From Novice to Expert: Comprehensive QuickBooks Online Mastery - Navigate, Analyze Transactions, and Optimize Usage
This exhaustive course is your ticket to expertise in QuickBooks Online, offering an immersive learning experience that caters to beginners and seasoned users alike.
The promise of mastering QuickBooks in just an hour might sound appealing, but we firmly believe in a robust and thorough exploration of this powerful software. This course is designed to guide learners from the very basics to an in-depth understanding of the platform, while offering the flexibility to reference specific topics as needed. It serves as a reliable, up-to-date reference guide that we commit to updating annually to reflect the latest developments in the software.
Starting from the ground up, we demonstrate how to access and install the QuickBooks software, potentially at no cost. Using a sample file provided by QuickBooks, learners will navigate the software, identify commonly-used areas, and comprehend the relationship between data input and the resultant financial statements and related reports.
The course utilizes a transactional analysis approach, categorizing transactions into accounting cycles: vendor cycle (alternatively known as payment, purchases, accounts payable, or expenses cycle), customer cycle (also referred to as revenue, sales, or accounts receivable cycle), and employee cycle. Each cycle's data input forms and their impact on financial statements and related reports are examined in detail.
The subsequent section involves setting up a new company file, a crucial learning step to grasp foundational accounting system components like the chart of accounts, service items, revenue items, and starting balances. Learners will practice entering a variety of common transactions over two months, backed by instructional videos, and analyze each transaction's impact on the financial statements and related reports.
Bank reconciliations, an essential part of financial integrity, are also covered, demonstrating reconciliation procedures using sample bank statements. Further, an extensive section devoted to bank feeds ensures learners understand how to connect to the bank, download and incorporate bank data into the accounting system, and apply bank rules for efficiency.
Following this, we delve into adjusting entries, used to align financial statement reports to their accounting basis at the month or year-end. Key accounting bases such as accrual, cash, or tax basis will be explored.
The course additionally covers budget construction best practices, QuickBooks budget entry, and budget report generation. Specialized topics such as account number usage, form customization, class tracking, transaction memorization, and multiple currency handling are also included, providing a well-rounded understanding of QuickBooks Online.
By the conclusion of this course, learners will have developed a comprehensive understanding and skill set to expertly navigate and utilize QuickBooks Online for all their accounting needs.
Master the navigation of QuickBooks Online, familiarizing yourself with its various features and functionalities.
Identify and comprehend the relationship between data input and the resultant financial statements and related reports.
Analyze transactions using a transactional analysis approach, categorizing them into vendor, customer, and employee accounting cycles.
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Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.   Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor,...
GREAT
Great Lessons
Been great so far. Hoping to be smiling at the end of the course!!
Yes, I have years of QBs experience. Just recently accepted a job that uses QBs online. It's very different. I don't like it, because I don't understand it. It appears to be very user UNfriendly. I need this course.
very helpful
I am a novice user but expert accountant. So far so good as I dont know how to use quickbooks, but all the other terminology is understandable.
I am an intermediate user who wants to learn more about accounting in quickbooks. In this first lesson I learned 2 features (zoom in an duplicate tabs) that i was unaware of. I know they will be very helpful going forward.
Its great very detailed. Thanks!
So far so good, very informative.
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Surekha K. K.
Very detailed and step by step; I managed to cover all doubts that I had. The best part is that I continue to have access to the content to refer back in the future.