Course Outline: QuickBooks Online
Course Description:
The QuickBooks Online course is designed to provide participants with a comprehensive understanding
of QuickBooks Online, a cloud-based accounting software. Whether you are a business owner,
accountant, or bookkeeper, this course will help you effectively manage your financial records and
streamline your financial processes.
Module 1: Introduction to QuickBooks Online
Overview of QuickBooks Online
Creating a QuickBooks Online Account
Navigating the QuickBooks Online Dashboard
Setting up Company Information
User Permissions and Access
Module 2: Getting Started with QuickBooks Online
Chart of Accounts Setup
Adding and Editing Customers
Adding and Editing Vendors
Setting up Products and Services
Connecting Bank and Credit Card Accounts
Importing Data into QuickBooks Online
Module 3: Recording Transactions
Creating Invoices and Sales Receipts
Receiving Payments from Customers
Entering Bills and Expenses
Writing Checks and Expense Transactions
Transferring Funds between Accounts
Handling Customer and Vendor Credits
WebPro School of Freelancing
House# 501, Street 14, Jahanzeb Block, Allama Iqbal Town, Lahore | +92 326 2789 330
www.cerritostrainsu.com
Module 4: Managing Bank and Credit Card Transactions
Reconciling Bank and Credit Card Accounts
Handling Bank Feeds
Reviewing and Categorizing Transactions
Handling Online Payments and Transfers
Module 5: Reports and Financial Analysis
Generating Financial Reports (Profit and Loss, Balance Sheet, Cash Flow)
Customizing Reports
Running Sales and Expense Reports
Budgeting and Forecasting
Analyzing Financial Data
Module 6: Payroll and Employee Management
Setting up Payroll in QuickBooks Online
Running Payroll and Issuing Paychecks
Payroll Tax Compliance
Managing Employee Information
Time Tracking
Module 7: Advanced Features
Handling Multi-Currency Transactions
Inventory Management
Managing Fixed Assets
Handling Loan and Credit Line Accounts
Class and Location Tracking
QuickBooks Online Add-Ons and Integrations
Module 8: Year-End and Closing Procedures
Preparing for Year-End Closing
Running Year-End Reports
Closing the Books
Handling Tax Forms and Reporting
WebPro School of Freelancing
House# 501, Street 14, Jahanzeb Block, Allama Iqbal Town, Lahore | +92 326 2789 330
www.cerritostrainsu.com
Module 9: Troubleshooting and Support
Common Errors and Troubleshooting Tips
Backing Up and Restoring Data
QuickBooks Online Support Resources
Staying Up-to-Date with QuickBooks Online
Module 10: Customization and Workflow Optimization
Customizing QuickBooks Online for Your Business
Workflow Optimization Tips
Time-Saving Features and Shortcuts
Security and Data Protection
This course is designed to cater to users at various levels of expertise, from beginners to more advanced
users. The content can be tailored to meet the specific needs and skill levels of the participants. Whether
you are looking to streamline your accounting processes, improve financial reporting, or maximize the
use of QuickBooks Online for your business, this course will provide you with the knowledge and skills
to achieve your goals.
WebPro School of Freelancing
House# 501, Street 14, Jahanzeb Block, Allama Iqbal Town, Lahore | +92 326 2789 330
www.cerritostrainsu.com
