Course Code: 5653

QuickBooks Online - Advanced

Class Dates:
1 Days
Class Time:


  • Course Overview
  • This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities.

    This 1-day Advanced QuickBooks training you will learn Payroll and Report Functions.

  • Audience
  • QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business' solution when it comes to bookkeeping and accounting.


Course Details

  • Running Payroll in QuickBooks Online
  • Subscribing to QuickBooks Online Payroll
  • Preparing the Payroll Setup
  • Use the Get Started With Payroll Wizard
  • Payroll History, Add Employees
  • Configure Payroll Taxes
  • Enter Prior Payroll Tax Data
  • Setting Payroll Preferences
  • Payroll and Services, Company and Account
  • Employees
  • Using Time-Tracing (Plus Only)
  • Running QuickBooks Payroll
  • Payroll Liabilities
  • Running QuickBooks Online Reports
  • Report Differences by Plan
  • Simple Start Reports
  • Essentials Reports
  • Plus Reports
  • Understanding Standard Financial Reports
  • Cash vs Accrual Reports
  • Profit and Loss Report
  • Balance Sheet Report
  • Accounts Receivable Reports
  • Accounts Payable Reports
  • Running QuickBooks Online Reports
  • Customizing QuickBooks Online Reports
  • QuickBooks Online Plus Advanced Features
  • Planning Ahead and QuickBooks Online Budgets
  • Create a Budget
  • Work in the Budgets Window
  • Run Budget Reports
  • Tracking Inventory in QuickBooks Online
  • Understanding Inventory
  • QuickBooks Online Valuation Method
  • Turn Inventory Tracking On
  • Add Inventory Items
  • Purchase and Receive Inventory
  • Adjust Inventory
  • Importing & Exporting in QuickBooks Online
  • Importing into QuickBooks Online
  • Import from QuickBooks Desktop
  • Use the Import Data Tool
  • Exporting from QuickBooks Online
  • Export to QuickBooks Desktop
  • Export to Spreadsheets