Course Description
This QuickBooks Online Advanced course is designed to build upon previous knowledge of the software, meant for those who wish to master the platform. This course will finalize your knowledge on basic topics, as well as introduce you to new, complex techniques. Refresh and amplify your knowledge of the different forms to fill out in QuickBooks, as well as working with your inventory and managing employees. From there, you'll discover how to set up your company's finances for banking by looking at your bank feed, creating transfers, and reconciling your feed. Once you understand how banking works in QuickBooks, the course will move on to teach you how to set up and pay loans, as well as how to add certain charges, such as sales taxes, to your finances. By the end of this course, you will be able to keep your finances in check by working with bank feeds, understanding the different forms you need for your business, and working with inventory, employees, loans and charges.
Learning Objectives
- Organize products and services
- Understand how to set up finances for banking
- Learn how to fill out loans
- Further your knowledge on forms in QuickBooks
- Add sales tax to purchases
- Work with payroll for your company
- Use different reports and entries
What You'll Learn
- Organize products and services, including services, inventory products, and bundles
- Set up your company's finances for banking using bank registers, transfers, and bank feeds
- Reconcile bank accounts and connect PayPal, Square, and other bank accounts
- Set up loans and make loan payments, including PPP loans
- Add sales tax to purchases and pay liabilities in QuickBooks
- Set up employees and payroll, and run Profit and Loss, Balance Sheet, and Customer reports
Key Takeaways
- This advanced course builds upon previous knowledge of QuickBooks Online and is meant for those who wish to master the platform.
- It covers managing inventory through purchase orders, receiving products, paying bills, and adjusting inventory.
- It teaches how banking works in QuickBooks, including bank feeds, transfers, and reconciling accounts before moving on to loans and charges.
- It shows how to set up and pay loans and how to add charges such as sales taxes to your finances.
- By the end, you will be able to keep finances in check by working with bank feeds, forms, inventory, employees, loans, and charges.
Frequently Asked Questions
Who is this course for?
It is designed for those who wish to master QuickBooks Online and builds upon previous knowledge of the software.
What banking topics does the course cover?
It covers setting up finances for banking by working with bank registers, bank transfers, bank feeds, downloading transactions, disconnecting feeds, reconciling bank accounts, and connecting PayPal, Square, and other bank accounts.
Does the course cover loans?
Yes. It teaches how to set up loans, make loan payments, and handle PPP loans.
What will I be able to do by the end of the course?
You will be able to keep your finances in check by working with bank feeds, understanding the different forms you need for your business, and working with inventory, employees, loans, and charges.
Does the course cover payroll and reporting?
Yes. It covers payroll subscriptions, setting up employees, setting up payroll manually, and reports including Profit and Loss, Balance Sheet, and Customer reports.
