This beginner-friendly course teaches Canadian businesses how to set up and use QuickBooks Online from the ground up. You'll learn to import your data, work with lists and the chart of accounts, read your financial statements, and record everyday money-in and money-out transactions with customers and suppliers. The course also covers online banking, reconciliation, reporting, and accounting tasks like closing dates and user access, plus time-saving tools such as recurring transactions and hotkeys.
You’ll learn how to…
Set up a QuickBooks Online company and import your data
Navigate through every window and menu
Create accurate financial statements...and understand them
Record sales, payments, and deposits
Track bills, cheques, expenses, and credit cards
Connect online banking and reconcile your accounts
Customize and schedule reports for your business
Save time with recurring transactions and shortcuts
Set up users and secure your data
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Course Content
180 lessons · 7 hr 3 min
Setup & Getting Around1:03
Sign Up for Your Software2:01
Import Company Information Intro0:46
Import From QuickBooks Desktop1:59
Import Data from Excel: Customers3:15
Import Data from Excel: Suppliers2:59
Import Products & Services2:03
Import Chart of Accounts2:32
What Can You Do On The Dashboard?2:14
Three Main Menus0:46
Navigation Bar3:18
Create0:42
Gear Button1:13
Check Your Settings2:52
Search1:28
Workflows, Integrations, Notifications, and Account Settings1:37
Choose Your Starting Point2:32
What is a Transaction?1:55
Elements of a Transaction: Money In1:07
Elements of a Transaction: Money Out1:06
Use Multiple Tabs1:06
Working with Lists1:18
What Are Lists?3:00
The “WHO”: Introduction to Centers3:04
The “WHO”: Customizing Customer and Supplier Centers5:05
The “WHO”: Find and Record Transactions using Customer and Supplier Centers3:31
The “WHAT”: Introduction to Other Lists1:52
The “WHO” and The “WHAT”: Add New Entry5:30
Why do you need The “WHO” and The “WHAT”2:18
The “WHO” and The “WHAT”: Edit Entry2:22
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists2:42
The “WHO” and The “WHAT”: Delete Entries without balances3:42
The “WHO” and The “WHAT”: Delete Entries with balances3:44
The “WHO” and The “WHAT”: Merge Entries3:43
Financial Statements1:00
Chart of Accounts1:31
Balance Sheet4:30
Profit & Loss4:27
Create Accounts: Intro1:20
Set Up New Accounts3:21
Intro to Subaccounts2:36
Using Subaccounts3:06
Collapse Report1:30
Accrual vs. Cash1:47
Statement of Cash Flows: Operating Activities3:51
Statement of Cash Flows: Financing & Investing Activities1:39
Journal Entries: Intro1:36
Create a Journal Entry1:08
Intro to Debits & Credits2:42
What are Account Numbers?1:42
Set up and Use Account Numbers3:56
Products and Services1:05
What are Products and Services?3:28
Create a Product or Service4:41
Sale with multiple Products and Services4:43
The Products and Services List2:24
Money In - I0:59
Set Up a New Customer3:16
Organize Customers with Sub-Customers3:05
Money In Workflows: Invoices2:43
Introduction to Accounts Receivable1:37
Record a New Invoice7:45
Accounts Receivable Reports2:36
What is Undeposited Funds?2:01
Receive Payment Towards an Invoice3:49
Receive a Partial Payment1:42
Record a Bank Deposit3:12
Recording Deposit Fees4:36
The Open Invoices Report0:47
The Invoice Tab2:42
Money In - II0:21
Money In Workflows: Sales Receipts0:53
Record a Sales Receipt5:34
Record a Deposit for Sales Receipts2:35
Deposit Only Method Intro0:57
Uses of Deposit Only Method4:17
Refunds and Credits: Intro1:05
Record a Refund3:45
Record a Credit Memo3:36
Apply a Credit Memo2:40
Delivery Options for Money In Transactions2:45
Customer Statements: Intro1:38
Balance Forward Statement2:41
Open Item Statement1:25
Transaction Statement1:37
The Sales by Customer Summary Report1:22
Money Out - I0:44
Set Up a New Supplier4:15
Money Out Workflow3:53
What is Accounts Payable?1:28
Advantages of Tracking Bills3:23
Record a Bill4:59
Accounts Payable Reports2:23
Should I Record a Bill Payment?1:11
Record a Bill Payment4:01
Print Bill Payment Cheques2:51
Cheques and Expenses: Intro0:38
Record a Cheque to Print3:06
Print Cheque2:26
Handwrite a Cheque2:58
Record an Expense3:19
Expenses by supplier Summary Report1:16
Money Out - II0:44
Introduction to Credit Cards1:13
Set Up a Credit Card2:53
Use a Credit Card2:16
Pay Down a Credit Card2:01
Supplier Refunds & Credits: Intro0:52
Record a Supplier Refund1:48
Record a Supplier Credit2:17
Apply a Supplier Credit2:16
Void vs. Delete2:50
Online Banking2:03
Connect to Online Banking2:26
Import Transactions by File2:57
The Banking/Transactions Window2:54
Matching Transactions: Intro2:02
Match a Downloaded Transaction2:52
What is an Unrecognized Transaction?1:28
Categorize a Downloaded Transaction4:37
Which Transactions Should You Still Record Manually?4:55
Categorize a Sales Receipt2:02
Categorize a Deposit2:18
Categorize an Expense with a Split2:36
Categorize an Expense with Products or Services1:30
When Should you Exclude Transactions?1:49
Exclude a Transaction0:56
Record a Personal Expense1:33
What is a Transfer?0:55
Record a Transfer1:46
Record a Credit Card Charge/Payment2:50
Learner
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This course + 50 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Everything in Learner
Training for all 18 certification exams
18 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Team Training + Certification
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Certification for your team
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