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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. 
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Section(s) offered
Section Title
Intuit® QuickBooks Online: Fundamentals and QuickBooks User Certification (QBCU) Prep
Language of Delivery
English
Type
Workshop
Days
W
Time
6:00PM to 9:00PM
Dates
Jul 31, 2024 to Oct 02, 2024
Schedule and Location
View Details
Contact Hours
30.0
Location
  • Downtown, Montreal
Delivery Format(s)
In-Class Learning  
Course Fee(s)
Fee non-credit $995.00
Section Fees
Certiport Certification Exam Voucher $100.00 Optional
Potential Discount(s)
Drop Request Deadline
Jul 24, 2024
Transfer Request Deadline
Jul 24, 2024
Withdrawal Request Deadline
Oct 09, 2024
Section Notes

Cancellation Policy

All cancellation & substitution requests must be made in writing to pce.scs@mcgill.ca.

  • Receive a full refund if your cancellation request is received up to 7 days prior to the start date of the workshop.
  • Receive a refund minus $50 cancellation fee if your cancellation request is received up to 7 days prior to the start date of the workshop.
  • No Refunds are issued if your cancellation request is received within 7 days of the start date of the workshop, however suitable participation substitution will be permitted.

Please note that if no notice is given prior to the start of the event(s) and you fail to attend, you will be liable for the full workshop fee.

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