Learning Outcomes

Welcome and Overview

QuickBooks Online Subscriptions

QuickBooks Online & Mobile Devices

Lesson Summary

Get introduced to the QuickBooks Online accounting software in this module. You will learn how to select the right subscription plan for your business needs, the functions of the software, and how QuickBooks Online works with mobile devices.

Accessing QuickBooks Online Sample Files

Setting Up A New Company File

Uploading QuickBooks Desktop Files to the Online Version

Overview of the User Interface

Learn about how to set up and navigate through a QuickBooks Online account from this module. You will also discuss how to upload desktop files to the online version and the elements of the QuickBooks Online user interface.

The Gear Menu

Customizing Your Company File

Customizing Your Company File - Part 2

Managing Users

Chart of Accounts - Part 1

Chart of Accounts - Part 2

Learn about various options for customizing your company files on QuickBooks Online. You will discuss the tools and settings in the gear menu, the ways of managing user access rights, and setting up the Chart of Accounts.

Customer List

Adding Customers

Adding Sub-Customers

Editing Customer

Making Customers Inactive

Importing Customers

Learn about handling customers and customer information in QuickBooks Online from this module. You will discuss how to create a customer or a sub-customer, along with ways to edit, make inactive, and import customers.

Sales Overview

Sales Receipts

Invoicing Customers

Recording Customer Payments

Make Deposits

Credit Memos

Refunds

Statements

Customer & Sales Reports

Learn about recording and generating reports on sales transactions on QuickBooks Online from this module. You will discuss how to record sales and payments, issuing credit memos and statements to customers, and different types of sales and customer report.

Overview of Products & Services

Adding New Products & Services

Adding Inventory Products

Purchase Orders

Receiving Products Into Inventory

Product & Service Reports

Learn about different processes and reports related to products and services on QuickBooks Online. You will discuss various types of products and services, setting up purchase orders, and receiving products into your business inventory.

Introduction to QuickBooks Online - Course Assessment

Learn how to set up and use Intuit QuickBooks Online to handle business transactions with this free online course.

Introduction to QuickBooks Online

This training course guides you step-by-step through the process of using Intuit QuickBooks Online accounting software to meet your business needs. We show you how to create and customize company files and manage users and customers. We cover how to handle sales transactions and manage your products and services while you generate reports with QuickBooks. Sign up to quickly polish your accounting software skills.

Introduction to QuickBooks Desktop

QB Versions And New Features

Setting Up Your Company File-QB22

My Company Overview

Preferences in QuickBooks

Working with the Users

QB Sample and Company Files

This module examines the different features of QuickBooks 2022 and compares the desktop to the online versions. Next, we will set up the company profile in QuickBooks and make the necessary settings based on the company's business. We will also learn how to set up different permissions for each user in QuickBooks 2022.

Customers and Jobs

Estimates in QuickBooks

Invoicing from Estimates

Customer Payments and Deposits

Credit Memos and Statements

Working With Vendors

Vendors Bills and Paying Credits

Items and Inventory

This module explores advanced features of QuickBooks 2022 such as payments, deposits, and customer as well as vendor creation. In addition, we will discuss estimates and how to use them when dealing with customers. Following that, we will discuss how QuickBooks 2022 handles inventory additions and tracking.

Course assessment

Learn how to use QuickBooks Desktop 2022 to handle accounts and finances in this free online bookkeeping course.

Getting Started with QuickBooks Desktop 2022

This bookkeeping course explains how to use the advanced features of QuickBooks 2022. We show you how to set up company profiles in QuickBooks and adjust settings to meet your business needs. We then explore the process of creating and managing customers, vendors, payments and deposits and discuss how to assign different roles to each user. Sign up to learn how to use QuickBooks to handle your accounting and business administration needs.

How QuickBooks Files Work

Setting Up Your Company File

Using Easy Step Interview - Part 1

Using Easy Step Interview - Part 2

Getting Around in QuickBooks - Part 1

Getting Around in QuickBooks - Part 2

Starting and Exiting QuickBooks

Opening a Second Company File

In this module, you will be introduced to how QuickBooks work, as well as how to set up your company file on QuickBooks and using the Easy Step Interview to set up a company on QuickBooks. You will also be introduced to the steps for getting around in QuickBooks, starting and exiting QuickBooks, as well as opening a second company file.

Preferences - Part 1

Preferences - Part 2

Working with Users

Let Me Try: Creating a New Account

In this module, you will be introduced to the process for customizing preferences on QuickBooks, as well as setting up different users on QuickBooks. You will also be introduced to the setup process for the chart of accounts on QuickBooks, as well as try out an exercise to create a new account and assign different variables.

Walkthrough of the Customer Centre

Creating Customers and Jobs

Estimates - Part 1

Estimates - Part 2

Invoicing from Estimates - Part 1

Invoicing from Estimates - Part 2

Invoicing Customers for Products and Services

Receiving Payments

Creating Deposits

Creating Credit Memos

Entering an Overpayment

Handling Customer Down Payments

Memorizing a Sale

Using Price Levels

Creating Statements

Using the Income Tracker

Let Me Try: Creating a New Customer and an Invoice

Let Me Try: Receiving a Payment

Let Me Try: Creating a Deposit

In this module, you will be introduced to the customer centre in QuickBooks, how to create customers and jobs, how to prepare estimates, as well as creating invoices from estimates. You will also be introduced to the process of receiving payments, entering overpayments, as well as handling customer down payments, and using the income tracker.

QuickBooks Desktop Canada Online Course - Course Assessment

The free online course on how QuickBooks works, its customization, as well as receiving payments and managing deposits.

Diploma in QuickBooks Desktop Canada

This free online QuickBooks desktop Canada course teaches you about how to work with the QuickBooks software in accounting, as well as using the Easy Step Interview and opening a second company file. You will learn about how to customize preferences in QuickBooks. You will also be able to learn how to manage payments, handle down payments, as well as issue invoices to customers. Start this course today to improve your understanding of QuickBooks.

Microsoft Power BI Data Analytics

Working with Big Data

In this module, you will be introduced to Microsoft Power BI and its features. You will learn how to perform big data analytics using Microsoft Power BI. We will also discuss how you can create interactive visualizations, reports and dashboards from your big data sets for analysis.

Course Assessment

In this free analytics course, learn how to use Power BI to transform your data into interactive visual reports.

Introduction To Data Analytics Using Microsoft Power BI

Data analysis is a powerful skill to have today and by using Microsoft Power Business Intelligence (BI) you can do so effectively and efficiently. Through this course, you will learn how to create interactive visualizations, reports and dashboards with a few clicks or drag-and-drops. You will also see how Power BI can handle files that are too large for Excel.

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