QuickBooks Online Basic
Try this course with a Free Trial
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What you'll learn:
- Manage day-to-day financial transactions with confidence.
- Create invoices and receipts for customers.
- Track inventory, expenses, and income.
- Run summary and detail reports.
What’s Included:
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Customizable, LMS-compatible content
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Skill assessments
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Bite-sized, interactive lessons
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LinkedIn-ready skills certificate
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
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| Get Started |
Verified Learning
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| QuickBooks Online Login Click to start | Not Started | Not Started | Not Started | |
| QuickBooks Interface | Not Started | Not Started | Not Started | |
| QuickBooks Online Help | Not Started | Not Started | Not Started | |
| Company Set Up | Not Started | Not Started | Not Started | |
| Account Settings | Not Started | Not Started | Not Started | |
| Chart of Accounts | Not Started | Not Started | Not Started | |
| Create an Account | Not Started | Not Started | Not Started | |
| Create a Service Product | Not Started | Not Started | Not Started | |
| Create a Non-Inventory Product | Not Started | Not Started | Not Started | |
| Edit and Inactivate an Item | Not Started | Not Started | Not Started | |
| Report on an Item | Not Started | Not Started | Not Started | |
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
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| Basic Sales |
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| Work with Customers | Account Required | |||
| Create and Edit a Customer | ||||
| Create an Invoice | ||||
| Create a Sales Receipt | ||||
| Print and Email Invoices | ||||
| Receive Payments | ||||
| Create a Customer Refund | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
|---|---|---|---|---|
| Banking |
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| Write Checks | ||||
| Make Deposits | ||||
| Set Up Online Banking | ||||
| Download Bank Transactions | ||||
| Set Up Bank Rules | ||||
| Manage Bank Rules | ||||
| Transfer Funds | ||||
| Reconcile | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
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| Transactions |
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| Search for Transactions | ||||
| View Registers | ||||
| Run a Register Report | ||||
| View and Edit Transactions | ||||
| Filter Transactions | ||||
| Attach a File to a Transaction | ||||
| Add Transactions | ||||
| Delete and Void Transactions | ||||
| Skill | Pre-assess | Lesson | Post-assess | Learning mode |
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| Basic Reports |
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| Run Reports | ||||
| Profit and Loss | ||||
| Balance Sheet | ||||
| Accounts Receivable Aging | ||||
Quick Answer: