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 38 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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More Program Information
Why Lorman?
Over 38 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.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 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 38 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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