Quickbooks Online Basic-QuickBooks Online Basic

QuickBooks Online Basic - Course Outline

Pdf Summary

This course outline for <strong>Intuit QuickBooks Online Basic</strong> covers the core skills needed to use QuickBooks Online for everyday bookkeeping tasks. It begins with getting started topics such as logging in and out, understanding the QuickBooks interface, using the built-in help tools, setting up a new company, and adjusting account settings. Learners then work with the <strong>Chart of Accounts</strong>, including viewing common account types, running a chart of accounts report, and creating new accounts.

Next, the course introduces setting up items used in sales: creating <strong>service products</strong> and <strong>non-inventory products</strong>, as well as editing items and making items inactive. It also teaches how to report on items, including sorting reports, changing reporting periods or groupings, sharing reports, and adjusting report settings.

The <strong>Basic Sales</strong> section focuses on customer management and sales transactions. Students learn to view customers and customer details, create and edit customer profiles, create invoices and sales receipts, print or email invoices (including batch actions), receive customer payments, and issue customer refunds.

The <strong>Banking</strong> module covers paying expenses by writing checks, making deposits, setting up online banking, downloading bank transactions, creating and managing bank rules, transferring funds between accounts, and reconciling bank accounts.

The <strong>Transactions</strong> module teaches how to find and manage activity: searching transactions (including advanced search), viewing and customizing account registers, sorting and filtering transactions, running register reports, viewing and editing transactions, attaching files to transactions, manually adding transactions, and deleting or voiding transactions.

Finally, the <strong>Basic Reports</strong> section shows how to run, customize, favorite, share, and drill down into reports, with specific coverage of key financial statements including <strong>Profit and Loss</strong>, <strong>Balance Sheet</strong>, and <strong>Accounts Receivable Aging</strong>.

Keywords

QuickBooks Online

Intuit QuickBooks Online Basic

bookkeeping

Chart of Accounts

invoicing

sales receipts

customer payments

bank reconciliation

transaction management

financial reports