Community Economic Development Fund

QuickBooks Online Version Overview

7/23, 7/24, 7/30, 7/31 Must attend all four nights

Offices of SCORE
110 Washington Ave.
(Key Bank building)
North Haven, CT 06473


Offered in cooperation with the New Haven chapter of SCORE.

This workshop is currently at the registration limit. You may register for the wait list.

The four-night QuickBooks Online Version. Overview will show you all the basic functions of this popular business software bookkeeping solution. Cost: $99.  

Janice Barsalou
QuickBooks Pro

Who should attend QuickBooks Online Version Overview?

  • Business owners or managers who want an introduction to the functions of the program. (Note: Because of the wide latitude in aptitude for mastering computer software and financial concepts in the limited time available, don’t plan on this course as your only solution for learning about bookkeeping or as a substitute for professional services.)
  • Business owners or managers who employ a bookkeeper or accountant but want to participate in some routine entries to improve business operations.
  • Business owners or managers who have used desktop versions of QuickBooks but want help mastering the very different look and feel of the Online version.

How the Online version is taught: QuickBooks Online is a monthly subscription program, hence CEDF does not provide a “copy” as part of this course as was previously done for the desktop version.

You’ll use a laptop (provided) signed on with the instructor’s assistance to a trial version at the software company Intuit’s website. After the course, you can continue your subscription or not as you see fit for your business.

Why do companies use the Online version?

  • They find it more convenient to collaborate with their accountant or bookkeeper as multiple login credentials are offered. No more passing memory sticks back and forth.
  • Business owners or managers don’t want to have to carry a laptop back and forth from office to home, etc.
  • Some functions are simplified.

Why do companies use the Desktop version?

  • Some features are not available in Online.
  • They are already comfortable with the interface.
  • They have purchased the program at a one-time cost. (Support subscriptions are a different matter.)

Course Outline

 Quickbooks Online Version Overview - Night #1

  • Course overview
  • Setting up a new business
  • QuickBooks vocabulary, help files and tutorials
  • Basic Navigation in QuickBooks
  • Getting acquainted with sample files

Quickbooks Online Version Overview - Night #2

  • Introduction to Lists
  • Chart of Accounts
  • Setting up Balance Sheet accounts
  • Customer and Vendor Centers
  • Customize Forms
  • Enter and pay a simple bill

Quickbooks Online Version Overview - Night #3

  • Items
  • Setting up sales taxes
  • Recording use taxes
  • Sales cycle using QuickBooks screens
  • Sales cycle impact on the Income Statement
  • Using estimates and purchase orders

Quickbooks Online Version Overview - Night #4

  • Paying sales taxes
  • Reconciling balance sheet accounts
  • Time tracking and payroll overview (sample file)
  • Using reports
  • Customize/export reports


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