QuickBooks Online Training: 1 Day Workshop in Raleigh, NC
Description
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Description
About the course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
QuickBooks Online Training provides a comprehensive understanding of digital accounting and financial management for small to medium-sized businesses. You will learn how to set up accounts, manage transactions, track expenses, generate reports, and ensure tax compliance — all within QuickBooks Online. This course empowers you to streamline your bookkeeping process, maintain accuracy, and make informed financial decisions with confidence.
Learning Objectives:
By the end of this training, you will:
Gain confidence in managing all accounting operations through QuickBooks Online.
Learn to generate insightful financial and compliance reports.
Understand how to automate transactions for efficiency.
Develop practical problem-solving skills for common QuickBooks issues.
Strengthen your ability to make informed business decisions based on real-time financial data.
Target Audience:
Business owners, bookkeepers, and accounting professionals.
Why is it the Right Fit for You:
Our QuickBooks Online Training stands out for its hands-on learning approach, expert trainers, and real-world business simulations. We bridge the gap between theory and practice, ensuring that you can immediately apply what you learn. Whether you’re new to QuickBooks or transitioning from manual bookkeeping, this course simplifies complex accounting concepts into easy-to-follow steps. You’ll also gain valuable tips to improve efficiency, reduce errors, and ensure compliance. This makes it the perfect program for professionals and entrepreneurs aiming to master financial management.
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Looking to train your entire finance or operations team?
We offer in-house QuickBooks Online Training tailored to your organization’s needs. Our programs can be customized to match your company’s accounting structure, workflow, and reporting requirements, ensuring maximum relevance and impact. Empower your teams to manage your business finances more effectively and accurately — all under expert guidance.
📧 Contact us today to schedule a customized in-house session: corporate@mangates.com
Agenda
Module 1: Introduction to QuickBooks Online
• Understanding the QuickBooks ecosystem • Navigating the QuickBooks dashboard • Setting up company profiles and preferences • Activity
Module 2: Managing Chart of Accounts
• Understanding account types and structure • Creating and editing accounts • Importing and exporting data • Case Study
Module 3: Customer and Sales Management
• Setting up customers and sales forms • Creating and sending invoices • Managing payments and deposits • Role Play
Module 4: Vendor and Expense Management
• Setting up vendors and recording expenses • Managing bills and supplier payments • Tracking recurring expenses and reimbursements • Activity
Module 5: Banking and Reconciliation
• Connecting bank and credit card accounts • Categorizing and matching transactions • Performing bank reconciliations • Case Study
Module 6: Payroll and Employee Management
• Setting up employee profiles • Managing payroll settings and tax deductions • Processing pay runs and payroll reports • Quiz
Module 7: Reporting and Analysis
• Generating key financial reports • Customizing dashboards and KPIs • Analyzing performance through financial data • Activity
Module 8: Tax Management and Compliance
• Setting up tax codes and rates • Preparing tax summaries and returns • Automating tax reporting • Case Study
Module 9: Best Practices and Troubleshooting
• Common QuickBooks errors and solutions • Data security and backup practices • Optimizing QuickBooks for business growth • Activity
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