QuickBooks Online For Business: From Setup To Tax Reporting

5/5 (3 ratings)
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This course is designed for those who are interested in learning about how to setup and use QuickBooks Online effectively for their business.

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About This CourseBeginner

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.

30 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

Course Sections

Getting Started

Choosing Your Version Of QBO

Choosing A Start Date

Creating A New Company

Starting From Scratch

Importing From Desktop

Welcome Screen & Company Settings

User Accounts

Sales Tax

Customizing Invoices & Sales Receipts

Merchant Services

Payroll And Timesheets

What Is The Chart Of Accounts?

Bank Accounts

Credit Card Accounts



Liabilities & Undeposited Funds

Owner’s Equity

Income Accounts

Cost Of Goods

Expense Accounts

Other Income And Other Expense

Creating Accounts On The Fly

Deleting And Merging Accounts

Account Numbering

Payment Methods








Setting Up Inventory


Transactions Screen

Dynamic Buttons

Keyboard Shortcuts

QuickBooks Labs

Working With The Customer Center

Sales Settings

Adding New Customers

Generic Customers

Inactivating/Deleting Customers

Merging Customers

Sales Receipts


Receive Payments



Credit Memos


Taking Deposits

Bank Deposits


Working With The Vendor Center

Accounts Payable Settings

Adding New Vendors

Cleaning Up The Vendor List

Creating And Paying Bills

Writing Checks

Printing Checks

Using Credit Cards

Vendor Credits

Marking Expenses As Billable

Which Reports Are Available In Each QBO Version

Reports Center

Your Profit & Loss Report

The Balance Sheet Report

Company Snapshot

The Scorecard

Sales Reports

Review Expenses Reports

Accounts Receivable Reports

Accounts Payable Reports

Customized Reports

Journal Entries



Bank Feed – Importing Transactions

Bank Feed – Tips And Troubleshooting

Bank Feed – Matching Deposits, Loans And Transfers

Recurring Transactions

Providing Feedback To Intuit

Apps To Extend QBO Abilities

Backing Up & Exporting Data

Using On A Smartphone Or Tablet

Customer Workflow Summary

Daily Bookkeeping

Top 10 Mistakes People Make


3 student reviews
  1. catherine graham says:

    detailed course
    a lot of content well-done course. enjoyable.

  2. Martha Chambers says:

    Excellent QuickBooks Training
    This is an excellent, easy to use course, and I would recommend it to anyone wanting to learn or improve their QuickBooks skills. I learned some new things and was able to review many areas of the program to update my knowledge even though I've used QuickBooks for a lot of years. Just wish this course had been available when I first started!

  3. Chris Latham says:

    Great information, Easy to understand
    Informative and easy to follow. Even the areas of Quickbooks that I never use are made easy to understand and worth learning in case I may ever need it in the future. I learned a lot of things that I was doing wrong. This will save me a lot of time and hassle from now on.