Training for QuickBooks Online

Lesson 1 - Getting Started

  • Benefits of using QuickBooks Online
  • Know the Features of Your QuickBooks Online Subscription

Lesson 2 - Navigate QuickBooks Online

  • Navigate QuickBooks Online

Lesson 3 - Set Up Company

  • Lesson Objectives
  • Recognize the steps to set up and modify lists and users
  • Recognize the steps to manage company settings

Lesson 4 - Record Transactions in QuickBooks Online

  • Lesson Objectives
  • QuickBooks Online Test Drive
  • Sales & Revenue Transactions
  • Determine the Appropriate Sale-related Settings
  • Enter Sales Transactions
  • Expense and Purchase Transactions
  • Determine Appropriate Expense-related Settings
  • Additional Transaction Types
  • Other Tools

Lesson 5 - Reporting

  • Training at Glance
  • QuickBooks Online Test Drive
  • The Benefits of Reporting
  • Reporting Capabilities
  • Reporting Methods

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