QuickBooks Online Bootcamp
Join Alicia as she takes you through the basics, highlights, and tips of QuickBooks Online in her class “QuickBooks Online Bootcamp”.
This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and business success.
"Hands down, the most comprehensive QuickBooks Online course out there; great for beginners and certification seekers!" - Hector Garcia CPA
Basic Training, often known as, “bootcamp”, is an introduction to the Army, and where recruits learn the traditions, tactics and methods of becoming a soldier.
And much like U.S. Army Bootcamp, my QuickBooks Online Bootcamp requires courage, discipline, and a hunger for excellence.
It's hard work…but it doesn’t require sacrifice!
Unlike U.S. Army Bootcamp, in my QBO Bootcamp I will encourage you instead of yell at you, hold your hand instead of force you to march, and you DEFINITELY won’t have to clean your privy with your toothbrush.
When we're through, you will have the QBO skills to solve any problem, conquer any transaction, silence your doubts, and tackle any task.
You will become a pillar of bookkeeping excellence, capable of handling whatever is thrown your way with strength, dignity, and grace.
Atten-hut!
Intuit's QuickBooks Online (QBO) is the number one accounting software with millions of customers. It is both extremely useful and easy to use...once you learn how.
If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need to take this course.
And it's best to learn the essentials from a Top 10 ProAdvisor so that you get set up properly, from the beginning! And who puts the "fun" in fundamentals more than QBO Rockstar Alicia Katz Pollock!
Alicia has designed this QBO Bootcamp course to be approachable and absorbable so you gain a solid understanding of how QuickBooks software works. With easy to follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running.
By the end of this course, you will have learned how to easily manage your company's daily workflow using QuickBooks Online and be able to run insightful reports to analyze growth.
When you register for this class, you'll also receive a free pdf of Alicia's book, "Master Intuit QuickBooks Online: From Set Up to Tax Time". Use it to follow along with the class, and later as a reference book to look things up quickly.
Instructional LevelBasic
Course Length10 hours
Course CreditsCertificate of Completion
Field of StudyAccounting Delivery MethodQAS/Self Study Who should take this class?
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About Your Instructor
Bootcamp Introduction and Agenda
Why is Bookkeeping Important Reading Resource
Why is Bookkeeping Important?
Getting Around QBO Reading Resource
Getting Around in QBO
Setting Up Your QuickBooks Reading Resource
Navigation Tricks Reading Resource
Navigation Tricks
Master QuickBooks Online textbook
Creating a New Company File in QBO Reading Resource
Creating a New Company File in QBO
Accounts and Settings Reading Resource
Accounts and Settings
Adding Users and Permissions Reading Resource
Adding Users
Chart of Accounts Reading Resource
The Chart of Accounts
Products and Services Reading Resource
Products and Services
Classes Locations and Tags Reading Resource
Classes, Locations and Tags
Quiz: Lists, Chart of Accounts, Products & Services
Customer Sales Preferences Reading Resource
Customer Sales Preferences
Customer Center Reading Resource
Customer Center
Managing Customers Reading Resource
Managing Customers
Workflow for Getting Paid Reading Resource
Workflow for Getting Paid
Sales Receipts Reading Resource
Sales Receipts
Invoices and Payments Reading Resource
Invoices and Payments
Bank Deposits Reading Resource
Bank Deposits
Merchant Services Reading Resource
Merchant Services
Estimates and Progress Invoicing Reading Resource
Estimates & Progress Invoicing
Taking Deposits for Work to be Performed
Credit Memos and Refunds Reading Resource
Credit Memo and Refunds
Customer Sales Reports
Quiz: Customers
Expense Settings
Adding and Managing Vendors Reading Resource
Adding and Managing Vendors
Workflow for Expenses Reading Resource
Workflow for Expenses
Purchase Orders Reading Resources
Purchase Orders
Bills and Payments Reading Resource
Bills and Payments
Writing Checks Reading Resource
Writing Checks
Sales Settings
Vendor Credits and Refunds Reading Resource
Vendor Credit and Refunds
Job Costing Expenses Reading Resource
Job Costing and Item Profitability
Artificial Intelligence in the Bank Feed
The Banking Center Reading Resource
The Banking Center
Reconciling Reading Resource
Reconciling
Quiz: Banking
The Bottom Line of Accounting
Profit and Loss Report
New Enhanced Experience: Sales by Customer Detail
The Balance Sheet
Running Reports Reading Resource
Customer Sales Reports
More Transactions Reading Resource
Transferring Funds
Recurring Transactions Reading Resource
Recurring Transactions
Journal Entries Reading Resource
Journal Entries
Business Features Reading Resource
Business Features
Quiz: Additional Transactions
Leave Us a Review
QuickBooks Online Bootcamp Final Exam
The Top Dozen Mistakes People Make
Where to Go From Here
Index
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Enjoyed this course. Easy to follow and effective video training. My only fault is that I should have taken a basic course first as I am brand new to Quick B...
Read MoreEnjoyed this course. Easy to follow and effective video training. My only fault is that I should have taken a basic course first as I am brand new to Quick Books.
Read LessThis was a fast 6 hours going over QBO for someone who has never used QBO. There are real life examples of what to do and not to do. It was a good exposure...
Read MoreThis was a fast 6 hours going over QBO for someone who has never used QBO. There are real life examples of what to do and not to do. It was a good exposure and I'm sure I will review it again to understand the tips given when I start using QBO.
Read LessI absolutely loved using QuickBooks! The platform is incredibly intuitive and user-friendly, making it easy to manage my finances with confidence. The automa...
Read MoreI absolutely loved using QuickBooks! The platform is incredibly intuitive and user-friendly, making it easy to manage my finances with confidence. The automated features, like bank feeds and transaction categorization, save me so much time and effort. The detailed reports give me valuable insights into my business performance, helping me make informed decisions. QuickBooks has truly transformed the way I handle my accounting tasks, and I can't imagine running my business without it. Highly recommend it to anyone looking for a reliable and efficient accounting solution!
Read LessAlicia is a great instructor and makes it really easy to learn QuickBooks. She provided a learning layout that made it possible to retain the knowledge.
Alicia is a great instructor and makes it really easy to learn QuickBooks. She provided a learning layout that made it possible to retain the knowledge.
Read LessThe book was well put together for quick access and very easy to understand. The course also was straightforward and did not have a lot of repetition material
The book was well put together for quick access and very easy to understand. The course also was straightforward and did not have a lot of repetition material
Read LessThis Bootcamp was informative and very thorough for being a minimized walkthrough of each section of QBO. Would recommend to anyone who needed guidance for a...
Read MoreThis Bootcamp was informative and very thorough for being a minimized walkthrough of each section of QBO. Would recommend to anyone who needed guidance for anything QBO related.
Read LessVery easy to follow along online and in the text. Author/Teacher was entertaining enough to keep my attention. This is a high level course and not an in de...
Read MoreVery easy to follow along online and in the text. Author/Teacher was entertaining enough to keep my attention. This is a high level course and not an in depth of all things QBO, author was straight forward about that and recommended and linked to deep dives for future use etc. Only negative was sometimes the reading resource and the video right after did not match or sync up. So was reading about one topic and the video was about a different topic. Eventually they all got covered but a couple times it threw me for a quick momentary loop...
Read LessVery detailed course on how to maneuver Quick Books.
Very detailed course on how to maneuver Quick Books.
Read Less