Course Offerings

Workforce Education

Introduction to QuickBooks Online

This QuickBooks course will teach you how to manage your business finances with QuickBooks Online. This powerful accounting software has helped millions of small business owners oversee their finances. Now that the cloud-based version is outpacing the desktop version, there's no better time to refresh your QuickBooks knowledge. You will learn to use key features of QuickBooks Online and gain hands-on experience creating invoices, receipts, and statements; track payables, inventory, and receivables; generating reports; and more. Whether you're new to QuickBooks or need a quick refresher, this course will empower you to take control of your business's financial accounting, all with the ease and convenience of an online platform.

Course Objectives

Gain hands-on experience as you learn all the ways this well-designed accounting program makes it a snap to manage your business' finances-from recording income and expenses, to entering checks and bank transfer entries, to setting up a chart of accounts.

Learn how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports.

Learn to manage the financial aspects of your small business quickly and efficiently using QuickBooks Online.


Outline of Instruction

Lesson 1 - Getting Started

Lesson 2 - Accounting Basics

Lesson 3 - The Chart of Accounts

Lesson 4 - Centers and Lists

Lesson 5 - Bank Accounts

Lesson 6 - Recording Expenses

Lesson 7 - Paying Bills

Lesson 8 - Credit Cards and Loans

Lesson 9 - Recording Income

Lesson 10 - Invoices and Estimates

Lesson 11 - Billable Expenses and Customer Credits

Lesson 12 - Sales Taxes and Reports


Contact Hours

24

CEUs

1

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

There are no prerequisites to take this course.

Learning Supplies Needed

Hardware Requirements:
This course can be taken on either a PC or Mac.

Software Requirements:
PC: Windows 10 or later.
Mac: macOS 10.11 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
Adobe Acrobat Reader.
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.

Clinical Site/Special Facilities

None

Requirements for Successful Completion

90% attendance
• Students must successfully pass 10 quizzes with a minimum grade of 70% by the second quiz attempt.
• If all quizzes are not passed with 70 or better by the second attempt, the final exam score must be 70% or higher on the first attempt for successful completion.
• The Final Exam must be taken by the Wake Tech course end date

Accreditation/Special Approval Requirements

N/A

Intended Audience

This course is for anyone interested in learning more about Quickbooks Online.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Non-Credit Online Learning http://ceonline.waketech.edu
919-532-5847
[email protected]

Current Opportunities
Details Section Date(s) Location Price Seats  
316750 07/16/25 - 09/05/25 Online 77.00 20 Register
312502 08/13/25 - 10/03/25 Online 77.00 18 Register

If you would like to be notified when additional sections become available, please use Wake Tech's Notify Me service.


Requisites: None

To view information on this course and additional non-degree course offerings, visit the Workforce Continuing Education Catalog