Session wise outline
Session-01: Introduction and Navigate into QBO
- QuickBooks Online packages
- Benefits of using QuickBooks
- Mobile devices and QuickBooks Online
- Navigating the QuickBooks Online home page
Session-02: Company File Setup
- Chart of accounts
- Managing users
- Multi-currency
- Customers and vendors
Session-03: Online Banking and reconciliation
- Linking Bank accounts
- Importing bank transactions
- How to add bank transactions
- Banking reconciliation tools
Session-04: Transactions
- Creating and managing quotations
- Creating and manage invoices
- Receiving payment of invoices
- Customizing invoices
- Attachments
- Expense transactions
- Bills
- Paying bills
- Recurring transactions
- Class and location tracing
- Partial purchase order
Session-05: Budget and Project
- Setup budget report
- Budget vs actual
- Turn on projects in settings
- Create and track your projects
- Move existing transactions into projects
Session-06: Running Reports
- Profit and loss
- Balance sheet
- Report groups
- Automated reports
How participants will benefit after course?
- Know about the practical accounting
- How to use accounting software to manage financial data
- Feature of QuickBooks Online solution
- How to set up the company into QBO
- How to capture financial transactions
- How to perform reconvocation
- How to run financial reports
Target audience
Any professional who involves in the accounting and bookkeeping process. This course is suitable for those who want to build their career in accounting information systems, bookkeeping, and analyzing financial data. Freelancer who wants to work with foreign clients managing their book of accounts.
Instructor
Rony Saha
Financial Analysis and Business Intelligence Professional.
Rony Saha, a Financial Management and Business Intelligence Professional with more than 10 years job experience in Accounting, Financial Analysis, Inventory Management, Business Planning, Business Process Management and Business Intelligence in different industries
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