The course then breaks down how to create and customize company files on QuickBooks and how to use the program’s unique user interface.
We demonstrate how to upload QuickBooks desktop files to its Online version and manage users as an administrator. We then study the scope of the ‘chart of accounts’ on QuickBooks and explain how to handle customers and ‘sub-customers’ on the program’s customer list by adding, editing, importing and making them inactive; track payables, inventory, and receivables; generating reports; and more.
You will how to set up your accounts for different types of businesses, enter budgets, and how to track situations in which the owner uses or invests company funds.
We also discuss how to record sales transactions, receive payments and issue credit memos, refunds and statements to customers. The course wraps up by training you to handle products and services on QuickBooks Online while you generate reports related to customers, sales, products and services.
This course covers the basic and advanced features of QuickBooks Online accounting software to meet your business needs. It is of interest to aspiring accountants, managers and business owners and offers you a valuable new skill that can boost your career.
There are five domains within the course and information on what is covered is as follows:
Domain 1 – QuickBooks Online Administration, Set Up QuickBooks Online, Manage Company Settings, Manage Lists, Manage Recurring Transactions, Journal Entries and Connect QuickBooks Online to Apps.
Domain 2 – Sales and Money In, Set Up Customers, Set Up Products and Services, Manage Sales Settings, Record Basic Money-In Transactions.
Domain 3 – Vendors and Money Out, Manage Vendor Records, Manage Expense Settings, Record and Manage Basic Money-Out Transactions.
Domain 4 – Bank Accounts, Transactions Rules, and Receipts, Implement Financial Account Connections, Manage Bank Feeds and Receipts.
Domain 5 – Basic Reports and Views, Content and Purpose of Reports, Customise and Deliver Standard Reports, Access Other Reports and Views.
