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QuickBooks Online Essential Training 

  • Offered byLinkedin Learning

QuickBooks Online Essential Training
 at 
Linkedin Learning 
Overview

Duration

4 hours

Total fee

1,400

Mode of learning

Online

Difficulty level

Beginner

Credential

Certificate

QuickBooks Online Essential Training
 at 
Linkedin Learning 
Highlights

  • Earn a sharable certificate
  • 2 exercise files for exercise
  • 7 quizzes to test knowledge
Details Icon

QuickBooks Online Essential Training
 at 
Linkedin Learning 
Course details

More about this course
  • The course shows business managers who are new to the bookkeeping platform—and QuickBooks veterans making the leap to the online edition—how to pay bills on time, collect the money earned, and run reports to see how the company is performing
  • Learner will discover how to set up customers, vendors, products, and services; record transactions; reconcile bank statements; and pay sales tax

QuickBooks Online Essential Training
 at 
Linkedin Learning 
Curriculum

Introduction

Manage your business finances online

Is QuickBooks Online right for your business?

Which online edition should you choose?

What is double-entry accounting?

How to use the exercise files

Get Started

Tour the interface

Add company information in QuickBooks Online

Work with the chart of accounts

Create bank accounts and credit cards

Use account numbers

Set up sales tax

Add services

Create noninventory products

Add inventory products

Import inventory

Bundle several items sold as a group

Edit company information

Set Up Customers, Vendors, and Employees

Set up lists

Create and edit customers

Create and edit vendors

Import customers and vendors

Create projects

Add and edit users

Day-to-Day Operations

Create estimates

Record purchase orders

Record vendor bills

Record customer invoices

Invoice customers for progress

Record billable expenses and mileage

Enter time worked

Process a batch of transactions

Receive payments

Create sales receipts for cash sales

View reminders for overdue invoices

Send statements to customers

Job costing with projects

Work with Bank Accounts

Work with account registers manually

Record credit card charges

Record bank deposits

Pay vendor bills

Print checks

Set up accounts for online banking

Set up bank rules

Process downloaded online transactions

Reconcile bank accounts

Handle Special Cases

Issue refunds

Handle customer credits

Record vendor credits and refunds

Void transactions

Apply discounts

Work with online price rules

Make items inactive

Assess late fees and finance charges

Automate recurring transactions

Other Financial Tasks

Pay sales tax

Record depreciation

Track and reorder inventory

Record inventory adjustments

Review Financial Information

Review financial info in the dashboard

Use tags to categorize your finances

Search for information

Run reports

Customize and memorize reports

Conclusion

Next steps

Faculty Icon

QuickBooks Online Essential Training
 at 
Linkedin Learning 
Faculty details

Bonnie Biafore
LinkedIn Learning rock star, project management consultant, and Microsoft Project guru. I make learning fun!

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QuickBooks Online Essential Training
 at 
Linkedin Learning 

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