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QuickBooks Online 2021 & 2020 Start to Finish

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Last updated on October 14, 2021 10:22

Description

What you’ll learn

  • Set up QuickBooks Account
  • Navigate QuickBooks Software
  • Enter normal business transaction
  • Reconcile bank accounts
  • Generate reports including a balance sheet, and income statement, and supporting reports
  • Analyze Reports
  • Export Reports to Excel


QuickBooks Online 2021 updates are being prepared. The current course community will have access to the updates as we create them.

We will update this course each year at no additional cost, so the course community has access to the latest look and feel of QuickBooks Online and can also look back to see the changes that have been made.

We have received a lot of positive feedback and suggestions for improvements that we will put into place as we update.

We greatly appreciate the feedback and support we have received with this course and we look forward to continually improving it with your help.

The new material will provide learners with the most current look and format of QuickBooks Online.

We have listened to, and are grateful for, many reviews over the year and will implement many changes as we update the course including shortening unnecessary introductions, adding more ways for learners to work in a hands-on approach, and adding new content related to specific industries and circumstances including a cash basis business.

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This is a comprehensive QuickBooks Online course.

If you are a student at an accredited academic institution, you may be eligible for a free trial version of QuickBooks from Intuit, which is a great tool allowing you to maximize the use of this course. We may also utilize a free 30 trial often offered by Intuit, the owner of QuickBooks

This course will start at the basics, assuming you know nothing about the software or accounting.

We will start by comparing the different versions of QuickBooks. We will then go through the purchasing process, the downloading process, and the installation process.

The first half of the course will be dedicated to navigating the software, getting a feel for the major components of the software, and the primary accounting cycles such as the customer section or revenue cycle, the vendor section or payments cycle, and the employee section or payroll cycle.

Once we learn the primary sections or accounting cycles we will analyze the forms and transactions within each section, considering the impact each has on the financial statements.

The second half of the course will be in the format of a comprehensive problem, working through two months of data impute.

We will enter every standard type of transaction as we work through the comprehensive problem. The comprehensive problem format will provide context to the data entry process, so we understand how the data impute fits into the accounting workflow.

A comprehensive problem also allows us to do more than simple data entry, data entry generally being the easiest part of the accounting process. We will be able to see how to set up the system to make the data entry as easy as possible.

We will also be able to see the impact on the financial statements of every transaction we make and be able to check our work after each transaction.

Who this course is for:

  • Business owners
  • Accounting professionals
  • Accounting students
  • Anybody who wants to learn accounting software
  • Anybody who wants to learn accounting software

Course content

  • 2021 QuickBooks Online
  • 2021- Getting Started – Getting Setup
  • 2021 Vendor Cycle, Purchases Cycle, or Sales Cycle
  • 2021 Customer Cycle , Sales Cycle, or Accounts Receivable Cycle
  • 2021 Other Important Forms & Functions, Shortcuts, & Employee Cycle
  • 2021 Lists – Chart of Accounts & Products & Services Lists
  • 2021 Help/Support & Reports Overview
  • 2021 Balance Sheet Reports
  • 2021 Profit & Loss / Income Statement
  • 2021 Statement of Cash Flows & Supplemental Reports

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