QuickBooks Course: Confidently Track Income and Expenses

New to QuickBooks? This course helps you track expenses, manage invoices, and simplify financial tasks.

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Habilidad	Pre-evaluación	Lección	Post-evaluación	Modo de aprendizaje

QuickBooks Online Basic Curso Describir

Aprendizaje verificado

Habilidad	Pre-evaluación	Lección	Post-evaluación
Get Started
QuickBooks Online Login Sign in to QuickBooks Online securely	No empezado	No empezado	No empezado
QuickBooks Interface Navigate the QuickBooks interface faster	No empezado	No empezado	No empezado
QuickBooks Online Help QuickBooks help for tools and tasks	No empezado	No empezado	No empezado
Company Set Up How to set up QuickBooks for your company	No empezado	No empezado	No empezado
Account Settings Update account info, billing, taxes, users	No empezado	No empezado	No empezado
Chart of Accounts Organize accounts for clean bookkeeping	No empezado	No empezado	No empezado
Create an Account Add a new account to your accounts list	No empezado	No empezado	No empezado
Create a Service Product Set up service product in QuickBooks Online	No empezado	No empezado	No empezado
Create a Non-Inventory Product Set up non inventory product details	No empezado	No empezado	No empezado
Edit and Inactivate an Item Edit and inactivate items in QuickBooks	No empezado	No empezado	No empezado
Report on an Item Report on an item in QuickBooks Online	No empezado	No empezado	No empezado

Habilidad	Pre-evaluación	Lección	Post-evaluación	Modo de aprendizaje
Basic Sales			Cuenta requerida
Work with Customers Track customer details in QuickBooks Online
Create and Edit a Customer Set up and update customers in QuickBooks
Create an Invoice Create and send QuickBooks Online invoices
Create a Sales Receipt Create a sales receipt in QuickBooks Online
Print and Email Invoices Deliver invoices in QuickBooks Online
Receive Payments Record payments in QuickBooks Online
Create a Customer Refund Issue a QuickBooks refund step by step

Habilidad	Pre-evaluación	Lección	Post-evaluación	Modo de aprendizaje
Banking			Cuenta requerida
Write Checks Pay bills with QuickBooks Online checks
Make Deposits Record bank deposits in QuickBooks Online
Set Up Online Banking Connect your bank to QuickBooks Online
Download Bank Transactions Import and review bank transactions easily
Set Up Bank Rules Auto categorize with QuickBooks bank rules
Manage Bank Rules Edit and organize QuickBooks bank rules
Transfer Funds Move funds between QuickBooks accounts
Reconcile Reconcile bank statements in QuickBooks

Habilidad	Pre-evaluación	Lección	Post-evaluación	Modo de aprendizaje
Transactions			Cuenta requerida
Search for Transactions Search transactions quickly in QuickBooks
View Registers View account registers in QuickBooks Online
Run a Register Report Run a register report in QuickBooks Online
View and Edit Transactions Review and update transactions in QuickBooks
Filter Transactions Filter transactions by date amount or account
Attach a File to a Transaction Attach files to transactions in QuickBooks
Add Transactions Add transactions fast in QuickBooks Online
Delete and Void Transactions Delete and void transactions in QuickBooks

Habilidad	Pre-evaluación	Lección	Post-evaluación	Modo de aprendizaje
Basic Reports			Cuenta requerida
Run Reports Generate insights with QuickBooks reports
Profit and Loss Track income and expenses in QuickBooks
Balance Sheet View assets liabilities equity in QuickBooks
Accounts Receivable Aging Analyze overdue invoices with aging reports

Descargas para estudiantes

Concise, easy-to-use guide for quick learning and reference.

Step-by-step illustrated reference guide.

Descargas de instructor

Lesson plans, instructions, and tips for delivering great classes.

Get a Completion Certificate

Share your certificate with prospective employers and your professional network.

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Para habilidades verificadas en: QuickBooks Online Basic

Emitido el November 24, 2025