DETECH Training has been providing corporate and individuals QuickBooks training for over 7 years in Lahore, Pakistan. Our philosophy is to provide “Quality training at affordable rates”. DETECH Training unlike any other training institute provides you with hands on experience.
QuickBooks Online Training Program
Getting Started
• To gain an overview of the course and the topics to be covered
• To know how QuickBooks Online works and how you can get around in QuickBooks Online
• To learn common business terms used by QuickBooks Online
• To Discuss different versions of QuickBooks Online
• To see how to exit QuickBooks Online
Setting Up and Managing QuickBooks Online Data Files
• To discuss decisions that must be made before using QuickBooks Online
• To create a new QuickBooks Online company using the Easy Step Interview
• To set QuickBooks Online preferences
• To discuss Single vs. Multi user mode and how to add users
• To discuss different QuickBooks Online file types and Backup Options
Working with List and Items
• To edit the company chart of accounts
• To add a new customer to the Customers & Jobs list
• To add a new vendor to the Vendor list
• To learn about custom fields, and to practice adding custom fields
• To see how to manage lists and items in QuickBooks Online
Working with Bank Accounts
• To learn how to work with registers for QuickBooks Online bank accounts
• To demonstrate how to open a register
• To learn the features common to all registers
• To learn when and how to make entries directly in the register
• To demonstrate how to reconcile a QuickBooks Online bank account
Entering Sales Information
• To learn about the different formats available for sales forms
• To save sales and purchase forms in Portable Document Format (PDF)
• To practice creating a new invoice
• To learn the purpose and use of the QuickBooks Online Item list
• To see how QuickBooks Online records the information you enter on sales forms
• To memorize an invoice transaction for reuse
• To add a new item to the Item list
• To add a new price level to the Price Level list
• To associate a price level with a customer
• To generate reminder statements
Receiving Payments & Making Deposits
• To learn how to record customer payments in QuickBooks Online
• To learn how to handle customer discounts, partial payments, overpayments, or down payments
• To see how to record a deposit in QuickBooks Online, and learn how QuickBooks Online treats the deposit behind the scenes
• To learn how to enter cash back from a deposit in QuickBooks Online
Entering and Paying Bills
• To discuss the different ways, you can handle bills in QuickBooks Online
• To learn how to enter a bill in QuickBooks Online
• To use the Pay Bills window to pay a bill in QuickBooks Online
Customizing Forms and Writing QuickBooks Online Letters
• To learn how to modify a preset invoice form
• To design a custom invoice form
• To see how to print invoices
• To learn how to prepare a collection letter for overdue customers
• To learn how to edit a prewritten letter in QuickBooks Online
Using Other Accounts in QuickBooks Online
• To introduce the other account types available in QuickBooks Online
• To learn how to track credit card transactions in QuickBooks Online
• To reconcile a credit card account
• To see how to make a credit card payment
• To discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks Online.
• To introduce the subject of equity and QuickBooks Online equity accounts
Analyzing Financial Data
• To discuss some of the tools QuickBooks Online gives you for analyzing financial data: Quick Reports, preset reports, and graphs
• To create a Quick Report
• To learn about the types of preset reports QuickBooks Online offers
• To practice creating reports and viewing them onscreen
• To customize a report by changing how it looks and the data it covers (filtering)
• To save reports as Portable Document Format (PDF) files
• To learn how to export a report to Microsoft Excel
• To practice filtering reports in Microsoft Excel
• To learn about the types of graphs QuickBooks Online offers • To create and customize several graphs
Setting Up Inventory
• To get an overview of inventory in QuickBooks Online
• To practice filling out a purchase order for inventory items
• To track the receipt of the inventory items in QuickBooks Online
• To adjust inventory manually, to enter a stock loss or increase
• To set up and use units of measure
Tracking and Paying Sales Tax
• To get an overview of sales tax in QuickBooks Online (the steps involved in tracking, collecting, and paying it)
• To see how to set up QuickBooks Online to track sales tax
• To see how to apply sales tax to a sale
• To learn how to determine a business’s sales tax liability
• To write a QuickBooks Online check to the appropriate tax agency for sales tax liability