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  • Finance and Accounting Training

    accountingInterSource offers live instructor-led courses on the most useful and important finance and accounting subjects, including Accounting, Budgeting, Finance, Microsoft Excel and Quickbooks.

    These live classes are offered via a Web interface.

  • About Finance and Accounting

    Accountancy is a branch of mathematical science that is useful in discovering the causes of success and failure in business. The principles of accountancy are applied to business entities in three divisions of practical art, named accounting, bookkeeping, and auditing.

    Corporate finance is an area of finance dealing with financial decisions business enterprises make and the tools and analysis used to make these decisions. The primary goal of corporate finance is to maximize corporate value while managing the firm's financial risks.

    Although it is in principle different from managerial finance which studies the financial decisions of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.

    Managerial finance is an interdisciplinary approach that borrows from both managerial accounting and corporate finance. Sound financial management creates value and organisational agility through the allocation of scarce resources amongst competing business opportunities. It is an aid to the implementation and monitoring of business strategies and helps achieve business objectives.


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  • Course Details Finance and Accounting

    Classes are offered via a live web conference. For detailed course outlines and scheduled classes, please see below.

    Online classes are never cancelled due to low enrollment. The instructors who teach our online classes are no less than outstanding, and each has years of practical and training experience.

    InterSource clients are active globally. Live web courses are priced in US dollars, and run during Eastern Standard Time (New York) business hours. We also run live web conference classes during European business hours, which can be invoiced in local currencies. For further information please contact us on +41 (22) 958 0114.

QuickBooks Online Training

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Course duration

  • 2 Days

Course Outline

In this QuickBooks Online training class, students will learn how to use the Cloud-based QuickBooks Online to build budgets, prepare tax returns, create invoices, and manage inventory.

Each student will get a copy of QuickBooks Online for Dummies, which serves as a guide for this course.

Note: This course uses the U.S. version of QuickBooks, which applies U.S. tax laws.

  • Learn to create invoices and credit memos.
  • Learn to mange inventory.
  • Learn to track job costs.
  • Learn to generate income statements and financial reports.
  • Learn to balance accounts.
  1. Getting Started with QBO and QBOA
    1. Introducing QBO and QBOA
      1. QBO for the Client and QBOA for the Accountant
      2. Understanding the Cloud
    2. Embracing the QBO/QBOA Format
      1. It's All about Subscriptions
      2. What's It Cost?
      3. Where Add-on Apps Fit in
  2. Managing the Books for the End User
    1. Creating a Client Company in QBO
      1. Signing Up for QBO
      2. Setting Up a New Company
      3. Understanding the Home Page
      4. Establishing Company Settings
    2. Managing List Information
      1. Adding New People to a List
      2. Importing People to a List
      3. Searching Lists for People
      4. Changing Settings for People Lists
      5. Displaying Information for Other Lists
    3. Dealing with the Outflow of Money
      1. Writing a Check
      2. Creating an Expense
      3. Entering a Purchase Order
      4. Entering and Paying Bills
    4. Managing the Inflow of Money
      1. Preparing an Invoice
      2. Recording a Customer Payment
      3. Preparing an Estimate
      4. Entering a Sales Receipt
      5. Giving Money Back to a Customer
      6. Creating Billable Time Entries
    5. Working in Registers
      1. Understanding Registers
      2. Working with Transactions in a Register
    6. Handling Bank and Credit Card Transactions
      1. Connecting QBO Accounts to Financial Institutions
      2. Making a Bank Deposit
      3. Reconciling a Bank Account
    7. How's the Business Doing?
      1. Quickly Review Income and Expenses
      2. Finding the Report You Want
      3. Printing a Report
  3. Managing the Books for the Accountant
    1. Setting Up Shop in QBOA
      1. Signing Up for and into QBOA
      2. Examining the QBOA Interface
      3. Setting Up Your Team
      4. Controlling the Appearance of the Client List
      5. Understanding and Using the Free QBOA Company
      6. Working with the Sample Company
      7. Closing Companies and QBOA
    2. Adding Companies to the QBOA Client List
      1. Adding a Client's Company to the Client List
      2. Importing Desktop QuickBooks Information
      3. Switching between Client QBO Companies
    3. Exploring a Client's Company from QBOA
      1. Opening a Client's Company
      2. Reviewing a Client QBO Company
    4. Working in a Client's Company
      1. Making Navigation Easy
      2. Examining Available Transaction Types
      3. Searching for Transactions
      4. Communicating with a Client
    5. Using Accountant Tools
      1. Reporting and Paying Sales Taxes
      2. Facilitating Accountant Activities
  4. The Part of Tens
    1. Almost Ten Things about the Chrome Browser Interface
      1. Understanding Users
      2. Windows and Tabs
      3. Using the Omnibox to Visit a Web Page
      4. Using the Omnibox to Search the Web
      5. What's the Star?
      6. Examining the Chrome Menu
      7. About Signing In to (and Out of) Chrome
      8. Using the Chrome Web Store
      9. Selecting a Theme
    2. Ten Ways to Use Chrome Effectively
      1. Setting a Home Page
      2. Chrome and Security
      3. Chrome and Privacy
      4. Using Bookmarks in Chrome
      5. Duplicating and Pinning Tabs
      6. Using Chrome on Multiple Monitors
      7. Setting Up Chrome Users
      8. Zooming In and Out
      9. Downloading Files
      10. Chrome on Mobile Devices

QuickBooks Online For Dummies

InterSource Geneva, a premier Information Technology training firm, offers over 400 different courses on server, database and programming technologies, as well as end-user classes for the most popular office, graphics and design applications. We serve clients in Switzerland (Geneva, Lausanne, Bern, Basel, Zurich) and throughout Europe (France, Germany, Austria, Finland, Sweden, England, Netherlands, Spain, etc.).


InterSource offers custom, private courses at client sites, standard public courses in our Geneva classroom, and online training via live Web conference. Training is offered in English and many other languages (Francais, Deutsch, Espanol, Italiano.)


For an overall view of our offerings, please visit us at www.intersource.ch.