"Hands down, the most comprehensive QuickBooks Online course out there; great for beginners and certification seekers!" - Hector Garcia CPA

Intuit's QuickBooks Online Course Description:

If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need this course!

And it's best to learn the essentials from the best...so you get set up properly, from the beginning! And who puts the "fun" in fundamentals more than QBO Rock Star Alicia Katz Pollock!

Alicia has designed this QBO Bootcamp course to be approachable so you gain a solid understanding of how QuickBooks software works. With easy-to-follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running.

By the end of this course, you will have learned how to easily manage your company's daily workflow using QuickBooks Online, and be able to run insightful reports to analyze growth.

• Getting Started: Alicia teaches the vital importance of bookkeeping, how to choose the correct version of QBO for your needs, and how to properly set up your file.
• Banking: We'll also explore the Banking Center, which runs the automation that connects QBO to your bank for easy data entry.
• Customers: Alicia covers all the essential Customer and Accounts Receivable tasks, including how to create invoices for your customers and workflows for getting paid quickly.
• Vendors: We'll tackle Vendors, Accounts Payable, and all the ways you'll record your company's expenses.
• Reports: Then we'll learn how to run the key reports that show how well your company is doing!
• Tools: Explore other features in QBO that help you enjoy the software.

 

When you register for this class, you'll also receive a free paperback and pdf of Alicia's book, "Master Intuit QuickBooks Online: From Set Up to Tax Time". Use it to follow along with the class, and later as a reference book to look things up quickly.

During the week you'll do about 2 hours of self-paced directed study:

• Read the book (roughly 30 pages with big pictures)
• Watch the assigned videos
• Take the quiz

In the live class on Tuesdays, you'll get to ask questions, and Alicia will point out all her PEBCAKs ("Problem Exists Between Chair and Keyboard", all the traps people tend to fall into). Then she'll give you the assignments for you to do over the next week.

If you can't make the scheduled live meeting, don't worry! It will be recorded, and there's a Q&A forum where you can always get your questions answered...even after the class is over.

You'll have lifetime access to the materials so that you can go back and watch the recordings to your heart's content. The Q&A Forum will also always be there for you to ask questions down the road when new issues pop up!

 

After completing this course, you will be able to: 

1. Choose the proper QBO Subscription for your needs
2. Set up a new QBO file
3. Create sales transactions to receive money from your customers
4. Create expense transactions to pay your vendors
5. Use QBO’s Banking Center and reconcile your bank statements
6. Run reports analyzing your company’s performance

What You’ll Learn 

• The importance of good record-keeping.
• When to hire a bookkeeper and when can you do it yourself?
• Common bookkeeping mistakes business owners make.
• Setting up QuickBooks®   
•  QuickBooks Accounts and Settings.
• Creating your Products and Service Items list.
• Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments.
• Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks.
• Running basic reports
• Using QuickBooks Online's built-in automation features.