Beginner

Nail down the navigation and dive into time-saving features.

Learn how to:

•   Connect your bank to reduce data entry

•   Get around in QuickBooks Online

•   Go mobile: using QuickBooks on the go

•   Create lists to organize your data

•   Record expenses: where to start

•   Record sales: which method to choose

Prerequisite: None

  Beginner

See what’s different. Nail down the navigation and dive into time-saving features.

Learn how to:

•   Connect your bank to reduce data entry

•   Get around in QuickBooks Online

•   Go mobile: using QuickBooks on the go

•   Record expenses: where to start

•   Record sales: which method to choose

Prerequisite: QuickBooks Desktop experience

  Beginner

Familiarize yourself with accounting lingo and core concepts.

Learn how to:

•   The chart of accounts: the hub of your accounting

•   Financial statements: what they mean

•   The importance of choosing the right account type

•   Journal entries: what you need to know

•   Essential accounting terms

Prerequisite: None

  Beginner

Get up and running with help from our payroll experts.

Learn how to:

•   Set up a new employee

•   Create paychecks

•   Set up, pay, and file payroll taxes

•   Create and understand payroll reports

Prerequisite: None

  Beginner

Discover how to customize invoices, record payments and deposits, and spot sales trends.

Learn how to:

•   Sales workflows: invoices and sales receipts explained

•   Personalizing your sales forms to suit your business

•   Capturing sales outside the office on the mobile app

•   Accounts receivable: tracking what customers owe you

•   Sales reports: which items sold and how many

Prerequisite: We recommend you attend Get started in QuickBooks Online prior to attending.

  Beginner

Learn ways to control cash flow for your business, track expenses, and prepare for tax time.

Learn how to:

•   Purchasing workflows: checks, expenses, and bills explained

•   Accounts payable: tracking what you owe

•   Checks: recording and printing

•   Online banking: make QuickBooks work for you

•   Capturing receipts outside of the office on the mobile app

Prerequisite: We recommend you attend Get started in QuickBooks Online prior to attending.

  Beginner

Reconcile bank statements, customize reports, and get power-user tips and tricks.

Learn how to:

•   Reconciling: how to have confidence in your reporting

•   Managing users: inviting employees and accountants

•   Closing your books: what it means and how to do it

•   Reports: how to customize them

•   Management reports: reports with professional flair

Prerequisite: We recommend you attend Get started in QuickBooks Online, Money in: Customers and sales, and Money out: Vendors and expenses prior to attending.

  Beginner

Discover how QuickBooks helps you track orders and stay on top of your inventory so you can maximize your selling power.

Learn how to:

•   Set up inventory to ensure accurate accounting

•   Track and manage inventory with purchase orders and bills

•   Run reports to analyze the status, sales, and profitability of items

•   Create reorder points so you never run ‘out-of-stock’

•   Stay on top of lost, damaged, or stolen goods

Prerequisite: We recommend familiarity with the content covered in Get started in QuickBooks Online prior to attending.

    Intermediate

Experts share tips and tricks to help you unlock the full power of QuickBooks Online.

Learn how to:

•   Use shortcuts and tricks

•   Automate weekly, monthly and other periodic transactions

•   Automatically categorize bank and credit card downloads

•   Program QuickBooks to email periodic reports

•   Deal with bounced checks

Prerequisite: We recommend you attend Get started in QuickBooks Online, Money in: Customers and sales, and Money out: Vendors and expenses prior to attending.

  Beginner

Learn how to get paid faster using QBO invoicing and Invoice Sherpa by automating what happens when a customer pays, pays late, or doesn’t pay.

Learn how to:

•   Automate reminder and thank you emails

•   Set up late fees or payment plans

•   Customer Portal: view and pay invoices

•   Let customers update payment info

•   Integrate with QuickBooks Online

•   Try this app for free

Prerequisite: None