Course Description
Courses Included In The Bundle
Course 1: QuickBooks Online For Business: From Setup To Tax Reporting
Learn QuickBooks Online! In this 9-hour course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.
I’ll show you how to set up your QBO so that you can run reports to understand your business’s growth. We’ll talk about the correct way to enter your sales income from Customers. We’ll explore all your options for recording your company’s Expenses. And I’ll walk you all the most common errors I see 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 – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.
As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.
Complete this course and earn 9 CPE Credits! Over 90 lessons and 11 quizzes.
Course 2: Banking Feed Class
One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some the work for you. But…the Banking feed has some interesting quirks you need to know about. Banking Feeds is one of my favorite topics because if you use it right, you can reduce your data entry to almost nothing...but if you use it wrong, you double your income and code your expenses wrong. Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.
Course 3: Banking Center And Reconciliation In QBO
One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. We’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.
Eliminate manual data entry! In this tutorial on QuickBooks® Online Banking, we’ll show you how to add a bank account to QuickBooks, import and match transactions, categorize your expenses, and attach receipts. After you itemize your deductions, do a bank reconciliation.
One of the best features in QuickBooks®Online is the ability to connect your bank accounts and credit cards. The Banking Feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some the work for you. The new Receipt Capture will even scan your paper receipts and attach them to your expenses.
But…the Banking feed has some interesting quirks you need to know about. If you use it right, you can reduce your data entry to almost nothing...but if you use it wrong, you double your income and code your expenses wrong.
Once you’re up to date, we’ll also show you how to do bank reconciliations to reconcile your accounts at the end of the month so that you can have confidence in your reports.
course 4:Projects, Progress Invoicing, And Job Costing For QuickBooks
When you work in the trades, QuickBooks® can be daunting. In this class specific to construction and project-based jobs, we’ll cover Estimates, Progress Invoicing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing.
QuickBooks Online’s new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion, and at-a-glance profitability reports.
course 5: Bookkeeping Basics #1: Understand The Fundamentals
As a business owner, entrepreneur, employee or student you may be great in your field but that doesn't mean you're strong in every area of running a business...
But when it's time to balance the checkbook or talk to the CPA at tax time, it feels like it's a completely different language you've never learned!
Using simple, easy-to-understand discussion, illustrations and note sheets, this 4.5 hour course with over 50 video lessons teaches you the basic building blocks of how money is tracked and what that means to your business or project.
Everyday examples using common phrases and terms you already know allows the instructor to teach that "other language" and for you to feel more confident in working with vendors, customers, employees, investors, instructors and more!
After completing the course, students will feel more confident and knowledgeable on topics such as...
course 6:Bookkeeping Basics #2: Understand The Mechanics
Using simple, easy-to-understand discussion, illustrations and note sheets, this focused course with video lessons teaches you the basic understanding of the financial tools "debits" and "credits".
Everyday examples using common phrases and terms you already know allows the instructor to break through the confusion and teach the concept and use of the tools on which everything else in bookkeeping and accounting is built.
About the Provider
Course Provider Contact
Let Employers Find You
Upload/Update Your CVFeatured Courses