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Training For QuickBooks Online Users
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1h 13m

This course is designed for those interested to learn the basics of QuickBooks Online and how it can be used for bank reconciliation, categorizing transactions, processing receipts, and much more.

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Course Skill Level
Time Estimate
1h 13m


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About This Course

Who this course is for:

  • Bookkeepers/Accountants that need to work with QBO
  • Office Managers in Small Medium Enterprises who need to use QBO

What you’ll learn:

  • Overview of setup
  • Bank and connecting the bank feed
  • Bank reconciliation
  • Categorizing transactions and creating new accounts
  • Using the QuickBooks app to create sales invoices
  • Processing the receipts captured in receipt snap
  • Applying a sales invoice payment
  • Processing bank payments
  • Entering purchase invoices
  • VAT (UK) overview and VAT return procedure
  • Overview of reports
  • Using search
  • Other functions available in QBO


  • You will need access to a QuickBooks account

QuickBooks is one of the accounting industry’s best applications available for small- and medium-sized companies.

We worked with a highly experienced Bookkeeping professional who works with QuickBooks Online (QBO) on a near daily basis to create a training course which will quickly get you using the application whilst utilising best practices.

Our Promise to You

By the end of this course, you will have learned more how to use QuickBooks .

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 more about QuickBooks Online.

Course Curriculum

Section 1 - Introduction To QuickBooks
Introduction To QuickBooks 00:00:00
Overview Of Modules 00:00:00
Creating Your QuickBooks Online Log In 00:00:00
Signing Into QuickBooks Online 00:00:00
The Dashboard – Restricted Access 00:00:00
The Dashboard – Regular Users – Overview Of Setup 00:00:00
Introduction To Connecting The Bank To QuickBooks Online 00:00:00
Section 2 - Bank Accounts
Create And Connect Your Bank Accounts 00:00:00
Introduction To Categorising Transactions 00:00:00
Categorising Transaction And Creating New Accounts 00:00:00
How To Reconcile The Bank – Basic 00:00:00
Section 3 - QuickBooks Phone App
Introduction To QuickBooks Phone App 00:00:00
Creating A Quick Sales Invoice Using QuickBooks Phone App 00:00:00
Applying A Payment To A Sales Invoice In QuickBooks App 00:00:00
How To Edit Customer Details Using QuickBooks Phone App 00:00:00
How To Use ReceiptSnap In QuickBooks Phone App 00:00:00
Section 4 - Processing Receipts And Invoices
Review And Action Receipts In QuickBooks Online 00:00:00
Reviewing The Receipts And Creating A Bill 00:00:00
How To Enter A Purchase Invoice (Bill) In QuickBooks Online 00:00:00
Entering A Suppliers Invoice And Allocating The Payment 00:00:00
Bank Reconciliation: Matching And Processing 00:00:00
Section 5 - Other Functions In QuickBooks Online
Other Menus Including VAT 00:00:00
Creating Reports 00:00:00
Using The Search Function 00:00:00
Optional Services And Apps In QuickBooks Online 00:00:00
Conclusion And What’s Next 00:00:00

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