Quickbooks Online - Introduction
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COURSE COST: $199.00

COURSE TIMES: 10:00 am - 3:30pm

Printable version of this course


This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities.


QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business' solution when it comes to bookkeeping and accounting. Basic Finance Skills Helpful if know accounting and Bookkeeping


This course is for the Online Version of Quickbooks. Student should have their account. . If you need a trial version, please indicate at the time of registration. This course is subject to a minimum enrollment to run. This course may run live online if the minimum enrollment is not met. Courseware is sold separately. For more information, please contact learn@vtec.org or call 207-775-0244.


You will learn how to
Create a coompany file
Navigate Quickbooks
Create a chart of Accounts
Add accounts to chart of Accounts
Setup Customers, Vendors and Products
Create and send invoices and sales receipts
Enter and pay bills
Track expenses and income
Manage Accounts Receivable
Manage Accounts Payable

Getting Started
Product Overview
Importing Data
Loggin In
Creating Separate User Profiles
Accounting Basics, Debits & Credits
Accounting Basics, Cash Basis vs Accrual Basis
Accounting Basics, Calendar vs Fiscal Year
Chart of Accounts

Best Practices when Using QB Online
Company Home Page
Customer Center
Vendor Center
Transaction Tab
Quick Create
Using the Left Navigation Bar
Working with the Money Bar
Using the Top Navigation Bar
Accessing the Tools Menu
Monitoring the Activities Feed
Transactions Panel

Setting Up Your Company File
Starting from Scratch
Get Prepared
Get to Work
Enter Account Balances
Importing from Quickbooks Desktop
Importing QuickBooks Lists from Excel
Managing Users
Accountant Users
Create Non-Accountant Users

Setting Up Quickbooks Online Lists
Configuring an Effective Chart of Accounts
Using Naming Conventions, Use Account Numbers
Adding Products and Services
Setting Up Payment Methods and Terms
Creating Recurring Transactions (Essentials & Plus only)
Create a New Transaction
Working with Reminder List (Plus & Essentials Only)
Using Class Tracking (Plus only)
Det Class Tracking Options
Tracking by Location (Plus only)
Working in the Attachments Center (Plus only)

Configuring Customer-Related Preferences
Configuring Company Preferences for Customers
Setting the Sales Section Preferences
Customize Forms
Sales Forms Content
Products and Services
Online Delivery
Setting Sales Tax Options
Configuring Advanced Customer Options

Tracking Customers & Income
Understanding Accounts Receivable
Touring the Customers Center
The New Customer Button
The Money Bar
Customers List, Toolbar
Managing & Add Customers
Generate Customer Invoices
Receve Payments and Paypal Payments
Create Sales Receipts and Work with Estimates
Generate Credits and Refunds
Create Customer Statements
Customize Customer Transaction Forms

Managing Vendors & Expenses
Quickbooks Online Version Differences
Setting Vendor-Related Preferences
Advanced Settings
Expense Settings (Essentials and Plus only)
Navigating the Vendors Center
The Prepar 1099s Button (Plus only)
The New Vendor Button and the Money Bar
Vendors List, Toolbar
Working with Vendors and create new vendor
Managing Expenses and Bills, Track Expenses
Understand Accounts Payable (A/P)
Enter Bills (essentials & Plus only), Pay Bills , Track Debit Cards, Petty Cash

Banking with QuickBooks Online
Creating Bank Accounts
How to Enter Opening Balances the Right Way
Import Bank Account Data
Prevent other users from viewing/accessing bank accounts
Downloading Transactions
Update Account Information, Upload a Web Connect File
Match and Add Downloaded Transactions
Merging Existing Bank Accounts
Transferring Funds between Accounts
Write a check, Voiding Disbursements
Handling Bounced Checks
Reconciling Bank Accounts