Mastering QuickBooks Online

Course Name

Mastering QuickBooks Online

Contact Hours: 5

Course Description

With this course, you will master the tips and techniques needed to use QuickBooks online easily and effectively, plus you’ll understand the benefits and limitations of this cloud-based version of QuickBooks.

Whether you’re a new QuickBooks user or someone who is comfortable with the desktop version, this self-directed video course will give you the skills you need to get up and running with QuickBooks online quickly and confidently.

Please note: Course of study may be completed earlier than indicated and students retain access for one year for reference purposes.


By the end of this course, you will become a QuickBooks Online guru!

Main Objectives:
  • Discuss the differences between QuickBooks Online and QuickBooks Pro
  • Create and edit Estimates, Invoices, Sales Receipts, and Deposits
  • Describe various ways to troubleshoot reports
  • Describe two methods for handling bounced checks and the pros and cons of each


Online courses are provided for self-assessment.


CHAPTER 01: Getting Started with QuickBooks Online

  • Getting Started
  • Choosing The Correct Version
  • Importing Desktop Data
  • Getting around in QuickBooks Online
  • QuickBooks Settings
  • Import Data and Audit Log
  • Company Settings
  • Chart of Accounts
  • Products and Services
  • The Customer and Vendor Centers
  • Sales Tax
  • Quick Menu and Search

CHAPTER 02: Entering Data and Transactions
  • Time Entries
  • Working with Budgets
  • Estimates
  • Invoicing
  • Receiving Payments
  • Sales Receipts and Deposits
  • Refunds and Credit Memos
  • Inactive Customers and Delayed Charges
  • Purchase Orders
  • Entering and Paying Bills
  • Checks and Registers
  • Vendor Credits

CHAPTER 03: Reporting
  • Running Reports
  • Understanding Reports
  • Troubleshooting Reports

CHAPTER 04: Troubleshooting Common Issues
  • Common Issues
  • Handling Bounced Checks, Part 1
  • Handling Bounced Checks, Part 2
  • Managing Accounts Receivable, Part 1
  • Managing Accounts Receivable, Part 2
  • Journal Entries