Loading...

Description

The Intuit® QuickBooks Online (QBO) is one of the leading accounting software used by bookkeepers, accountants and business owners. This course is the first step in understanding the core functionalities of QBO and learning related best practices in accounting, thus providing students with knowledge necessary to assist companies with solid internal control, reliable data for business analysis, streamlined government reporting and better overall business practices. The course is aligned with Certiport’s certification exam objectives and aims to prepare participants to take the Intuit® QuickBooks Certified User (QBCU) exam offered by Certiport.

Topics Covered

Topics covered include:
  • Company Set up
  • Customers & Sales
  • Vendors & Expenses
  • Banking
  • Reporting
  • QBO best practices

Learning Outcomes

Upon completion of this course, you should be able to:

1. QBO Administration

  • Set up Intuit QuickBooks Online
  • Manage Intuit QuickBooks Online
  • Manage lists
  • Manage recurring transactions
  • Manage journal entries
  • Gain an understanding of the chart of accounts

2. Sales & Money-In

  • Set-up customers
  • Set-up products and services
  • Set-up automated billing
  • Manage sales settings
  • Record and manage basic money-in transactions
  • Allow for electronic payments

3. Vendors & Money-Out

  • Set-up vendors
  • Manage vendor records
  • Manage expense settings
  • Record and manage basic money-out transactions

4. Bank Accounts, Transaction Rules & Receipts

  • Implement financial account connections
  • Manage bank feeds
  • Manage bank rules
  • Manage receipts 
  • Explain the steps required to complete a bank reconciliation
  • Understand the basics for a multicurrency environment

5. Basic Report Views & Apps

  • Describe the content and purpose of reports
  • Describe the sequence of events from the initial data entry to the end report
  • Customize and deliver standard reports
  • Access other reports and views
  • Explain the usefulness of integrating third-party software (apps)

Notes

System requirements
Windows PC: Windows 10, Intel Core i5 or comparable processor (2015 or newer) with at least 4 GB of RAM.
Mac: OS X "High Sierra" 10.13 or newer.
Internet connection: 3 Mbps or higher.

Certification Exam Information
Certification exams are delivered in-person at the School of Continuing Studies at scheduled times.

Prerequisite(s) and Corequisite(s)

Understanding of accounting fundamentals and familiarity with Canadian accounting standards.

Who Should Attend?

Novice bookkeepers, accounting and entrepreneurship students, small business owners and individuals wishing to prepare for the Intuit® QuickBooks Certified User (QBCU) Exam. 
Loading...

Contact hours: 30
Course only - $995
Course and certification exam - $1,095 (includes Certiport certification exam voucher valued at $125).
Proctoring fees may apply and are not included in the above fees.

Thank you for your interest in McGill University!

Unfortunately, the activity you have selected is not currently open for registration. Please click on the "Request Information" button to complete the Course Inquiry form. This will allow us to notify you as soon as a new section becomes available.

Required fields are indicated by .