Getting to Know QuickBooks Online

Course Feature

Cost

Free
Provider

Udemy
Certificate

Paid Certification
Language

English
Start Date

On-Demand
Learners

No Information
Duration

2.00
Instructor

Alicia Katz Pollock

Add to Favorites

4.5

14 Ratings

Learn how to use QuickBooks® Online (QBO) to manage your business records. This one-hour session will provide an overview of the QBO interface and the steps needed to keep your records up-to-date.

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Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [April 29th, 2023]

What does this course tell?
(Please note that the following overview content is from the original platform)

Spend an hour getting to know QBO's interface, and what you'll have to do to maintain your business records.

What you'll learn:

Get around the QBO Interface
Use Keyboard Shortctus
Become familiar with QBO's Customer, Vendor, and Report Centers
Understand 3rd Party Plugin Apps
Submit suggestions to Intuit
Use QBO on a smartphone or tablet
Backup and Export Data
Understand a typical customer workflow
Know the traps some businesses fall into

New to QuickBooks Online? Get comfortable quickly by watching this 1-hour overview course.

Business owners will get a feel for the QBO interface as we tour the interface. We'll explore the the Sidebar, Gear, and Create buttons so you know where to look for what you need.

Alicia will demonstrate a sample daily workflow so you can see the big picture about what's involved in managing your customers and expenses.

And she'll show you the top mistakes people make so that you don't fall into the same traps.

This standalone module introduces concepts that are explained in-depth in our other Master QuickBooks online courses.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 1 CPE Credit.

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Pros & Cons

Detailed and additional resources provided.
Easy to follow.
Learned a lot quickly.

Volume levels need help.
Older version of QuickBooks.
Need more detailed and well explained features.

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