The Professional Bookkeeper's Guide to QuickBooks - Online

How To Use the Easiest Accounting Software in use today - Accessible from- any location!

Course Description

QuickBooks Online is innovative and convenient in allowing different administrators and users to access the company files from various locations. QuickBooks Online is effective in managing a company's advanced accounting needs. The features in QB's Online edition are more accessible than the desktop version. The ability to allow multiple users with different levels of expertise is part of its charm. Updates are automatically done through the online version, easily making QB Online the most current version on the market today.

However, using the software incorrectly can be more of a hindrance than a help! Even well-meaning employees who don't understand QuickBooks Online will not do you any favors. 

Universal Accounting has the answer to this problem:

The Professional Bookkeeper's Guide to QuickBooks - Online version is the PREMIER QB course you will need to fully understand the software and how to use it effectively to; 

1- Accurately MAP out your clients' financial past, and 

2- Efficiently FORECAST your clients' financial futures. 

Even if you do not have a strong accounting background, our course will give you the basics so that you will understand enough to use QBO PRO-ficiently.  

Each section is a detailed "visual lesson" on specific attributes of the program.  You will be taken step-by-step through each of its functions, using visual learning styles and techniques.

This course is an online-based, individual study program, so
 
YOU will learn at YOUR PACE!

UA's course is suitable for use in all industries:

Contractors
Wholesalers
M
anufacturers
Service Providers
Online Sales
Non-profit Organizations
R
etail Establishments
etc...

With industry-specific versions, working with customized reports and workflow, The Professional Bookkeeper's Guide to QuickBooks - Online gives you in-depth knowledge on how to use QB's software accurately, and apply its ability to control and predict a company's financial future with full access from various locations, through the cloud.

Intuit's QuickBooks software is considered the premier accounting software available on the market today, easily adapted to and used by all levels of accounting professionals, from novices to experts, servicing one or multiple accounting clients within its program.

This training includes:

  • How QuickBooks Online Works in Your World – Master the QuickBooks Online software from A to Z
  • Customers & Sales – The Sales Cycle
  • Vendors and Bills: The Buying Cycle
  • Mastering Advanced QuickBooks Online Topics

Browse through The Professional Bookkeeper's Guide to QuickBooks - Online Course curriculum {below} for a more detailed list of the topics taught. Use the drop-down menu for each section to read the actual titles of the learning content.

Universal Accounting Center focuses on Convenient At-Home Learning

This program is delivered through easy-to-follow instructional videos  (over instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. workbooks (over 600 pages of instruction and reference materials).

Course curriculum

Over 8.5 hours of video training

  • 2

    I Session 1: How QuickBooks Online Works

  • 3

    I Session 2: Accounting 101

  • 4

    I Session 3: QuickBooks Online Accounting 101

    • Using Forms in QuickBooks Online (M1 S3 T1 )

    • Using Registers or Forms (M1 S3 T2)

    • Setting Up the Chart of Accounts (M1 S3 T3)

    • Subaccounts (M1 S3 T4 )

    • When to use the General Journal (M1 S3 T5)

      FREE PREVIEW
    • Entering Journal Entries (M1 S3 T6 )

    • Learning Activity: The Balance Sheet Report (M1 S3 T7)

  • 5

    I Session 4: Mastering Navigation Basics

    • The Dashboard (M1 S4 T1)

    • The Left Menu Bar (M1 S4 T2)

    • The Quick Create PLUS (M1 S4 T3)

    • The Gear Tool (M1 S4 T4)

    • The Help Menu (M1 S4 T5)

    • What You See on the Screen (M1 S4 T6)

      FREE PREVIEW
    • Multiple Tabs (M1 S4 T7)

    • Learning Activity: Setting Up Accounts (M1 S4 T8)

    • PRINT ME Learning Activity Module 1 Session 4 Setting up Accounts

  • 6

    I Session 5: Getting Help & Finding and Correcting Mistakes

    • Getting Help in QBO (M1 S5 T1)

    • Finding and Correcting Mistakes Safely (M1 S5 T2)

    • Learning Activity: Dashboard (M1 S5 T3)

  • 7

    I Session 6: Setting up a New Company

    • When Do You Create a New Company (M1 S6 T1)

    • Setting up a new company (M1 S6 T2)

    • Lets Go (M1 S6 T3)

    • Starting Date (M1 S6 T4)

    • Beginning Balances (M1 S6 T5)

    • Historical Data (M1 S6 T6)

    • Opening Balance Equity Account (M1 S6 T7)

    • Default Chart of Accounts (M1 S6 T8)

    • Importing and Exporting CSV files (M1 S6 T9)

  • 8

    I Session 7: Account and Settings

    • The Gear Icon (M1 S7 T1)

    • Company (M1 S7 T2)

    • Usage (M1 S7 T3)

    • Sales: Custom Form Styles (M1 S7 T4)

    • Sales: Sales Form Content (M1 S7 T5)

    • Sales: Products and Services (M1 S7 T6)

    • Sales: Product Invoicing (M1 S7 T7)

    • Sales: Messages (M1 S7 T8)

    • Sales: Reminders (M1 S7 T9)

    • Sales: Online Delivery (M1 S7 T10)

    • Sales: Statements (M1 S7 T11)

    • Expenses: Bills and Expenses (M1 S7 T12)

    • Expenses : Purchase Orders (M1 S7 T13)

    • Expenses : Messages (M1 S7 T14)

    • Advanced: Accounting (M1 S7 T15)

    • Advanced : Company Type (M1 S7 T16)

    • Advanced : Chart of Accounts (M1 S7 T17)

    • Advanced: Categories (M1 S7 T18)

    • Advanced: Automation (M1 S7 T19)

    • Advanced: Projects (M1 S7 T20)

    • Advanced: Time Tracking (M1 S7 T21)

    • Advanced :Currency (M1 S7 T22)

    • Advanced: Other Preferences (M1 S7 T23)

  • 9

    I Session 8: Other Gear Links and Shortcuts

    • Manage Users (M1 S8 T1)

    • Custom Form Styles (M1 S8 T2)

    • Chart of Accounts (M1 S8 T3)

    • QuickBooks Labs (M1 S8 T4)

    • Lists (M1 S8 T5)

    • Tools (M1 S8 T6)

    • Profile (M1 S8 T7)

  • 10

    I Session 9: Introduction to Reporting

    • Reports Menu (M1 S9 T1)

    • Standard Reports (M1 S9 T2 )

    • QuickZoom (M1 S9 T3)

    • The Customize Reports Buttons (M1 S9 T4)

    • Cash vs Accrual Accounting (M1 S9 T5)

    • Learning Activity: Cash vs Accrual (M1 S9 T6)

    • Learning Activity Reports (M1 S9 T7 )

  • 11

    QuickBooks Online Module I Practice Exam

    • QuickBooks Online Module 1 Practice Exam

  • 12

    II Session 1: Lists in QuickBooks Online

    • Understanding Lists (M2 S1 T1)

    • Adding to Lists (M2 S1 T2)

    • Lists Rules and Limitations (M2 S1 T3)

    • Making List Items Inactive (M2 S1 T4)

    • Modifying List Items (M2 S1 T5)

    • Merging List Items (M2 S1 T6)

    • More on Making List Items Inactive (M2 S1 T7)

    • Learning Activity: QuickBooks Lists (M2 S1 T8)

  • 13

    II Session 2: Creating Customers

    • Who you add to the Customer List (M2 S2 T1)

    • Customers (M2 S2 T2)

    • Setting Up Customers (M2 S2 T3)

    • Using Sub-Customers (M2 S2 T4)

    • Classes ( M2 S2 T5)

    • Entering Classes (M2 S2 T6)

    • What Shows Up on Reports with Classes (M2 S2 T7)

    • Locations (M2 S2 T8)

    • Learning Activity_Adding Customers (M2 S2 T9)

  • 14

    II Session 3: The Items List

    • What Items Do for You (M2 S3 T1)

    • When must you use Items (M2 S3 T2)

    • Inventory Items (M2 S3 T3)

    • Non-Inventory Items (M2 S3 T4)

    • Service Item (M2 S3 T5)

    • Bundle Items (M2 S3 T6)

    • Items Tab vs Categories Tab (M2 S3 T7)

    • Learning Activity_Setting up a Service Item (M2 S3 T8)

  • 15

    II Session 4: Invoices From Estimates

    • Creating Estimates (M2 S4 T1)

    • Entering Items on Estimates (M2 S4 T2)

    • Invoicing From Estimates (M2 S4 T3)

    • Learning Activity: Creating Estimates (M2 S4 T4)

  • 16

    II Session 5: Invoicing for Time and Costs

    • Assigning Costs to Customers (M2 S5 T1)

    • Assigning Time to Customers (M2 S5 T2)

    • Expenses in Job Costing (M2 S5 T3)

    • Invoicing Customers for Time and Costs (M2 S5 T4)

    • Learning Activity: Job Cost Invoices (M2 S5 T5)

  • 17

    II Session 6: Invoicing From Scratch

    • Entering Items on Invoices (M2 S6 T1)

    • Subtotals (M2 S6 T2)

    • Discounts (M2 S6 T3)

    • Entering Down Payments (M2 S6 T4)

    • Printing Invoices (M2 S6 T5)

    • Emailing Forms (M2 S6 T6)

    • Marking Items as Send Later (M2 S6 T7)

    • Learning Activity_Creating Invoices (M2 S6 T8)

  • 18

    II Session 7: Money - Receiving Payments and Depositing in the Bank

    • Enter Invoice then Receive Payment (M2 S7 T1)

    • Undeposited Funds (M2 S7 T2)

    • Receive Payments (M2 S7 T3)

    • Partial Payment (M2 S7 T4)

    • Sales Receipts (M2 S7 T5)

    • Making a Deposit (M2 S7 T6)

    • Deposits Other than Undeposited Funds (M2 S7 T7)

    • Learning Activity: QuickBooks Deposits (M2 S7 T8)

  • 19

    II Session 8: Trobleshooting Customer Management

    • Issuing Credits to your Customers (M2 S8 T1)

    • Income Tracker and Customers (M2 S8 T2)

    • Bounced Checks (M2 S8 T3)

    • Customer Statements (M2 S8 T4)

    • Adjust Inventory (M2 S8 T5)

  • 20

    QuickBooks Online Module II Practice Exam

    • QuickBooks Online Module 2 Practice Exam

  • 21

    III Session 1: Creating Vendors

    • Who do we add to the Vendor List (M3 S1 T1)

    • The Expenses Center (M3 S1 T2)

    • Vendor Information (M3 S1 T3)

    • Learning Activity: Adding Vendors (M3 S1 T4)

  • 22

    III Session 2: Purchase Orders

    • When and why to use Purchase Orders (M3 S2 T1)

    • Purchase Orders are non-posting (M3 S2 T2)

    • Entering Purchase Orders (M3 S2 T3)

    • Assigning Job Costing to a Purchase Order (M3 S2 T4)

    • Receiving Purchase Orders (M3 S2 T5)

    • Inventory Item Flow (M3 S2 T6)

    • Learning Activity: Entering a PO (M3 S2 T7)

  • 23

    III Session 3: Entering Bills

    • When do I enter Bills (M3 S3 T1)

    • Item Details tab vs Category Details tab (M3 S3 T2)

    • Entering Bills from scratch (M3 S3 T3)

    • Job Costing on Bills (M3 S3 T4)

    • Invoicing Customers for Bills (M3 S3 T5)

    • 1099s and 1096s (M3_S3_T6)

    • Learning Activity: Recording Purchase Orders and Bills (M3 S3 T7)

    • QBO Section 3

  • 24

    III Session 4: Paying Bills

    • Unpaid Bills Report (M3 S4 T1)

    • Displaying and Sorting Bills (M3 S4 T2)

    • Selecting the Bills You Want to Pay (M3 S4 T3)

    • Paying with a Credit Card or Check (M3 S4 T4)

    • Print the Bill Payment Checks (M3 S4 T5)

    • Credits for Vendors (M3 S4 T6)

    • Pay Bill from Check (M3 S4 T7)

    • Learning Activity: Pay Bills (M3 S4 T8)

    • QBO Section 4

  • 25

    III Session 5: Entering Checks

    • Writing Checks vs Entering Bills (M3 S5 T1)

    • Writing Checks vs Using Registers (M3 S5 T2)

    • Job Costing on Checks (M3 S5 T3)

    • Debit Cards and Checking Accounts (M3 S5 T4)

    • Handwritten Checks (M3 S5 T5)

    • Learning Activity: Create Checks (M3 S5 T6)

    • QBO Section 5

  • 26

    III Session 6: Checking Account Associated Transactions

    • Voiding Transactions (M3 S6 T1)

    • Deleting Transactions (M3 S6 T2)

    • Petty Cash Account (M3 S6 T3)

    • Using the Petty Cash Account (M3 S6 T4)

    • Learing Activity: Opening Balances, City Clothing (M3 S6 T5)

    • Learning Activities: Sales Receipts, City Clothing (M3 S6 T6)

    • Learning Activity: Deposit, City Clothing (M3 S6 T7)

    • Learning Activity: Checks and General Journal, City Clothing (M3 S6 T8)

    • Learning Activity: Reports, City Clothing (M3 S6 T9)

    • QBO Section 6

  • 27

    III Session 7: Reconciling the Bank Account

    • The Bank Statement (M3 S7 T1)

    • Beginning Balance (M3 S7 T2)

    • Getting the Beginning Balance Right (M3 S7 T3)

    • First Time Reconciliation (M3 S7 T4)

    • Reconciling the Bank Statement and QuickBooks (M3 S7 T5)

    • Correcting Mistakes (M3 S7 T6)

    • What if the Bank Makes a Mistake (M3 S7 T7 )

    • Letting QuickBooks FIX IT for you (M3 S7 T8)

    • Clearing Transactions in the Register (M3 S7 T9)

    • Bank Feeds (M3 S7 T10)

    • Learning Activity: Bank Feeds (M3 S7 T11)

    • Learning Activities: Chart of Accounts and BBs, Barrys Gas and Groceries (M3 S7 T12)

    • Learning Activity: Weekly Deposits, Barrys Gas and Groceries (M3 S7 T13)

    • Learning Activity: Invoice as a Journal Entry, Barrys Gas and Groceries (M3 S7 T14)

    • Learning Activity: Checks, Barrys Gas and Groceries (M3 S7 T15)

    • Learning Activity: Bill, Barrys Gas and Groceries (M3 S7 T16)

    • Learning Activity: After the Fact Payroll, Barrys Gas and Groceries (M3 S7 T17)

    • Learning Activity: General Journal, Barrys Gas and Groceries (M3 S7 T18 )

    • Learning Activity: Reports, Barrys Gas and Groceries (M3 S7 T19)

    • QBO Section 7

  • 28

    III Session 8: Credit Card Transactions

    • Setting up Credit Card Accounts (M3 S8 T1)

    • Entering Credit Card Purchases (M3 S8 T2)

    • Credit on Credit Cards (M3 S8 T3)

    • Reconciling the Credit Card Account (M3 S8 T4)

    • Paying the Credit Card Bill (M3 S8 T5)

    • Learning Activity: Entering Bank Feeds and Reconciliations (M3 S8 T6)

  • 29

    QuickBooks Online Module III Practice Exam

    • QuickBooks Online Module 3 Practice Exam

  • 30

    IV Session 1: Setting up Payroll

    • QBO Payroll Subscriptions (M4_S1_T1 )

    • QBO Running Payroll (M4 S1 T2)

    • QBO Payroll Settings (M4 S1 T3)

    • QBO Employee Settings (M4 S1 T4)

    • QBO Enter time for employees and vendors (M4 S1 T5)

    • QBO Printing Paychecks (M4 S1 T6)

    • QBO Printing Paystubs (M4 S1 T7)

    • QBO Learning Activity: Payroll (M4 S1 T8)

  • 31

    IV Session 2: Sales Tax

    • QBO Sales Tax (M4 S2 T1)

    • QBO Setting up Sales Tax Items (M4 S2 T2)

    • QBO Setting up Combined Sales Tax (M4 S2 T3)

    • QBO Sales Tax Categories (M4 S2 T4)

    • QBO Assigning Sales Tax Codes to Customers (M4 S2 T5)

    • QBO Let QuickBooks Calculate the Sates Tax (M4 S2 T6)

    • QBO Paying Sales Tax to the Government (M4 S2 T7)

    • QBO Learning Activity: Create Sales Tax Group (M4 S2 T8)

  • 32

    IV Session 3: Customizing & Creating Reports

    • QBO The Report Center (M4 S3 T1)

    • QBO Adding Columns (M4 S3 T2)

    • QBO Changeing the Column Width (M4 S3 T3)

    • QBO Moving Columns (M4 S3 T4)

    • QBO Headers and Footers ( M4 S3 T5)

    • QBO Sorting Filters (M4 S3 T6)

    • QBO Memorizing Reports (M4 S3 T7)

    • QBO Interface with Excel (M4 S3 T8)

  • 33

    IV Session 4: Finding Transactions & Saving Time

    • QBO Audit Log (M4 S4 T1)

    • QBO Finding Transactions (M4 S4 T2)

    • QBO Shortcut Commands (M4 S4 T3)

    • QBO Memorized Transactions (M4 S4 T4)

    • QBO Fixed Assets (M4 S4 T5)

    • QBO Depreciation (M4 S4 T6)

    • QBO Attached Documents (M4 S4 T7)

    • QBO Budgets (M4 S4 T8)

    • QBO Year-End Closing (M4 S4 T9)

  • 34

    CR Construction Learning Activity

    • Learning Activity - CR Construction Introduction

    • Enter these Job Statements as Estimates

    • Enter Receipts

    • Checks

    • General Journal

    • CR Construction Financial Statements

  • 35

    QuickBooks Online Module IV Practice Exam

    • QuickBooks Online Module 4 Practice Exam

  • 36

    QuickBooks Online Final Exam

    • QuickBooks Online Final Exam

Enroll NOW and Start Learning Today!

SUCCESS only begins when YOU DO!

Click here to enroll in QB Desktop training separately

(See below how to bundle both QBD & QBO courses together to SAVE $$)

UA Presents The QuickBooks Specialist™ (QS) Designation

Become THE CERTIFIED EXPERT in QB Desktop and Online

The QuickBooks Specialist™ designation is earned by showing proficiency in the 2 courses, The Professional Bookkeeper’s Guide to QuickBooks Desktop and Online, which are designed to teach anyone how to use both versions of QuickBooks with advanced confidence and skill. 

Whether you consider yourself an expert bookkeeping professional, intermediate user or a novice, this course is designed for you. Over 80% of small businesses use Intuit’s QuickBooks accounting software. It is considered the premier accounting software available today. 

Mastering QuickBooks 
Desktop and Online versions can help you enhance your standing with a current employer, or boost your own professional accounting/bookkeeping practice by adding "QB setup, QB consultation, and QB help services" to your client services. 

Enroll TODAY and become a certified QuickBooks Specialist (QS).

QuickBooks Specialist Designation

(includes both Desktop and Online Programs) Become PRO-ficient in both!