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QuickBooks Online Basic Training
Learn the basics of QuickBooks Online in this beginner-friendly course. Navigate the platform, manage invoices, reconcile transactions, generate reports, and customize settings. Perfect for small business owners, freelancers, or anyone new to QuickBooks looking to streamline financial management. No prior experience required!
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in London, Surrey & Berkshire every week.
Onsite
Onsite training is available at your premises. We can travel anywhere in the UK
1 to 1
One-to-one training sessions are available with our certified QBO advisor
Group
Group training is available both at your premises and online live via zoom.
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What our client Says
QuickBooks Online Accounting Basic Training
Master the essentials of QuickBooks Online and learn how to effectively manage the financial operations of your small or medium-sized business. This comprehensive training course provides a detailed overview of QuickBooks Online, equipping you with the knowledge and skills to confidently handle daily accounting tasks.
Designed for business owners, bookkeepers, and accountants, this course covers all the key features of QuickBooks Online, ensuring you can streamline your financial processes with ease. Through interactive exercises, you’ll gain hands-on experience to reinforce your learning and apply it directly to your business needs.
Upon successful completion, you’ll earn a certificate that highlights your expertise in cloud accounting software, making it a valuable addition to your CV. Enroll in the QuickBooks Online Basic Training today and take the first step toward managing your finances efficiently and with confidence!
What will I learn from this course?
QBO Initial Setup
- Create a new organization in QBO
- Organisation Details update in QBO
- Organization Financial Settings update in QBO
- Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
- Setting up Bank and Petty Cash Account in QBO
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Overview of QBO Contacts
- Adding Customers, Suppliers & Employees details in QBO Contacts
- Adding Group in Contacts & Connect email to Contact
- Editing, Arching and restoring a contact.
QBO Introduction
- Access the QBO Company
- Understanding the QBO Dashboard
- Understanding the QBO Menus, Icons & Tabs
- Understanding QBO Files
- Uploading a File to the Inbox
- Understanding QBO notification
- Emailing a File to the Inbox
- Creating a Folder
- Add a Tax Rate
- Understanding Email Settings
- View, edit and Create an Email Template
- Send a QBO Network Invite (QBO to QBO)
- Understanding Add-ons
Sales & Receivable Management
- Raising sales quotes in QBO
- Creating sales invoices in QBO
- Emailing an invoice to the customers
- Editing Sales invoices in QBO
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- QBO Invoice reminder overview
Purchase & Payable Management
- Create supplier bills in QBO
- Editing supplier bills in QBO
- Attaching files to Bills
- Create supplier credit notes in QBO
- Supplier Credit notes allocation against bills
- Supplier Activity Reports
- Aged Creditors Analysis
- Overview of email bills to QBO
- Recording bills from the draft.
- Supplier Activity Reports
- Aged Creditors Reports
- Copying, Voiding and Importing a Bills
Bank and Petty Cash Reconciliation
- Understanding Bank Reconciliation in QBO
- The Reconciliation Screen
- Reconcile Bank Accounts
- Part Payments, Batch Payment reconciliation
- Matching sales and purchase invoices against Bank Transaction
- Overview of discuss tab
- Transfer between Bank Accounts
- Creating spend and receive money transaction
- Publish Month end Reconciliation reports
- Recording Bank charges against sales invoices
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports.
VAT Returns & Reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the QBO Reports
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Create Monthly Management Reports
- Publish Monthly Management Reports
Who is it for?
Business Owners
Accountant & Bookkeepers
Job Seekers
Individual Seeking how to use QBO
Course Details
- Live online | Classroom | Onsite | 1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£350 (Online Live Via Zoom)
£450 (Classroom)
- 6 Hours approx
- Monday– Saturday Every week
FAQs for QBO Accounting Basic Training
This training is open to everyone, whether you’re a business owner, accountant, or someone looking to learn QBO basics.
Yes, the training is conducted worldwide via Zoom. You can attend from anywhere, as long as you have an internet connection.
No prior knowledge is required. This training is designed for beginners and will guide you through the basics of QBO Accounting.
The training is 6 hours long. However, it can be split into two sessions of 3 hours each over two days for your convenience.
Topics include setting up QBO, navigating the dashboard, entering invoices and bills, reconciling bank accounts, and generating basic financial reports.
Absolutely! The training is interactive, and participants are encouraged to ask questions throughout the session.
Yes, participants will receive helpful resources, and a recording of the session can be provided if requested in advance.
You can sign up directly through the book now or contact us at info@ecloud-experts.com for assistance.
You’ll need a computer or device with internet access, a Zoom application installed, and optionally a notebook for taking notes.
While this is a basic training session, we can offer bespoke or advanced training sessions tailored to your specific business needs.
Training sessions are flexible and can be scheduled to suit different time zones worldwide.
Yes, we can provide tailored training for groups, and discounts may be available for group bookings. Please contact us for more details.
After The Course?
Each Participant Will Receive:
Certificate Of Completion
Comprehensive Training Manuals
