Module 1: Getting Started with QuickBooks Online

• QuickBooks Online Navigation – Become familiar with the QuickBooks Online interface, dashboard, menus, and navigation tools to efficiently manage day-to-day accounting tasks.
• Company Setup & Preferences – Create and configure a new company file, customize business settings, and establish user roles and permissions.
• Chart of Accounts – Organize and manage the Chart of Accounts to accurately categorize financial transactions and support reporting.

Module 2: Banking & Transaction Management

• Banking & Connected Accounts – Connect bank and credit card accounts, import transactions, and manage bank feeds for efficient bookkeeping.
• Recording Income & Sales – Create customer records, invoices, sales receipts, receive payments, and track customer transactions.
• Managing Expenses & Vendors – Record bills, expenses, vendor payments, and purchase transactions while maintaining accurate financial records.

Module 3: Managing Business Operations

• Products & Services – Create and manage products and services to streamline sales and expense tracking.
• Inventory & Projects – Track inventory quantities, monitor project costs, and organize customer jobs within QuickBooks Online.
• Business Workflows – Learn essential business processes, including payroll fundamentals and day-to-day accounting workflows used by small businesses.

Module 4: Financial Reporting & Reconciliation

• Bank Reconciliation – Reconcile bank and credit card accounts to verify transaction accuracy and maintain reliable financial records.
• Financial Statements – Generate and interpret key financial reports, including the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement.
• Reporting & Analysis – Customize reports and analyze financial information to support business decisions and certification exam scenarios.

Module 5: Automation & Advanced Features

• Automation Tools – Streamline bookkeeping tasks using recurring transactions, banking rules, and automated workflows.
• Customization – Personalize invoices, forms, dashboards, and reports to meet business and client needs.
• Productivity & Best Practices – Apply efficient bookkeeping techniques and QuickBooks Online features to improve accuracy and productivity.

Module 6: QuickBooks Online Certification Preparation

• Accounting Review – Reinforce the accounting concepts, terminology, and bookkeeping principles required for certification.
• Hands-on Practice – Complete practical exercises that simulate real-world bookkeeping and accounting scenarios using QuickBooks Online.
• Practice Assessments & Certification Readiness – Review exam objectives, complete practice assessments, and prepare for the Intuit QuickBooks Online Certification exam with confidence.