Course Content – QuickBooks Online Training
By Obenatss Skills
Module 1: Introduction to QuickBooks Online
- Overview of QuickBooks Online
- Benefits of Cloud Accounting
- Navigating the Dashboard
- Understanding Subscription Plans
- Company Setup Basics
Module 2: Company Setup & Chart of Accounts
- Creating a New Company
- Company Settings Configuration
- Setting Up the Chart of Accounts
- Managing Users & Permissions
- Opening Balances Setup
Module 3: Customers & Sales Management
- Creating Customer Profiles
- Creating Invoices
- Recording Customer Payments
- Sales Receipts
- Estimates & Quotations
- Credit Notes & Refunds
Module 4: Vendors & Expense Management
- Creating Vendor Profiles
- Recording Expenses
- Managing Bills & Suppliers
- Purchase Transactions
- Expense Categorization
- Recurring Expenses
Module 5: Banking & Reconciliation
- Connecting Bank Accounts
- Importing Transactions
- Bank Rules & Automation
- Bank Reconciliation
- Managing Cash Transactions
- Resolving Reconciliation Issues
Module 6: Inventory Management
- Setting Up Products & Services
- Inventory Tracking
- Stock Management
- Cost of Goods Sold
- Inventory Reports
- Low Stock Monitoring
Module 7: Payroll & Employee Management
- Employee Setup
- Payroll Processing
- Salary Payments
- Payroll Reports
- Deductions & Taxes
- Managing Employee Records
Module 8: Financial Reports & Analysis
- Profit & Loss Report
- Balance Sheet
- Cash Flow Report
- Budgeting & Forecasting
- Custom Reports
- Financial Analysis Techniques
Module 9: Tax Management & Compliance
- VAT Setup & Tracking
- Tax Reports
- Withholding Tax Basics
- Tax Filing Preparation
- Compliance Reporting
- Audit Preparation
Module 10: Automation & Productivity Tools
- Automating Transactions
- Recurring Transactions
- Invoice Automation
- Receipt Capture
- Workflow Optimization
- AI Tools for Accounting
Module 11: Integration & Third-Party Apps
- Integrating Excel with QuickBooks
- Payment Gateway Integration
- CRM Integration
- E-commerce Integration
- Cloud Storage Integration
- Productivity Applications
Module 12: Data Migration & Troubleshooting
- Migrating Data into QuickBooks
- Importing Customers & Vendors
- Importing Historical Transactions
- Data Cleanup
- Error Correction
- Backup & Security Practices
Module 13: Real-Life Practical Projects
- Complete Business Accounting Cycle
- Preparing Financial Statements
- Business Case Studies
- Accounting Workflow Simulation
- Real Company Transactions
- Practical Hands-On Exercises
- Training Features
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- Practical Hands-On Training
- Real Business Scenarios
- Beginner-Friendly Learning
- Certificate of Completion
- Templates & Practice Files
- Live Demonstrations
- AI Accounting Tools Included
- Post-Training Support
