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QuickBooks Online For Business Course

Provided by Skill Success

Summary

Price
£157 inc VAT
Or £52.33/mo. for 3 months...
Study method
Online
Duration
Self-paced
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

Overview

This course includes lifetime access so you can complete the course at your own speed.

This course will teach you the correct way to enter your company’s financial transactions in QuickBooks Online. Whether you are new to QuickBooks Online or already using it, a QuickBooks ProAdvisor will teach you all the basics, and a lot of tips and tricks that will allow you to get the most out of your software. By taking this course today, you will learn how to set it up and run reports which will help your business grow.

Benefits of taking this course include:

  • Unlimited and lifetime access to the course
  • Learn the course at your own pace
  • Course can be accessed on any platform
  • 24/7 Customer support

Certificates

Certificate of completion

Digital certificate - Included

Course media

Description

In this course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.

This course will show you how to set up your QBO so that you can run reports to understand your business’s growth. The course will tackle the correct way to enter your sales income from Customers. The course will also explore all your options for recording your company’s Expenses. Lastly, the course will walk you through all the most common errors so that you don’t make them.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you will be taught about 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.

QuickBooks Online Bookeepping will cover the following topics:

Topic 1: Introduction

Topic 2: Setting Up QBO

  • Choosing Your Version Of QBO
  • Choosing A Start Date
  • Creating A New Company
  • Starting From Scratch
  • Importing From Desktop
  • Welcome Screen & Company Settings
  • User Accounts
  • Sales Tax
  • Customizing Invoices & Sales Receipts
  • Merchant Services
  • Payroll And Timesheets

Topic 3: Creating A Chart Of Accounts

  • What Is The Chart Of Accounts?
  • Bank Accounts
  • Credit Card Accounts
  • AR & AP
  • Assets
  • Liabilities & Undeposited Funds
  • Owner’s Equity
  • Income Accounts
  • Cost Of Goods
  • Expense Accounts
  • Other Income And Other Expense
  • Creating Accounts On The Fly
  • Deleting And Merging Accounts
  • Account Numbering

Topic 4: Working With Lists

  • Payment Methods
  • Terms
  • Attachments
  • Classes
  • Locations

Topic 5: Defining Products And Services

  • Overview
  • Services
  • Products
  • Setting Up Inventory

Topic 6: Using The Interface

  • Tour
  • Transactions Screen
  • Dynamic Buttons
  • Keyboard Shortcuts
  • QuickBooks Labs

Topic 7: Working With Customers

  • Working With The Customer Center
  • Sales Settings
  • Adding New Customers
  • Generic Customers
  • Inactivating/Deleting Customers
  • Merging Customers
  • Sales Receipts
  • Invoices
  • Receive Payments
  • Overpayment
  • Refunds
  • Credit Memos
  • Estimates
  • Taking Deposits
  • Bank Deposits
  • Bartering

Topic 8: Working With Vendors

  • Working With The Vendor Center
  • Accounts Payable Settings
  • Adding New Vendors
  • Cleaning Up The Vendor List
  • Creating And Paying Bills
  • Writing Checks
  • Printing Checks
  • Using Credit Cards
  • Vendor Credits
  • Marking Expenses As Billable

Topic 9: Running Reports

  • Which Reports Are Available In Each QBO Version
  • Reports Center
  • Your Profit & Loss Report
  • The Balance Sheet Report
  • Company Snapshot
  • The Scorecard
  • Sales Reports
  • Review Expenses Reports
  • Accounts Receivable Reports
  • Accounts Payable Reports
  • Customized Reports

Topic 10: Doing Your Banking

  • Journal Entries
  • Transfers
  • Reconciling
  • Bank Feed – Importing Transactions
  • Bank Feed – Tips And Troubleshooting
  • Bank Feed – Matching Deposits, Loans And Transfers
  • Recurring Transactions

Topic 11: Special Topics

  • Providing Feedback To Intuit
  • Apps To Extend QBO Abilities
  • Backing Up & Exporting Data
  • Using On A Smartphone Or Tablet
  • Customer Workflow Summary
  • Daily Bookkeeping
  • Top 10 Mistakes People Make

Who is this course for?

This course is designed for anyone who is interested in learning to how to setup and use QuickBooks Online effectively for their business.

Requirements

No prior knowledge is required to take this course.

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

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Provider

Skill Success

Skill Success is an online courses community for people interested in creating a meaningful life through learning things you care about.

We provide extensive online courses that students can access anytime to help them develop their skills and achieve success.

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2025. All rights reserved.