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QuickBooks Online Intermediate

Course Overview

In this QuickBooks Online Intermediate course, you will enhance your skills in managing complex accounting tasks using QuickBooks Online (QBO). This course builds on your QuickBooks knowledge, teaching you to customize account settings, handle international transactions, and manage deferred revenue effectively.

You will learn to use advanced features, including improving the dashboard, integrating third-party apps, and setting up accounts. The course covers recording revenue and expenses, automating recurring transactions, and managing transactions from bank accounts and credit cards for increased efficiency.

As you progress, you'll handle receivables and payables, customize invoices, and process vendor credits and refunds. Additionally, you'll track inventory, use projects and tags, and perform year-end reconciliations.

By the end of this course, you should be able to manage advanced QuickBooks tasks, leading to more efficient financial management and improved accounting processes.

Learning Objectives:

In the course, you will be able to:

  • Customize the QuickBooks Online interface.
  • Reconcile bank accounts with QuickBooks Online.
  • Create and analyze detailed financial reports.
  • Integrate third-party apps with QuickBooks Online to automate tasks.
  • Track income and expenses by project using the Projects feature.
  • Automate recurring transactions to reduce manual work and minimize errors.
  • Manage inventory and non-inventory items.