About QuickBooks Online
QuickBooks Online (QBO) is a cloud-based accounting software designed for small to medium-sized businesses to manage their financial operations. It offers features for tracking income and expenses, managing bills, invoicing, payroll, inventory, tax preparation, and more. Accessible from any device with internet, QBO helps business owners and accountants keep their financial data organized, updated, and accessible in real-time.
Course Overview
What You'll Learn
Our QuickBooks Online course is designed to provide accounting and finance students, as well as professionals, with a comprehensive understanding of QuickBooks Online. This course covers everything from the basics to advanced skills needed to manage accounting tasks with ease. Whether you’re a beginner or seeking to enhance your current skills, our structured training ensures you build strong, practical knowledge for real-world application. Here’s what you’ll learn
- QuickBooks Online Fundamentals
- Setting Up and Customizing a New Company
- Efficient Customer and Vendor Management
- Tools for Data Management and Financial Transactions
- Accounting and Financial Reporting
- Advanced Features and Automation
- Integration and Mobile Functionality
- Professional Practices for Accountants
So, why choose
Sir Saad for your QuickBooks journey?
Saad Zubair Vohra, AFA-MIPA, CFM-UK, is a Certified QuickBooks ProAdvisor with over 15 years of experience in corporate training and financial consulting. Specializing in QuickBooks, Saad provides comprehensive training on QuickBooks Online and Desktop, covering setup, bookkeeping, accounting, financial reporting, tax preparation, and data migration. His hands-on, practical approach ensures that learners of all levels—from beginners to advanced users—gain the skills needed to optimize financial processes and streamline accounting tasks. Known for his engaging teaching style and expert guidance, Saad helps professionals and businesses enhance their QuickBooks proficiency and improve financial management, making him a trusted expert in the field.
WHO SHOULD ATTEND
- Graduates and Masters of Commerce, Business Administration, Accounting and Finance
- Students and members of professional accounting bodies, i.e., ICAP, ICMAP, ACCA, PIPFA, CIMA, IFA, and CPA
- Professionals in Accounting, Finance, Banks, Insurance Companies, and Brokerage Houses
- Young entrepreneurs are going to launch a start-up.
- Business Professionals.
Qualification & Achievements
Qualified ACCA
Associate Financial Accountant (IFA-UK)
15 Years Of Experience
Certified QuickBooks Trainer
Mircrosoft Certified
Why you should take this course:
Introduction to QuickBooks Online
- Introduction to QuickBooks Online
- Overview of QuickBooks Online Plans
- Navigating the QuickBooks Online Interface
- Accessing and Using QuickBooks Online Support (Chat with Intuit Team)
- Terms & Conditions and FAQ
- Helpful Resources, Tutorials/Videos, and QB Online Support
- Connecting with the QuickBooks Global Community
Setting Up QuickBooks Online for a New Client
- New Client Checklist and Company Setup
- Setting Up Your Intuit Account
- Creating a New Company and Managing Company Information
- New Account Setup and Customization
- Setting Up Accountant Portal and ProAdvisor Self-Paced Training
- Managing Your Intuit Account and Subscription & Billing Information
Company Information and Settings
- General Company Setup
- Accountant & Settings Overview
- Manage Users and Permissions
- Custom Form Styles and Additional Company Information
- Setting Up Chart of Accounts
- Privacy, Notifications, and Profile Settings
Lists Management
- Working with Lists: Overview of All Lists
- Setting Up and Managing Products & Services
- Creating Recurring Transactions and Custom Fields
- Managing Attachments and Rules for Transactions
Tools and Utilities
- mporting and Exporting Data
- Using the Audit Log and Smartlock
- Budgeting and Bank Reconciliation
Client Overview and Overview of Accountant Tools - Feedback, Notifications, and Quick Links
Managing Customers and Sales
- Adding and Managing Customer Profiles
- Creating Invoices, Sales Receipts, and Statements
- Processing Payments and Managing Refunds
- Handling Delayed Credits and Managing Customer Lists
Supplier and Expense Management
- Adding and Managing Suppliers
- Entering and Tracking Expenses, Bills, and Cheques
- Processing Supplier Credits and Managing Purchase Orders
- Using Recurring Transactions for Supplier Management
Team and Time Management
- Adding and Managing Team Members and Users
- Tracking Time Activities and Weekly Timesheets
- Using Single-Time Activity for Employee Tracking
Financial Transactions and Adjustments
- Handling Bank Deposits and Transfers
- Recording Journal Entries and Inventory Quantity Adjustments
- Paying Down Credit Cards and Other Financial Adjustments
- Adding New Products and Services to Inventory
Navigating the QuickBooks Online Dashboard and Reports
- Using the Dashboard for Financial Overview
- Managing Bank Transactions and Reconciliation
- Generating and Customizing Reports (Profit & Loss, Balance Sheet, etc.)
- Working with Employees, Budgets, and Tax Setup
- Overview of My Accountant & App
Accounting Tools for Advanced Users
- Chart of Accounts and Advanced Reconciliation Techniques
- Accessing Voided/Deleted Transactions and Close Books
- Accountant Tools and Reclassify Transactions Feature
- Options for Reports and Writing Off Invoices
Mobile and Application Integrations
- QuickBooks Mobile Application and Features
- Using My Apps for Integration with Third-Party Apps
- Licensing and Managing Accountant Portal
- Overview of Multi-Company Setup and New Company Setup
Bank Integration and Fiscal Settings
- Uploading Bank Statements and Connecting Banks
- Setting Up Rules for Bank Transactions
- Configuring Fiscal and Financial Year Settings
Projects, Classes, and Locations
- Setting Up and Managing Projects
- Tracking Classes and Locations for Transactions
- Home Currency and Multi-Currency Setup
Company Profile Customization
- Customizing Company Logo, Legal Name, and Contact Information
- Entering VAT #, Tax Forms, and Industry Information
- Enabling Account Numbers for the Chart of Accounts
Financial Reporting and Year-End Close
- Generating and Analyzing Profit & Loss Statements and Balance Sheets
- Reviewing General Ledger and Trial Balance
- Year-End Close Procedures and Reporting Compliance
