Mastering QuickBooks Online Level 1 - OnDemand

Mastering QuickBooks Online Level 1 - OnDemand

OnDemand version of the most popular QuickBooks class in the world is designed just for QuickBooks Online users! Your personal onscreen instructor walks you step-by-step through the essentials you need to use QuickBooks Online with confidence.

  • Comprehensive training.

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Learn to use QuickBooks Online the RIGHT way with CONFIDENCE!

OnDemand version of the most popular QuickBooks class in the world designed just for QuickBooks Online! Start off right, or if you’re experienced, learn to get even more from QuickBooks Online. Must have training if you’re upgrading from QuickBooks Pro/Premier!

Follow your instructor step by step at your own pace.

You can watch the instructor step by step, pause the training, and practice what you learn.

Product Level Level 1
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  1. Getting Started and Setting Up
    • What version of QuickBooks Online is right for you?
    • Setting up your company account
    • Online banking setup
    • Credit card setup
    • Importing from QuickBooks desktop editions
    • Moving around QuickBooks Online the fast and easy wayl
    • Getting help FAST!
    • Differences between QuickBooks desktop and QuickBooks Online
  2. Work with Lists and Inventory
    • Setting up and working with lists
    • Cleaning up lists: delete, edit, and merge
    • Setting up inventory in QuickBooks Online
  3. Everyday Transactions
    • Using the Customer and Vendor Lists
    • Selling: invoices, sales receipts, invoice payments, credit memos, delayed charges, and customer statements
    • Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable vs. not tracking accounts payable
    • Voiding vs. deleting checks
    • Sales Taxes: set up, adjust, and pay
    • Banking: bank reconciliation and locating discrepancies
  4. Understand Accounting
    • Really understanding your financial statements
    • Showing the Profit & Loss Statement by month or as a percentage of income
    • Setting up the Chart of Accounts
    • Using Cash vs. Accrual accounting
    • Entering general journal entries
  1. Payroll
    • Setting up employees, deductions and company contributions
    • Setting up company payroll preferences
    • Tracking and invoicing time
    • Processing paychecks
    • Making tax deposits
  2. Work with Reports
    • Customizing columns: add, reorder, delete, and resize
    • Saving report customizations
    • Setting up email schedules for reports
  3. Advanced Features
    • Setting up users: administrator, normal, reports only and timesheet only
    • Assigning access rights and user levels
    • Using the Audit Log
    • Using classes and locations
    • Closing the books
    • Exporting to QuickBooks desktop
    • Creating recurring transactions: scheduled and unscheduled

This course is perfectly suited for:

  • New QuickBooks Online users
  • Users who want to master the basics of QuickBooks Online
  • People who want a step-by-step instruction on how QBO works

How does the OnDemand class work?

After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your user name and password, and start learning!

What do I need to take the live online class?

You need high-speed Internet and computer speakers or headphones.

Do I need QuickBooks on my computer?


I didn't receive my log-in information . What should I do?

Please call our office at 800-564-2688.

Do I need special software to attend online class?

No. The course plays in your internet browser.

Do you offer a money back guarantee on your OnDemand training?

Absolutely! If you are not completely satisfied with the training, send us an email or call us within 30 days and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!

Are the training courses hands-on?

Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.

How many people can view the training with me?

When you purchase the course, you purchase the right for one person to view the course. To add other students, please call us at 800-564-2688.

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