Introduction to QuickBooks Online

Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you will learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro.

Without an organized system for managing all the bills your business receives, they can really start to stack up. When bills pile up, it becomes easy to start missing payment deadlines, which can result in late fees and credit difficulties. In this lesson, you'll learn how to use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.

In this lesson, you will learn how to effectively manage Credit Card accounts in QuickBooks Online. You will also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you will get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.

You will find this lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Then you will learn how to create multiple Sales Receipts and make the necessary deposit to your bank.

In order to evaluate just how well your company is performing, you will need to learn how to enter estimates, invoices, and customer payments. You will do just that in this lesson. You will also learn how to group multiple customer payments and record those deposits to the bank.

This lesson focuses on billing customers for an expense incurred on a project or job. You will even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you will examine the steps needed to enter credit memos, delayed credits, and refunds.

In your final lesson, you will learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You will also find out how to create, use, and customize a wide variety of useful reports.

Instructor-Moderated: Students enrolled in a six-week online class benefit from a one-time, 10-day extension for each course. No further extensions can be provided beyond these 10 days.​

Self-Guided: Because this course is self-guided, no extensions will be granted after the start of your enrollment.

QuickBooks is the top selling accounting software for small and medium businesses in the United States. There are nearly 29 million businesses that use QuickBooks today. It is a software that can be used to keep track of the financial documents in companies across any industry, and you can be sure that learning to effectively and efficiently use the QuickBooks software will open up doors to new jobs as a professional bookkeeper or allow you to manage the finances of your own small business. You can also use QuickBooks to keep track of your finances at home.

QuickBooks online allows you to compute in the cloud. This means that software is not directly loaded onto your machine. The advantage of this method is you can access your business files and financial documents anywhere and on any device. It's perfect for busy professionals who need to keep track of their books wherever they are.

Yes, QuickBooks can be used to keep track of your finances and produce reports of your financial documents. You can also use QuickBooks to do payroll, track PTO, calculate tax payments, create budgets, print invoices and receipts, forecast revenue, and report on the overall profitability of your company. Understanding this valuable software will help you save time in completing financial records, and free you to focus on other important areas like product, sales, or customer service.

According to the Bureau of Labor Statistics, there is a lot of need for bookkeepers, and the job outlook is expected to remain relatively constant through 2026. Understanding how to efficiently use bookkeeping software like QuickBooks will help you as more and more businesses turn to technology to perform basic accounting tasks.

Not exactly. There are five major parts to the accounting process and they include: recording, interpreting, classifying, analyzing, and reporting financial information. Bookkeeping is the first, foundational part of the accounting process — recording financial transactions.

You'll gain the skills you need to create and stick to a budget within this powerful software. You'll learn to record income and expenses including all of your banking transactions. You can even set up reports that will show you where the majority of your money is being spent.