Beginner Level QuickBooks Online
How to Use QuickBooks: QuickBooks for Beginners 4.7 (824 reviews) 37 hands-on exercises Go from QuickBooks beginner to pro in 11 hours. If you’re new, take this course to start right. Or, if you’re experienced, learn to get even more out of QuickBooks.
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Kat Kendrick
Jun 1–2, 2026
Mon–Tue · 9:30 AM CT
This class prepares you for a certification exam:
QuickBooks Online Certified User Certification
Course Content 291 lessons · 37 hands-on exercises · 10 hr 12 min
1 Setup & Getting Around 25 topics · 45 minSetup & Getting Around 1:07 Import Company Information Intro 0:59 Import from QuickBooks Desktop 2:08 Import Data from Excel: Customers 3:06 Import Data from Excel: Vendors 3:00 Import Products and Services 1:53 Import Chart of Accounts 2:55 What Can You Do On The Dashboard 1:43 Workflows, Integrations, Notifications, and Account Settings 1:15 Choose Your Starting Point 2:35 What is a Transaction? 1:57 Elements of a Transaction: Money In 0:59 Elements of a Transaction: Money Out 0:58 Enter Accounts and Opening Balances 2:18 Enter Customer Opening Balances 1:33 Enter Vendor Opening Balances 1:09 Enter Inventory Opening Balances 2:49 Enter Historical Transactions 2:04 Your Turns Introduction 0:41 2 Working with Lists 15 topics · 40 minThe “WHO”: Introduction to Centers 3:07 The “WHO”: Customizing Customer and Vendor Centers 2:52 The “WHO”: Find and Record Transactions using Customer and Vendor Centers 1:51 The “WHAT”: Introduction to Other Lists 1:41 The “WHO” and the “WHAT”: Add New Entry 3:05 Why do you need The “WHO” and The “WHAT” 1:44 The “WHO” and The “WHAT”: Edit Entry 1:05 The “WHO” and The “WHAT”: How to Add Names to Multiple Lists 1:36 The “WHO” and The “WHAT”: Delete Entries without balances 2:02 The “WHO” and The “WHAT”: Delete Entries with balances 2:35 The “WHO” and The “WHAT”: Merge Entries 2:22 Get Ready to Practice 0:48 Your Turn Answers: Working with Lists 11:10 3 Financial Statements 20 topics · 48 minIntro to Account Creation 1:11 Statement of Cash Flows: Operating Activities 2:35 Statement of Cash Flows: Financing & Investing Activities 1:16 Intro to Journal Entries 1:43 Create a Journal Entry 0:59 Intro to Debits & Credits 2:50 What are Account Numbers? 1:38 Set Up and Use Account Numbers 2:49 Get Ready to Practice 0:48 Your Turn Answers: Financial Statements 10:32 4 Products & Services 7 topics · 20 minProducts and Services 1:12 What are Products & Services? 3:37 Create a Product or Service 3:15 Sale with Multiple Products & Services 3:06 The Products and Services List 1:45 Get Ready to Practice 0:48 Your Turn Answers: Products & Services 6:06 5 Money In – I 18 topics · 44 minSet Up a New Customer 2:06 Organize Customers with Sub-Customers 1:57 Money In Workflows: Invoices 2:48 Introduction to Accounts Receivable 1:06 Transaction Insights with Intuit Assist 1:47 Accounts Receivable Reports 1:36 What is Undeposited Funds? 2:16 Receive Payment Towards an Invoice 2:19 Receive a Partial Payment 1:06 Record a Bank Deposit 2:08 Recording Deposit Fees 3:48 The Open Invoices Report 0:26 Get Ready to Practice 0:48 Your Turn Answers: Money In – I 9:52 6 Money In – II 21 topics · 46 minMoney In Workflows: Sales Receipts 0:48 Record a Sales Receipt 3:09 What is Undeposited Funds? 2:16 Record a Deposit for Sales Receipts 2:04 Deposit Only Method Intro 0:58 Uses of Deposit Only Method 2:22 Delayed Charges Intro 1:14 Record and Invoice Delayed Charges 3:18 Refunds and Credits: Intro 1:04 Delivery Options for Money In Transactions 1:58 Customer Statements: Intro 1:34 Balance Forward Statement 1:43 Transaction Statement 1:00 The Sales by Customer Summary Report 1:00 Get Ready to Practice 0:48 Your Turn Answers: Money In – II 12:41 7 Customize Your Software 18 topics · 30 minCustomize Your Software 0:45 Set up a Custom Field (QBO Plus) 1:40 QBO Advanced: Set up and use Custom Fields for a Customer 3:17 QBO Advanced: Set up and use Custom Fields for a Vendor 2:41 QBO Advanced: Set up and use Custom Fields for Transactions 1:39 QBO Advanced: Report Options for Custom Fields 1:12 Customize Forms: Intro 0:41 Customize Invoices and Estimates: Look and Feel 1:30 Customize Invoices and Estimates: Messaging 0:53 Customize Sales Receipts: Look and Feel 1:41 Customize Sales Receipts: Header 1:07 Customize Sales Receipts: Body 1:15 Customize Sales Receipts: Footer and Messaging 1:50 Get Ready to Practice 0:48 Your Turn Answers: Customize Your Software 3:27 8 Saving Time 23 topics · 50 minFind Transactions with Centers 2:10 Recurring Transactions: Intro 0:48 Set Up a Scheduled Transaction 2:30 Assign a Frequency and Save a Scheduled Transaction 1:46 Edit a Recurring Transaction 0:50 QuickBooks Payments: Intro 1:54 Send Invoices with a Pay Button 0:54 What do Customers See on their Invoice? 1:23 Record a Sales Receipt Using QuickBooks Payments 2:21 Tips and Tricks to Save Time: Intro 0:57 QBO Advanced: Introduction to Batch Transactions 1:44 QBO Advanced: Record Multiple Transactions 3:36 QBO Advanced: Delete Multiple Transactions 1:25 Use the QBO Desktop App 3:07 Sign up for the QBO Desktop App 0:23 Get Ready to Practice 0:48 Your Turn Answers: Saving Time 12:41 9 Sales Tax 9 topics · 16 minSales Tax Options for Customers 2:10 Sales Tax Options for Products 2:08 Record a Taxable Sale 2:23 Record a Nontaxable Sale 0:45 Review and Pay Sales Tax 2:24 Get Ready to Practice 0:48 10 Money Out – I 20 topics · 45 minWhat is Accounts Payable? 1:05 Advantages of Tracking Bills 3:01 Accounts Payable Reports 1:45 Should I Record a Bill Payment? 1:29 Record a Bill Payment 2:32 Print Bill Payment Checks 1:45 QBO Bill Pay: Sign up 1:19 Checks and Expenses: Intro 0:39 Record a Check To Print 2:10 Expenses by Vendor Summary Report 0:58 Get Ready to Practice 0:48 Your Turn Answers: Money Out – I 7:46 Expand for more chapters (6 more) About this class
This beginner course is the fastest way to get productive in QuickBooks Online. You'll learn how to set up a company from scratch and practice the exact workflows you'll use every week.
By the end you'll confidently handle invoicing, expenses, bank reconciliation and month-end reporting. You'll also learn how to avoid (and fix) common problems in QuickBooks
All upcoming live classes
Date Days Instructor Jun 1–2, 2026
9:30 AM CT
Mon–Tue Kat Jun 3–4, 2026
9:30 AM CT
Wed–Thu Thomas Jun 8–9, 2026
9:30 AM CT
Mon–Tue Ericka Jun 10–11, 2026
9:30 AM CT
Wed–Thu Cassie Jun 15–16, 2026
9:30 AM CT
Mon–Tue Kat Jun 17–18, 2026
9:30 AM CT
Wed–Thu —
30-day money back guarantee
Lifetime access to all included training
This course + 30 other courses Live classes every weekday Hands-on exercises All future course updates Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Choose Learner Most Popular Certification Training + Certification
1 user 30-day money back guarantee
Lifetime access to all included training
Everything in Learner Training for all 5 certifications 5 QuickBooks certification exams Practice exams and test prep Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Choose Certification Team Team Training + Certification
2-5 users 30-day money back guarantee
Lifetime access to all included training
Everything in Certification Up to 5 users included Certification for your team Team progress tracking Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
Choose Team Compare plans and features 
