Learning Outcomes

In this free course, you will learn how to:

• Describe the operational differences between QBO and desktop versions across multiple mobile devices.
• Recognize how to fully customize company settings, user permissions, and interface layouts using the gear icon.
• Apply operational best practices to build, simplify, and maintain an organized corporate Chart of Accounts.
• Create branded sales forms, personalized invoices, recurring transaction templates, and custom estimation profiles.
• Distinguish between service, non-inventory, product bundle, and tracked inventory asset types in QBO
• Calculate and record complex client transactions including sales receipts, deposits, partial payments, and refunds.
• Explain how to safely integrate corporate bank feeds, configure matching rules, and execute monthly reconciliations.
• Solve workflow data errors by executing manual stock adjustments, removing duplicate entries, and auditing records.
• Plan comprehensive accounts payable cycles by tracking vendor profiles, managing bills, and ordering inventory.
• Analyze employee payroll parameters, tax liability structures, and federal or state remittance compliance obligations.
• Identify foundational financial statements including Bank Registers, Aging Summaries, and Valuation Reports.
• Review data connectivity benefits derived from linking bank feeds, automated trackers, and external marketing apps.