Self-paced training
Mastering QuickBooks Online Level 1
What's included
What you'll learn

Includes a 241 page PDF manual

We recommend you begin with the basics covered in Mastering QuickBooks Level 1. This course is the foundation that you’ll build on with Mastering Accounting Basics and Mastering QuickBooks Level 2. And because it’s so important to your foundation, you’ll receive a work manual so you can follow along and take notes as you go.

Free updates – for life!

QuickBooks Online changes often. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail

Access to all the courses anywhere anytime

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z” and also understand the “behind the scenes” accounting basics

Wether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

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
Getting help
Differences between QuickBooks Desktop and QuickBooks Online
Work with Lists and Inventory
Setting up and working with Lists
Cleaning up Lists: delete, edit, and merge
Setting up inventory in QuickBooks Online
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
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
Setting up employees, deductions and company contributions
Setting up company payroll preferences
Tracking and invoicing time
Processing paychecks
Making tax deposits
Work with Reports
Customizing columns: add, reorder, delete, and resize
Saving report customizations
Setting up email schedules for reports
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
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 username and password, and start learning!
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.
Are the self-paced courses hands-on?
If you have a QuickBooks Online subscription, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.