Quickbooks Online Training - ITU Online

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Quickbooks Online Training

PC Magazine has named QuickBooks accounting software as the Editors’ Choice for Best Accounting Software. Because of its growing popularity, this Quickbooks Online Training is being adopted by businesses in droves, leading to a rising demand for competent users and creating career-making openings with lucrative pay scales. Whether you want to be an accountant, bookkeeper or CPA – there’s no shortage of opportunities! Besides that, entrepreneurs have plenty room to take advantage from this trend too.

Included In This Course

Included In This Course

Total Hours
2  Training Hours
Quickbooks Online Training
75 On-demand Videos
Closed Caption

Closed Captions

Course Topics
8  Topics
Prep Questions
75 Prep Questions
Quickbooks Online Training

Certificate of Completion

Course Description

Note: Although this course is based on an older version, it remains to be a beneficial resource for educating and training.

QuickBooks is an accounting software package developed and marketed by Intuit.  QuickBooks products are geared mainly toward small to medium-sized businesses and offer on-premises accounting applications, as well as cloud-based versions that accept business payments, manage, and pay bills and perform payroll functions.

What Will you Learn?

This course will provide you with the skills and knowledge required to provide a professional level of support to business clients and help them succeed. As you progress through the course, you will develop a working understanding of the complete end-to-end accounting life cycle and be able to support clients with the key required tasks within QuickBooks Online Accountant.

After taking this course, you will be able to confidently provide support to various types of clients and enable them to properly implement QuickBooks Online. This includes everything from the setup and maintenance of client accounts to managing lists and reports. You will also be exposed to basic accounting principles, relevant financial documents, and common errors users typically make.

Learning Objectives Include:

  • Determine client needs and recommend the appropriate subscription level
  • Describe how to set up a new client and ensure correct settings are applied based on client needs
  • Recall how to use QuickBooks Online Accountant and QuickBooks Online to support a typical SMB client and ensure that all their data is entered correctly
  • Describe how to reconcile accounts and make adjusting entries where appropriate
  • Describe how to ensure the books are balanced
  • State how to close the books in preparation for year or period end
  • Recall how to run basic reports
  • Apply the working knowledge gained of using the accountant tools
  • Describe the benefits of QuickBooks Online mobile app
  • Explain best practice workflows to clients

Where is QuickBooks Used?

QuickBooks accounting software was named the editor’s choice for the best accounting software by PC Magazine.  Due to its increasing popularity, many businesses choose QuickBooks for their accounting needs, which creates a need for competent users. There is a rising market for professional QuickBooks bookkeepers. Job seekers can find career opportunities and lucrative salaries in many different areas including accounting, bookkeepers and CPAs. Entrepreneurial opportunities are also abundant.

In small businesses, bookkeepers are responsible for the daily financial transactions of the company. They record the daily receipts into financial software, like QuickBooks, and manage the banking transactions, accounts payable and accounts receivable. In larger companies, these roles may fall on multiple clerks or accountants, but smaller companies may employ a full-time bookkeeper to handle all these functions.

How much can you make?

Average salaries can vary depending on which career path you take after learning QuickBooks.  Starting salaries for bookkeepers can start off at $46,000 a year, while Certified Public Accountants (CPAs) can make up to $65,000 a year.  Generally, staff accountants start off at around $50,000 a year.  There is also a large market for independent bookkeepers and freelance opportunities.  Most freelancers will charge in the range of $25 – $40 an hour for QuickBooks services rendered.

Frequently Asked Questions About Quickbooks Online Training

What is QuickBooks Online and who is it intended for?

QuickBooks is an accounting software package developed and marketed by Intuit. The software is geared towards small to medium-sized businesses, offering both on-premises accounting applications and cloud-based versions. The QuickBooks Online course on ITU Online is intended for those who wish to provide a professional level of support to business clients using QuickBooks Online. This could include individuals aiming to be accountants, bookkeepers, or CPAs, as well as entrepreneurs.

What will I learn from this QuickBooks Online course?

This course will provide you with a comprehensive understanding of the end-to-end accounting lifecycle using QuickBooks Online. You’ll learn how to set up and maintain client accounts, manage lists and reports, reconcile accounts, make adjusting entries, close the books for year or period end, and run basic reports. The course also covers using the QuickBooks Online mobile app and explains best practice workflows to clients.

What modules does the QuickBooks Online course cover?

The course is divided into eight modules: Setup and Maintenance, List Management, Sales (Money-In), Purchases (Money-Out), Accounting, Reports, Customizations and Time Savers, and Extra. Each module covers a different aspect of QuickBooks Online, including setting up users and navigating QuickBooks Online, managing lists, handling sales and purchases, understanding basic financial statements, creating custom reports, optimizing your workflow, and avoiding common mistakes.

Who is the instructor of the QuickBooks Online course?

The course is taught by Mary Rutan, an experienced instructor with ITU Online.

What career opportunities are there for proficient users of QuickBooks Online?

QuickBooks is widely used by businesses, leading to a demand for competent users and creating job opportunities with attractive salaries. Proficient users can find career opportunities in accounting, bookkeeping, and as CPAs. In small businesses, bookkeepers are responsible for daily financial transactions, while larger companies may have separate roles for different accounting functions. Entrepreneurs can also benefit from a solid understanding of QuickBooks Online.

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Upon completion of your training, you’ll receive a personalized certificate of completion to help validate to others your new skills.
Example Certificate

Course Outline

Quickbooks Online Course Content

Module 1: Setup and Maintenance

  •    Module 1 Notes

  •    Course Introduction

  •    Knowing Which Account is Right for You

  •    Getting Started

  •    User Setup

  •    Access Rights

  •    User Setup Completion

  •    Adding Employees to Payroll

  •    Inviting Your Accountant

  •    Dashboard and 3 Ways to Navigate QBO

  •    Commonly Used Forms

  •    Module 1 Summary

Module 2: List Management

  •    Module 2 Notes

  •    Defining Lists

  •    Importing Lists

  •    Employees vs 1099

  •    Adding and Removing Entries

  •    Updating Entries

  •    Editing and Managing List Elements Demo

  •    Merging Items (entries)

  •    Form Requirements

  •    Module 2 Summary

Module 3: Sales (Money-In)

  •    Module 3 Notes

  •    Product and Service Setup

  •    Customer Setup Demo

  •    Invoicing Workflows

  •    Recording Sales

  •    Customer Statements

  •    Tracking Audit History Demo

  •    Sales Reciept Workflow

  •    Undeposited Funds Account

  •    Accounts Receivable Impact

  •    Impact of Connecting Your Bank Account to QBO

  •    Billable Expense Invoicing

  •    Recording a Customer Credit

  •    Delayed Charges

  •    Estimates

  •    Module 3 Summary

Module 4: Purchased (Money-Out)

  •    Module 4 Notes

  •    Product and Service Setup on Purchase Forms

  •    Vendor Setup

  •    Purchase Order Transactions

  •    Entering and Paying Bills

  •    Recording Checks

  •    Recording Credit and Debit Card Transactions

  •    Recording EFTs, Online Payments, and Wire Transfers

  •    Recording Vendor Credits

  •    Voiding vs Deleting Checks

  •    Vendor Page and Report Insights

  •    Module 4 Summary

Module 5: Accounting

  •    Module 5 Notes

  •    Basic financial statements (Balance sheet, income statement, and statement of cash flows)

  •    Financial Statements Expanded

  •    Cash and Accrual Accounting Differences

  •    Difference Between Cash and Accrual Reporting

  •    Setting a Closing Date

  •    Balancing Your Books aka Reconciling Demo

  •    Journal Entries

  •    Audit Log Insights

  •    Project Profitability Demo

  •    Module 5 Summary

Module 6: Reports

  •    Module 6 Notes

  •    Customized Reports

  •    Commonly Used Reports Demo

  •    Setup Automatic Report Emails

  •    Collapse and Expand Report Function

  •    Exporting and Importing Reports

  •    Module 6 Summary

Module 7: Customizations and Time Savers

  •    Module 7 Notes

  •    Tracking Income and Expenses for Multiple Locations

  •    Organizing your Chart of Accounts

  •    Custom Fields on Invoices

  •    Recurring Transactions

  •    Customizing a Sales Form

  •    Keyboard Shortcuts

  •    QBO Mobile App Preview

  •    Connecting Third Party Apps to QBO

  •    Module 7 Summary

Module 8: Extra

  •    Module 8 Notes

  •    Common Mistakes QBO Users Make

  •    Final Note on Bookkeeping Best Practices

  •    Why QBO is Awesome

  •    Course Outro

  •    Defining Terms and Sample Quiz Questions

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Your Training Instructor

Mary Rutan

Mary Rutan


Quickbooks Online Training



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Quickbooks Online Training

Quickbooks Online Training
Quickbooks Online Training
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