Beginner Level QuickBooks Online
How to Use QuickBooks: QuickBooks for Beginners 4.7 (936 reviews) 37 hands-on exercises This beginner course is the fastest way to get productive in QuickBooks Online. You'll learn how to set up a company from scratch and practice the exact workflows you'll use every week.
By the end, you'll confidently handle invoicing, expenses, bank reconciliation and month-end reporting. You'll also learn how to avoid (and fix) common problems in QuickBooks.
You’ll learn how to… Set up a QuickBooks Online Company from scratch Navigate through every window and menu Create accurate financial statements...and understand them Record sales & expenses Customize QuickBooks for your business Save time with recurring transactions and online banking Set up users and secure your data Measure profitability on customers and projects This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Kat Kendrick
Jun 15–16, 2026
Mon–Tue · 9:30 AM CT
This class prepares you for a certification exam:
QuickBooks Online Certified User Certification
Course Content 258 lessons · 37 hands-on exercises · 10 hr 53 min
1 Setup & Getting Around 23 topics · 54 minYour Turns Introduction: How to Use QuickBooks 0:41 Setup & Getting Around 0:40 Sign Up for Your Software 2:15 Import from QuickBooks Desktop 1:39 Import Data from Excel: Customers 3:30 Import Data from Excel: Vendors 0:57 Import Products and Services 1:14 Import Chart of Accounts 2:00 What Can You Do On The Dashboard? 2:05 Workflows, Integrations, Notifications, and Account Settings 2:14 What is a Transaction? 1:08 Elements of a Transaction: Money In 1:44 Elements of a Transaction: Money Out 1:03 Enter Customer Opening Balances 3:17 Enter Vendor Opening Balances 1:25 Enter Inventory Opening Balances 2:53 Enter Accounts and Opening Balances 8:30 How to Practice Introduction 2:29 Your Turn Solutions: Setup & Getting Around 6:55 2 Working with Lists 15 topics · 47 minThe “WHO”: Introduction to Centers 3:20 The “WHO”: Customizing Customer and Vendor Centers 4:05 The “WHO”: Find and Record Transactions using Customer and Vendor Centers The “WHAT”: Introduction to Other Lists 1:46 The “WHO” and the “WHAT”: Add New Entry 5:04 Why do you need The “WHO” and The “WHAT” 2:23 The “WHO” and The “WHAT”: Edit Entry 2:16 The “WHO” and The “WHAT”: How to Add Names to Multiple Lists 2:37 The “WHO” and The “WHAT”: Delete Entries without balances 3:03 The “WHO” and The “WHAT”: Delete Entries with balances 3:42 The “WHO” and The “WHAT”: Merge Entries 3:10 Get Ready to Practice 0:48 Your Turn Solutions: Working with Lists 11:10 3 Financial Statements 20 topics · 58 minCreate Accounts: Intro 1:03 Statement of Cash Flows: Operating Activities 3:41 Statement of Cash Flows: Financing & Investing Activities 1:54 Journal Entries: Intro 1:41 Create a Journal Entry 1:15 Intro to Debits & Credits 3:09 What are Account Numbers? 1:54 Set Up and Use Account Numbers 3:55 Get Ready to Practice 0:48 Your Turn Solutions: Financial Statements 10:32 4 Products & Services 13 topics · 28 minProducts and Services 0:36 What are Products & Services? 1:31 Create a Product or Service 2:42 Sale with Multiple Products & Services 1:22 The Products and Services List 1:29 Manufacturing and Assemblies: Intro 1:23 Set Up a Product you Assemble/Manufacture 2:36 Assemble from Other Inventory 2:52 Assemble from Scratch 2:57 Get Ready to Practice 0:48 Your Turn Solutions: Products & Services 6:06 5 Money In – I 18 topics · 55 minSet Up a New Customer 3:01 Organize Customers with Sub-Customers 2:44 Money In Workflows: Invoices 2:46 Introduction to Accounts Receivable 1:26 Transaction Insights with Intuit Assist 2:46 Accounts Receivable Reports 2:54 What is Undeposited Funds? 2:01 Receive Payment Towards an Invoice 3:56 Receive a Partial Payment 1:34 Record a Bank Deposit 3:08 Recording Deposit Fees 3:29 The Open Invoices Report 0:45 Get Ready to Practice 0:48 Your Turn Solutions: Money In – I 9:52 6 Money In – II 28 topics · 1 hr 17 minMoney In Workflows: Sales Receipts 0:52 Record a Sales Receipt 6:20 What is Undeposited Funds? 2:16 Record a Deposit for Sales Receipts 4:11 Deposit Only Method Intro 1:00 Uses of Deposit Only Method 5:13 Delayed Charges Intro 1:10 Record and Invoice Delayed Charges 4:51 Refunds and Credits: Intro 1:17 Delivery Options for Money In Transactions 2:33 Customer Statements: Intro 1:46 Balance Forward Statement 2:09 Transaction Statement 1:17 The Sales by Customer Summary Report 1:16 Sales Tax Options for Customers 2:37 Sales Tax Options for Products 2:41 Record a Taxable Sale 2:55 Record a Nontaxable Sale 0:55 Review and Pay Sales Tax 2:51 Get Ready to Practice 0:48 Your Turn Solutions: Money In – II 12:41 7 Customize Your Software 15 topics · 27 minCustomize Your Software 0:35 Set up and use Custom Fields 2:53 Report Options for Custom Fields 2:48 Customize Forms: Intro 0:41 Customize Invoices and Estimates: Look and Feel 1:41 Customize Invoices and Estimates: Messaging 0:58 Customize Sales Receipts: Look and Feel 2:44 Customize Sales Receipts: Header 1:29 Customize Sales Receipts: Body 1:55 Customize Sales Receipts: Footer and Messaging 2:22 Get Ready to Practice 0:48 Your Turn Solutions: Customize Your Software 3:27 8 Saving Time 15 topics · 33 minFind Transactions with Centers 3:01 Recurring Transactions: Intro 0:54 Set Up a Scheduled Transaction 3:25 Assign a Frequency and Save a Scheduled Transaction 2:26 Edit a Recurring Transaction 1:14 Tips and Tricks to Save Time: Intro 1:01 Use the QBO Desktop App 3:07 Sign up for the QBO Desktop App 0:23 Get Ready to Practice 0:48 Your Turn Solutions: Saving Time 6:48 9 Money Out – I 20 topics · 52 minWhat is Accounts Payable? 1:43 Advantages of Tracking Bills 0:53 Accounts Payable Reports 3:21 Should I Record a Bill Payment? 2:19 Record a Bill Payment 4:31 Print Bill Payment Checks 6:08 QBO Bill Pay: Sign up 1:19 Checks and Expenses: Intro 0:30 Record a Check To Print 1:30 Expenses by Vendor Summary Report 1:58 Get Ready to Practice 0:48 Your Turn Solutions: Money Out – I 7:46 10 Money Out – II 27 topics · 1 hr 16 minEnter a Loan from a Previous Year 3:21 Record a Loan to your Bank Account 3:32 Record a Mortgage or Loan for Purchase 4:36 Deposit Money to Petty Cash 3:09 Spend Money from Petty Cash 2:29 Vendor Refunds & Credits: Intro 0:46 Record a Vendor Refund 1:45 Record a Vendor Credit 2:13 Apply a Vendor Credit 1:31 Employee and Owner Purchases: Intro 0:36 Set up Owner Equity Accounts 4:30 Owner Deposits to Company Bank Accounts 1:58 Owner Withdrawal from Company Bank Account 3:00 Employee Reimbursement 2:05 Employee Use of Business Funds 4:23 Get Ready to Practice 0:48 Your Turn Solutions: Money Out - II 8:34 Expand for more chapters (4 more) All upcoming live classes
Date Days Instructor Jun 15–16, 2026
9:30 AM CT
Mon–Tue Kat Jun 17–18, 2026
9:30 AM CT
Wed–Thu Cassie Jun 22–23, 2026
9:30 AM CT
Mon–Tue Amy Jun 24–25, 2026
9:30 AM CT
Wed–Thu Ericka Jun 29–30, 2026
9:30 AM CT
Mon–Tue Amy Jul 1–2, 2026
9:30 AM CT
Wed–Thu Cassie
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