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How to Use QuickBooks: QuickBooks for Beginners
Beginner LevelQuickBooks OnlineSelf-pacedLive

How to Use QuickBooks: QuickBooks for Beginners

11 hr 25 min228 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.
Thomas Cunningham
Next live class · with Thomas Cunningham
Oct 21–22, 2026
Wed–Thu · 9:30 AM CT
QuickBooks Online Certified User Certification certification badge
This class prepares you for certification:
QuickBooks Online Certified User Certification

Course Content

265 lessons · 228 HANDS-ON exercises · 11 hr 25 min
Setup & Getting Around0:40
Sign Up for Your Software2:15
Import from QuickBooks Desktop1:39
Knowledge Check: Setup & Getting Around: Import from QuickBooks Desktop
Import Data from Excel: Customers3:30
Import Data from Excel: Vendors0:57
Import Products and Services1:14
Import Chart of Accounts2:00
Knowledge Check: Setup & Getting Around: Importing Lists into QuickBooks
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
Knowledge Check: Setup & Getting Around: Navigating QuickBooks
Use Multiple Tabs1:28
What is a Transaction?1:08
Elements of a Transaction: Money In1:44
Elements of a Transaction: Money Out1:03
Knowledge Check: Setup & Getting Around: Elements of a Transaction
Enter Customer Opening Balances3:17
Enter Vendor Opening Balances1:25
Enter Inventory Opening Balances2:53
Enter Accounts and Opening Balances8:30
Knowledge Check: Setup & Getting Around: Enter Opening Balances
How to Practice Introduction2:29
Your Turns Introduction: How to Use QuickBooks0:41
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 Centers2:29
The “WHAT”: Introduction to Other Lists1:46
Knowledge Check: Working with Lists: The Who and What on Lists
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
Knowledge Check: Working with Lists: Merge Entries in QuickBooks
Get Ready to Practice0:48
Your Turn Solutions: Working with Lists11:10
Financial Statements1:11
Chart of Accounts1:59
Knowledge Check: Financial Statements: Chart of Accounts
Balance Sheet4:44
Knowledge Check: Financial Statements: Balance Sheet
Profit & Loss4:50
Knowledge Check: Financial Statements: Profit & Loss
Create Accounts: Intro1:03
Set Up New Accounts3:01
Intro to Subaccounts2:49
Using Subaccounts3:05
Collapse Report1:11
Knowledge Check: Financial Statements: Collapsing Reports
Accrual vs. Cash1:21
Statement of Cash Flows: Operating Activities3:41
Statement of Cash Flows: Financing & Investing Activities1:54
Knowledge Check: Financial Statements: Statement of Cash Flows
Journal Entries: Intro1:41
Create a Journal Entry1:15
Intro to Debits & Credits3:09
Knowledge Check: Financial Statements: Journal Entries
What are Account Numbers?1:54
Set Up and Use Account Numbers3:55
Knowledge Check: Financial Statements: Set Up and Use Account Numbers
Forecasts3:54
Knowledge Check: Financial Statements: Forecasts
Get Ready to Practice0:48
Your Turn Solutions: Financial Statements10:32
Products and Services0:36
What are Products & Services?0:56
Create a Product or Service3:56
Knowledge Check: Products & Services: Setting Up
Sale with Multiple Products & Services3:04
The Products and Services List1:41
Knowledge Check: Products & Services: The Products and Services List & Sales with Multiple Products and Services
Set Up a Bundle Item3:13
Use a Bundle Item1:26
Manufacturing and Assemblies: Intro0:49
Set Up a Product you Assemble/Manufacture3:00
Assemble from Other Inventory3:13
Assemble from Scratch3:32
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
Knowledge Check: Money In - I: Set Up Customers and Sub-Customers
Money In Workflows: Invoices2:46
Introduction to Accounts Receivable1:26
Record a New Invoice7:07
Knowledge Check: Money In - I: Record a New Invoice
Transaction Insights with Intuit Assist2:46
Knowledge Check: Money In - I: Transaction Insights with Intuit Assist
Accounts Receivable Reports2:54
Knowledge Check: Money In - I: Accounts Receivable Reports
What is Undeposited Funds?2:01
Receive Payment Towards an Invoice3:56
Receive a Partial Payment1:34
Knowledge Check: Money In - I: Receiving Customer Payments & Undeposited Funds
Record a Bank Deposit3:08
Recording Deposit Fees3:29
Knowledge Check: Money In - I: Record a Bank Deposit
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
Knowledge Check: Money In - II: Deposit Only Method
Delayed Charges Intro1:10
Record and Invoice Delayed Charges4:51
Knowledge Check: Money In - II: Delayed Charges and Invoicing
Refunds and Credits: Intro1:17
Record a Refund3:05
Record a Credit Memo3:19
Apply a Credit Memo2:09
Knowledge Check: Money In - II: Refunds and Credits
Delivery Options for Money In Transactions2:33
Customer Statements: Intro1:46
Balance Forward Statement2:09
Open Item Statement1:04
Transaction Statement1:17
Knowledge Check: Money In - II: Customer Statements
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
Knowledge Check: Money In - II: Sales Tax Basics
Record a Taxable Sale2:55
Record a Nontaxable Sale0:55
Review and Pay Sales Tax2:51
Knowledge Check: Money In - II: Review and Pay Sales Tax, Record Taxable and Nontaxable Sales
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
Knowledge Check: Customize Your Software: Custom Fields in QuickBooks
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
Knowledge Check: Customize Your Software: Customize Forms
Get Ready to Practice0:48
Your Turn Solutions: Customize Your Software3:27
Saving Time1:05
Find Transactions with Centers3:01
Transactions Search1:44
Knowledge Check: Saving Time: Finding Transactions in QuickBooks
Recurring Transactions: Intro0:54
Set Up a Scheduled Transaction3:25
Assign a Frequency and Save a Scheduled Transaction2:26
Edit a Recurring Transaction1:14
Knowledge Check: Saving Time: Recurring Transactions
Tips and Tricks to Save Time: Intro1:01
QuickMath1:54
Date Shortcuts3:24
Hotkeys1:33
Knowledge Check: Saving Time: Tips and Tricks to Save Time
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Knowledge Check: Saving Time: The QuickBooks Online Desktop App
Get Ready to Practice0:48
Your Turn Solutions: Saving Time6:48
Money Out – I0:46
Set Up a New Vendor1:46
Knowledge Check: Money Out I: Set Up a New Vendor
Money Out Workflow1:45
What is Accounts Payable?1:43
Advantages of Tracking Bills0:53
Knowledge Check: Money Out - I: Bills and Accounts Payable
Record a Bill4:42
Knowledge Check: Money Out - I: Record a Bill
Accounts Payable Reports3:21
Should I Record a Bill Payment?2:19
Record a Bill Payment4:31
Print Bill Payment Checks6:08
Knowledge Check: Money Out - I: Paying and Printing Bill Payments
Upload a Bill4:33
Knowledge Check: Money Out - I: Upload a Bill
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
Knowledge Check: Money Out - I: Checks and Expenses
Expenses by Vendor Summary Report1:58
Knowledge Check: Money Out - I: Expenses by Vendor Summary Report
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
Knowledge Check: Money Out - II: Set Up, Use, and Pay Down a Credit Card
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
Knowledge Check: Money Out II: Set up and Track Loans
Petty Cash: Intro1:34
Deposit Money to Petty Cash3:09
Spend Money from Petty Cash2:29
Knowledge Check: Money Out - II: Petty Cash Fundamentals
Vendor Refunds & Credits: Intro0:46
Record a Vendor Refund1:45
Record a Vendor Credit2:13
Apply a Vendor Credit1:31
Knowledge Check: Money Out - II: Vendor Refunds & Credits
Record Customer/Project Costs5:13
Billable Costs: Intro1:17
Create a Billable Expense2:33
Invoice for Billable Expenses2:39
Knowledge Check: Money Out - II: Billable Expenses in QuickBooks
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
Knowledge Check: Money Out - II: Employee and Owner Purchases
Void vs. Delete3:23
Knowledge Check: Money Out - II: Void vs. Delete
Get Ready to Practice0:48
Your Turn Solutions: Money Out - II8:34

What learners say about this course

“I recommend this Software for anyone who looking to gain hand-ons experience in the accounting field, bookkeeping or financial services industry. A lot of jobs use QUickbooks.”

jessica m.

“I really liked the course. Although there is quite a lot of information, it is well explained and guides you step by step. It just requires practice and getting familiar with the platform.”

Yesenia S.

“Everything! This is my first time using Quick Books and I learned so much. Can't wait to take another class and learn more in depth. And to start using Quick Books in real life.”

Monica S.

“I am able to input products and services as well as fix invoices that have errors from before. It made it easier for me to be able to navigate quickbooks in general and where to find certain sections.”

Angela A.

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Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

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  • Practice exams and test prep

Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

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