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QuickBooks Pro Online Beginner (2023)

Intuit QuickBooks is one of the most well-known consumer accounting applications.

Intuit QuickBooks is one of the most well-known consumer accounting applications. QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities, and the software is available in two formats: Desktop and Online. This course will demonstrate the basics of using QuickBooks Online (QBO), the cloud-based format.  

After completing QuickBooks Online Beginner, you will know the general differences between QuickBooks Desktop and QBO and the integrations available for each. You will learn QBO’s workflows compared to QuickBooks Desktop’s workflows and the integrations available for each. Additionally, you will become familiar with the latest QBO updates and understand how to navigate its different menus. In another module, we will walk through how to create a new company in QBO and how to customize the company’s features. Finally, you will understand how to add customers, vendors, independent contractors, and employees, as well as how to merge contacts. In the final module, we will define the different types of inventory and learn how to add inventory to company files in QBO.

Learning Objectives

  • Understand a simple accounting workflow
  • Identify the features and limitations of each subscription level of QBO and QuickBooks Desktop
  • Dive deep into the accounting workflow for inventory transactions

Author: Takeisha Strong

Duration: 2h 4m · 20 lessons
Level: Beginner
Language: English

Skills you’ll gain

Accounting SoftwareBusiness SoftwareQuickBooks (Accounting Software)QuickBooks Certification

What You'll Learn

  • Distinguish between QuickBooks Desktop and QuickBooks Online, including their workflows, add-ons, and available integrations
  • Navigate the QBO interface, menus, and the latest QBO updates
  • Create a new company in QBO and customize its features, including the Chart of Accounts and bank and credit card integrations
  • Add and manage customers, vendors, independent contractors, and employees, and merge duplicate contacts
  • Set up inventory in QBO, add inventory items, and work through the inventory workflow and reports
  • Identify the features and limitations of each subscription level of QBO and QuickBooks Desktop

Key Takeaways

  • QuickBooks is available in two formats, Desktop and Online, and QBO is the cloud-based version covered in this course.
  • QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities.
  • QBO and QuickBooks Desktop have different workflows, integrations, and subscription-level features and limitations.
  • Setting up a company in QBO includes customizing features such as the Chart of Accounts and connecting bank and credit card integrations.
  • The course covers adding contacts (customers, vendors, independent contractors, employees), merging duplicates, and managing inventory transactions.

Frequently Asked Questions

What does this QuickBooks Pro Online Beginner course cover?

It demonstrates the basics of using QuickBooks Online (QBO), the cloud-based format. It covers the differences between QuickBooks Desktop and QBO, their workflows and integrations, navigating QBO menus, the latest QBO updates, creating and customizing a new company, adding customers, vendors, independent contractors, and employees, merging contacts, and setting up and managing inventory.

Is this course for beginners?

Yes. As indicated by the title 'QuickBooks Pro Online Beginner,' the course demonstrates the basics of using QuickBooks Online and covers a simple accounting workflow.

What skills will I gain from this course?

The course builds skills in accounting software, business software, QuickBooks (Accounting Software), and QuickBooks Certification.

Will I learn the difference between QuickBooks Desktop and QuickBooks Online?

Yes. The course explains the general differences between QuickBooks Desktop and QBO, compares their workflows, and covers the integrations available for each, as well as the features and limitations of each subscription level.

Does the course cover inventory?

Yes. In the final module, the course defines the different types of inventory, walks through setting up and adding inventory items in QBO, and dives deep into the accounting workflow for inventory transactions, including inventory reports.

Transcript

The full transcript is available inside the lesson player once you start the course.

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