Mastering QuickBooks Online Course

Course Title: Mastering QuickBooks Online

Module 1: Introduction to QuickBooks Online 1.1 Overview of QuickBooks Online

• Understanding cloud accounting
• Advantages of using QuickBooks Online

1.2 Setting Up Your QuickBooks Online Account

• Creating a new account
• Navigating the dashboard
• Customizing settings for your business

Module 2: Company Setup and Navigation 2.1 Creating a Company Profile

• Adding business information
• Setting up financial preferences
• Adding users and permissions

2.2 Navigating the Dashboard

• Understanding the main menu
• Customizing the dashboard for your needs

Module 3: Chart of Accounts and Items 3.1 Building a Chart of Accounts

• Creating and organizing accounts
• Understanding account types

3.2 Managing Items and Services

• Adding products and services
• Setting up inventory items

Module 4: Bank Reconciliation and Transactions 4.1 Connecting Bank and Credit Card Accounts

• Linking accounts to QuickBooks Online
• Understanding automatic updates

4.2 Reconciling Transactions

• Step-by-step guide to bank reconciliation
• Troubleshooting discrepancies

Module 5: Invoicing and Sales 5.1 Creating Invoices

• Customizing invoice templates
• Adding products and services

5.2 Managing Sales Transactions

• Recording sales receipts
• Handling customer payments

Module 6: Expenses and Purchases 6.1 Recording Expenses

• Entering bills and expenses
• Allocating expenses to accounts

6.2 Managing Purchase Transactions

• Tracking vendor bills
• Handling supplier payments

Module 7: Reporting and Analytics 7.1 Financial Reporting

• Generating standard financial reports
• Customizing reports for specific needs