QuickBooks Online Advanced Course Outline

VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?
This course is for QuickBook ONLINE users in which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed on the computer along with other differences. For those reasons those with QuickBooks Desktop should instead attend: QuickBooks Desktop Beyond the Basics.

Course Overview
This QuickBooks Online Advanced course teaches the advanced features and functionality of Intuit's cloud-based software application. Specifically, you will learn more about inventory, purchase orders, and the accounting cycle.

QuickBooks. In addition, we review customizing, fine-tuning, and other extended capabilities of QuickBooks Online.
Prerequisites
Attendees should have a familiarity with QuickBooks Online and have taken
QuickBooks Online QuickStart introductory course or have equivalent experience.

*** NOTE: This class also available in On-Demand, eLearning Format ***
Too busy at work to miss 1 day out of the office to take this class? Learn at your own pace and in your own time with the QuickBooks Online On-Demand version of this course. It covers the same content as the 1-day, QuickBooks Online QuickStart and the 1-day, QuickBooks Online Advanced classes. For details on this alternative format, see
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced).

COURSE OUTLINE

Tracking Inventory
Enabling Tracking
Entering Inventory
Non-Inventory Products
Inventory Adjustments

Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order

Credits, Returns, Taxes and Refunds
Vendor Credits/Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Inventory Reports

Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
Journal Entries and Recurring Transactions
Fixed Assets and Long-Term Liabilities
Transferring Funds Between Accounts
Petty Cash
Handling Uncollectible Receivables/Bad Debts
Creating and Reviewing Budgets

Customizing, Fine-Tuning, and Extending Capabilities
Customizing Reports
Sending Reports
Adding a Custom Field to Sales Forms
Protecting Confidential Information
Enabling Privacy Mode on the Dashboard
Setting User Permissions
Keyboard Shortcuts
Extending Capabilities with Apps
The QuickBooks Community

Staying on Track: The Accounting Cycle,
Generally Accepted Accounting Principles and the Accounting Cycle
GAAP
Class Tracking
Location Tracking
Accounting Cycle Steps
Project Tracking
Tags
Delayed Charges and Credits

Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Assembling Management Reports
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History

View outline in Word

WQB2OL

Attend hands-on, instructor-led QuickBooks Online Advanced training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of QuickBooks Courses and select the one that's right for you.