QuickBooks Online for Small Business Accounting
Keep accurate books for a small business with QuickBooks Online.
About this course
Keep accurate books for a small business with QuickBooks Online. Over four days you will set up a company file, manage customers and suppliers, raise invoices, record bills and payments, and reconcile bank accounts so that your figures are always up to date.
You will also learn to run and customise the reports that owners and accountants rely on, and you will review the objectives of the QuickBooks Certified User exam. Exam fees are separate and paid to the exam provider.
What you'll learn
- Set up a QuickBooks Online company, chart of accounts and preferences
- Manage customer, supplier, product and service lists
- Create estimates, invoices and sales receipts and record customer payments
- Enter and pay supplier bills and record expenses
- Connect, categorise and reconcile bank and credit card accounts
- Run, customise and share standard financial reports
- Review the objectives of the QuickBooks Certified User exam
Curriculum
- Navigating QuickBooks Online
- Setting up a company
- Account and settings preferences
- Users and access roles
- Setting up the chart of accounts
- Products and services
- Customer and supplier lists
- Classes and locations
- Creating estimates
- Invoices and sales receipts
- Receiving payments and making deposits
- Credit notes and refunds
- Entering supplier bills
- Paying bills
- Recording expenses and cheques
- Purchase orders
- Connecting bank and credit card accounts
- Categorising transactions and bank rules
- Reconciling accounts
- Recording transfers
- Profit and loss and balance sheet reports
- Accounts receivable and payable ageing
- Customising reports
- Sharing and exporting reports
- Journal entries
- Recurring transactions
- Tax settings
- Closing the books
- Review of the exam objectives
- Practice questions
- Exam tips and next steps
Who it's for
Small business owners, bookkeepers, office managers and accounting staff who want to use QuickBooks Online with confidence.
Before you start
- Basic computer skills
- An understanding of basic bookkeeping is helpful but not required
Prepares for
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