#Quickbooks training how to#

This course covers the basic and advanced features of QuickBooks Online accounting software to meet your business needs.

#Quickbooks training how to#

Once the product is fully configured, we would like several hours of training to ensure that we know how to use the product properly going forward. The course wraps up by training you to handle products and services on QuickBooks Online while you generate reports related to customers, sales, products and services. We own a small home health care franchise and need assistance with the initial configuration of QuickBooks Online (importing from bank account, setting up codes, generating a P&L, etc.). We also discuss how to record sales transactions, receive payments and issue credit memos, refunds and statements to customers. We then study the scope of the ‘chart of accounts’ on QuickBooks and explain how to handle customers and ‘sub-customers’ on the program’s customer list by adding, editing, importing and making them inactive. We demonstrate how to upload QuickBooks desktop files to its Online version and manage users as an administrator. The course then breaks down how to create and customize company files on QuickBooks and how to use the program’s unique user interface. We begin with an overview of the software that shows you how to select the right subscription plan for your business.

We teach you the fundamental concepts of accounting and how they apply in handling your business transactions and preparing reports with QuickBooks Online. This course lays out everything you need to know to make full use of Intuit’s Quickbooks Online cloud accounting software.