Packt

Managing Financial Accounts, Products, and Services

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Packt

Managing Financial Accounts, Products, and Services

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Set up and manage financial accounts and credit card transactions in QuickBooks.

  • Integrate products and services into your QuickBooks system efficiently.

  • Create and manage inventory systems to ensure accurate stock tracking.

  • Generate detailed profit and loss reports to improve financial decision-making.

Details to know

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Recently updated!

March 2026

Assessments

5 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the QuickBooks - Just the Basics Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 3 modules in this course

In this module, we will explore the fundamentals of the Chart of Accounts in QuickBooks Online. You'll gain insights into how to organize and manage your financial data effectively, from adding new accounts and customizing categories to generating essential reports. Additionally, you’ll learn how to optimize your records by managing sub-accounts and reclassifying transactions for accurate financial reporting.

What's included

13 videos1 reading1 assignment

In this module, we will delve into managing credit card transactions within QuickBooks Online for your business. You will learn how to set up credit card accounts, use the bank feed for automatic transaction tracking, and apply best practices for efficient financial management. Additionally, we’ll explore strategies for maximizing rewards, paying down balances, and managing both corporate credit cards and alternative payment methods effectively.

What's included

11 videos1 assignment

In this module, we will explore comprehensive strategies for managing products, services, and inventory within QuickBooks Online. You'll learn how to set up accounts, integrate sales tax, and use inventory management tools to track stock and optimize profitability. From creating service items to evaluating inventory reports, this section equips you with all the necessary tools to streamline business operations and enhance product/service management. Additionally, you'll discover how to integrate QuickBooks with third-party apps and e-commerce platforms for improved functionality.

What's included

24 videos1 reading3 assignments

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Instructor

Packt - Course Instructors
Packt
1,566 Courses 441,543 learners

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