How to Train for QuickBooks Online
To train for QuickBooks online, you need to have QuickBooks installed on the computer. Training online allows you to actively use your QuickBooks software to learn how to set it up and how to make entries. The online training teaches you about the various sections of the software as well as how to use the sections to conduct business. The class starts by telling you how to install QuickBooks as well as every section that the software has available. Once you complete the training, you will know everything about the software, how to enter data as well as run reports.
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Instructions
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How to Train for QuickBooks Online
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Install QuickBooks on the computer that will be used for the finances. This is easy to do. Insert the disk, then select install. The program will promt you to select a destination folder. After installing, you will have to enter the code from QuickBooks to complete installation. The code will be on the disk envelope or you might have to ask for a knew code online automatically. This is the first step to the training program and lasts for two hours.
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Advance to the intermediate part of the training where you learn about accounts payable and receivable, online banking and bank reconciliation. The training lasts for about four hours. You can choose the intermediate lesson, which will take you to the beginning of the lesson plan. The lesson starts off telling the user what will be learned and what portions of QuickBook's will be used. Follow the steps as they trainer tells you.
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Advance to the next section of the training, which is the advanced training. This section deals with form design, networking, exporting and importing as well as inventory. The training session lasts for four hours. Click the advanced training section to start this part of the training. The introduction will outline in what order the training will move. Follow the trainers prompts.
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Finalize the training by setting up your QuickBooks to include all the information needed. This is the last step before entering all your information and running reports. When you open QuickBooks, you can navagate to various areas by clicking the subject on the left side of the screen. You can go to any area to enter information that is needed.
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Training is finished and it time to run the reports. You will have learned about every section as well as how to set them up and keep them updated. Additional support is available if you have any questions while setting the rest of your QuickBooks up. You can run reports from the side menu or from the top bar. This was discussed in training.
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Tips & Warnings
Try to finish all training in one day. If you do need to split the training, finish one section before leaving.
Sometimes it is easier to use to computers and set up your QuickBooks as you go along.
