QuickBooks Online Payments – Getting Paid Faster & Easier

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