Course Details
Curriculum Overview
- Demonstrate QuickBooks Payments Setup
- Construct Professional Invoices
- Analyze Payment Grouping
- Evaluate Customer Payments and Bank Feeds
- Design Recurring Invoices & Receipts
- Apply Navigation Skills
- Synthesize Financial Management Practices
Learning Outcomes and Skills
- Activate and configure QuickBooks Online Payments
- Create and send professional invoices
- Track and analyze incoming payments
- Understand the relationship between customer payments and bank feeds
- Automate the creation of recurring invoices and sales receipts
- Navigate QuickBooks Online Payments effectively
- Streamline financial management and bookkeeping processes
Target Audience and Prerequisites
- Intended audience: Bookkeepers, small business owners, freelancers
- Prerequisites: Basic computer literacy; basic understanding of bookkeeping (beneficial but not mandatory); interest in financial management; willingness to learn
Course Format and Duration
- Course format: On-demand video with downloadable resources
- Estimated course duration: 3 hours
Instructor Information
- Instructor: Robert (Bob) Steele
- Credentials: CPA, CGMA, M.S. Tax, CPI
- Rating: 4.5 Instructor Rating
- Reviews: 54,276 Reviews
- Students: 934,518 Students
- Courses: 157 Courses
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