QuickBooks Online for Beginners: Small Business & Bookkeeper

The effective, no-nonsense approach to learning QuickBooks Online from QuickBooks tutorial experts, Simon Sez IT

4.45 (1242 reviews)
Accounting & Bookkeeping
QuickBooks Online for Beginners: Small Business & Bookkeeper
8.5 hours
Mar 2024
last update
regular price

What you will learn

How to create your company file in QuickBooks Online

Work with QuickBooks Online preferences to set up for your business

Set up and use a chart of accounts in QuickBooks Online

Reconcile your checking account and bank statements in QuickBooks Online

Create a budget and estimates and learn to work with customers and jobs

Enter and pay bills in QuickBooks Online

Learn all about how to account for loans in Quickbooks Online

Generate reports for clients or your own business

Learn to work with sales tax and reconcile bank statements in QuickBooks Online

Create Reports in QuickBooks Online

Run Payroll in QuickBooks Online

Why take this course?

🌟 Course Updated: April 2021 - QuickBooks Online - Advanced Topics added! 🎓

QuickBooks Online for Beginners: Small Business & Bookkeeper Course Description

Embark on Your QuickBooks Online Journey Today!

Are you a small business owner, a bookkeeper, or an accountant looking to master QuickBooks Online? This comprehensive course is the perfect starting point for beginners and also offers advanced topics for those who are already familiar with the basics. 🖥️

Overview of the Course:

This course is divided into two key parts, designed to cater to both novices and those seeking to enhance their QuickBooks Online skills:

Part 1 - QuickBooks Online 🚀

  • Getting Started: Learn how to create a company file, set up your chart of accounts, and tailor your QuickBooks® preferences to fit your business needs.
  • Day-to-Day Operations: Cover essential tasks such as creating invoices, entering and paying bills, handling purchase orders, receiving inventory items, reconciling bank statements, and much more!
  • Reports and Records: Discover how to manage sales tax, set up recurring items, journal entries, and understand the importance of audit trails.

Part 2 - QuickBooks Online - Advanced Topics 🎯

  • Advanced Forms: Gain expertise in creating, accessing, and editing forms within QuickBooks Online.
  • Reporting Mastery: Learn to generate reports, customize them to your needs, and even memorize them for regular use.
  • Special Features & Functions: Explore advanced features such as Payroll setup and processing, Mail Merge capabilities, project management, dealing with unusual deposits, writing off bad debts, creating monthly statements, and more.

Course Highlights:

  • Expert Instruction: Benefit from over 7+ hours of video tutorials led by QuickBooks experts.
  • Detailed Lectures: With over 100 individual video lectures, you'll cover every aspect of the software.
  • Certification: Earn a Certificate of Completion to validate your new skills and expertise.

Course Compatibility:

This course is tailored for users of QuickBooks Online. If you are using QuickBooks Desktop, please be aware that the content may not apply to your version.

Student Testimonials:

Hear what our satisfied students have to say about this course:

  • Elizabeth Binde: "Very thorough course with all the ins-outs, tips, tricks, and features you could want to learn about to start using the program." 🌟
  • Muhammad Khan: "Amazing, above expectations course with a very knowledgeable teacher!" ⭐️
  • Diane Baker: "Great! Got both my desktop computer screens up so I'm watching on one screen and setting up and executing on the other." 💻

Whether you're new to QuickBooks Online or looking to deepen your understanding of its features, this course is designed to provide you with the knowledge and skills necessary to confidently manage your finances. Enroll now and take the first step towards financial mastery! 🧾💸

Join us and turn QuickBooks Online from a tool into a powerhouse for your business or accounting practice. Let's make accounting easy, efficient, and effective together! 🚀✨

Our review

👩‍🏫 Course Review for QuickBooks Online Training

Course Overview

The course has received an overall rating of 4.41 out of 5 stars, with all recent reviews being positive. The instructor's clear and pleasant voice, thorough explanations, and detailed content are frequently mentioned as strengths of the course. The course material is designed to be understandable for newbies and includes practical, hands-on tutorials, which are highly appreciated by learners.

Pros of the Course

  • Comprehensive Content: The course covers a wide range of topics in QuickBooks Online (QBO), from basic setup to advanced modules, ensuring that users receive a complete education on the platform.
  • Step-by-Step Guidance: The instructions are provided in a step-by-step manner, which is particularly helpful for beginners or those who are refreshing their knowledge.
  • Educational Approach: The instructor takes the time to explain concepts thoroughly and points out common mistakes, which adds significant value for learners.
  • Real-World Application: The course includes practical exercises that allow users to apply what they've learned directly to their work with QBO.
  • Interactive Elements: Some reviewers appreciate the interactive nature of the course, where it feels like a conversation between the trainer and a student.
  • Layman’s Terms: The course is praised for using layman's terms, making it accessible to users regardless of their accounting background.
  • Recommendation for Future Use: Many learners find the content so valuable that they anticipate returning to the course as a reference in the future.

Cons of the Course

  • Pacing and Accessibility: A few reviewers note that the instructor speaks quickly, which can require replaying sections and may make it harder for some learners to follow along.
  • Technical Considerations: There are instances where users have trouble with screen resolution affecting their ability to see content clearly.
  • Inconsistencies in Test Drive: Some users report that the layout of the test drive environment differs from what is shown in the course, which could cause confusion.
  • Unnecessary Content: The inclusion of an Excel bonus module was met with mixed feelings. While some found it valuable, others believed it to be irrelevant and unnecessarily time-consuming for those seeking a certificate of completion for the QB portion only.
  • Second Monitor Requirement: One reviewer questioned whether a second monitor is necessary to get the most out of the course, which suggests purchasing QuickBooks for personal use.

Additional Notes

  • Accent and Clarity: The instructor has a unique accent that some learners find slightly challenging to understand at first but appreciate the quality of content.
  • Certificate Requirements: To receive the certificate of completion, all modules, including the Excel content, must be viewed, even if it is not the focus of the course for every learner.


Overall, this QuickBooks Online training is highly regarded for its comprehensive and detailed approach to teaching QBO. It is particularly beneficial for new users or those looking to refresh their skills with practical and interactive learning experiences. While there are some areas that could be improved in terms of pacing and technical considerations, the course remains a valuable resource for anyone aiming to become proficient in QuickBooks Online.



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