QuickBooks Online Edition: Basic Course

Course Details:

Length: 1 day

Price: $435/person (USD)

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: N/A
Cloud Based (requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

In this introductory QuickBooks online training to using QuickBooks Online, learn to use QBO® correctly from the beginning. Enter your sales income from Customers, specific to your business’s daily workflow. Track your company’s Expenses. Run reports to understand your business’s growth.

You’ll also learn all the most common errors 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 – you’ll learn all the basics in this QuickBooks course (and a lot of tips & tricks) that will allow you to get the most out of your QBO subscription.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Course Notes

Knowledge Prerequisites

• To ensure your success in this course, you should have end-user skills with any current version of Windows, including being able to start programs, switch between programs, locate saved files, close programs, and use a browser to access websites. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.

Related Certifications

QuickBooks Certified User Online Certification

Certification Notes: Certification exams are administered by third party testing companies. Our course teaches topics that can be useful with certification exam(s), which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

Course Topics

Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Is Company Setup in QuickBooks Online?

Company setup in QuickBooks Online (QBO) involves providing information about your business to ensure accuracy in the financial data. This includes setting up the company name, contact and address information, industry type, currency, transactional preferences and tax options. It is important to review this information regularly to make sure it reflects any changes in your business. To make it easy to keep this information up-to-date, QBO automatically walks you through the setup process and allows you to provide the necessary updates when needed. With company setup in QBO, you can be confident that your financial data is accurate and reflects any changes in your business as soon as possible. This helps you make more informed decisions about your business, saving you time and money. In addition to providing the necessary information for accurate financial data, company setup in QBO can also help speed up the process of filing taxes, as all of the necessary information is already entered into the system. This saves time and effort when it comes to filling out forms or answering questions from tax professionals.

Furthermore, the information entered into QBO is secure and protected, so you can rest easy knowing that all of your important financial data is safe. All in all, company setup in QBO helps ensure accuracy and saves time when it comes to handling your business finances. The process may seem daunting at first but with a few simple steps, you can get started and ensure that your financial data is accurate and up-to-date. Once you’ve set up your company, you can rest assured knowing that all of your important information is safe and secure. With this peace of mind, you can focus on running your business and growing it to its fullest potential.

What Are Lists in QuickBooks Online?

Lists in QuickBooks Online are pre-defined categories and lists of values that can be used to categorize and organize your business information. They provide a framework for organizing and tracking key financial information, such as accounts, customers, vendors, products/services, classes, locations and jobs. Lists help simplify processes like invoicing and reconciling accounts, and can be tailored to your business needs. It’s important to keep these lists updated and accurate, as they serve as the backbone of your QuickBooks Online records. Examples of lists include Chart of Accounts, Customers & Jobs, Vendors, Items & Services, Classes, Locations and Employees. Each list contains a unique set of fields for storing related information. By customizing each list to your specific needs, you can easily manage and categorize all of your business transactions.

Lists also enable you to take advantage of QuickBooks Online's powerful reporting tools, as they help you aggregate data in a more meaningful way. For example, if you have Customers & Jobs listed, QuickBooks Online will allow you to create a report that shows total sales per customer or job. This way, you can quickly review and analyze your financial information to make informed decisions about your business.

To get the most out of lists in QuickBooks Online, it is important to understand how they work and how to customize them for your business needs. With the right setup and maintenance, lists in QuickBooks Online can help you track, categorize and analyze your financial data more effectively.

By utilizing Lists in QuickBooks Online, you can take control of your finances and better understand how each area of your business is performing. This gives you the insight you need to make sound decisions and ensure long-term success.

What Is the Interface Layout in QuickBooks Online?

QuickBooks Online provides an intuitive interface that helps you navigate through your bookkeeping tasks. The layout is simple and clean, allowing you to find the tools and information you need quickly and easily. The main page consists of three sections: Overview, Tasks, and Reports & Graphs.

The Overview tab allows you to view a snapshot of your finances, such as total income and expenses, outstanding invoices, and bank balances. You can also view a chart that compares the current year's results to last year's.

The Tasks tab contains all the functions you need to manage and track day-to-day operations in QuickBooks Online. Here you can add and manage customers, make bank deposits, enter and pay bills, reconcile accounts, add new products or services, track expenses, and more.

The Reports & Graphs tab contains a variety of reports that you can use to help understand your business better. These include Profit & Loss reports, Balance Sheet reports, Sales Tax Summary reports, Cash Flow reports, and more. You can also customize your reports to get the information you need in an easy-to-read format.

Overall, QuickBooks Online's interface layout is designed to make managing your finances as simple and efficient as possible. Providing a clean and intuitive layout, it lets you focus on what matters most—running your business.

What Are Customer Transactions in QuickBooks Online?

Customer transactions in QuickBooks Online include all the activity that happens when customers pay you or receive a refund from you. These activities may be recorded within your bank account or credit card processing system, but they can also be added to the customer’s profile in QuickBooks Online so that their entire history is visible in one place. This includes recording payments and refunds, issuing invoices, tracking sales tax collection, and more. With customer transactions in QuickBooks Online, you can easily view an up-to-date summary of all the activity on a customer’s account to get a better understanding of your business’s financial health. Plus, you can quickly see who is overdue on payments and follow up with them to make sure you’re not missing out on any money owed. With customer transaction features in QuickBooks Online, keeping track of your customers' financial activity doesn't have to be a daunting task. You can easily stay on top of who owes what and when it's due, so you can ensure that your cash flow is always healthy.

With customer transactions in QuickBooks Online, your business will have access to powerful tools that make it easier to manage customer payments and invoices. With automatic reminders and tracking of incoming payments, you can easily stay on top of who owes what and when they’re due so you can keep your cash flow healthy and your customers happy. Plus, you can gain insights into customer spending patterns to better understand their needs and adjust your services accordingly. With customer transactions in QuickBooks Online, managing customer payments has never been easier.

By tracking customer transactions in QuickBooks Online, you’ll have a full view of all the activity related to each customer quickly and easily. This will help you make better decisions about pricing or payment terms, so you can maximize the value of every customer and create a more successful business. With customer transactions in QuickBooks Online, you’ll have all the information you need to make informed decisions that benefit your business and keep your customers happy.

By tracking customer transactions in QuickBooks Online, you’ll be able to send invoices and record payments from a single place. This will help streamline your accounts receivable process so that customers can receive their invoices faster with fewer errors. Plus, it will give you real-time insights into each customer’s financial activity and payment history, so you can quickly identify any discrepancies or late payments. With customer transactions in QuickBooks Online, managing customer billing and payments is simpler and easier than ever before.

What Are Vendor Transactions in QuickBooks Online?

Vendor transactions are a necessity for businesses that purchase goods or services from external vendors. In QuickBooks Online, vendor transactions can be used to track purchases, pay bills, and manage vendor credits. Furthermore, the software provides powerful ways to customize the look of your reports and stay on top of payments. With a few clicks in QuickBooks Online, you can easily keep track of money going out, as well as manage multiple vendors and accounts. This ensures that your finances are always up-to-date and organized. QuickBooks Online also allows you to quickly set up recurring payments, view vendor information in one central location, and create purchase orders with ease. With its detailed tracking features, businesses can make sure that everything is accounted for in their books. Additionally, vendors can be easily managed and regularly monitored to ensure timely payments. All vendor transactions are securely stored and tracked so businesses can review past purchases with ease. QuickBooks Online offers a range of tools that makes it easy to manage all your vendor transactions. With its robust reporting capabilities, businesses can stay on top of their finances and make sure that all purchases are accounted for.

In conclusion, QuickBooks Online is an invaluable tool for businesses to easily manage vendor transactions. With its powerful tracking features, you can make sure your accounts are always up-to-date and organized. Additionally, the software allows you to quickly set up recurring payments, review vendor information in one central location, and create purchase orders with ease. All of these features make QuickBooks Online the ideal solution for managing your business's finances.

What Is Managing Bank Accounts in QuickBooks Online?

Managing bank accounts in QuickBooks Online is a powerful accounting tool that helps businesses better manage and track their finances. It provides visibility into all transactions, allowing you to get an accurate picture of your financial health quickly and easily. From reconciling transactions to running reports, this feature can be invaluable for streamlining processes and ensuring the accuracy of your financial records. With the ability to customize accounts, add multiple users, and track payment history, QuickBooks Online makes it easy to keep your finances organized and on track. Thanks to its intuitive interface and expert support services, managing bank accounts in QuickBooks Online is a breeze for businesses of all sizes. Whether you are just starting out or already have an established business, this powerful accounting tool can help you streamline your processes and get the most out of your financial data.

What Are Reports in QuickBooks Online?

Reports in QuickBooks Online provide a comprehensive view of your business finances. They are designed to be easy to use and understand, giving you the information you need in one place. Reports can be tailored for specific periods or tasks, allowing you to quickly gain insight into the performance of your business.

QuickBooks Online provides several types of reports that can help you make decisions about your business. Financial reports provide an overview of the financial health of your business, helping you track revenue and expenses. Transaction detail reports offer more detailed information about invoices, bills, payments, and other transactions. Customizable report templates let you create in-depth reports tailored to specific needs or metrics. Reports can also be exported into PDFs, Excel spreadsheets, or printed for further analysis.

Overall, reports in QuickBooks Online are a powerful tool to help you make informed decisions about your business finances. With customizable options and the ability to export data easily, QuickBooks Online gives you powerful insights into the performance of your company.

Related QuickBooks Information:

How Much Do QuickBooks Courses Cost?

Public instructor-led QuickBooks course prices start at $435 per student. Group training discounts are available.

Self-Paced QuickBooks eLearning courses cost $250 at the starting point per student. Group purchase discounts are available.

What QuickBooks Skills Should I Learn?

A: If you are wondering what QuickBooks skills are important to learn, we've written a QuickBooks Skills and Learning Guide that maps out QuickBooks skills that are key to master and which of our courses teaches each skill.

Read Our QuickBooks Skills and Learning Guide

How Do You Become a Professional Bookkeeper With QuickBooks Certification?

A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and training in software like QuickBooks can increase competency and lead to professional certification. National organizations and companies offer certification for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.

More Information on Becoming a QuickBooks Certified Bookkeeper.

What Is QuickBooks Certification, and What Are the Requirements for it?

A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.

More Information on the Investment Needed to Get QuickBooks-Certified

Who Uses QuickBooks, and What Is it Used For?

A: QuickBooks is an essential piece of accounting software that is a favorite of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.

More Information on What QuickBooks Is and How it Works

What Is QuickBooks Desktop Pro, and How Does it Differ From QuickBooks Online?

A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.

More Information on What QuickBooks Pro Is All About

How Hard Is it to Learn QuickBooks, and Where Can I Get Training?

A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the software that you intend to use in your office. While several free QuickBooks learning resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these classes can be completed within a few days or less. Using a free Online or QuickBooks Desktop tutorial is usually a slower way to learn for most people. When learning QuickBooks, you can bring a live teacher to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.

More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.

Is QuickBooks Difficult to Learn?

A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes. Free QuickBooks tutorials can be found online, however, we only offer paid training services by professional QuickBooks live teachers or eLearning videos.

More Information on Learning QuickBooks

Can I Teach Myself How to Use QuickBooks?

A: It's possible for students to teach themselves how to work with QuickBooks, but it's usually best to find a learning resource that will guide you through lessons in an organized manner. Tutorials, training videos, websites, and reference materials can all address specific QuickBooks topics, but a comprehensive learning experience can be required for beginners to understand the program as a whole. For those who want to avoid studying in a traditional classroom, signing up for a self-paced course online can be a great way to master the program's common features and functions.

More Information on Teaching Yourself How to Use QuickBooks

How Can I Learn QuickBooks Online?

A: Students can learn QuickBooks online using a variety of methods, from reading tutorials to taking online courses that include hands-on practice. The right option for you will depend on your current level of proficiency with this software, your professional goals, and your learning style. Generally, signing up for online classes is the best way to learn how to use QuickBooks, but you'll still need to decide whether you prefer live or asynchronous instruction.

More Information on How to Learn QuickBooks Online

How Can Beginners Learn the Basics of QuickBooks Online?

A: To successfully learn how to use QuickBooks Online, students must first identify the version of the software that they'd like to understand and determine what they want to accomplish by employing it. Beginners would do well to sign up for courses designed for novices so they can pick up the fundamentals, such as basic features and functions and how to navigate the software. Since QuickBooks Online can be challenging for novices, courses that are taught by live instructors tend to have the best educational outcomes for new users.

More Information on Learning QuickBooks Online as a Beginner

How Can Self-Employed Professionals Use QuickBooks?

A: While several types of professionals can use common accounting software to manage their finances, self-employed individuals may find it challenging to identify a program that meets their unique business needs. QuickBooks Self-Employed gives those who work for themselves the ability to easily manage and track their finances for tax filing purposes. With this software, the self-employed can track mileage, maximize deductions, fill out Schedule C forms, plan quarterly tax payments, and more. The more technical features available in QuickBooks Online can help self-employed business owners prepare for growth and expansion.

More Information on Using QuickBooks for Self-Employed Professionals

What Are the Differences Between QuickBooks Online and QuickBooks Desktop?

A: The differences between QuickBooks Online and QuickBooks Desktop can be substantial, and the right choice for you will depend on your type of business and how you intend to use the software. QuickBooks Online can be an ideal solution for small-business employees who work remotely, need app integration, and appreciate a monthly subscription model. In contrast, QuickBooks Desktop may be your perfect software solution if you do corporate work, want to download the software to your desktop computer, or need to track inventory and produce detailed reports. Regardless of the specific software version that you choose, taking our classes can teach you essential QuickBooks skills.

More Information on QuickBooks Online vs. QuickBooks Desktop

Which QuickBooks Version Is Best for My Business?

A: Choosing the best version of QuickBooks can be a challenging task for novices, but it can come down to understanding your professional and personal needs. When selecting a QuickBooks solution, consider the size and type of your business, whether you need to track or manage employees or inventory, and your need for specific features like app integration, data backup, and technical support. The answers to these basic questions can often point you in the right direction. To get the most out of QuickBooks, consider signing up for our hands-on training courses.

More Information on Which QuickBooks Version Is Right for You

What QuickBooks Version Should Small Businesses Use?

A: The specific version of QuickBooks that is best for small businesses can depend on several factors, including the type of business you have and the number of people who will need to access QuickBooks. Other considerations, like your operating system and whether you want to use the cloud version or download the software onto your desktop, should also be weighed when making your decision. Most small businesses use QuickBooks Online, but care should be taken to choose the correct version, as features differ between subscription plans.

More Information on Which QuickBooks Is Best for Small Businesses

What's the Best Way to Learn How to Use QuickBooks?

A: The best way to learn QuickBooks can hinge on your knowledge of accounting software, experience with QuickBooks, professional goals, and preferred learning style. For example, a beginner may need to sign up for courses covering software basics, while advanced users may only need to reference support documents to learn about a particular function. For novices who want the benefit of having a live instructor guide them, signing up for courses that align with their version of QuickBooks, skill set, and available study time can increase their chances of mastering the software.

More Information on the Best Way to Learn QuickBooks

What Versions of QuickBooks Do You Teach?

A: We teach both QuickBooks Online and QuickBooks Desktop Editions in both our instructor-led live classes and self paced courses. The most popular courses are for QuickBooks Online, as more users migrate to the cloud.

What Topics Are Covered in Your QuickBooks Lessons?

A: Sample topics covered in our QuickBooks Online and Desktop lessons include, but are not limited to:

  • QuickBooks Online version
  • QuickBooks Desktop version
  • Bank related transactions
  • Sales receipts
  • Revenue vs. expenses
  • Working with lists
  • Chart of accounts
  • Customers (clients)
  • Vendors (bills)
  • Paying bills
  • How to access reports
  • Managing users
  • Bank accounts
  • Credit card accounts
  • How to manage initial setup
  • Types of transactions
  • Click each course title to view all topics...
Do You Offer Any Free QuickBooks Classes?

A: No, we do not offer any free QuickBooks courses. Certstaffix Training is a professional training organization that works with companies and individuals. Many free QuickBooks online tutorials may be found on sites like Youtube if you need to learn only very targeted QuickBooks topics.

What Is QuickBooks Chart of Accounts?

A: The QuickBooks chart of accounts is a listing of all the major account categories found in a company. The chart of accounts is used as the backbone for creating financial statements, and it's also necessary for setting up your company file in QuickBooks. Each category in the chart of accounts (example: marketing or supplies) corresponds to a different section on the income statement and balance sheet.

Do You Offer QuickBooks Accounting Software Support?

A: No, we do not offer support or consulting for QuickBooks. Please contact Intuit Inc directly for all support needs. We only offer live online and onsite classes or an eLearning course bundle. You may customize and tailor a live course if you have a group at your company (the schedule and lessons).

Where Can I Find a QuickBooks Desktop Tutorial?

A: While we do not offer any free training or tutorials, you can find many QuickBooks Desktop video tutorials featuring video on Youtube for targeted topics and tasks. Here is a list of 46 QuickBooks tutorials to check out to get you started.

Is it worth being QuickBooks Certified?

A: QuickBooks is one of the most popular accounting software programs on the market. According to a recent survey, QuickBooks is used by nearly 80% of small businesses. If you're thinking about starting a career in accounting or bookkeeping, becoming QuickBooks certified can give you a significant advantage.

So, what does it mean to be QuickBooks certified? QuickBooks certification is formal recognition from Intuit, the company that produces QuickBooks, that you have demonstrated a certain level of proficiency with the software. To become certified, you must pass a series of exams administered by Intuit.

While no guarantee becoming QuickBooks certified will lead to employment, it can certainly give you a leg up on the competition. Many employers prefer to hire candidates who are certified, and some companies may even require certification for certain positions. If you're looking to start or advance your career in accounting or bookkeeping, becoming QuickBooks certified is worth considering.

Can I take a class to learn QuickBooks?

A: Yes, you can take a class to learn QuickBooks. There are many different providers of QuickBooks training, including Certstaffix Training, so you should be able to find one that meets your needs and budget. Some providers offer online courses, while others offer in-person classes. We offer both live online, self-paced eLearning and onsite in-person QuickBooks classes for groups. You can also find many helpful resources online for learning QuickBooks such as tutorials and articles.

What is the best way to learn QuickBooks?

A: There are many ways to learn QuickBooks, and the best way for you will depend on your learning style and needs. If you want to learn at your own pace, QuickBooks training books and online tutorials can be great options. If you prefer more structured learning, QuickBooks classes or private tutoring may be a better fit. Ultimately, the best way to learn QuickBooks is the method that works best for you.

What are the top QuickBooks skills?

A: As a bookkeeping and accounting software, QuickBooks is packed with features and functionality that can be extremely helpful for businesses of all sizes. However, in order to get the most out of QuickBooks, it’s important to have a good understanding of the various features and how to use them.

Here are some of the top QuickBooks skills that can be extremely helpful for businesses:

Top QuickBooks Skills

1. Setting up QuickBooks Online – One of the most important QuickBooks skills is knowing how to set up QuickBooks Online correctly. This includes creating company files, adding users, setting up preferences, and more.

2. Managing Accounts & Transactions – Another important skill is knowing how to manage accounts and transactions within QuickBooks. This includes tasks like recording sales, invoicing customers, paying bills, and more.

3. Reporting & Analytics – QuickBooks also offers a number of powerful reporting and analytics features that can be extremely helpful for businesses. This includes the ability to generate income statements, balance sheets, and other financial reports.

4. Advanced Features – There are also a number of advanced features that can be accessed in QuickBooks, including inventory management, time tracking, and project management. These features can be extremely helpful for businesses that need to track different aspects of their operations.

5. Integration with Other Systems – QuickBooks can also be integrated with other business systems, such as CRM software or eCommerce platforms. This integration can make it easier to manage customers, sales, and other data across different systems.

QuickBooks skills are essential for businesses of all sizes. By understanding the various features and how to use them, businesses can get the most out of this powerful software.

Where Can I Learn More About QuickBooks?

QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

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