Learn the fundamentals of using QuickBooks® Online.
QuickBooks® Online has many features and advantages. If you are a QuickBooks® Desktop user, once you make the change to QuickBooks® Online, it is important to understand the features available in the cloud and the feature availability based upon your subscription level. This topic helps QuickBooks® users choose which edition is right for them and become familiar with navigation and use of the program. You will learn how to automatically create and send invoices. Analytics is a critical part of any business; you will learn how to further organize data with both class and location tracking; and how reports can be emailed automatically to anyone using a scheduled frequency.
Learning Objectives
- You will be able to recognize the steps to be successful in implementing QuickBooks.
- You will be able to differentiate between the subscription levels of QuickBooks.
- You will be able to recognize the functionality of the Gear Icon.
- You will be able to identify tasks and processes within each menu option.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
QuickBooks® Introduction/Overview
- Choosing the Right Edition
- QuickBooks® Online Subscription Levels
- QuickBooks® Add-Ons
Using QuickBooks® Online
- Converting From QuickBooks® Desktop
- Creating a New Company
- Navigating QuickBooks® Online
- Working With Lists
Entering Transactions
- Products and Services
- Customers and Sales
- Vendors and Expenses
Reporting, Analyzing Data
- Navigating the Report Center - Finding the Right Reports
- Customizing Reports
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last reviewed on December 7, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.8 including Accounting 2.8
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 2.8 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mario Nowogrodzki, CPA/CITP
Mendelson Consulting, Inc.
- Information systems consultant and instructor and the founder and principal of Mendelson Consulting, Inc. which specializes in QuickBooks® and technology consulting services
- Frequent speaker and instructor of QuickBooks® and technology topics and contributing writer and speaker for Intuit, The Sleeter Group and The Woodard Group
- Certified Public Accountant since 1992, received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs
- Selected as a technology pacesetter by Accounting Today magazine recognizing reputation among peers and participation on advisory boards and speaker panels at industry events, and is a three-time recipient of the top technologist award by the Sleeter National Consultants Network
- Named to the Insightful Accountant Top 10 ProAdvisor list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks®, and was named Top Integrations ProAdvisor out of a field of over 130,000 proadvisors worldwide
- Provides consulting services to accounting firms and other businesses, helping enable success through technology
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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