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Bookkeeping: QuickBooks Online Fundamentals
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8h 51m

Learn and understand the setup and operation of QuickBooks Online™ to be used in small business settings to manage daily, weekly, and monthly transactions.

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Course Skill Level
Time Estimate
8h 51m


15+ years teaching college and 25+ years coaching business owners brings Ron to the forefront helping students learn using using simple, easy language

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About This Course

Who this course is for:

  • Beginners as well as current users of both QuickBooks Desktop™ and QuickBooks Online™

What you’ll learn:

  • Understand the setup and operation of QuickBooks Online™ to be used in small business settings
  • Feel prepared to pass the Intuit QuickBooks Online™ Certification exam
  • Manage daily, weekly, and monthly use of QBO systems


  • A general understanding of basic bookkeeping functions is helpful, but not required

Focusing specifically on using QuickBooks Online™, examines how to navigate and understand how QBO works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, to entering and paying bills, through reconciling accounts and more.

Successful students will not only master QBO program where they can competently manage the day-to-day bookkeeping for their own company or those of others, but will be prepared to take Intuit’s Certification Exam and provide professional bookkeeping services for clients, or themselves.

Throughout the entire course, quizzes and actual working “homework assignments” are used to reinforce the lessons as well as aid the student in understanding what they are grasping or needing to restudy.

Some of the many areas covered in the course include:

Starting off, students will first learn what QuickBooks actually is and how it works to record and store information. This helps the user realize how to set up or restore data files with information. From there, an entire section explains how to navigate the different functions and tools within the program and what they are all used to accomplish.

Moving on, the next section of the course is devoted to the several options on how to record sales into the books. Whether it’s recording a cash sale and issuing a Sales Receipt, or it’s creating an invoice and follow up account statements for customers purchasing on credit, each step in the individual processes is explained with examples shown.

Of course, there can’t be sales and income without there also being expenses, so an entire section of the course is devoted to that process. Learn what the Vendor List is and how it works, along with learning how to enter and pay Bills, both using your checking accounts, as well as paying with debit or credit cards.

MANY other lessons are included such as:

  • How do you set up additional users and passwords
  • How do QuickBooks backups work
  • Can you still use a Journal Entry to record data
  • And, most importantly, how do you actually get started using QB for your company

Our Promise to You
By the end of this course, you will have learned QBO fundamentals.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Project 1 - Introductions
Course Overview 00:00:00
Intro – What Is QBO? 00:00:00
Recording A Transaction 00:00:00
Sample Companies 00:00:00
Introducing Quizzes And Assignments 00:00:00
Help Functions And Advice 00:00:00
Before We Go Any Further 00:00:00
Homework Assignment – Project 1 00:00:00
Quiz – Project 1 Unlimited
Quiz – Project 1 00:00:00
Project 2 - QBO Setup And Maintenance
Navigating QB – Part 1 00:00:00
Navigating QB – Part 2 00:00:00
Setting Up QBO And Changing Basic Settings 00:00:00
Customizing QBO 00:00:00
Setting Up Users Access 00:00:00
Connecting Financial Accounts To QBO 00:00:00
Bank Rules 00:00:00
Connecting Apps 00:00:00
Homework Assignment – Project 2 00:00:00
Quiz – Project 2 00:00:00
Quiz – Project 2 Unlimited
Project 3 - List Management
Introduction To Lists 00:00:00
Chart Of Accounts, Adding A New List Entry 00:00:00
Editing List Entries 00:00:00
Removing And Merging List Entries 00:00:00
Importing Lists 00:00:00
Homework Assignment – Project 3 00:00:00
Quiz – Project 3 00:00:00
Quiz – Project 3 Unlimited
Project 4 - Sales And Money In
Item List For Sales 00:00:00
Customer List 00:00:00
Undeposited Funds 00:00:00
Recording Sales, Revenue – Part 1 00:00:00
Recording Sales, Revenue – Part 2 00:00:00
Customer Credit Memos And Refunds 00:00:00
Estimates, Delayed Charges, Etc. 00:00:00
Customer Discounts 00:00:00
Homework Assignment – Project 4 00:00:00
Quiz – Project 4 00:00:00
Quiz – Project 4 Unlimited
Project 5 - Purchases And Money Out
Item List For Purchases 00:00:00
Vendor List 00:00:00
Entering Purchase Orders 00:00:00
Receiving Purchase Orders 00:00:00
Entering And Paying Bills (AP) 00:00:00
Recording Checks 00:00:00
Recording Card And Electronic Purchases 00:00:00
Vendor, Supplier Credits 00:00:00
Billable Expenses 00:00:00
Homework Assignment – Project 5 00:00:00
Quiz – Project 5 00:00:00
Quiz – Project 5 Unlimited
Project 6 - Basic Accounting
Financial Statements 00:00:00
Balance Sheet 00:00:00
Profit And Loss 00:00:00
Journal Entries 00:00:00
COA Numbers 00:00:00
Closing Date 00:00:00
Transaction Reports, Ledger And Journal 00:00:00
Homework Assignment – Project 6 00:00:00
Quiz – Project 6 00:00:00
Quiz – Project 6 Unlimited
Project 7 - Reports
Customizing Reports 00:00:00
Customer Reports 00:00:00
Vendor Reports 00:00:00
AR And AP Aging Reports 00:00:00
Automatically Email Reports 00:00:00
Exporting And Importing With Excel 00:00:00
Homework Assignment – Project 7 00:00:00
Quiz – Project 7 00:00:00
Quiz – Project 7 Unlimited
Project 8 - Customization And Saving Time
Time-Saving Benefits Of QBO 00:00:00
Multiple Locations 00:00:00
Classes 00:00:00
Customizing Forms – Part 1 00:00:00
Customizing Forms – Part 2 00:00:00
Recurring Transactions 00:00:00
Keyboard Shortcuts 00:00:00
Managing Receipts – Part 1 00:00:00
Managing Receipts – Part 2 00:00:00
Homework Assignment – Project 8 00:00:00
Quiz – Project 8 00:00:00
Quiz – Project 8 Unlimited
Project 9 - References Section
Reconciling Accounts – Part 1 00:00:00
Reconciling Accounts – Part 2 00:00:00
1099 Setup 00:00:00
Void Versus Delete 00:00:00
Junk Drawer 00:00:00
Purging Company Data 00:00:00
Audit Log 00:00:00
Homework Assignment – Project 9 00:00:00
Quiz – Project 9 00:00:00
Quiz – Project 9 Unlimited

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