What you'll learn
Requirements:
- Basic computer skills
- QuickBooks Online account
Training Coverage:
Lesson 1: Introduction to QuickBooks
- Overview of QuickBooks accounting software.
- Different versions and pricing options.
- Setting up a QuickBooks account.
Lesson 2: Navigating QuickBooks
- Understanding the QuickBooks dashboard and user interface.
- Customizing settings for your specific needs.
Lesson 3: Chart of Accounts
- Creating and managing a chart of accounts in QuickBooks.
- Understanding account types and categories.
Lesson 4. Recording Financial Transactions
- Inputting and categorizing income and expenses.
- Reconciling bank and credit card statements within QuickBooks.
Lesson 5. Invoicing and Receivables
- Creating and sending invoices to clients or customers.
- Managing accounts receivable and tracking payments.
Lesson 6. Payables and Expenses
- Entering and managing bills, expenses, and accounts payable.
- Tracking vendor payments.
Lesson 7. Payroll Management
- Overview of QuickBooks Payroll features.
- Setting up and running payroll for clients or your own business.
Lesson 8. Inventory Management
- Handling inventory in QuickBooks.
- Tracking and adjusting inventory levels.
Lesson 9. Reports and Analysis
- Generating and customizing financial reports in QuickBooks.
- Analyzing financial data and trends.
Lesson 10. Tax Compliance
- Overview of tax settings and compliance in QuickBooks.
- Generating tax reports and records.
Lesson 11. Customization and Advanced Features
- Advanced features within QuickBooks, including budgeting, classes, and locations.
- Customizing forms and templates.
Lesson 12. QuickBooks Online vs. QuickBooks Desktop
- Understanding the differences between QuickBooks Online and QuickBooks Desktop.
- Choosing the right version for a client or business.
Lesson 13. Integrations and Add-Ons
- Exploring third-party apps and integrations that enhance QuickBooks functionality.
- Assessing which integrations may be beneficial for specific clients.
Lesson 14. Troubleshooting and Common Issues
- Identifying and resolving common problems or errors in QuickBooks.
- Troubleshooting discrepancies and data issues.
Lesson 15. Ethics and Compliance
- Understanding the ethical considerations in bookkeeping.
- Compliance with accounting standards and regulations.
Bonus Lesson
- Lesson 1: Getting Hired as a Virtual Assistant
- Lesson 2: Client Communication and Collaboration
- Lesson 3: QuickBooks ProAdvisor Certification Guide
The course has (18) eighteen lessons to be covered within 1 month, on a flexible time, with (3) three bonus lessons. This focused and intensive training is dedicated to giving you an in-depth training application for getting clients. We are confident that you will be client-ready after this!
