NEW
Last Update: February 2026
Learn QuickBooks Online in 2026
15,000+ Students on Udemy
⭐
⭐
⭐
⭐
⭐
Course Access
1
Getting Started
Set up your QuickBooks file from scratch the right way. I will help you to pick a plan, create your account, and get your basics dialed in before you start entering real transactions. Learn the essential settings that will save you hours of cleanup work later.
Lessons in This Module
QBO Sign Up
10:25
Preview
Navigating QBO
9:40
Locked
General Settings
6:02
Locked
User Management
12:50
Locked
Sales Settings
18:23
Locked
Expense Settings
7:12
Locked
Advanced Accounting Settings
23:30
Locked
What You'll Learn
Pick a plan that fits your business needs
Get comfortable with the QBO interface and navigation
Set up your company info and manage sales and expense settings
Add users with appropriate permissions
2
Chart of Accounts
Master the foundation of your bookkeeping with a properly structured Chart of Accounts. Learn how to set up income, expense, asset, and liability accounts correctly so your financial reports are accurate and meaningful from day one.
Lessons in This Module
Chart of Accounts Intro
16:15
Preview
Expense Accounts Setup
20:20
Locked
Income Accounts Setup
11:29
Locked
Asset Accounts Setup
12:14
Locked
Liability Accounts Setup
5:37
Locked
Final Chart of Accounts Review
7:39
Locked
What You'll Learn
Gain a deep understanding of the COAs
Setup revenue and expense accounts
Setup asset and liability accounts
Understand financial statement impact
3
Bank Transactions
Connect your bank accounts and learn to manage transactions efficiently. Discover how to use bank feeds, categorize transactions correctly, and handle both manual and automatic posting to keep your books up-to-date with minimal effort.
Lessons in This Module
Connect Bank Accounts
9:37
Preview
Manually Upload Transactions
13:17
Locked
Post Transactions (Manual)
16:19
Locked
Post Transactions (Automatic)
15:29
Locked
Request More Info
12:38
Locked
What You'll Learn
Connect bank accounts to QuickBooks
Automate transaction posting
Request additional info when needed
Apply banking rules for efficiency
4
Bank Reconciliation
Keep your books accurate with proper bank reconciliation. Learn the complete reconciliation process, handle discrepancies professionally, and master the critical month-end procedures that give you confidence in your financial data.
Lessons in This Module
Bank Reconciliation Intro
13:37
Preview
Full Monthly Reconciliation
14:19
Locked
Not Reconciled (No JE)
12:46
Locked
Not Reconciled (With JE)
9:00
Locked
What You'll Learn
Understand bank reconciliation fundamentals
Complete a full monthly reconciliation
Handle accounts not reconciled without journal entries
Fix reconciliation issues with journal entries
Make reconciliation adjustments properly
Generate reconciliation reports
5
Sales Tax
Set up and manage sales tax correctly in QuickBooks Online. Learn how to configure tax rates, apply them to transactions, and ensure compliance with local tax regulations without the headaches.
Lessons in This Module
Sales Tax Setup
14:53
Preview
What You'll Learn
Configure sales tax settings
Apply tax rates to invoices
Manage multiple tax jurisdictions
Generate sales tax reports
6
Products & Services
Build your product and service catalog the right way. Master inventory management, service item setup, pricing strategies, and Shopify integration to streamline your sales process and maintain accurate stock levels.
Lessons in This Module
Products & Services Intro
21:58
Locked
Create Service Items
13:57
Locked
Create Non-Inventory Items
14:52
Locked
Create Inventory Items
18:15
Locked
Shopify Inventory Sync
28:22
Locked
Inventory Management
13:24
Locked
Price Rules
9:58
Preview
What You'll Learn
Set up products and services correctly
Create service items for your business
Configure non-inventory items
Manage inventory items and tracking
Sync inventory with Shopify
Implement inventory management best practices
Apply pricing rules and strategies
7
Sales & Customers
Master the complete sales cycle from customer creation to payment collection. Learn professional invoicing, estimate creation, revenue recognition, payment processing, and advanced automation workflows that save you hours every week while maintaining accurate financial records.
Lessons in This Module
Create New Customers
18:02
Locked
Shopify Customers Sync
10:29
Preview
Custom Fields - Customers
12:44
Locked
Customer Leads
12:09
Locked
Sales Proposals
8:26
Locked
Customer Contracts
10:49
Locked
Estimates
16:36
Locked
Sales & Get Paid Overview
26:59
Locked
Invoices
44:21
Locked
Recurring Invoices
8:59
Locked
Revenue Recognition
14:47
Locked
Receive Payments
6:49
Locked
Sales Receipts
12:42
Locked
Shopify Sales Transactions
15:53
Locked
Sales Orders
9:31
Locked
Credit Memos
8:10
Locked
Delayed Credits
6:41
Locked
Delayed Charge
4:11
Locked
Refund Receipts
7:04
Locked
Customer Statements
5:51
Locked
Sales Workflow Automation
15:20
Locked
What You'll Learn
Create and manage customer records
Sync customers with Shopify
Build professional estimates and proposals
Generate and send invoices efficiently
Handle recurring billing automatically
Track revenue recognition properly
Process payments and receipts correctly
8
Expenses & Vendors
Streamline your expense management and vendor relationships. Learn to create vendors, manage purchase orders, handle bills and credits, track contractors for 1099s, and automate expense workflows to save time and maintain accurate records.
Lessons in This Module
Create New Vendors
10:05
Locked
Custom Fields - Vendors
9:46
Locked
Expenses Overview
22:40
Locked
Purchase Orders
11:54
Locked
Bills
18:08
Locked
Credits
13:30
Locked
Contractors & 1099s
12:39
Preview
Expense Workflow Automation
12:48
Locked
What You'll Learn
Create and manage vendor records
Set up custom fields for vendors
Track and categorize expenses properly
Manage purchase orders efficiently
Process bills and vendor credits
Handle contractor payments and 1099s
Automate expense workflows
9
Reports & Analytics
Turn your data into actionable insights with QuickBooks reporting. Master standard reports, create custom reports, understand your cash flow statement, build management dashboards, and use KPIs to make better business decisions.
Lessons in This Module
Reporting Overview
14:14
Locked
Standard & Custom Reports
13:10
Locked
Statement of Cash Flows
14:11
Locked
Management Reports
9:27
Locked
KPIs & Dashboards
8:07
Locked
Budgets & Forecasts
17:07
Preview
What You'll Learn
Navigate the reporting dashboard
Generate standard financial reports
Create custom reports for your needs
Understand statement of cash flows
Build management reports
Track KPIs and create dashboards
Analyze key business metrics
QuickBooks Online Course
$204.00
Pickup currently not available
Master QuickBooks Online from setup to advanced reporting with this comprehensive course taught by a certified CPA and QBO ProAdvisor Level 1 & 2. Learn bookkeeping the right way with in-depth step-by-step video lessons covering everything from bank reconciliations and invoicing to financial reporting and workflow automation using Intuit Assist!