Skip to Main Content

Professional Bookkeeping with QuickBooks Online

Professional Bookkeeping and QuickBooks Online Training

  • Course Code: GES2046
  • Course Hours: 100
  • Allotted Time to Complete Course: 6 Months
  • Prerequisites: None


Wade Lindenberger

Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and UC San Diego and is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.

Helene K. Liatsos

Helene K. Liatsos is business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University.

Course Objectives

  • Prepare to sit for the QuickBooks Certified User Exam (QBCU).
  • Successfully set up a company file in QuickBooks Online.
  • Perform fundamental analysis of accounts, financial documents, and reports.
  • Perform essential bookkeeping duties and tasks.
  • Apply basic accounting principles (accrual method, depreciation, and so on) to bookkeeping practices.
  • Understand fundamental accounting concepts and how QuickBooks works to support these concepts.

Course Curriculum

First Half

  1. Introduction to Bookkeeping
  2. Accounting Basics
  3. Getting Started with QuickBooks Online
  4. The Chart of Accounts
  5. Centers and Lists
  6. Bank Accounts
  7. Recording Expenses and Paying Bills
  8. Credit Cards and Loans
  9. Sales Receipts
  10. Invoices, Estimates, and Customizing Sales Forms
  11. Billable Expenses and Customer Credits
  12. Sales Taxes and Reports

Second Half

  1. Product and Service Items
  2. Managing Inventory
  3. Managing Projects and Sales
  4. Progress Invoicing, Late Fees, and Bad Debts
  5. Payroll
  6. Fixed Assets and Loans
  7. Business Entities and Owner Transactions
  8. Banking Rules, Receipts, and Budgets
  9. Adjusting and Reviewing the Books
  10. Starting a Bookkeeping Business
  11. Your Career Roadmap: The Job Search and Future Opportunities (optional)
  12. Communication and Organization (optional)
  13. FINAL

Bookkeeping FAQ

What does the Bookkeeper role involve?

Bookkeepers serve on the front lines of a person, company or organization's financial health. Strong bookkeepers set up, deploy and manage systems that record the flow of funds into and out of an entity's coffers. Using reporting tools and systems, bookkeepers help individuals and operational managers stay aware of and improve an entity's financial status and performance.

Why do Bookkeepers need QuickBooks?

QuickBooks® has replaced the manual entry functions of traditional bookkeeping. However, the organization, reporting and use of financial data still rely heavily on human input and processing. Knowing how to automate your bookkeeping practice with QuickBooks is an important aspect to staying competitive in today’s job market.

Do companies want Bookkeepers who already know QuickBooks?

Yes, if you're an expert in the latest version of QuickBooks, you can walk into any small business and immediately organize their finances. QuickBooks is the top-rated accounting software for small businesses, you likely know a company that already uses it.

Continuing Education

Global Initiatives' Continuing Education offers and administers a variety of credit and non-credit programs that broaden the traditional Miami classroom experience for learners of all ages.