Please ensure Javascript is enabled for purposes of website accessibility
QuickBooks Online For Business: From Setup To Tax Reporting
5.0( 10 REVIEWS )
8h 46m

This course is designed for those who are interested in learning about how to setup and use QuickBooks Online effectively for their business.

Read more.
Course Skill Level
Time Estimate
8h 46m


Alicia received her first computer, an Apple IIc, when she was 13 years old, and her passion for computers grew as she did. She began her career by designing a database for her father’s dental practice that automatically sent checkup reminders to patients every 6 months. Alicia later earned her Master of Arts in Teaching from Tufts University and developed computer curricula. Today, she is the President of, where she and her husband, Jamie, are in-demand computer trainers a

Access all courses in our library for only $9/month with All Access Pass

Get Started with All Access PassBuy Only This Course

About This Course

Who this course is for:

  • Business owners
  • Accountants
  • QuickBooks users

What you’ll learn: 

  • Learn the correct way to enter financial transactions
  • How to set up QBO to run reports
  • Walkthrough of all the common errors


  • No prior knowledge is required to take this course

Software version used in the course:

  • QuickBooks

Learn QuickBooks Online! In this course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.

I’ll show you how to set up your QBO so that you can run reports to understand your business’s growth. We’ll talk about the correct way to enter your sales income from Customers. We’ll explore all your options for recording your company’s Expenses. And I’ll walk you all the most common errors I see people make, so that you don’t make them, too.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – I’ll teach you all the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Our Promise to You
By the end of this course, you will have a clear understanding of how to setup and use QuickBooks Online effectively for your business.

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 and learn about how to setup and use QuickBooks Online effectively!

Course Curriculum

Section 1 - Introduction
Getting Started 00:00:00
Section 2 - Setting Up QBO
Choosing Your Version Of QBO 00:00:00
Choosing A Start Date 00:00:00
Creating A New Company 00:00:00
Starting From Scratch 00:00:00
Importing From Desktop 00:00:00
Welcome Screen & Company Settings 00:00:00
User Accounts 00:00:00
Sales Tax 00:00:00
Customizing Invoices & Sales Receipts 00:00:00
Merchant Services 00:00:00
Payroll And Timesheets 00:00:00
Section 3 - Creating A Chart Of Accounts
What Is The Chart Of Accounts? 00:00:00
Bank Accounts 00:00:00
Credit Card Accounts 00:00:00
AR & AP 00:00:00
Assets 00:00:00
Liabilities & Undeposited Funds 00:00:00
Owner’s Equity 00:00:00
Income Accounts 00:00:00
Cost Of Goods 00:00:00
Expense Accounts 00:00:00
Other Income And Other Expense 00:00:00
Creating Accounts On The Fly 00:00:00
Deleting And Merging Accounts 00:00:00
Account Numbering 00:00:00
Section 4 - Working With Lists
Payment Methods 00:00:00
Terms 00:00:00
Attachments 00:00:00
Classes 00:00:00
Locations 00:00:00
Section 5 - Defining Products And Services
Overview 00:00:00
Services 00:00:00
Products 00:00:00
Setting Up Inventory 00:00:00
Section 6 - Using The Interface
Tour 00:00:00
Transactions Screen 00:00:00
Dynamic Buttons 00:00:00
Keyboard Shortcuts 00:00:00
QuickBooks Labs 00:00:00
Section 7 - Working With Customers
Working With The Customer Center 00:00:00
Sales Settings 00:00:00
Adding New Customers 00:00:00
Generic Customers 00:00:00
Inactivating/Deleting Customers 00:00:00
Merging Customers 00:00:00
Sales Receipts 00:00:00
Invoices 00:00:00
Receive Payments 00:00:00
Overpayment 00:00:00
Refunds 00:00:00
Credit Memos 00:00:00
Estimates 00:00:00
Taking Deposits 00:00:00
Bank Deposits 00:00:00
Bartering 00:00:00
Section 8 - Working With Vendors
Working With The Vendor Center 00:00:00
Accounts Payable Settings 00:00:00
Adding New Vendors 00:00:00
Cleaning Up The Vendor List 00:00:00
Creating And Paying Bills 00:00:00
Writing Checks 00:00:00
Printing Checks 00:00:00
Using Credit Cards 00:00:00
Vendor Credits 00:00:00
Marking Expenses As Billable 00:00:00
Section 9 - Running Reports
Which Reports Are Available In Each QBO Version 00:00:00
Reports Center 00:00:00
Your Profit & Loss Report 00:00:00
The Balance Sheet Report 00:00:00
Company Snapshot 00:00:00
The Scorecard 00:00:00
Sales Reports 00:00:00
Review Expenses Reports 00:00:00
Accounts Receivable Reports 00:00:00
Accounts Payable Reports 00:00:00
Customized Reports 00:00:00
Section 10 - Doing Your Banking
Journal Entries 00:00:00
Transfers 00:00:00
Reconciling 00:00:00
Bank Feed – Importing Transactions 00:00:00
Bank Feed – Tips And Troubleshooting 00:00:00
Bank Feed – Matching Deposits, Loans And Transfers 00:00:00
Recurring Transactions 00:00:00
Section 11 - Special Topics
Providing Feedback To Intuit 00:00:00
Apps To Extend QBO Abilities 00:00:00
Backing Up & Exporting Data 00:00:00
Using On A Smartphone Or Tablet 00:00:00
Customer Workflow Summary 00:00:00
Daily Bookkeeping 00:00:00
Top 10 Mistakes People Make 00:00:00

Course Review


10 Ratings
  1. Anonymous



    Thank you so much for this opportunity. It was extremely well taught and easy to understand.

  2. Anonymous

    love the course


    very informative

  3. Anonymous
    Christopher Jordan November 11, 2021 at 23:00 PM

    QB Online


    Alicia was SUPER knowledgeable from start to finish in QuickBooks Online.

  4. Anonymous
    Lisa Forgione May 5, 2021 at 12:42 PM


    Very thorough and helpful!

  5. Anonymous
    MARJORIE SCHROER April 28, 2021 at 17:20 PM



    This training was gave me the insight needed. Alicia was easy to listen to and got to the point.


Join our newsletter and get your first course free!


Join our newsletter and get your first course free!

Congratulations! You get one free course of your choice. Please check your email now for the redemption code

Are you interested in higher education?