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.
Your Turns Introduction: How to Use QuickBooks0:41
Setup & Getting Around0:40
Sign Up for Your Software2:15
Import from QuickBooks Desktop1:39
Import Data from Excel: Customers3:30
Import Data from Excel: Vendors0:57
Import Products and Services1:14
Import Chart of Accounts2:00
What Can You Do On The Dashboard?2:05
Three Main Menus4:00
Check Your Settings0:59
Search0:59
Workflows, Integrations, Notifications, and Account Settings2:14
Use Multiple Tabs1:28
What is a Transaction?1:08
Elements of a Transaction: Money In1:44
Elements of a Transaction: Money Out1:03
Enter Customer Opening Balances3:17
Enter Vendor Opening Balances1:25
Enter Inventory Opening Balances2:53
Enter Accounts and Opening Balances8:30
How to Practice Introduction2:29
Your Turn Solutions: Setup & Getting Around6:55
Working with Lists1:04
What Are Lists?2:59
The “WHO”: Introduction to Centers3:20
The “WHO”: Customizing Customer and Vendor Centers4:05
The “WHO”: Find and Record Transactions using Customer and Vendor Centers
The “WHAT”: Introduction to Other Lists1:46
The “WHO” and the “WHAT”: Add New Entry5:04
Why do you need The “WHO” and The “WHAT”2:23
The “WHO” and The “WHAT”: Edit Entry2:16
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists2:37
The “WHO” and The “WHAT”: Delete Entries without balances3:03
The “WHO” and The “WHAT”: Delete Entries with balances3:42
The “WHO” and The “WHAT”: Merge Entries3:10
Get Ready to Practice0:48
Your Turn Solutions: Working with Lists11:10
Financial Statements1:11
Chart of Accounts1:59
Balance Sheet4:44
Profit & Loss4:50
Create Accounts: Intro1:03
Set Up New Accounts3:01
Intro to Subaccounts2:49
Using Subaccounts3:05
Collapse Report1:11
Accrual vs. Cash1:21
Statement of Cash Flows: Operating Activities3:41
Statement of Cash Flows: Financing & Investing Activities1:54
Journal Entries: Intro1:41
Create a Journal Entry1:15
Intro to Debits & Credits3:09
What are Account Numbers?1:54
Set Up and Use Account Numbers3:55
Forecasts3:54
Get Ready to Practice0:48
Your Turn Solutions: Financial Statements10:32
Products and Services0:36
What are Products & Services?1:31
Create a Product or Service2:42
Sale with Multiple Products & Services1:22
The Products and Services List1:29
Set Up a Bundle Item2:35
Use a Bundle Item1:20
Manufacturing and Assemblies: Intro1:23
Set Up a Product you Assemble/Manufacture2:36
Assemble from Other Inventory2:52
Assemble from Scratch2:57
Get Ready to Practice0:48
Your Turn Solutions: Products & Services6:06
Money In – I1:34
Set Up a New Customer3:01
Organize Customers with Sub-Customers2:44
Money In Workflows: Invoices2:46
Introduction to Accounts Receivable1:26
Record a New Invoice7:07
Transaction Insights with Intuit Assist2:46
Accounts Receivable Reports2:54
What is Undeposited Funds?2:01
Receive Payment Towards an Invoice3:56
Receive a Partial Payment1:34
Record a Bank Deposit3:08
Recording Deposit Fees3:29
Upload an Invoice3:12
The Open Invoices Report0:45
The Invoice Tab1:46
Get Ready to Practice0:48
Your Turn Solutions: Money In – I9:52
Money In – II0:26
Money In Workflows: Sales Receipts0:52
Record a Sales Receipt6:20
What is Undeposited Funds?2:16
Record a Deposit for Sales Receipts4:11
Deposit Only Method Intro1:00
Uses of Deposit Only Method5:13
Delayed Charges Intro1:10
Record and Invoice Delayed Charges4:51
Refunds and Credits: Intro1:17
Record a Refund3:05
Record a Credit Memo3:19
Apply a Credit Memo2:09
Delivery Options for Money In Transactions2:33
Customer Statements: Intro1:46
Balance Forward Statement2:09
Open Item Statement1:04
Transaction Statement1:17
The Sales by Customer Summary Report1:16
What is Sales Tax?2:28
Sales Tax Setup2:36
Sales Tax Options for Customers2:37
Sales Tax Options for Products2:41
Record a Taxable Sale2:55
Record a Nontaxable Sale0:55
Review and Pay Sales Tax2:51
Get Ready to Practice0:48
Your Turn Solutions: Money In – II12:41
Customize Your Software0:35
Customer Label1:31
Custom Fields: Intro0:47
Set up and use Custom Fields2:53
Report Options for Custom Fields2:48
Customize Forms: Intro0:41
Customize Sales2:31
Customize Invoices and Estimates: Look and Feel1:41
Customize Invoices and Estimates: Messaging0:58
Customize Sales Receipts: Look and Feel2:44
Customize Sales Receipts: Header1:29
Customize Sales Receipts: Body1:55
Customize Sales Receipts: Footer and Messaging2:22
Get Ready to Practice0:48
Your Turn Solutions: Customize Your Software3:27
Saving Time1:05
Find Transactions with Centers3:01
Transactions Search1:44
Recurring Transactions: Intro0:54
Set Up a Scheduled Transaction3:25
Assign a Frequency and Save a Scheduled Transaction2:26
Edit a Recurring Transaction1:14
Tips and Tricks to Save Time: Intro1:01
QuickMath1:54
Date Shortcuts3:24
Hotkeys1:33
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Get Ready to Practice0:48
Your Turn Solutions: Saving Time6:48
Money Out – I0:46
Set Up a New Vendor1:46
Money Out Workflow1:45
What is Accounts Payable?1:43
Advantages of Tracking Bills0:53
Record a Bill4:42
Accounts Payable Reports3:21
Should I Record a Bill Payment?2:19
Record a Bill Payment4:31
Print Bill Payment Checks6:08
Upload a Bill4:33
QBO Bill Pay: Sign up1:19
Checks and Expenses: Intro0:30
Record a Check To Print1:30
Print Checks1:21
Handwrite a Check1:27
Record an Expense2:42
Expenses by Vendor Summary Report1:58
Get Ready to Practice0:48
Your Turn Solutions: Money Out – I7:46
Money Out – II0:36
Set Up a Credit Card4:42
Use a Credit Card3:19
Pay Down Credit Card3:08
Loans: Intro1:34
Enter a Loan from a Previous Year3:21
Record a Loan to your Bank Account3:32
Record a Mortgage or Loan for Purchase4:36
Pay Off a Loan3:12
Petty Cash: Intro1:34
Deposit Money to Petty Cash3:09
Spend Money from Petty Cash2:29
Vendor Refunds & Credits: Intro0:46
Record a Vendor Refund1:45
Record a Vendor Credit2:13
Apply a Vendor Credit1:31
Employee and Owner Purchases: Intro0:36
Set up Owner Equity Accounts4:30
Owner Purchases3:31
Owner Reimbursement1:59
Owner Deposits to Company Bank Accounts1:58
Owner Withdrawal from Company Bank Account3:00
Employee Reimbursement2:05
Employee Use of Business Funds4:23
Void vs. Delete3:23
Get Ready to Practice0:48
Your Turn Solutions: Money Out - II8:34
What learners say about this course
“After completing this QuickBooks course, I can now perform several tasks more efficiently and accurately that I couldn’t do before. For example, I’m able to set up a company file correctly, customize a chart of accounts, and record transactions such as invoices, expenses, and payments with confidence. I can also reconcile bank accounts, generate and interpret financial reports like profit and loss statements and balance sheets, and manage accounts payable and receivable.
Additionally, I now understand how to track inventory, handle payroll basics, and use features like budgeting and class tracking. Overall, I’m much more comfortable navigating QuickBooks and using it as a tool to maintain organized, accurate financial records for a business.”
Lynsey B.
“Yes, this course explained information well. I especially enjoyed the section end when we were able to practice the sections. If I was confused or felt like I was missing something, the video after helped to see my mistakes. With different scenarios, it did test my knowledge. I am unsure if there are anymore training videos with more questions, but if there are that would be fantastic. It helps to build off what I know and learned, ensuring it will stick.”
Maria R.
“I learned how to completely navigate QBO. The course showed me how to properly add/delete and keep track of all transactions, accounts customers, vendors, sales etc... I am thoroughly impressed with the amount of information given in such a short amount of time. Each instructor broke down all of the topics in a very easy to understand way.”
Amanda S.
“I can select the correct reports needed. Now I understand the differences of all the financial statements, create journal entries, distinguish the difference when to write check or new expense, sales receipts, etc. This will be very beneficial at my next place of employment”
michelle p.
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Hands-on exercises
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7 QuickBooks certification exams
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