QuickBooks Online
Training for your Group
- Private class for your team
- Online or on-location
- Fully customizable course material
- Onsite testing available
- Learning more about custom training
Training for Individuals
$790
- Live, Instructor-led training
- Expert instructors
- Hands-on instruction
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.
Register for an Upcoming Date
Course Outline
Lesson 1: Getting Started with QBO and QBOA
- Introducing QBO and QBOA
- QBO for the Client and QBOA for the Accountant
- Understanding the Cloud
- Embracing the QBO/QBOA Format
- It’s All about Subscriptions
- What’s It Cost?
- Where Add-on Apps Fit in
Lesson 2: Managing the Books for the End User
- Creating a Client Company in QBO
- Signing Up for QBO
- Setting Up a New Company
- Understanding the Home Page
- Establishing Company Settings
- Managing List Information
- Adding New People to a List
- Importing People to a List
- Searching Lists for People
- Changing Settings for People Lists
- Displaying Information for Other Lists
- Dealing with the Outflow of Money
- Writing a Check
- Creating an Expense
- Entering a Purchase Order
- Entering and Paying Bills
- Managing the Inflow of Money
- Preparing an Invoice
- Recording a Customer Payment
- Preparing an Estimate
- Entering a Sales Receipt
- Giving Money Back to a Customer
- Creating Billable Time Entries
- Working in Registers
- Understanding Registers
- Working with Transactions in a Register
- Handling Bank and Credit Card Transactions
- Connecting QBO Accounts to Financial Institutions
- Making a Bank Deposit
- Reconciling a Bank Account
- How’s the Business Doing?
- Quickly Review Income and Expenses
- Finding the Report You Want
- Printing a Report
Lesson 3: Managing the Books for the Accountant
- Setting Up Shop in QBOA
- Signing Up for and into QBOA
- Examining the QBOA Interface
- Setting Up Your Team
- Controlling the Appearance of the Client List
- Understanding and Using the Free QBOA Company
- Working with the Sample Company
- Closing Companies and QBOA
- Adding Companies to the QBOA Client List
- Adding a Client’s Company to the Client List
- Importing Desktop QuickBooks Information
- Switching between Client QBO Companies
- Exploring a Client’s Company from QBOA
- Opening a Client’s Company
- Reviewing a Client QBO Company
- Working in a Client’s Company
- Making Navigation Easy
- Examining Available Transaction Types
- Searching for Transactions
- Communicating with a Client
- Using Accountant Tools
- Reporting and Paying Sales Taxes
- Facilitating Accountant Activities
Lesson 4: The Part of Tens
- Almost Ten Things about the Chrome Browser Interface
- Understanding Users
- Windows and Tabs
- Using the Omnibox to Visit a Web Page
- Using the Omnibox to Search the Web
- What’s the Star?
- Examining the Chrome Menu
- About Signing In to (and Out of) Chrome
- Using the Chrome Web Store
- Selecting a Theme
- Ten Ways to Use Chrome Effectively
- Setting a Home Page
- Chrome and Security
- Chrome and Privacy
- Using Bookmarks in Chrome
- Duplicating and Pinning Tabs
- Using Chrome on Multiple Monitors
- Setting Up Chrome Users
- Zooming In and Out
- Downloading Files
- 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.
Bounce Back Pass
Retake any course for up to 3 months. *Some limitations apply
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.