К содержимому
learnspaceYOUR NEXT CHAPTER
ПРОСТРАНСТВО ОБУЧЕНИЯ
ГлавнаяКаталог курсовМоё обучениеCoursera

Знания без границ

Учитесь у лучших университетов и компаний мира.

Открыть Coursera
Интеграция
Пространство университета
Моё пространствоСтраница курса
↵
ЯЛичный кабинетСтудент
© 2026 LearnSpaceКаждый день — возможность узнать больше.Помощь
QuickBooks - Setups and Cleanups · LearnSpace
Назад в каталог
courseraБизнес

QuickBooks - Setups and Cleanups

Курс от Packt
Средний≈ 7.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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 course, you'll learn how to manage QuickBooks Desktop to QuickBooks Online migrations and handle all your setup and cleanup needs efficiently. By following along with the hands-on videos, you’ll master the processes involved in a smooth data transition, including converting data, performing cleanups, and ensuring accurate records in QuickBooks Online. You’ll begin by exploring the conversion process and understanding how to assess your company’s needs. You'll then work through the core steps, like selecting the right QuickBooks Online version, performing cleanup tasks, importing data, and customizing your new file for success. With guidance from QuickBooks experts, you will be equipped to manage this transition seamlessly. The course also covers the specifics of year-end cleanup tasks, crucial for preparing accurate financial reports and ensuring everything aligns for tax purposes. You'll get the tools to review accounts receivable, payables, and other crucial transactions before closing out your books. By the end of the course, you will be able to migrate from QuickBooks Desktop to Online, perform necessary cleanups, customize QuickBooks Online for your business, and manage year-end financials efficiently.

Навыки, которые вы освоите

QuickBooks (Accounting Software)ReconciliationTax PreparationInventory ControlData Import/ExportFinancial ReportingAccounting SoftwareAccounts ReceivableTax ManagementData MigrationAccounts PayableAccounts Payable and ReceivableData Cleansing

Программа курса

3 модулей · 58 учебных материалов

01Converting QuickBooks Desktop to QuickBooks Online17 материалов

Converting QuickBooks Desktop to QuickBooks Online

Introduction to the SpecializationВидеоIntroduction to the Course 'QuickBooks - Setups & Cleanups'ЧтениеFirst Steps: Plan AheadВидеоManaging the ProjectВидео

Учитесь у экспертов

Packt - Course Instructors

Преподаватель курса

QuickBooks - Setups and Cleanups
В каталоге вашей программы

Инвестируйте в себя

Новые знания — в удобное для вас время.

Начать на Coursera

Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 7.6 ч

3 модулей

Язык: Английский

Часть программы вашего университета
Needs AssessmentsВидео
Which Version of QBO Is Right for You?Видео
Converting from QuickBooks DesktopВидео
Do a Clean-Up FirstВидео
How to Do the ImportВидео
Verifying the ImportВидео
Starting from ScratchВидео
Importing ListsВидео
Customizing Your New FileВидео
Next Setup StepsВидео
Turn On the ModulesВидео
Implementing 3rd-Party AppsВидео
Getting Help!Видео
02Setting Up QuickBooks Online20 материалов

Setting Up QuickBooks Online

IntroductionВидеоQuickBooks Online VersionsВидеоQuickBooks ProAdvisorВидеоConverting From QBDT to QBOВидеоData Cleanup: Preparing for QuickBooks OnlineВидеоImporting Data into QuickBooks OnlineВидеоVerifying Your DataВидеоStarting QBO from ScratchВидеоCustomizing QuickBooks Online SettingsВидеоImporting Lists into QuickBooks OnlineВидеоSetting Up the Chart of Accounts (COA)ВидеоSetting up your Products and ServicesВидеоCreating Open TransactionsВидеоEntering Starting BalancesВидеоTurning On QuickBooks Online ModulesВидеоInviting Users to QuickBooks OnlineВидеоSetting Up Banking FeedВидеоImplementing 3rd-Party AppsВидеоSetting Up QuickBooks Online: From Desktop Conversion to Fresh StartDIALOGUESetting Up QuickBooks Online - AssessmentЗадание
03Year-End Cleanup in QuickBooks Online21 материалов

Year-End Cleanup in QuickBooks Online

IntroductionВидеоWhy Do a Year-End Cleanup?ВидеоQBOA's Bookkeeping ToolsВидеоConfirm Accounts ReceivableВидеоConfirm Accounts PayableВидеоConfirm Undeposited FundsВидеоReconcile ProperlyВидеоCheck All Liability AccountsВидеоCategorize Transactions ProperlyВидеоCompare to Past YearsВидеоAdjust InventoryВидеоDepreciation and AmortizationВидеоReset EquityВидеоClosing the BooksВидеоAnalyze Your ReportsВидеоMake a BackupВидеоAdditional Q&AВидеоConclusion to the Course 'QuickBooks - Setups & Cleanups'ЧтениеYear-End Cleanup in QuickBooks Online - AssessmentЗаданиеFull Course Practice AssessmentЗаданиеFull Course AssessmentЗадание