Online Class: QuickBooks Online

The purpose of this course is to teach you how to successfully navigate and use QuickBooks Online Essentials as the accounting software for your business.

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26

Lessons
28

Exams &
Assignments
2,074

Students
have taken this course
14

Hours
average time
1.4

CEUs

Course Description

Mastering QuickBooks Online: Your Gateway to Streamlined Accounting

Have you ever found yourself overwhelmed with the intricacies of accounting? Perhaps you've yearned for a tool that could magically simplify those complex ledgers and balance sheets? Dive into the world of QuickBooks Online, the ultimate digital genie for all your accounting needs, and let us be your guide through this transformative journey.

QuickBooks Online, heralded by Intuit, is not just an accounting tool; it's an ecosystem that breathes life into your business numbers. With its cloud-based prowess, gone are the days of manual entries and mounds of paperwork. Instead, embrace the era where tasks like invoicing, sales receipts, payroll, and high-level reporting are mere clicks away, all accessible right from the palm of your hand!

Our meticulously crafted 26-module curriculum ensures an immersive experience. We initiate your odyssey by introducing you to the expansive feature set and subscription tiers tailored to fit every business size and need. You'll then be acquainted with the intuitive user interface, ensuring a seamless transition for those migrating from other QuickBooks versions.

Let's delve deeper into the plethora of topics covered:

Foundational Knowledge: Unearth the magic behind the Chart of Accounts, Lists, and Items/Products/Services.
Financial Transactions: Master Expenses, Bills, Deposits, Credits, Invoices, and Payments like never before.
Efficiency Tools: Track Time, Mileage, and harness the power of customized Statements.
Money Management: Dive into the nuances of Money Collection, Bank Accounts, and Loans.
Holistic Payroll: Simplify employee compensations, bonuses, and more.
End-of-Year Mastery: Conquer year-end tasks with flair and precision.
Purchases & Taxation: Perfect the arts of Purchasing and Sales Tax management.
Planning Ahead: Unlock the secrets of Budgeting and futuristic financial planning.
In-depth Reporting: Generate insightful Reports, make informed decisions.
Business Proposals: Create compelling Estimates and manage Projects seamlessly.
Customization Galore: Personalize Forms and embrace the world of Online Banking.

By the culmination of this course, you won't just be a user of QuickBooks Online; you'll be its maestro. Whether you're an entrepreneur, a financial professional, or simply someone with a penchant for numbers, this course beckons you to embark on an unparalleled accounting adventure. Equip yourself with the armor of knowledge and tackle financial challenges head-on. It's time to turn those accounting blues into a symphony of success!

Courses Frequently Bought Together:

QuickBooks 101

Accounting & Bookkeeping 101 for Everyone

Accounts Payable Training

Completely Online
Self-Paced
Printable Lessons
Full HD Video
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly
Accredited CEUs

Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(2,214 votes)

Lesson 1: Introduction to QuickBooks

In this introductory unit, we will start by looking at the different versions of QuickBooks and how the online version is unique. We'll discuss who QuickBooks Online is for and then take a brief look at the history of QuickBooks. Additional lesson topics: Mastering QuickBooks : The ultimate guide to bookkeeping and QuickBooks Online Paperback; A Basic Introduction to QuickBooks Online 12 Total Points

Lesson 1 Video
Lesson discussions: Reasons for Taking this Course
Complete Assignment: Motives for Taking this Course
Assessment: Lesson 1 Exam

Lesson 2: Setting Up QuickBooks

In this lesson we will look at setting up your own QuickBooks Online account. By the end of this lesson, you will have your own QuickBooks Online company set up and ready to go. Additional lesson topics: Test drive sample company; Quickbooks Online website 10 Total Points

Lesson 2 Video
Assessment: Lesson 2 Exam

Lesson 3: Navigating QuickBooks

In this lesson we will learn about navigating QuickBooks Online's user interface. Additional lesson topics: Navigating Quickbooks; QuickBooks Online Workflow and Advanced Navigation Shortcuts 10 Total Points

Lesson 3 Video
Assessment: Lesson 3 Exam

Lesson 4 - The Chart of Accounts

In this lesson, we will take an in-depth look at this important feature of QuickBooks Online. Let's first define what the chart of accounts is. Additional lesson topics: Understanding the Chart of Accounts; How to set up the Chart of Accounts in QuickBooks Online 10 Total Points

Lesson 4 Video
Assessment: Lesson 4 Exam

Lesson 5: Working with Items (Products and Services)

In this lesson, we'll take a look at everything you need to know about setting up and working with your products and services. Additional lesson topics: Creating Inventory Products; Setting a price for a Bundle; How to set up products and services in QuickBooks Online 10 Total Points

Lesson 5 Video
Assessment: Lesson 5 Exam

Lesson 6: More Lists

In this lesson, we will look at several of the remaining lists available. Additional lesson topics: How to Schedule Recurring Transactions: Record, Edit, and Monitor; Import custom form styles for invoices or estimates; Move your lists to QuickBooks Online 10 Total Points

Lesson 6 Video
Assessment: Lesson 6 Exam

Lesson 7 - Paying Expenses and Bills

In this lesson, we will take a look at various ways that you can keep on top of your company's expenses. Additional lesson topics: How to Pay Bills in QuickBooks Online; How to manage bills with QuickBooks Online; Enter bills and record bill payments in QuickBooks Online 10 Total Points

Lesson 7 Video
Assessment: Lesson 7 Exam

Lesson 8: Working with Deposits and Credits

In this lesson, one of the main topics we will be learning about is making those deposits to your bank account. We'll also look into making credits and giving refunds. There are various reasons to do either, and we'll cover each in detail. Additional lesson topics: How do I enter, deposit and apply a credit??; Record and make bank deposits in QuickBooks Online; How to Record Manual Deposits: Trouble Recording Deposits In Quickbooks Online 11 Total Points

Lesson 8 Video
Assessment: Lesson 8 Exam

Lesson 9: Creating Invoices

In this lesson we will look at how to QuickBooks Online lets us create invoices. Additional lesson topics: The Ultimate Guide to QuickBooks Online Invoicing; How to create an invoice in QuickBooks Online; How to Create and Send Invoices in QuickBooks Online 10 Total Points

Lesson 9 Video
Assessment: Lesson 9 Exam

Lesson 10: Recording Payments and Sales

In this lesson, however, we will be looking at how to record payments using QuickBooks Online's native tools. Additional lesson topics: Record an invoice payment; View your QuickBooks Online payment history; How to Create Sales Receipts In Quickbooks 9 Total Points

Lesson 10 Video
Assessment: Lesson 10 Exam

Lesson 11: Tracking Time and Mileage

In this lesson, we'll start off by looking at tracking time first, and the get into tracking miles. We'll also take a look at an app that is significantly more powerful at tracking time than QuickBooks Online is on its own. Additional lesson topics: Automatically track mileage in QuickBooks Online; Mileage Tracking Feature Now Available in QuickBooks Online 10 Total Points

Lesson 11 Video
Assessment: Lesson 11 Exam

Lesson 12: Producing Statements

In this lesson, we'll look into the process of creating and sending out statements to your customers. Additional lesson topics: How to collect outstanding payments: Best practices for small businesses; Create and send customer statements in QuickBooks Online; Track the status of your invoices in the QuickBooks Online app 10 Total Points

Lesson 12 Video
Assessment: Lesson 12 Exam

Lesson 13: Collecting and Tracking Money from Customers

In this lesson, we will learn about various ways to collect and track our customers' payments. Additional lesson topics: How to email or print multiple statements at one time? 9 Total Points

Lesson 13 Video
Assessment: Lesson 13 Exam

Lesson 14: Managing Bank Accounts and Credit Cards

In this lesson, we will see how you can quickly view your accounts in the dashboard, how you can make and edit accounts, how you can enter starting balances through journal entries, how you can reconcile an account, and how you can delete, then later restore, an account. Additional lesson topics: Can QuickBooks Have More Than One Bank Account?; Connect bank and credit card accounts to QuickBooks Online; How to connect your bank account and credit cards 10 Total Points

Lesson 14 Video
Assessment: Lesson 14 Exam

Lesson 15: Managing Loans

In this lesson, we will look at making and managing loans with liability accounts. We'll also look at how to make loans to other businesses. Additional lesson topics: Set up a loan in QuickBooks Online; New Liabilities Account; Loan Management 10 Total Points

Lesson 15 Video
Assessment: Lesson 15 Exam

Lesson 16: Payroll

In this lesson, we will be looking at Payroll. We'll be looking at such topics as how you enable it, how to prepare paychecks, hot to handle payroll tax payments and returns, and how to pay contractors. Additional lesson topics: How to turn on QuickBooks Payroll; Payroll accounting preferences 10 Total Points

Lesson 16 Video
Assessment: Lesson 16 Exam

Lesson 17: Making Journal Entries

In this lesson, we'll look at how to create different types of journal entries. We'll learn how to reverse them, delete them, and make them recurring. We'll also see how you can view journal entries in reports and in the Transaction Log. Additional lesson topics: Create a journal entry in QuickBooks Online; A QuickBooks Refresher on Journal Entries; How to Record a Journal Entry in QuickBooks Online 10 Total Points

Lesson 17 Video
Assessment: Lesson 17 Exam

Lesson 18: End of Year Tasks

In this lesson, we will look at many of the various tasks you need to do at the end of the year. Additional lesson topics: How do I make a journal entry for uncleared checks?; Undeposited Funds account 10 Total Points

Lesson 18 Video
Assessment: Lesson 18 Exam

Lesson 19: Taking Care of Your QuickBooks Files

In this lesson, we will see how can make regular backups of your company file both manually and by using tools from QuickBooks Online. We'll see how you can also restore from those files. Additional lesson topics: Get Support for QuickBooks Online; Do I need to back up my data with QuickBooks Online? 10 Total Points

Lesson 19 Video
Assessment: Lesson 19 Exam

Lesson 20: Purchasing and Entering Inventory

In this lesson, we will take a look at how to make purchase orders. You will see how you can receive a purchase order and also what to do if only part of the order arrives. Additional lesson topics: How to Set Up and Track Inventory In QuickBooks Online; Inventory management tutorials; Create and send purchase orders in QuickBooks Online 10 Total Points

Lesson 20 Video
Assessment: Lesson 20 Exam

Lesson 21: Sales Tax

In this lesson, we will first look at what sales taxes are and discuss some important terms that relate to them. Then, we'll look at how we set up sales tax in QuickBooks Online and get our customers and items using sales tax. We'll also look into filing sales taxes and getting reports about sales taxes. Additional lesson topics: Sales tax in QuickBooks Online; Applying Sales Tax to Transactions and Sales Forms; Set up your sales tax 10 Total Points

Lesson 21 Video
Assessment: Lesson 21 Exam

Lesson 22: Setting Up a Budget in QuickBooks

In this lesson, we will start by learning how to create a budget. You will see that you need to be subscribed to a certain level and have the right privileges. You'll then see how you can run various reports on your budgets to see how you are performing compared to your budgeting. Additional lesson topics: Create and import budgets into QuickBooks Online; How to Prepare a Budget in QuickBooks Online 10 Total Points

Lesson 22 Video
Assessment: Lesson 22 Exam

Lesson 23: Reports

In this lesson, you will learn how to run various types of reports. You will see what reports QuickBooks Online already has premade for you, and then you will see how you can customize your own report. Lastly, you will see how you can access and customize management reports. Additional lesson topics: Run reports in QuickBooks Online; Customize reports 10 Total Points

Lesson 23 Video
Assessment: Lesson 23 Exam

Lesson 24: Estimating, Time Tracking, and Job Costing

In this lesson, we will first take a look at estimating. You will see how you can easily turn an estimate into a purchase order or invoice. Additional lesson topics: Create Estimates; How to Track Employee Time In Quickbooks 10 Total Points

Lesson 24 Video
Assessment: Lesson 24 Exam

Lesson 25: Customizing Forms

In this lesson, we will take a look at how you can customize forms. You will see all the options available and see how the master form style works and also how default template files work. Additional lesson topics: How to Create Custom Form Styles In Quickbooks; How to Customize Invoices, Sales Receipts, and Estimates In Quickbooks Online; Customize invoices, estimates, and sales receipts in QuickBooks Online 9 Total Points

Lesson 25 Video
Assessment: Lesson 25 Exam

Lesson 26: Online Banking with QuickBooks

In this lesson, we will take a look at how you can link a QuickBooks Online account to an account at a financial institution. You will also see how you have to categorize those transactions and how that can be helped by creating your own rules. 139 Total Points

Lesson 26 Video
Lesson discussions: End of Course Poll; Course Comments
Assessment: Lesson 26 Exam
Assessment: The Final Exam

389

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Describe QuickBooks Online is and how it differs from other QuickBooks products.
Demonstrate setting up QuickBooks Online and adding company users.
Demonstrate setting up accounting.
Determine creating lists.
Demonstrate creating transactions and entering data.
Demonstrate paying bills with QuickBooks Online.
Demonstrate collecting and tracking money from customers.
Demonstrate how to use the checkbook with QuickBooks Online Essentials.
Demonstrate printing checks and running payroll with QuickBooks online.
Demonstrate report creation and report printing.
Demonstrate using QuickBooks with online banking.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
Verify Your Certificate with a Unique Serial Number Online

View and Share Your Certificate Online or Download/Print as PDF
Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Course Title: QuickBooks Online

Course Number: 9770595

Lessons Rating: 4.4 / 5 Stars (2,214 votes)

Languages: English - United States, Canada and other English speaking countries

Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.

Last Updated: November 2023

Course Type: Self-Paced, Online Class

CEU Value: 1.4 IACET CEUs (Continuing Education Units)

CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.

Assessment Method: Lesson assignments and review exams

Instructor: UniversalClass Instructional Team

Syllabus: View Syllabus

Course Fee: $95.00 (no CEU Certification) || with Online CEU Certification: $120.00

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Student Testimonials

"This QuickBooks Online course was very helpful and I hope to make full use of what each lesson has taught me. Thank you!" -- Jadah N.
"This course was very helpful because I never knew there was a QuickBooks online or even how to use it." -- Heather G.
"Great information!" -- Dawn M.
"The tests were most helpful...I really knew whether I understood the material." -- Victoria K.
"I found all aspects of this course extremely helpful." -- Kim W.