technifyed

Packt via Coursera

Banking and Reporting in QuickBooks Online

Overview

This course features Coursera Coach!

A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course.

In this comprehensive course, you will explore the ins and outs of managing bank transactions and reporting in QuickBooks Online, from connecting bank accounts to generating financial reports. You’ll start by understanding the Banking Center and how it can streamline your transaction management. Then, you will learn to track, categorize, and reconcile bank transactions, all while utilizing advanced tools like AI features and bank rules for automation. The course will guide you step-by-step through troubleshooting issues and fine-tuning processes like matching transactions and resolving duplicate entries.

As you progress, the course dives deeper into how to reconcile various types of accounts, such as credit cards, loans, and liabilities. It also touches on key reporting concepts, such as cash vs. accrual accounting, tax reports, and accounts payable and receivable. Whether you're managing your own business finances or working with clients, this course will equip you with the tools needed for precise, accurate financial management within QuickBooks Online.

This course is ideal for accountants, business owners, and anyone working with QuickBooks Online who wants to enhance their skills in banking and reporting. It is best suited for those with basic knowledge of QuickBooks, and while it is not too advanced, it will challenge learners to understand the nuances of reconciliation and reporting. No formal prerequisites are required.

By the end of the course, you will be able to effectively manage your bank transactions in QuickBooks Online, reconcile accounts accurately, generate detailed financial reports, and troubleshoot any issues that may arise during your accounting processes.

Syllabus 3

  1. Bank Transactions in QuickBooks Online 3.5 hours

    In this module, we will cover essential techniques for managing bank transactions in QuickBooks Online. You will learn how to connect your bank accounts, track and categorize transactions, and reconcile bank statements with ease. We’ll also explore advanced features, such as AI tools and automation…

  2. Reconciling in QuickBooks Online 2.5 hours

    In this module, we will dive into the bank reconciliation process in QuickBooks Online, from importing transactions to resolving common reconciliation issues. You will learn how to reconcile various accounts, including bank accounts, liabilities, loans, and credit cards. Additionally, we will cover…

  3. Running Reports in QuickBooks Online 3.5 hours

    In this module, we will guide you through the powerful reporting features of QuickBooks Online. You will learn how to generate and analyze various financial reports such as balance sheets, sales, and tax reports, and how to customize them for your business needs. Additionally, we’ll explore advance…

Advantages and disadvantages

Advantages

  • Structured courses with graded quizzes, assignments and deadlines you can reset.
  • A shareable certificate from the university or company when you pay.
  • Financial aid is often approved for students in India (apply 15 days before you need it).
  • Covers niche tools that universities don't teach.
  • Self-paced: start any time.
  • A clear syllabus (3 parts) you can see before you start.

Disadvantages

  • Paid after a 7-day free trial (Coursera Plus or per course).
  • Some courses can be audited for free, but graded work and certificates need payment.
  • Many courses are produced quickly from slides and screen recordings; read the reviews first.

Some points apply to every course of this kind; see how we rank.

This course is paid. Here is how to take it for free

  • Free trials: You can start a 7-day free trial for many individual courses, Specializations, or a Coursera Plus subscription to test full course features. Cancel before the seventh day if you do not want to be charged.
  • Financial aid: If you cannot afford the fee for a certificate, you can apply for financial aid through the link on the course home page by filling out an application about your background and goals.

Taught by

  • Packt - Course Instructors

Packt is in Tier 5: mass-produced or unclear of our institution ranking (40/100). Thousands of courses turned out quickly; check reviews first.

Similar courses

Compare these

Massachusetts Institute of Technology · YouTube

MIT 6.01SC Introduction to EECS I

Instructor: Dennis Freeman, Kendra Pugh This course provides an integrated introduction to electrical engineering and computer science, including modern software engineering, linear systems analysis, electronic circuits, and decision-making. The lecture videos provide an overview of each topic, whi…

Free video27 videos, 17 hours

Harvard University · edX

Exercising Leadership: Foundational Principles

4.71,590 ratings

Mobilize people to tackle tough problems and build the capacity to thrive through the dangers of change

Free to audit4 weeks, 2 - 3 hours per week

Harvard University · edX

CS50's Introduction to Computer Science

An introduction to the intellectual enterprises of computer science and the art of programming.

Free to audit12 weeks, 5 - 14 hours per week

Massachusetts Institute of Technology · YouTube

MIT MAS.S62 Cryptocurrency Engineering and Design, Spring 2018

Instructor: Neha Narula, Tadge Dryja View the complete course: https://ocw.mit.edu/MAS-S62S18 YouTube Playlist: https://www.youtube.com/playlist?list... This course looks at the design of Bitcoin and other cryptocurrencies and how they function in practice, focusing on cryptography, game theory, an…

Free video20 videos, 25 hours

Harvard University · edX

CS50's Introduction to Programming with Python

An introduction to programming using Python, a popular language for general-purpose programming, data science, web programming, and more.

Free to audit10 weeks, 3 - 6 hours per week

Harvard University · YouTube

CS50's Computer Science for Business Professionals 2017

This course is a variant of Harvard College's introduction to computer science, CS50, designed especially for business professionals. Whereas CS50 itself takes a bottom-up approach, emphasizing mastery of low-level concepts and implementation details thereof, this course takes a top-down approach,…

Free video6 videos, 6.5 hours

Enter your email and the official page opens. Phone is optional.