Packt

Mastering QuickBooks Online

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Packt

Mastering QuickBooks Online

包含在 Coursera Plus

深入了解一个主题并学习基础知识。
中级 等级

推荐体验

2 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度
深入了解一个主题并学习基础知识。
中级 等级

推荐体验

2 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度

您将学到什么

  • Set up QuickBooks Online for your business, including company settings and chart of accounts.

  • Manage customer and vendor accounts, and efficiently track transactions.

  • Customize invoices, manage payroll, and integrate QuickBooks with third-party apps.

  • Generate and analyze reports to make informed business decisions.

要了解的详细信息

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最近已更新!

April 2026

作业

19 项作业

授课语言:英语(English)

了解顶级公司的员工如何掌握热门技能

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累特定领域的专业知识

本课程是 Master QuickBooks Online and Desktop for Bookkeeping 专项课程 专项课程的一部分
在注册此课程时,您还会同时注册此专项课程。
  • 向行业专家学习新概念
  • 获得对主题或工具的基础理解
  • 通过实践项目培养工作相关技能
  • 获得可共享的职业证书

该课程共有20个模块

In this module, we will introduce the course objectives and structure, providing a clear roadmap for what you will learn throughout. You’ll also become familiar with the sample company that will be used in the course to facilitate practical, hands-on learning.

涵盖的内容

4个视频1篇阅读材料

In this module, we will explore the fundamentals of QuickBooks Online, including its cloud-based features and user-friendly interface. You'll also learn how to personalize your settings and practice key actions, such as linking bank accounts and accessing integrations.

涵盖的内容

8个视频1个作业

In this module, we will focus on tailoring QuickBooks Online to your business needs. You will configure essential settings, set up accounts, and customize invoices, ensuring your accounting practices align with your brand and operations.

涵盖的内容

9个视频1个作业

In this module, we will guide you through managing customer profiles, creating and sending invoices, and applying payments. You'll also explore how to track job costs and gain insights from customer-related reports.

涵盖的内容

12个视频1个作业

In this module, we will teach you how to handle vendor profiles, create and pay bills, and track your expenses. You will also learn how to generate vendor-related reports for better management of your financial obligations.

涵盖的内容

8个视频1个作业

In this module, we will cover everything related to banking in QuickBooks Online, from linking bank accounts to reconciling statements. You’ll learn to handle errors and discrepancies and track credit card transactions efficiently.

涵盖的内容

6个视频1个作业

In this module, we will explore the payroll features of QuickBooks Online. You’ll learn how to set up payroll, process payments for employees, and manage payroll taxes and reports for compliance and insight.

涵盖的内容

7个视频1个作业

In this module, we will focus on inventory management, teaching you how to set up and track inventory items, manage orders, and adjust stock levels. You will also learn to generate inventory reports for better stock control.

涵盖的内容

6个视频1个作业

In this module, we will dive into advanced invoicing and sales strategies, from customization to class and location tracking. You’ll also learn how to issue progress invoices and sales receipts for complex sales processes.

涵盖的内容

4个视频1个作业

In this module, we will teach you how to use QuickBooks Online’s project management features. You’ll learn how to set up projects, track related expenses, and generate reports to monitor their profitability.

涵盖的内容

4个视频1个作业

In this module, we will introduce you to the various reporting features in QuickBooks Online. You'll learn how to create custom reports, automate their delivery, and export them for further analysis to inform business decisions.

涵盖的内容

8个视频1个作业

In this module, we will guide you through configuring and managing your sales tax in QuickBooks Online. You’ll learn how to track liabilities and file sales tax returns with ease and accuracy.

涵盖的内容

3个视频1个作业

In this module, we will cover the budgeting features of QuickBooks Online. You’ll learn how to build and manage budgets and compare your actual financial performance against projected figures for better financial planning.

涵盖的内容

4个视频

In this module, we will explore QuickBooks Online’s multi-currency capabilities. You’ll learn how to enable and manage multiple currencies, track exchange rates, and generate relevant financial reports.

涵盖的内容

3个视频1个作业

In this module, we will teach you how to set up bank feeds, automate transaction categorization, and review and approve transactions. You’ll also learn how to handle exceptions in automated feeds for smooth financial operations.

涵盖的内容

5个视频1个作业

In this module, we will guide you through using QuickBooks Online dashboards to track business health. You’ll learn how to customize and manage KPI dashboards for real-time performance insights.

涵盖的内容

5个视频1个作业

In this module, we will explore advanced QuickBooks Online features, including enhanced reporting, class and location tracking, and inventory assemblies. You’ll gain a deeper understanding of QBO’s capabilities for complex financial management.

涵盖的内容

5个视频1个作业

In this module, we will walk you through the steps to prepare for year-end in QuickBooks Online. You’ll learn how to reconcile accounts, generate year-end reports, and close the books to start fresh in the new year.

涵盖的内容

5个视频1个作业

In this module, we will introduce you to additional tools and resources available in QuickBooks Online. You’ll learn how to use the mobile app, manage clients with QBO Accountant, and take advantage of support and alert systems.

涵盖的内容

4个视频1个作业

In this module, we will conclude the course with a reflection on your learning journey. You’ll discover the next steps for continued growth and success with QuickBooks Online, ensuring you’re ready to apply your knowledge.

涵盖的内容

1个视频1篇阅读材料2个作业

获得职业证书

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位教师

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1,695 门课程479,206 名学生

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