QuickBooks Online - Real-World Skills
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QuickBooks Online - Real-World Skills
This course is part of Master QuickBooks Online and Desktop for Bookkeeping Specialization
Included with
Recommended experience
Recommended experience
What you'll learn
Master QuickBooks Online to handle financial transactions, from invoicing to expenses.
Customize your QuickBooks Online account to suit business-specific needs and preferences.
Analyze and generate detailed financial reports to guide decision-making.
Learn to automate recurring tasks and manage multiple business locations within QBO.
Skills you'll gain
Tools you'll learn
Details to know
April 2026
10 assignments
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There are 9 modules in this course
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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 comprehensive course, you will learn to master QuickBooks Online (QBO), a powerful cloud-based accounting tool, through hands-on lessons and practical exercises. Whether you're a beginner or looking to enhance your existing accounting skills, this course will teach you how to effectively use QBO for all your business accounting needs, including transactions, reports, and reconciliation. The course is divided into easily digestible sections that cover the basics and then advance into more complex tasks. From setting up QBO to recording transactions, managing lists, and generating reports, you’ll experience a progressive learning journey. You’ll explore essential features like customizing forms, integrating financial accounts, and utilizing reports for better decision-making. The interactive quizzes and assignments along the way ensure you’re grasping the material while reinforcing your knowledge. This course is designed for small business owners, accountants, and anyone looking to gain practical, real-world experience in using QuickBooks Online. No prior accounting knowledge is required, but familiarity with basic financial concepts will help you navigate the more advanced sections. Whether you are new to QuickBooks or want to build on your existing skills, this course is suitable for a wide range of learners. By the end of the course, you will be able to confidently navigate QuickBooks Online, manage both incoming and outgoing transactions, generate custom reports, set up and reconcile accounts, and customize QBO for your specific business needs.
In this module, we will introduce QuickBooks Online and guide you through the course structure. We’ll cover the essential concepts that you need to start using QuickBooks Online effectively, including basic transactions and navigation. The module will also highlight the quizzes and homework assignments designed to reinforce your learning.
What's included
8 videos2 readings
8 videos•Total 48 minutes
- Course Overview•8 minutes
- Intro: What Is QBO?•4 minutes
- Recording a Transaction•7 minutes
- Sample Companies•10 minutes
- Introduce Quizzes and Assignments•4 minutes
- Help Functions and Advice•6 minutes
- Before We Go Any Further•7 minutes
- Homework Assignment•3 minutes
2 readings•Total 20 minutes
- Introduction to the Course 'QuickBooks Online - Real-World Skills'•10 minutes
- Full Course Resources•10 minutes
In this module, we will walk through the setup process for QuickBooks Online. You’ll learn how to configure your account, customize settings, and link your bank accounts to automate financial tracking. This section ensures that you are equipped to handle the core features of QuickBooks Online, setting a strong foundation for efficient use.
What's included
8 videos1 assignment
8 videos•Total 52 minutes
- Navigating QB, Part 1•9 minutes
- Navigating QB, Part 2•4 minutes
- Setting Up QBO and Changing Basic Settings•8 minutes
- Customizing QBO•7 minutes
- Setting Up Users Access•6 minutes
- Connecting Financial Accounts to QBO•7 minutes
- Bank Rules•4 minutes
- Connecting Apps•7 minutes
1 assignment•Total 15 minutes
- QBO Setup - Assessment•15 minutes
In this module, we will dive into the list management features of QuickBooks Online. You will explore how to efficiently manage your chart of accounts, edit list entries, and import necessary data. This section ensures that your financial data is organized and easy to navigate within QuickBooks Online.
What's included
5 videos1 assignment
5 videos•Total 46 minutes
- Introduction to Lists•10 minutes
- Chart of Accounts: Adding a New List Entry•10 minutes
- Editing List Entries•7 minutes
- Removing and Merging List Entries•10 minutes
- Importing Lists•9 minutes
1 assignment•Total 15 minutes
- List Management - Assessment•15 minutes
In this module, we will focus on managing sales and incoming payments in QuickBooks Online. From recording sales to handling customer refunds and discounts, you will gain the skills to streamline your sales process and ensure accurate tracking of all transactions.
What's included
8 videos1 assignment
8 videos•Total 72 minutes
- Item List for Sales•13 minutes
- Customer List•9 minutes
- Undeposited Funds•5 minutes
- Recording Sales/Revenue, Part 1•8 minutes
- Recording Sales/Revenue, Part 2•10 minutes
- Customer Credit Memos and Refunds•11 minutes
- Estimates, Delayed Charges, etc.•8 minutes
- Customer Discounts•7 minutes
1 assignment•Total 15 minutes
- Sales/Money In - Assessment•15 minutes
In this module, we will cover the processes for managing purchases and outgoing payments in QuickBooks Online. You will learn how to handle vendor transactions, including entering and paying bills, tracking credits, and marking expenses as billable for future reimbursement.
What's included
9 videos1 assignment
9 videos•Total 80 minutes
- Item List for Purchases•9 minutes
- Vendor List•7 minutes
- Entering Purchase Orders•11 minutes
- Receiving Purchase Orders•9 minutes
- Entering and Paying Bills (A/P)•12 minutes
- Recording Checks•12 minutes
- Recording Card and Electronic Purchases•5 minutes
- Vendor/Supplier Credits•5 minutes
- Billable Expenses•9 minutes
1 assignment•Total 15 minutes
- Purchases/Money Out - Assessment•15 minutes
In this module, we will introduce you to the essential accounting reports and concepts in QuickBooks Online. You will learn how to create and customize financial statements, manage accounts using journal entries, and understand different accounting methods, such as cash and accrual.
What's included
7 videos1 assignment
7 videos•Total 50 minutes
- Financial Statements and Cash versus Accrual•10 minutes
- Balance Sheet•6 minutes
- Profit and Loss•8 minutes
- Journal Entry•6 minutes
- COA Numbers•10 minutes
- Closing Date•6 minutes
- Transaction Reports/Ledger•4 minutes
1 assignment•Total 15 minutes
- Basic Accounting - Assessment•15 minutes
In this module, we will explore QuickBooks Online’s robust reporting tools. You’ll learn how to tailor reports, track customer and vendor activity, and automate the delivery of reports. This section ensures you can generate the financial insights you need for informed decision-making.
What's included
6 videos1 assignment
6 videos•Total 56 minutes
- Customizing Reports•14 minutes
- Customer Reports•11 minutes
- Vendor Reports•8 minutes
- A/R and A/P Aging Reports•11 minutes
- Automatically Email Reports•8 minutes
- Exporting and Importing with Excel•5 minutes
1 assignment•Total 15 minutes
- Reports - Assessment•15 minutes
In this module, we will show you how to save time by leveraging QuickBooks Online’s automation features and customizing forms. From setting up recurring transactions to mastering shortcuts, this section will help you work more efficiently and tailor QuickBooks Online to your needs.
What's included
9 videos1 assignment
9 videos•Total 65 minutes
- Time-Saving Benefits of QBO•4 minutes
- Multiple Locations•11 minutes
- Classes•7 minutes
- Customizing Forms, Part 1•10 minutes
- Customizing Forms, Part 2•4 minutes
- Recurring Transactions•11 minutes
- Keyboard Shortcuts•5 minutes
- Managing Receipts, Part 1•9 minutes
- Managing Receipts, Part 2•5 minutes
1 assignment•Total 15 minutes
- Customization/Saving Time - Assessment•15 minutes
In this module, we will cover essential reference tools in QuickBooks Online, including account reconciliation and managing 1099 forms. Additionally, you will explore how to track user activities using the audit log for accountability and ensure the integrity of your financial data.
What's included
7 videos1 reading3 assignments
7 videos•Total 42 minutes
- Reconciling Accounts, Part 1•9 minutes
- Reconciling Accounts, Part 2•6 minutes
- 1099 Setup•10 minutes
- Void versus Delete•5 minutes
- Junk Drawer•3 minutes
- Purging Company Data•4 minutes
- Audit Log•4 minutes
1 reading•Total 10 minutes
- Conclusion to the Course 'QuickBooks Online - Real-World Skills'•10 minutes
3 assignments•Total 90 minutes
- Full Course Practice Assessment•15 minutes
- References Section - Assessment•15 minutes
- Full Course Assessment•60 minutes
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Frequently asked questions
QuickBooks Online (QBO) is a cloud-based accounting software used by businesses to manage their financial records. It enables users to record transactions, track sales, manage expenses, generate financial reports, and automate bookkeeping processes. Its relevance lies in its ability to simplify and streamline financial management for small to medium-sized businesses, allowing them to save time, reduce errors, and make informed financial decisions.
This course provides hands-on training in QuickBooks Online, helping learners understand how to use the software for real-world accounting tasks. The course covers everything from the basics, such as recording transactions and setting up QBO, to more advanced features like customizing reports, managing receipts, and reconciling accounts. Through guided practice, learners will gain the practical skills necessary to use QuickBooks Online effectively in their day-to-day accounting tasks.
After completing the course, you will be proficient in using QuickBooks Online to manage various financial tasks, including setting up your QBO account, recording sales and purchases, managing financial reports, reconciling bank accounts, and customizing settings to suit your business needs. You will have the skills to efficiently track business finances and ensure accurate accounting practices in a real-world setting.
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