QuickBooks Online Training – Simple to Advanced

Course Objectives

By the end of this course, participants will:

• Master QuickBooks Online fundamentals and advanced features.
• Gain the ability to manage real-world accounting scenarios.
• Be prepared to support small businesses with QuickBooks Online.

Introduction to QuickBooks Online (2 Classes)

Class 1: Overview and Setup (2 hours)

• Introduction to QuickBooks Online
• Benefits and features of cloud-based accounting
• Creating a QuickBooks Online account
• Setting up company details (Company name, industry, tax setup)
• Navigation of the dashboard

Class 2: Configuring Settings (2 hours)

• Customizing company settings
• Setting up users and roles
• Overview of subscription levels and their features

Chart of Accounts (2 Classes)

Class 3: Understanding Chart of Accounts (2 hours)

• Definition and importance of the Chart of Accounts
• Predefined vs. custom account categories
• Adding, editing, and deleting accounts

Class 4: Structuring Accounts for Different Industries (2 hours)

• Creating industry-specific accounts (e.g., Retail, Services, Real Estate)
• Assigning account numbers and best practices

Customers, Sales, and Income (3 Classes)

Class 5: Setting Up Customers (2 hours)

• Adding and managing customer profiles
• Customizing customer fields and templates

Class 6: Sales Transactions (2 hours)

• Creating invoices and sales receipts
• Recording payments received
• Recurring transactions setup

Class 7: Sales Reports and Analysis (2 hours)

• Generating sales and customer reports
• Analyzing sales data for decision-making

Vendors, Expenses, and Purchases (3 Classes)

Class 8: Vendor Management (2 hours)

• Adding and managing vendor profiles
• Customizing vendor templates

Class 9: Expense Recording (2 hours)

• Recording expenses and bills
• Managing recurring bills and expenses
• Using bank feeds for expense tracking

Class 10: Accounts Payable and Vendor Reporting (2 hours)

• Recording payments to vendors
• Generating and analyzing vendor reports

Bank Feeds and Reconciliation (2 Classes)

Class 11: Bank Feeds (2 hours)

• Connecting bank accounts and credit cards
• Categorizing and matching transactions
• Managing imported transactions

Class 12: Reconciliation (2 hours)

• Preparing for bank reconciliation
• Resolving discrepancies
• Generating reconciliation reports

Payroll, Taxes, and Reporting (3 Classes)

Class 13: Payroll Setup and Processing (2 hours)

• Setting up payroll features
• Adding employees and contractors
• Running payroll and generating payslips

Class 14: Tax Management (2 hours)

• Setting up sales tax rates
• Recording and filing taxes
• Tax reports and adjustments

Class 15: Reporting and Analytics (2 hours)

• Customizing and exporting reports
• Key financial reports (Profit & Loss, Balance Sheet, Cash Flow)

Advanced Features and Wrap-Up (1 Class)

Class 16: Advanced Features and Q&A (2 hours)

• Managing inventory and product lists
• Using QuickBooks Online mobile app
• Integration with third-party apps
• Q&A and troubleshooting

Key Highlights

• Practical Assignments: Weekly tasks using demo companies in QuickBooks Online.
• Interactive Sessions: Open discussions for industry-specific scenarios.
• Certificate of Completion: Upon passing a final assessment.

Course Details

Duration: 2 Months

Class Frequency: 2 Classes per Week

Class Length: 2 Hours per Class

Total Classes: 16

Course Fee: BDT 8,000.00 (Discounts are occasionally available.)

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Note: Inside, we have more details about the module breakdown. In-class will be discussed.