QuickBooks Online for New Business Owners

A CPA's Guide for New Business Owners Using QuickBooks Online for Small Businesses.

4.65 (57 reviews)
Accounting & Bookkeeping
QuickBooks Online for New Business Owners
1.5 hours
Nov 2020
last update
regular price

What you will learn

QuickBooks Online for Small Businesses


Why take this course?

Course Headline: 🌟 A CPA's Guide for New Business Owners Using QuickBooks Online for Small Businesses 🌟

Course Instructor: John Sutton, CPA & Tax Accountant

Course Title: QuickBooks Online for New Business Owners

πŸš€ Introduction to the Course: Welcome to your comprehensive guide to mastering QuickBooks Online (QBO) as a new business owner! Whether you're a budding entrepreneur or an established small business owner without an accounting background, this course is tailored to help you navigate the world of financial management with confidence. Led by an experienced Certified Public Accountant (CPA), tax accountant, and seasoned QuickBooks Online user, this course will provide you with the tools and knowledge necessary to effectively manage your business's finances using QBO.

πŸ“š Course Overview: This self-paced online course is structured to take you from the very basics of setting up your QuickBooks Online account, through to mastering complex financial transactions. We'll cover everything from selecting the right QBO plan for your needs to understanding and interpreting important financial reports that will inform your business decisions and aid in tax preparation.

✨ Key Features & Best Practices:

  • Choosing the Right QuickBooks Online Plan: Learn how to select a QBO subscription that fits your small business's needs.
  • Connecting Bank Feeds: Discover how to connect your business checking and credit card accounts and import transactions seamlessly.
  • Transaction Categorization & Reconciliation: Master the art of categorizing your transactions correctly for accurate financial reporting and reconciliation.
  • Utilizing Bank Rules: Save time with automated transaction recording using QBO's bank rules feature.
  • Running Financial Reports: Gain insights into your business performance with detailed reports that are essential for decision-making.
  • Basic Accounting Understanding (Optional): Get up to speed with the fundamentals of accounting to better comprehend financial management within QuickBooks Online.

πŸ” Hands-On Learning: This course is designed to be practical and interactive. You'll follow along with real-life examples and exercises that mirror common transactions your business will encounter. By the end of this course, you'll have a clear understanding of how to effectively use QuickBooks Online for your small business.

🀝 Additional Resources: While this course provides valuable insights and a foundation in using QuickBooks Online, it is not a substitute for professional advice from a qualified accountant or attorney. We encourage you to seek personalized guidance as you navigate the intricacies of running your small business.

πŸŽ‰ Take the Next Step: Ready to take control of your small business finances? Enroll in "QuickBooks Online for New Business Owners" today and embark on a journey towards financial mastery with QuickBooks Online! πŸŽ“

Course Modules:

  1. Getting Started with QuickBooks Online - Selecting your plan, setting up your company file, and understanding the QBO dashboard.
  2. Connecting & Organizing Your Finances - Connecting bank feeds, importing transactions, and setting up bank rules for automation.
  3. Transaction Management - Categorizing transactions, understanding accounts receivable and payable, and managing bills.
  4. ** Financial Reporting** - Generating reports that matter, interpreting financial data, and using insights to drive business decisions.
  5. (Optional) Basics of Accounting - A primer on accounting fundamentals to enhance your understanding of financial transactions and reporting within QBO.
  6. Advanced Features & Tips - Exploring advanced inventory management, batch invoicing, and customizing QuickBooks Online for your business needs.

Join us now and transform the way you handle your small business finances with "QuickBooks Online for New Business Owners"! πŸŒ±πŸ’°


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Our review

Course Review: QuickBooks for Beginners

Overall Rating: 4.5/5


  • Ease of Understanding: The course was designed to be easily followed by beginners, with clear explanations that made complex concepts more approachable.
  • Comprehensive Content: The instructor covered a wide range of topics within QuickBooks, ensuring that learners were exposed to several areas of the software.
  • Real-World Application: The course went beyond just showing how to use QuickBooks; it also explained the reasoning behind certain actions (e.g., tax codes), which is crucial for understanding the 'why' behind the 'how'.
  • Immediate Applicability: Many learners reported that they were able to apply what they learned directly to their businesses, catching up on their business’ activity and creating financial reports.
  • Practical Benefits: The course provided actionable insights that led to smoother business operations and was highly recommended for new business owners or the self-employed.
  • Engaging Presentation: The instructor's teaching style was engaging and enjoyable, which helped in retaining information.
  • Enjoyable Experience: For those who may not naturally gravitate towards financial tasks, the course was described as helpful and made the learning experience enjoyable.


  • Technical Issues: A few learners encountered technical difficulties with the recording freezing on several occasions, which could potentially disrupt the learning process.
  • Wish for Earlier Availability: Several reviews expressed a desire to have taken this course earlier in their business journey, indicating that the content would have been beneficial at the outset.

Content Highlights:

  • The course provided a step-by-step approach to setting up bookkeeping for a new business using QuickBooks Online (QBO).
  • The instructor demonstrated not only the 'how' but also the 'why' behind certain decisions, which is critical for understanding the context and long-term implications.
  • Learners were able to jump to the specific information they needed thanks to the course's structured breakdown of each section.
  • The course was praised for its succinctness and direct approach, ensuring that learners did not feel overwhelmed with unnecessary information.

Instructor's Strengths:

  • John was commended for his enjoyment and clear passion for teaching the material.
  • His ability to make complex topics accessible contributed significantly to positive learner outcomes.
  • He spoke clearly, which facilitated easy following of the course content.

Final Thoughts: This QuickBooks course received high praise from learners who found it both informative and helpful. The balance between practical application and educational understanding made it a standout in its field. While technical issues were noted, they did not significantly detract from the overall positive experience of the course. It is highly recommended for those new to QuickBooks or small business owners looking to streamline their financial reporting processes.



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