QuickBooks Online for Business: From Setup to Tax Reporting

Everything you need to know to get your accounting up and running with QuickBooks Online

4.50 (396 reviews)
QuickBooks Online for Business: From Setup to Tax Reporting
9 hours
Oct 2015
last update
regular price

What you will learn

Set up QuickBooks Online

Create a Chart of Accounts

Add Products and Services

Customize settings

Create Customers and Vendors

Create Estimates

Send Invoices

Receive Payments

Take Deposits

Pay Bills

Charge and remit Sales Tax

Use Classes to track transactions

Manage Multiple Locations

Track Inventory

Use Keyboard Shortcuts

Make Bank Deposits

Use the Bank Feed

Make Bank Transfers

Reconcile Bank Accounts

Track Barter trades

Take Credit Cards

Print Checks

Run Reports including P&L and Balance Sheet

Why take this course?

๐ŸŒŸ QuickBooks Online for Business: From Setup to Tax Reporting ๐ŸŒŸ

Course Headline: Everything you need to know to get your accounting up and running with QuickBooks Online!

๐Ÿš€ Course Overview: Dive into the world of efficient accounting with our comprehensive, 9-hour online course designed for business owners and bookkeepers. Master the art of managing financial transactions in QuickBooks Online (QBO) from setup to tax reporting. Say goodbye to accounting headaches and hello to clear insights into your company's financial health!

What You'll Learn:

  • Setting Up QBO: Begin your journey with a flawless QBO setup tailored to your business needs.
  • Entering Transactions: Perfect the technique of recording sales from your customers and expenses to maintain accurate financial records.
  • Understanding Reports: Generate meaningful reports that provide clarity on your business's growth and performance.
  • Avoiding Common Mistakes: Gain insights into the most frequent errors and how to steer clear of them.
  • Mastering QBO Features: Discover advanced tips, tricks, and features within QuickBooks Online that can revolutionize your accounting process.

๐Ÿ“ Course Structure: This course is meticulously organized into over 90 lessons and 11 quizzes to ensure a thorough understanding of the material. Each topic is broken down for easy digestion, making complex concepts approachable and understandable.

Key Features:

  • Expert Guidance: Led by Alicia Katz Pollock, a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network with extensive experience in assisting small businesses.
  • Hands-On Learning: Engage with practical examples and real-world scenarios that apply directly to your business.
  • Interactive Quizzes: Reinforce your learning with quizzes designed to test your knowledge at each stage of the course.
  • CPE Credits: Earn 9 CPE (Continuing Professional Education) credits upon completion of this course, enhancing your professional expertise.

๐ŸŽ“ Why Choose This Course? Whether you're a beginner or have some experience with QuickBooks Online, this course is crafted to provide valuable insights and advanced knowledge that will elevate your financial management skills. By the end of this course, you'll not only be confident in using QuickBooks Online but also equipped with the tools to transform your financial data into actionable business intelligence.

Enroll Now to Embark on Your Journey to Financial Mastery! ๐ŸŽฏ

Course Benefits:

  • Tailored Learning Experience: Taught by an expert in the field, ensuring personalized guidance and tailored advice.
  • Step-by-Step Instructions: From setup to final tax reporting, you'll follow a clear and logical path through QuickBooks Online features.
  • Best Practices: Learn the right way to handle your accounting tasks, avoiding common pitfalls.
  • Real-Time Examples: See how financial transactions are handled in real scenarios, making the learning experience applicable to your own business.
  • Community Support: Join a community of like-minded professionals who are also on their journey to mastering QuickBooks Online.

Don't Miss Out! ๐ŸŽ Enroll today and take the first step towards streamlining your accounting process, reducing errors, and maximizing your financial insights with QuickBooks Online. Let's turn your accounting challenges into opportunities for growth!


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Our review

๐ŸŒŸ Course Review for QuickBooks Mastery ๐ŸŒŸ


The QuickBooks Mastery course has received a global rating of 4.55 out of 5 stars, with all recent reviews being positive. The majority of the feedback is overwhelmingly favorable, highlighting the course's depth and clarity, as well as its effectiveness in enhancing users' understanding and skills in QuickBooks.


  • Detailed Content: The course provides a very detailed explanation of QuickBooks, making complex concepts understandable for learners.
  • Useful Quizzes: Quizzes throughout the course are appreciated as they help to reinforce learning.
  • Improved Confidence: Many users report an increase in confidence when managing books after completing the course.
  • Comprehensive Coverage: Most aspects of QuickBooks are covered, with lessons providing practical examples and guidance.
  • Positive Impact on Business: The course is highly recommended for those starting up a business or looking to improve their use of QuickBooks.


  • Distracting Music: A recurring complaint is the presence of music at the beginning and end of each chapter/video, which some users find irritating and wish to skip.
  • Audio Quality Concerns: The recording features the sound of key typing that can be louder than the instructor's voice, potentially distracting from the lesson content.
  • Outdated Content: Some users have pointed out that the videos are eight years old and may not reflect the current QuickBooks interface, which could lead to confusion.
  • Repetitive Intro/Closing Sequence: The introductory and closing animations with music are mentioned multiple times as a minor annoyance that can become monotonous after several viewings.

User Experiences

  • "So detailed and easy to understand" - Learners appreciate the clarity and detail in which QuickBooks is taught, making even complex topics accessible.
  • "Helps correct errors" - Users find the course beneficial for identifying and fixing mistakes they had previously encountered.
  • "Lulling Pace" - A few users have noted that the pace of the videos can be lulling, making it challenging to stay attentive without causing disruption to their sleep.
  • "Music Issue" - The use of music in the course is consistently criticized for being a distraction and something many learners try to skip.


Overall, the QuickBooks Mastery course is highly rated and regarded as an excellent resource for learning QuickBooks. Despite some reservations about the audio quality and outdated content, the majority of users are satisfied with the course's content, clarity, and practical applications. The course is recommended for QuickBooks users who aim to improve their skills or for those setting up a new business ventures. With a few minor adjustments to address the audio-visual elements, this course could enhance the learning experience even further.



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