QuickBooks Online Basic
QuickBooks Online Basic
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Try Limited, Free Training:
- Manage day-to-day financial transactions with confidence.
- Create invoices and receipts for customers.
- Track inventory, expenses, and income.
- Run summary and detail reports.
Upgrade to Experience:
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LinkedIn-ready certificates that verify your skills
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Skill assessments
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Unlocked courses & interactive content
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Customizable content; create your own courses
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Get Started | Limited Free Learning | |||
| QuickBooks Online Login | Click to start | Not Started | Not included | |
| QuickBooks Interface | Not included | Not Started | Not included | |
| QuickBooks Online Help | Not included | Not Started | Not included | |
| Company Set Up | Not included | Not Started | Not included | |
| Account Settings | Not included | Not Started | Not included | |
| Chart of Accounts | Not included | Not Started | Not included | |
| Create an Account | Not included | Not Started | Not included | |
| Create a Service Product | Not included | Not Started | Not included | |
| Create a Non-Inventory Product | Not included | Not Started | Not included | |
| Edit and Inactivate an Item | Not included | Not Started | Not included | |
| Report on an Item | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Basic Sales | Limited Free Learning | |||
| Work with Customers | Not included | Not Started | Not included | |
| Create and Edit a Customer | Not included | Not Started | Not included | |
| Create an Invoice | Not included | Not Started | Not included | |
| Create a Sales Receipt | Not included | Not Started | Not included | |
| Print and Email Invoices | Not included | Not Started | Not included | |
| Receive Payments | Not included | Not Started | Not included | |
| Create a Customer Refund | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Banking | Limited Free Learning | |||
| Write Checks | Not included | Not Started | Not included | |
| Make Deposits | Not included | Not Started | Not included | |
| Set Up Online Banking | Not included | Not Started | Not included | |
| Download Bank Transactions | Not included | Not Started | Not included | |
| Set Up Bank Rules | Not included | Not Started | Not included | |
| Manage Bank Rules | Not included | Not Started | Not included | |
| Transfer Funds | Not included | Not Started | Not included | |
| Reconcile | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Transactions | Limited Free Learning | |||
| Search for Transactions | Not included | Not Started | Not included | |
| View Registers | Not included | Not Started | Not included | |
| Run a Register Report | Not included | Not Started | Not included | |
| View and Edit Transactions | Not included | Not Started | Not included | |
| Filter Transactions | Not included | Not Started | Not included | |
| Attach a File to a Transaction | Not included | Not Started | Not included | |
| Add Transactions | Not included | Not Started | Not included | |
| Delete and Void Transactions | Not included | Not Started | Not included | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Basic Reports | Limited Free Learning | |||
| Run Reports | Not included | Not Started | Not included | |
| Profit and Loss | Not included | Not Started | Not included | |
| Balance Sheet | Not included | Not Started | Not included | |
| Accounts Receivable Aging | Not included | Not Started | Not included | |