Course Information
Course Overview
Learn advanced QuickBooks Online features to efficiently manage complex accounting tasks and improve financial processes
In this QuickBooks Online Intermediate course, you will deepen your understanding of QuickBooks Online (QBO) and learn to manage more complex accounting tasks. This course builds on your QBO knowledge, covering everything from customizing account settings to handling international transactions and deferred revenue.
You'll start by exploring advanced features in QuickBooks Online, such as enhancing the dashboard, integrating third-party apps, and setting up accounts and items. The course also covers recording revenue and expenses, including managing transactions from bank accounts and credit cards and automating recurring transactions for better efficiency.
As you advance, you'll learn to manage receivables and payables, from customizing invoices to processing vendor credits and refunds. You'll also explore tracking inventory, using projects and tags, and performing year-end reconciliations. Finally, the course guides you through generating multi-year financial statements and sharing reports.
By the end of this course, you should be able to handle more advanced QuickBooks tasks, improving your financial management skills and making your accounting processes more efficient.
In this course, you will be able to:
Customize the QuickBooks Online interface.
Reconcile bank accounts with QuickBooks Online.
Create and analyze detailed financial reports.
Integrate third-party apps with QuickBooks Online to automate tasks.
Track income and expenses by project using the Projects feature.
Automate recurring transactions to reduce manual work and minimize errors.
Manage inventory and non-inventory items.
This course includes:
2 hours of video tutorials
23 individual video lectures
Certificate of completion
Course Content
- 8 section(s)
- 23 lecture(s)
- Section 1 Course Introduction
- Section 2 Navigate QuickBooks Online
- Section 3 Recording Revenue & Expenses
- Section 4 Managing Receivables and Payables
- Section 5 One-off Activities in QBO
- Section 6 Reconciliation
- Section 7 Viewing Reports
- Section 8 Conclusion
What You’ll Learn
- Customize the QuickBooks Online interface.
- Reconcile bank accounts with QuickBooks Online.
- Create and analyze detailed financial reports.
- Integrate third-party apps with QuickBooks Online to automate tasks.
- Track income and expenses by project using the Projects feature.
- Automate recurring transactions to reduce manual work and minimize errors.
- Manage inventory and non-inventory items.
Skills covered in this course
Reviews
-
JJacob Kowrach
I like the teaching style. Language was engaging, not dry.
-
DDonna Marie LaRocca
okay, some stuff we do not use with our business.
-
SSamantha Reyes
The course was straight forward and detailed.
-
BBridget Leal
It's easy to understand, it's been explained step by step how it can be used and efficient for the principal user.