QuickBooks Online

Training for your Group

Training for Individuals

$790

Please Call For Current Schedule

Course Overview

During Day 1, get started using the world’s most popular small business accounting system. Set up your company and customize all of your preferences. Learn to use QuickBooks as your Customer Relationship Management tool. Manage your sales as you learn to create invoices, receive payments, record sales receipts, and more. Finally learn to pay vendor bills as well as setting up fixed assets and making general journal entries. On Day 2, learn to use QuickBooks to run your own payroll including w4’s, paying employees, paying taxes, and filing forms. Learn reconciling your bank accounts and credit card statements. Learn to use QuickBooks to generate and customize essential business reports. Customizing forms, tips and tricks, and basic QuickBooks file management.

Course Length: 2 days

Audience: Beginners

Prerequisites: None

What You're Going To Learn

Learn how to record expenses using checks and debit/credit cards.
Learn to use online banking to save time reconciling your accounts.
Learn to set up and pay your employees.
Create, edit, and customize reports.
Save time by learning keyboard shortcuts and reoccurring transactions.
We cover basic accounting tasks so you can work seamlessly with your accountant.
Advanced functions such as inventory, purchase orders, and taxes.

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Call For Current Schedule

Course Outline

Lesson 1: Getting Started with QBO and QBOA

Introducing QBO and QBOA
1. QBO for the Client and QBOA for the Accountant
2. Understanding the Cloud
Embracing the QBO/QBOA Format
1. It’s All about Subscriptions
2. What’s It Cost?
3. Where Add-on Apps Fit in

Lesson 2: Managing the Books for the End User

Creating a Client Company in QBO
1. Signing Up for QBO
2. Setting Up a New Company
3. Understanding the Home Page
4. Establishing Company Settings

Managing List Information
1. Adding New People to a List
2. Importing People to a List
3. Searching Lists for People
4. Changing Settings for People Lists
5. Displaying Information for Other Lists
Dealing with the Outflow of Money
1. Writing a Check
2. Creating an Expense
3. Entering a Purchase Order
4. Entering and Paying Bills
Managing the Inflow of Money
1. Preparing an Invoice
2. Recording a Customer Payment
3. Preparing an Estimate
4. Entering a Sales Receipt
5. Giving Money Back to a Customer
6. Creating Billable Time Entries
Working in Registers
1. Understanding Registers
2. Working with Transactions in a Register
Handling Bank and Credit Card Transactions
1. Connecting QBO Accounts to Financial Institutions
2. Making a Bank Deposit
3. Reconciling a Bank Account
How’s the Business Doing?
1. Quickly Review Income and Expenses
2. Finding the Report You Want
3. Printing a Report

Lesson 3: Managing the Books for the Accountant

Setting Up Shop in QBOA
1. Signing Up for and into QBOA
2. Examining the QBOA Interface
3. Setting Up Your Team
4. Controlling the Appearance of the Client List
5. Understanding and Using the Free QBOA Company
6. Working with the Sample Company
7. Closing Companies and QBOA
Adding Companies to the QBOA Client List
1. Adding a Client’s Company to the Client List
2. Importing Desktop QuickBooks Information
3. Switching between Client QBO Companies
Exploring a Client’s Company from QBOA
1. Opening a Client’s Company
2. Reviewing a Client QBO Company
Working in a Client’s Company
1. Making Navigation Easy
2. Examining Available Transaction Types
3. Searching for Transactions
4. Communicating with a Client
Using Accountant Tools
1. Reporting and Paying Sales Taxes
2. Facilitating Accountant Activities

Lesson 4: The Part of Tens

Almost Ten Things about the Chrome Browser Interface
1. Understanding Users
2. Windows and Tabs
3. Using the Omnibox to Visit a Web Page
4. Using the Omnibox to Search the Web
5. What’s the Star?
6. Examining the Chrome Menu
7. About Signing In to (and Out of) Chrome
8. Using the Chrome Web Store
9. Selecting a Theme
Ten Ways to Use Chrome Effectively
1. Setting a Home Page
2. Chrome and Security
3. Chrome and Privacy
4. Using Bookmarks in Chrome
5. Duplicating and Pinning Tabs
6. Using Chrome on Multiple Monitors
7. Setting Up Chrome Users
8. Zooming In and Out
9. Downloading Files
10. Chrome on Mobile Devices

What to Expect at LeapFox

Knowledgeable Instructors

Our instructors are certified professionals. They are trained on the latest features and how to get the most out of software programs.

Hands-on Labs

No boring lectures! Our courses are designed to give students lots of time to practice what they are learning with hands-on exercises and projects.

Certificate of Completion

Receive a certificate of completion at the end of every course.

Up-to-date Curriculum

Each course comes with a helpful and up-to-date ebook which will contain instruction and practice exercises.

Time Saving Tips N Tricks

In each course, your instructor will show you tips and tricks that will save you time and make you more efficient.

Friendly and Helpful Staff

Our staff is dedicated to your success. Each team member is trained to provide the absolute best customer service possible.

Satisfaction Guarantee

If you aren't 100% satisfied with your experience at LeapFox, simply let us know, and we will make it right.