QuickBooks Online Part 2 Course
Build on QuickBooks Online fundamentals with more involved financial workflows. Part 2 covers payroll, inventory adjustments, year-end reports, budgets, project tracking and job costing.
- Level
- Advanced
- Length
- 12 hours
- Public class size
- Up to 10
Who this course is for
- People already using QuickBooks Online who need the particular skills covered in this outline
What you will work on
- Manage payroll workflows
- Track and adjust inventory
- Prepare year-end reports
- Create and monitor budgets
- Support financial forecasting
- Project tracking and job costing
- Review profitability and performance
Before you book
Confirm your software edition, country settings and access to payroll or inventory features before booking. A software course does not replace advice about your organisation’s tax or reporting obligations.
Outline checked against the QuickBooks Online Part 2 booking page on . Confirm any must-have feature or software version with us before registering.
Choose your starting point
The published course requires a solid understanding of QuickBooks fundamentals. QuickBooks Online Part 1 is a relevant starting point.
Review the topics in QuickBooks Online Part 1 to compare your current skills.
Browse the QuickBooks course comparison or ask for help choosing a course.
What comes with the public course
- 90 days of course video access with class exercise files
- A free retake of the same course for one year
- A Power Concepts certificate of completion
Already registered? Use student sign-in for your account, or find course manuals and exercise files.
QuickBooks course questions
What should I know before QuickBooks Online Part 2?
The published course requires a solid understanding of QuickBooks fundamentals. QuickBooks Online Part 1 is a relevant starting point.
Where can I check dates and fees?
Use the course booking links on this page to see the available sessions and their current prices. Check the session time zone, delivery format, currency and tax total before completing registration.
Can my team take this training together?
Contact Power Concepts to discuss a private session. Tell us the number of learners, their current experience, the work they need to do and the software versions they use so we can recommend a suitable scope.
What certificate does the course include?
The course includes a Power Concepts certificate of completion. It is not a vendor certification exam or a professional accounting qualification.
Dates and registration
Choose a session on the booking site, then review the time zone, delivery details and final fee before registering.
Choose Part 2 for more involved QuickBooks work
QuickBooks Online Part 2 includes payroll workflows, inventory, year-end reports, budgets, forecasting, project tracking and profitability review. It is most useful when those tasks match the work you need to perform.
Prepare a list of the reports or workflows that currently cause difficulty and compare it with the published outline. Confirm edition-specific feature availability and starting knowledge. The course teaches software workflows; final accounting decisions and regulatory filings still require the appropriate qualified review.
Related options: Corporate training; Excel skills assessment.
Reconcile to a specific statement
Choose one bank account, one statement end date and its closing balance for the exercise. Match recorded activity to the statement, then investigate an intentionally missing or duplicated transaction. A reconciliation should explain the difference rather than force it away with an unexplained adjustment.
Bank reconciliation is listed in QuickBooks Part 1. Bring the type of account and a sanitised example of the difficulty if this is your main learning goal; keep live corrections subject to your organisation’s review process.
Related options: Corporate training; Excel skills assessment.
Explain what a financial report is measuring
Select one report, a specific reporting period and the relevant accounting basis for the exercise. Compare a transaction entered inside the period with one entered outside it. The report’s settings matter as much as knowing where to open it.
Both public QuickBooks outlines include reporting at different depths. Choose Part 1 for foundational report generation and compare Part 2 for the listed budgeting, profitability, project and year-end topics that build on the transaction workflow.
Related options: Corporate training; Excel skills assessment.
Review the assumptions in recurring transactions
Choose a fictional recurring service and identify which fields stay constant and which can change, such as amount, date or customer. Establish who reviews the generated record before it becomes part of the regular process. Automation does not remove the need to notice a cancelled or changed agreement.
Ask for explicit coverage of recurring transactions if this is a must-have topic. A useful exercise includes a change to the underlying arrangement and verifies that the next record reflects it correctly.
Related options: Corporate training; Excel skills assessment.
Use the audit trail to explain a change
Start with a demonstration transaction and record its expected amount and date. Make an authorised change in the practice environment, then locate the history that explains what changed. The exercise should distinguish identifying a change from deciding whether that change was appropriate.
Confirm audit-log access for the role and product used in class. For a real business, escalation and retention requirements belong to the organisation’s control process; the training objective is to find and interpret the relevant software evidence.
Related options: Corporate training; Excel skills assessment.