QuickBooks Online Training Workshop Details

QuickBooks Platinum ProAdvisors


½ day online demonstration


How the workshop is presented:

Full workshop notes are available for all delegates.


Our IT Training Manager will discuss and demonstrate each topic within the notes, examples are included within the notes. 


Our IT Training Manager will be available to answer your questions, explain areas in more detail and also cover specific requests not covered on the workshop.


Main Topics Covered:
  • Overview of QuickBooks Online and Customisation
    • Look at ‘what is on the screen’
    • Cog icon and set up Classes and Locations
  • Chart of Accounts
    • Overview and create new main and sub-account
  • Suppliers
    • Create New Suppliers and Post Purchase Invoices (Bills)
  • Customers
    • Create New Customers, Products and Services, Create a Credit Sales invoice and a Cash Sales invoice
  • Bank
    • Look at the Bank Feed, Match Bank transactions with Sales and Purchase Invoices, Bank Rules and Bank Reconciliation
  • Recurring Transactions
  • Reports
    • Extract and Customise various reports
  • Budgeting
  • VAT


By the end of this workshop you should be able to:
  • Navigate through QuickBooks Online
  • Maintain the Customers and Suppliers Ledgers
  • Perform bank reconciliations
  • Amend the QuickBooks Chart of Accounts
  • Generate your VAT return
  • Generate the QuickBooks Reports
  • Prepare Budgets (Plus version only)