QuickBooks Online (part 1 of 2)

Our newest class gives you access to all the benefits of this Web-based accounting program.

Class Outline:

• Getting Started:
  • Overview of QBOL vs. Desktop version
  • Subscription Levels, Features, and Reports
• Importing Desktop Data to QBOL and Setting up your Company
• Navigating within QBOL and some Best Practices
• Recording Transactions:
  • Sales & Revenue: Types, Settings & Entering Transactions
  • Expenses & Purchases: Types, Settings, and Entering Transactions
  • Additional Transaction Types initiated from the Quick Create Menu
  • Other Tools; Reconciliation History
• Types of Reports and Reporting Methods
• Expanding Usability: Invoices & Payments; Payroll; Intuit App Center

You will receive a copy of the QuickBooks Online Training Guide for use during and after class.

We offer this workshop in 2 parts to allow you time to process the information and even practice a bit back at your own computer. We start with 4 hours on Friday morning, Sept 25 and conclude with 4 hours on Tuesday afternoon, Sept 29.

This class is “hands-on” with lots of practice exercises on laptops with a sample company. If you wish to bring and use your own laptop, the preferred browser for either Windows or Mac is Google Chrome.  Please note: We will not use your own company records during the class or be able to trouble-shoot issues with your personal machines.

The course is taught assuming participants have a basic understanding of bookkeeping terms and practices. See our Keeping the Books workshops if you need fundamental training.

SV SBDC QuickBooks classes are taught by certified QB Pro-Advisors: Henry Reeves, CPA, is founder of  QB Financials, LLC, and Susan Steele-Ward, CPA is a manager at PBMares LLP. We also thank our partners at the accounting firm of PBMares, LLP for the generous use of their training room for these classes.

Please Note: Some classes require a minimum number of registrants in order to be offered. For this reason, pre-registration is strongly recommended, and payment is required to confirm your registration.

Click here to register.