QuickBooks Online Bootcamp

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QuickBooks Onlilne Bootcamp is a series of shorter courses, each with content that drills down to one topic.  Bootcamp geared towards:

·        People new to QuickBooks Online to learn only one component at a time and get comfortable with the content before advancing forwards.

·        Experienced QuickBooks Online users who need help with only one or two components


Each course is 3 hours long.  At the end of each course, you will have an advanced understanding of the topic matter. These courses can be taken individually or in conjunction with other courses.  A minimum of 7 courses is required if you are planning to apply for the Job Skills Training Grant. 


Price Per Course:  $500

7 Course Package:  $3,500, 21 hours


Instructor: Ann Kurlovich
Ann Kurlovich Consulting Services


Course 1:  Getting Started and Setting Up

·         What edition of QuickBooks Online is right for you?

·         Setting up your company

·         Online banking setup

·         Credit card setup

·         Importing from QuickBooks desktop editions

·         Importing from Excel

·         Moving around and finding what you need...fast


Course 2:  Setting Up The Chart of Accounts & Accounting Details

·         Really understand your financial statements

·         Set up the chart of accounts

·         Set up and use subaccounts

·         Change and fix the chart of accounts

·         Cash vs. Accrual accounting

·         Use general journal entries


Course 3:  Sales Transactions

·         Different ways of recording sales and choosing the one that’s right for you

·         Estimates/proposals

·         The invoicing cycle

·         Invoicing for billable time and/or expenses

·         Cash/sales receipts

·         Receiving payments and making deposits

·         Delayed charges

·         Credit memos

·         Customer statements

·         The income lists and sales reports

Course 4:  Expense Transactions

·         When you should and should not track accounts payable (enter and pay bills)

·         Checks (printed and hand-written)

·         ATM withdrawals and electronic fund transfers

·         Debit card and credit card charges

·         Vendor credits

·         Expense list and other expense reports

Course 5:  The Bank Feed and Bank Rules

·         Online Banking    

· Learn when and how to "add", "match" and "exclude" 

· Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.

·         Handle customer down payments/deposits

·         Void vs. delete a check

Course 6:  Bank Reconciliations

·         Bank reconciliation and find reconciliation errors

·         Using the bank feed as a tool

·         Tips and tricks to locating discrepancies

·         Manual bank reconciliation overview

Course 7:  Advanced Transactions

·         Handle customer down payments/deposits

·         Write off bad debt (including small underpayments)

·         Track Petty Cash

·         Handle bounced checks (NSF)

·         Set up recurring transactions

·         Year end adjusting entries


Course 8:  Set Up and Pay Employees

·         Set up employees, deductions and company contributions

·         Enter prior payrolls

·         Set up company payroll preferences

·         Track and invoice time

·         Process paychecks

·         Make tax deposits

·         Make non-tax payments (health insurance, etc.)

·         Paying source deductions

·         Use payroll reports

Course 9:  Work with Reports

·         Customize Reports:

·         Columns: add, reorder, delete, and resize

·         Filter and format

·         Create new headers and footers

·         Save Customizations

·         Create report groups

·         Automatically email report groups on a set schedule

Course 10:  Job Costing

·         Setting up for job costing

·         Actual entries

·         Billable expenses

·         Reports that show the results


Course 11:  Inventory

·         Set up inventory in QuickBooks Online

·         Purchase orders, receive items, adjust inventory

·         Changing prices

·         Advanced inventory handling

Course 12:  GST

·         Track Sales Taxes

·         Set up sales taxes

·         What the various tax codes mean

·         Adjust, pay, and report sales taxes

·         Completing the GST Sales tax process

·         Best practices

Course 13:  Customize QuickBooks Online

·         Tailor company settings/preferences

·         Create custom invoices and other forms

·         Add logos and custom fields to forms

Course 14:  Accounting Tasks

·         Close the books

·         Add your accountant

·         Protect your accounting data

·         Set up users with different permissions

·         Assign access rights and user levels

·         Track changes and who made them (audit log)

·         Year end adjusting entries

Course 15:  Third Party Apps Overview

  • Payroll options that are more advanced

  • Time tracking and authorizing

  • Automation of receipt entry

  • Making paying your bills easier

  • Receivables management

  • Advanced inventory

  • Cash flow

  • Financial analysis

  • Industry specific apps

  • CRM software that integrates with QuickBooks Online.