• Post category:StudyBullet-17
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Bookkeeping Basics #4: QuickBooks Online/Certification Prep
Learn QBO for business use and QBO Certification Exam preparation

What you will learn

Understand setup and operation of QuickBooks Online™ to be used in small business settings.

Feel prepared to pass the Intuit QuickBooks Online™ Certification exam

Manage daily, weekly, and monthly use of QBO systems

Complete 9 separate projects using the information learned in the course


Course updated to match the latest QuickBooks Online upgrades – as of  12/2023


Focusing specifically on using QuickBooks Online, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.

Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit’s Certification Exam and provide professional bookkeeping services for clients, or themselves.

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Throughout the entire course, quizzes and actual working “homework assignments” are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.

Some of the many areas covered in the course include:

  • Starting off, students will first learn what QuickBooks actually is and how it works to record and store information.  This helps the user realize how to set up or restore data files with information.  From there, an entire section explains how to navigate to the different functions and tools within the program and what they are all used to accomplish.
  • Moving on, the next section of the course is devoted to the several options on how to record sales into the books.  Whether it’s recording a cash sale and issuing a Sales Receipt, or it’s creating and invoice and follow up account statements for customers purchasing on credit, each step in the individual processes are explained with examples shown.
  • Of course, there can’t be sales and income, without there also being expenses so an entire section of the course is devoted to that process.  Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.

MANY other lessons are included such as:

  • How do you set up additional users and passwords?
  • How do QuickBooks backups work?
  • Can you still use a Journal Entry to record data?
  • And, most importantly, how do you actually get started using QB for your company.


Project 1 – Introductions

Course Overview
Tips for the Experience
Intro – What is QBO?
Recording a Transaction
Sample Companies
Introduce Quizzes & Assignments
Help Functions and Advice
Before We Go Any Further
Quiz – Project 1

Project 2 – QBO Setup

Navigating QB – Part 1
Navigating QB – Part 2
Setting Up QBO and Changing Basic Settings
Customizing QBO
Setting Up Users Access
Connecting Financial Accounts to QBO
Bank Rules
Connecting Apps
Quiz – Project 2

Project 3 – List Management

Introduction to Lists
Chart of Accounts / Adding a New List Entry
Editing List Entries
Removing and Merging List Entries
Importing Lists
Quiz – Project 3

Project 4 – Sales/Money In

Item List for Sales
Customer List
Undeposited Funds
Recording Sales/Revenue – Part 1
Recording Sales/Revenue – Part 2
Customer Credit Memos and Refunds
Estimates, Delayed Charges, etc.
Customer Discounts
Quiz – Project 4

Project 5 – Purchases/Money Out

Item List for Purchases
Vendor List
Entering Purchase Orders
Receiving Purchase Orders
Entering and Paying Bills (A/P)
Recording Checks
Recording Card and Electronic Purchases
Vendor/Supplier Credits
Billable Expenses
Quiz – Project 5

Project 6 – Basic Accounting

Financial Statements and Cash versus Accrual
Balance Sheet
Profit & Loss
Journal Entry
COA Numbers
Closing Date
Transaction Reports/Ledger
Quiz – Project 6

Project 7 – Reports

Customizing Reports
Customer Reports
Vendor Reports
A/R and A/P Aging Reports
Automatically Email Reports
Exporting and Importing with Excel
Quiz – Project 7

Project 8 – Customization / Saving Time

Time-saving Benefits of QBO
Multiple Locations
Customizing Forms – Part 1
Customizing Forms – Part 2
Recurring Transactions
Keyboard Shortcuts
Managing Receipts – Part 1
Managing Receipts – Part 2
Quiz – Project 8

Project 9 – References Section

Reconciling Accounts – Part 1
Reconciling Accounts – Part 2
1099 Setup
Void versus Delete
Junk Drawer
Purging Company Data
Audit Log
Quiz – Project 9