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Quickbooks Online QuickStart

at ONLC Training Centers

Course Details
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Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 7
System Requirements:

You will need a reliable Internet connection as well as a computer or device with which you can access your virtual class. We recommend you arrive to class 5-10 minutes early to ensure you're able to set up your device and connection.

Class Delivery:

Live class from your home/office PC via our Remote Classroom Instruction (RCI) technology.

What you'll learn in this quickbooks class:

This course will introduce the basics of using Quickbooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions.


We recommend that individuals taking this class have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. For individuals with limited or no accounting background, we recommend taking our self-study on-demand classes: "Introduction to Business Accounting" and "Bookkeeping and Payroll."

Course Outline

Getting Started with QuickBooks Online

  • Introducing QuickBooks Online
  • QuickBooks Online Subscriptions
  • Mobile Devices
  • Updates and the Ever-Evolving User Interface
  • Security
  • The Test Drive
  • Your Trial Subscription and the Company File
Other Tools You’ll Need
  • Navigating the User Interface
  • The Gear Menu
  • The Top-Right Navigation Tools
  • The Help Menu
  • The Navigation Bar
  • Accounting—Behind the Scenes
  • Generally Accepted Accounting Principles (GAAP)
  • Accrual Basis vs. Cash Basis Accounting
  • Account Types and Financial Reports
Setting Up a New Company File
  • Planning and Creating Your Company File
  • Start Date
  • Setup Checklist—Elements of the Plan
  • Customizing Your Company File
  • The Chart of Accounts
  • Products and Services
  • Adding and Managing Users
  • Opening Balances and Historical Transactions
Working with Customers
  • The Sales Center
  • Adding Customers and Sub-Customers
  • Importing Customers from an Excel or CSV File
  • Editing, Merging, and Making Customers Inactive
  • Recording Sales Transactions
  • Customizing Sales Forms Settings: Content
  • Customizing Sales Forms Settings: Appearance
  • Creating Sales Receipts and Invoices
  • Receiving Customer Payments
  • Recording a Bank Deposit
  • Creating Customer and Sales Reports
Working with Vendors
  • The Expenses Center
  • The Money Bar
  • The Vendors List
  • Adding Vendors
  • Importing Vendor Data from an Excel or CSV File
  • Editing, Merging, and Making Vendors Inactive
  • Creating Vendor Transactions: Purchases and Expenses
  • Customizing Expense Form Settings
  • Creating Check, Expense, and Bill Records
  • Managing Accounts Payable
  • Accounts Payable Reports
  • Other Vendor Reports
  • Paying Bills
Banking and Credit Card Transactions
  • Managing the Banking Center
  • Setting Up and Using Bank Feeds
  • Managing Bank Rules
  • Other Banking Transactions
  • Entering Debit and Credit Card Transactions
  • Reconciling Accounts
  • Bank Feeds
  • Undeposited Funds
  • Preparing Financial Reports

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

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Refund Policy
Student cancellation requests made 14 calendar days or less before the class starts will be charged 100% of the course fee and are not entitled to a refund. The student has one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.
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School: ONLC Training Centers

ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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