Improve your bookkeeping skills by learning QuickBooks. Get started doing your QuickBooks training online now with our QuickBooks Online course.
In this QuickBooks Training, you will learn how to:
- Locate, drill down into, and modify reports
- Add vendor and customer information
- Record expenses
- Record income in different ways
- Create sales receipts and invoices
- Deposit combined payments
- Set up banking
- Troubleshoot common errors
- And more!
Once enrolled, our friendly support team is here to help with any course-related inquiries.
Summary
- Certificate: Yes
- Accredited by: CPD
- Video duration: 3h 40m
- Lessons: 40
- Pre-requisites: None
- Estimated study time: 18h for all materials
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Accreditations & Approvals
All courses under each learning path are accredited and approved by one or more of the following bodies as is applicable.
Instructors
All courses are taught by reputed trainers with relevant accreditations and industry experience.
Modules
Home Page
In this lesson, we explain what is seen on the home page, what areas to go to for given tasks, and how the graphs can be modified.
Quick Create
In this lesson, we go over what is behind the quick create (plus sign) menu and when each link would be useful.
Magnifying Glass (Global Search)
We explain what the magnifying glass can be used for and how to use it to locate the other search box. We’ll also demonstrate various types of searches.
Big Gear
In this lesson, we’ll explain what settings are hidden behind the big gear. We’ll focus on the features to add users and modify company account settings.
Left Navigation Bar
In this lesson, we’ll cover what is on the left navigation bar and lightly touch on the commonly used sub menus.
Chart of Accounts
We explore where to find the chart of accounts, how to edit the list, the default order and how to sort the chart of account to other orders.
Adding, Inactivating, Editing, and Merging
In this lesson, we go over how to add, edit, merge, and inactivate accounts within the chart of accounts.
Reporting on Accounts
We cover how to generate account specific reports and, in the case of balance sheet accounts, view registers.
Adding, Inactivating, Editing, and Merging
Let’s explore how to add, edit, merge, and inactivate accounts within the products and services list.
Reporting on Products and Services
In this lesson, we explain how to generate sales reports for products and services.
Profit and Loss Introduction
In this lesson, we’ll discuss how to locate the profit and loss report and review what is seen there.
Profit and Loss Modification
Learn how to drill down into the detail behind the profit and loss, and various ways to modify the report.
Balance Sheet Introduction
Let’s learn how to locate the balance sheet report, and we’ll review what is seen there.
Balance Sheet Modification
In this lesson, we learn how to drill down into the detail behind the balance sheet, and various ways to modify the report.
Accounts Receivable
We learn how to locate the various accounts receivable reports, and how to drill down into the reports and related reports.
Accounts Payable
Learn how to locate the various accounts payable reports, and how to drill down into the reports.
Ribbon and Vendor List
Let’s discuss what can be found on the vendor home page.
Adding a Vendor
In this lesson, we learn how to add vendor info – not just the name – to QuickBooks.
Manually Entering Expenses
In this lesson, we cover how to record expenses, checks written by hand, and printing checks.
Downloaded Expenses
In this lesson, we learn how to record expenses downloaded from the bank and matching expenses previously entered by hand.
Adding a Customer
Customers are more than just a name. In this lesson, we’ll discuss how to add your customers.
Ribbon and Customer List
In this lesson, we’ll discuss what can be found on the vendor home page.
Ways to Record Income (and How to Choose the Best Method)
Income can be recorded into QuickBooks using three methods: directly to the income account, using a sales receipt, and invoices. This lesson will focus on the differences between each allowing the user to determine which method is appropriate for them.
Posting Directly to Income
In this lesson, we’ll discuss how to post directly to an income account.
Using Sales Receipts
In this lesson, we cover how to create a sales receipt.
Using Invoices
Let’s discuss how to create an invoice and apply a customer payment against the invoice.
Combined Payments
In this lesson, we cover how to deposit payments that are combined with other payments and taken to the bank at once.
Recording Deposits when a Client Payment is Reduced by Bank Fees
In this lesson, we discuss how to record client payments that were reduced by fees, such as a wire fee or a credit card processing fee before the funds were deposited into the bank account.
Connecting your Checking Account
Let’s discuss how to connect your checking account for a one-way sync.
Downloading and Uploading Banking Data
In this lesson, we learn how to download data from the bank and upload it to QuickBooks.
Bank Feeds Dashboard
Let’s review the bank feeds dashboard, what is displayed, and what it all means.
Transfers
In this lesson, we’ll cover how to record transfers between balance sheet accounts.
Reconciliation
In this lesson, we cover bank reconciliation: ensuring QuickBooks records match your bank statements (checking, savings, credit card).
Rules
In this lesson, we explain renaming rules, set up new rules, edit existing rules, and disabling rules.
What is a Bank Register?
Oftentimes you’ll want to review the information that is already in QuickBooks and specifically in a checking or credit card register. Reviewing the register is one of the easiest ways to find this information (as opposed to using the search and find feature).
Bank Register
In this lesson, we cover how to identify errors on the bank register such as uncleared transactions.
Profit and Loss Report
We discuss common mistakes found on the profit and loss report and how to fix them.
Balance Sheet
In this lesson, we discuss common mistakes found on the balance sheet report.
Accounts Receivable
In this lesson, we talk about common mistakes found on the accounts receivable report.
Accounts Payable
Let’s discuss common mistakes found on the accounts payable report.
Debt Part 1
Explanation of Debtors.
Debt Part 2
How to calculate the Control Account for Debt and input into the Financial Statements.
Debt Part 3
How to calculate the Control Account for Interest Payable and input into the Financial Statements.
Interest Received
Understand Interest Received.
Interest Received Part 2
How to calculate Interest Receivable.
Interest Received Part 3
How to calculate the Control Account for Interest Receivable and input into the Financial Statements.
Tax Part 1
What is Tax?
Tax Part 2
Understand the differences between Accounting and Tax treatments.
Tax Part 3
What is a DTA and a DTL?
Tax Part 4
How to calculate Tax Expense.
Tax Part 5
How to calculate Tax Depreciation.
Tax Part 6
How to calculate the DTLs.
Tax Part 7
How to calculate Tax Payable and Tax Losses.
Tax Part 8
How to calculate DTAs.
Tax Part 9
How to calculate the Tax Control Account and input into the Financial Statements.
Equity Part 1
Explaining the concept of Equity.
Equity Part 2
How to calculate the Equity Control Account and input into the Financial Statements.
Equity Part 3
How to calculate the Dividend Payable Control Account and input into the Financial Statements.
Completing the Balance Sheet
How to add the final touches to complete the Balance Sheet.
Indirect Cash Flow
How to calculate Net Operating Cashflow using the Indirect Cashflow method.
Indirect Cash Flows Checks
How to add Indirect Cashflow Statement checks.
Summary
A summary of what we covered in the Financial Modeling Techniques course.
Target Audience
- Graduates exploring placement in the entry-level Financial positions across industries
- Finance professionals needing upskilling to be future-ready or become more productive in their current roles
- Experienced individuals exploring Quick Books roles to join the workforce
How do I Access The Program
- Buy the course online
- Save your payment transaction receipt for any future reference
- Our team will share the credentials to enable you access your course online within 2 business days of payment transfer
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