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⇱ QuickBooks - Focus on Features | Coursera

QuickBooks - Focus on Features

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Gain insight into a topic and learn the fundamentals.
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn how to configure and manage QuickBooks Payments Merchant Services for efficient payment processing.

  • Master how to set up QuickBooks Checking, manage bank activity, and utilize the Cash Flow Planner.

  • Understand how to track job costs, manage projects, and implement progress invoicing for accurate billing.

  • Discover advanced techniques for budgeting and financial forecasting within QuickBooks Online.

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Recently updated!

April 2026

Assessments

7 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Complete QuickBooks Training: Setup, Features, and Payroll Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 6 modules in this course

This course features Coursera Coach!

A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will explore the essential features of QuickBooks that can streamline your business operations, from payment processing to budgeting and project management. You’ll gain an in-depth understanding of how QuickBooks tools like Payments Merchant Services, Checking, Envelopes, and more can improve your financial workflows. With the help of practical tutorials, you'll learn how to configure settings, manage transactions, and leverage features such as recurring transactions, progress invoicing, and job costing. Throughout the course, you will be guided through step-by-step processes for setting up QuickBooks for various business functions. From creating invoices and managing payments to forecasting cash flow and tracking project progress, this course covers all aspects of QuickBooks that can help you optimize your financial operations. This course is ideal for individuals looking to manage their finances more effectively using QuickBooks. Small business owners, accountants, and financial professionals will benefit from the insights provided. While no prior experience with QuickBooks is required, a basic understanding of accounting principles is recommended. By the end of the course, you will be able to configure QuickBooks Payments and Checking, manage job costing and progress invoicing, streamline budgeting, and utilize advanced forecasting features to optimize your financial workflows.

In this module, we will introduce you to the key features of QuickBooks Payments Merchant Services and explain how it simplifies payment processing. You will explore how to set up payment methods, manage invoices, and track transaction history. Additionally, we'll guide you through the process of configuring recurring transactions and managing refunds seamlessly.

What's included

13 videos1 reading

13 videos•Total 113 minutes
  • Introduction•5 minutes
  • Why Use QB Payments•8 minutes
  • What Does It Cost•15 minutes
  • Settings•17 minutes
  • Invoices and Emails•5 minutes
  • ACH and CC•9 minutes
  • Emailing and Texting Invoices•9 minutes
  • Recurring Transactions•9 minutes
  • Payment Links•10 minutes
  • Seeing Your Transactions•3 minutes
  • Refunds•3 minutes
  • Payments in the Field•10 minutes
  • Tap to Pay•8 minutes
1 reading•Total 10 minutes
  • Introduction to the Course 'QuickBooks - Focus on Features'•10 minutes

In this module, we will explore QuickBooks Checking and its features, focusing on managing your finances with ease. You’ll learn how to use tools like Instant Deposits, Cash Flow Planner, and budgeting features to improve financial planning. We’ll also dive into QuickBooks Envelopes to streamline your financial organization and ensure a smooth workflow.

What's included

9 videos1 assignment

9 videos•Total 52 minutes
  • Introduction•2 minutes
  • What Is QB Checking•8 minutes
  • Account and Settings•6 minutes
  • QB Envelopes•13 minutes
  • Bank Activity•4 minutes
  • Instant Deposits•1 minute
  • Cash Flow Planner•8 minutes
  • Budgeting•2 minutes
  • Advanced Forecasting•8 minutes
1 assignment•Total 15 minutes
  • QuickBooks Checking and Envelopes - Assessment•15 minutes

In this module, we will introduce you to the Projects Center and its functionality in QuickBooks for project management. You’ll learn how to set up project tracking tools, create estimates, manage progress invoicing, and track job costs. This section will also cover advanced topics like handling change orders, client-paid expenses, and work-in-progress reporting.

What's included

22 videos1 assignment

22 videos•Total 157 minutes
  • Introduction•5 minutes
  • What Is the Projects Center•8 minutes
  • Setting Up QBO to Use the Projects Center•18 minutes
  • Define Your Chart of Accounts•3 minutes
  • Products and Services•8 minutes
  • Employee Cost Rate•4 minutes
  • Tracking Tools•4 minutes
  • Managing Projects•6 minutes
  • Estimates•16 minutes
  • Change Orders•2 minutes
  • Progress Invoicing•11 minutes
  • Job Costing•13 minutes
  • Receiving Payments•2 minutes
  • Sending Statements•1 minute
  • Time and Labor Costing•11 minutes
  • Project Reporting•5 minutes
  • QBO Advanced and Enterprise•4 minutes
  • Taking Deposits on Work to Be Performed•15 minutes
  • Customer Paid Expenses•2 minutes
  • Retainage•7 minutes
  • Warranty Work•5 minutes
  • WIP (Work in Progress)•5 minutes
1 assignment•Total 15 minutes
  • Projects, Progress Invoicing, and Job Costing - Assessment•15 minutes

In this module, we will introduce you to a collection of essential QuickBooks Online hacks designed to boost productivity and efficiency. You'll uncover interface tricks, banking hacks, and time-saving shortcuts. Additionally, you’ll explore automation features like recurring transactions and auto communications to streamline your workflow.

What's included

8 videos1 assignment

8 videos•Total 62 minutes
  • Introduction•2 minutes
  • Interface Tricks•13 minutes
  • Chrome Tricks•9 minutes
  • Banking Tricks•11 minutes
  • Sorting and Filtering Hacks•5 minutes
  • Recurring Transactions•5 minutes
  • Auto Comms•3 minutes
  • Backdoor Links•13 minutes
1 assignment•Total 15 minutes
  • QuickBooks Online Hacks - Assessment•15 minutes

In this module, we will focus on QuickBooks Online’s budgeting tools to help you create and maintain effective budgets. You’ll explore various budgeting methods, reporting features, and tools like cash forecasting to track your financial goals. This section will empower you to maintain strong financial control over your business operations.

What's included

7 videos1 assignment

7 videos•Total 58 minutes
  • Introduction•3 minutes
  • Why Create a Budget•9 minutes
  • Ways to Budget•8 minutes
  • Budgeting in QBO•14 minutes
  • Reports•12 minutes
  • Tools•4 minutes
  • Cash Forecasting•8 minutes
1 assignment•Total 15 minutes
  • Budgeting in QuickBooks Online - Assessment•15 minutes

In this module, we will guide you through QuickBooks Online’s e-commerce features and how they support online business operations. You’ll learn how to manage sales transactions, import sales data, and use built-in integrations with various e-commerce platforms. Additionally, we’ll discuss third-party integrations to optimize your e-commerce workflow.

What's included

9 videos1 reading3 assignments

9 videos•Total 105 minutes
  • Introduction•5 minutes
  • E-Commerce Considerations•19 minutes
  • Sales Transaction Types•3 minutes
  • Sales Summaries•11 minutes
  • How Do You Import Sales•11 minutes
  • QBO's Built-in Integrations•11 minutes
  • App Transactions•9 minutes
  • QBO Commerce•18 minutes
  • 3rd Party Integrations and Conclusion•18 minutes
1 reading•Total 10 minutes
  • Conclusion to the Course 'QuickBooks - Focus on Features'•10 minutes
3 assignments•Total 90 minutes
  • Full Course Practice Assessment•15 minutes
  • E-Commerce in QuickBooks Online - Assessment•15 minutes
  • Full Course Assessment•60 minutes

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Frequently asked questions

QuickBooks Payments is a comprehensive payment solution that integrates seamlessly with QuickBooks to help businesses manage transactions efficiently. It simplifies payment collection by supporting various payment methods, including credit cards and ACH. It is particularly relevant because it helps streamline business finances, making it easier to process payments, track transactions, and reduce administrative workload.

This course, "QuickBooks - Focus on Features," is designed to teach you how to effectively utilize various QuickBooks features to streamline your business operations. It covers tools like QuickBooks Payments, Checking and Envelopes, job costing, progress invoicing, and much more. You will also learn essential tricks for improving efficiency with QuickBooks Online and budgeting techniques, along with how to manage e-commerce sales within the platform.

After completing this course, you will be able to confidently use QuickBooks Payments to manage transactions, set up recurring billing, process refunds, and view detailed transaction histories. You will also be proficient in managing your business finances with QuickBooks Checking, create accurate project estimates, and implement advanced budgeting techniques. Additionally, you will know how to enhance your e-commerce operations using QuickBooks integrations.

No advanced background knowledge is required to enroll in this course. However, basic familiarity with QuickBooks or other accounting software would be helpful. If you're new to QuickBooks, it's recommended that you have a basic understanding of financial management and business operations to get the most out of the course.

This course is ideal for small business owners, accountants, bookkeepers, and anyone looking to improve their financial management using QuickBooks. It is also suited for individuals interested in learning how to automate tasks, manage cash flow, and handle e-commerce transactions more effectively.

The course consists of 9 hours of video content. The time it takes to complete the course depends on your pace, but you can generally expect to spend about 9 hours working through the materials. You can also revisit sections as needed to reinforce your learning.

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,