Master QuickBooks Online Step-by-Step – Company Setup, Chart of Accounts, Invoicing, Reporting, Bank Rec and more
Want to learn how to manage accounting professionally using QuickBooks Online? Whether you’re a small business owner, bookkeeper, or beginner in accounting, this complete training course will take you from the basics to advanced features of QuickBooks Online in a practical, hands-on way.
What you’ll learn
- Set up a new company file in QuickBooks Online and navigate its interface confidently.
- Create and customize the chart of accounts, enter opening balances, and manage control accounts.
- Record credit and cash sales/purchases, handle journal entries, and manage customer/vendor accounts.
- Enter inventory items with opening balances and resolve inventory-related errors.
- Work with prepaid rent, security deposits, and repair & maintenance expenses.
- Manage customer advances, sales orders, purchase orders, and convert them to invoices.
- Record purchase and sales returns, bad debts, and other real-life business adjustments.
- Reconcile bank accounts and extract financial reports like Trial Balance, P&L, and Balance Sheet.
- Customize reports, work with dashboards, and analyze key business data.
- Understand and apply job costing and manage sales tax efficiently using QuickBooks Online.
Course Content
- Quickbooks Online Basic to Advance Training Course –> 48 lectures • 3hr 39min.
Requirements
Want to learn how to manage accounting professionally using QuickBooks Online? Whether you’re a small business owner, bookkeeper, or beginner in accounting, this complete training course will take you from the basics to advanced features of QuickBooks Online in a practical, hands-on way.
You’ll start by learning how to create a company file, set up your chart of accounts, and enter customer, vendor, and bank opening balances. The course continues with in-depth training on recording credit purchases, sales invoices, and journal entries — helping you handle everyday transactions confidently.
You’ll also learn how to manage inventory, link control accounts, customize reports, and work with real-world features like customer advances, purchase orders, sales orders, and writing off bad debts. As you progress, you’ll dive into bank reconciliation, job costing, and sales tax management — key skills for anyone managing a growing business.
This course is designed using real projects to make concepts easy to understand, even if you’re a beginner. By the end of this training, you’ll be fully equipped to use QuickBooks Online efficiently for any business type.
Key Topics Covered:
- Creating and managing a company in QuickBooks Online
- Setting up and editing the chart of accounts with opening balances
- Entering customer and vendor balances with control account linking
- Recording credit and cash sales/purchases
- Entering journal entries, prepaid rent, and security deposits
- Managing inventory and handling inventory errors or loss
- Working with customer advances and payment settlements
- Converting sales orders and purchase orders into invoices
- Writing off bad debts and handling returns
- Extracting trial balance, ledger reports, profit and loss, and balance sheet
- Bank reconciliation projects with real-life examples
- Customizing reports and using dashboard tools
- Performing job costing and managing sales tax in QuickBooks Online
This course is perfect for:
Business Owners
Accountants & Bookkeepers
Accounting Students
Freelancers & Virtual Assistants
Anyone looking to learn QuickBooks Online from scratch
All lessons are designed to be clear, practical, and project-based, helping you apply what you learn in real business scenarios.