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QuickBooks Online Level 1: QuickStart for Accounting Pros Course

Class Dates
(click date for class times)
(click Enroll for locations)
6/2-6/3
Class Dates and Times
06/02/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
06/03/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
Last Reg Date5/28
 
6/30-7/1
Class Dates and Times
06/30/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
07/01/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
7/28-7/29
Class Dates and Times
07/28/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
07/29/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
8/25-8/26
Class Dates and Times
08/25/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
08/26/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
9/22-9/23
Class Dates and Times
09/22/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
09/23/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
10/20-10/21
Class Dates and Times
10/20/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
10/21/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
Fee:  $695

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  1. Home
  2. Courses
  3. QuickBooks
  4. QuickBooks Online Level 1: QuickStart for Accounting Pros

QuickBooks Online Level 1: QuickStart for Accounting Pros Course

 

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

VERSION NOTE:

This course is for QuickBook ONLINE users in which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed directly on the computer with other differences. For that reason QuickBooks Desktop users should instead attend: QuickBooks Desktop Introduction click link.

QuickBooks Online QuickStart Overview

This course will introduce the basics of using QuickBooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions in QuickBooks.

QuickBooks Online QuickStart Prerequisites

• Basic proficiency in the Windows operating system and browsing online
• Basic understanding of accounting practices. Individuals with limited to no accounting background should consider our self-study on-demand class: Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll.

*** NOTE: This class also offered in On-Demand, eLearning Format ***

Unable to miss a day of work to attend our live, instructor-led class? You can learn at your own pace from your own place with our QuickBooks Online On-Demand course. The self-study course covers not only the same content as our 1-day, QuickBooks Online QuickStart but also our 1-day, QuickBooks Online Advanced course. For this alternative learning format see QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) click link

COURSE OUTLINE

Getting Started with QuickBooks Online

  • Introducing QuickBooks Online
  • QuickBooks Online Subscriptions
  • Mobile Devices
  • Updates and the Ever-Evolving User Interface
  • Security
  • The Test Drive

Other Tools You’ll Need

  • Navigating the User Interface
  • The Gear Menu
  • The Top-Right Navigation Tools
  • The Help Menu
  • The Navigation Bar
  • Accounting—Behind the Scenes
  • Generally Accepted Accounting Principles (GAAP)
  • Accrual Basis vs. Cash Basis Accounting
  • Account Types and Financial Reports

Setting Up a New Company File

  • Planning and Creating Your Company File
  • Start Date
  • Setup Checklist—Elements of the Plan
  • Customizing Your Company File
  • The Chart of Accounts
  • Products and Services
  • Adding and Managing Users
  • Opening Balances and Historical Transactions

Working with Customers

  • The Sales Center
  • Adding Customers and Sub-Customers
  • Importing Customers from an Excel or CSV File
  • Editing, Merging, and Making Customers Inactive
  • Recording Sales Transactions
  • Customizing Sales Forms Settings
  • Creating Sales Receipts and Invoices
  • Price Rules
  • Receiving Customer Payments
  • Recording a Bank Deposit
  • Creating Customer and Sales Reports
  • Correcting Errors

Working with Vendors

  • The Expenses Center
  • The Money Bar
  • The Vendors List
  • Adding Vendors
  • Importing Vendor Data from an Excel or CSV File
  • Editing, Merging, and Making Vendors Inactive
  • Creating Vendor Transactions: Purchases and Expenses
  • Customizing Expense Form Settings
  • Creating Check, Expense, and Bill Records
  • Managing Accounts Payable
  • Accounts Payable Reports
  • Other Vendor Reports
  • Paying Bills

Banking and Credit Card Transactions

  • Managing the Banking Center
  • Setting Up and Using Bank Feeds
  • Managing Bank Rules
  • Other Banking Transactions
  • Entering Debit and Credit Card Transactions
  • Reconciling Accounts
  • Bank Feeds
  • Undeposited Funds
  • Preparing Financial Reports

 

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WQBIOL

Attend hands-on, instructor-led QuickBooks Online Level 1: QuickStart for Accounting Pros training classes at ONLC's nationwide 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.

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