | 9/8/2026 | ||||
| 9/28/2026 | 9/29/2026 | ||||
| 10/19/2026 | 10/20/2026 | ||||
| 11/9/2026 | 11/10/2026 | ||||
| 11/30/2026 | 12/1/2026 | ||||
| 12/21/2026 | 12/22/2026 | ||||
| 1/11/2027 | 1/12/2027 | ||||
| 2/1/2027 | 2/2/2027 | ||||
| 2/22/2027 | 2/23/2027 | ||||
| 3/15/2027 | 3/16/2027 | ||||
| 4/5/2027 | 4/6/2027 | ||||
| 4/26/2027 | 4/27/2027 |
Curriculum
Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
The Test Drive
Other Tools You’ll Need
Navigating the User Interface
The Gear Menu
The Top-Right Navigation Tools
The Help Menu
The Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports
Setting Up a New Company File
Planning and Creating Your Company File
Start Date
Setup Checklist—Elements of the Plan
Customizing Your Company File
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions
Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings
Creating Sales Receipts and Invoices
Price Rules
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Correcting Errors
Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
Adding Vendors
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Customizing Expense Form Settings
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Paying Bills
Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Managing Bank Rules
Other Banking Transactions
Entering Debit and Credit Card Transactions
Reconciling Accounts
Bank Feeds
Undeposited Funds
Preparing Financial Reports
