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QuickBooks Online For Business Course

Skill Success


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£12 inc VAT (was £157)
Offer ends 04 December 2023
Study method
Online, self-paced
No formal qualification
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

259 students purchased this course

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This course includes lifetime access so you can complete the course at your own speed.

This course will teach you the correct way to enter your company’s financial transactions in QuickBooks Online. Whether you are new to QuickBooks Online or already using it, a QuickBooks ProAdvisor will teach you all the basics, and a lot of tips and tricks that will allow you to get the most out of your software. By taking this course today, you will learn how to set it up and run reports which will help your business grow.

Benefits of taking this course include:

  • Unlimited and lifetime access to the course
  • Learn the course at your own pace
  • Course can be accessed on any platform
  • 24/7 Customer support

Course media


In this course, business owners and bookkeepers will learn the correct way to enter their company’s financial transactions in QuickBooks Online.

This course will show you how to set up your QBO so that you can run reports to understand your business’s growth. The course will tackle the correct way to enter your sales income from Customers. The course will also explore all your options for recording your company’s Expenses. Lastly, the course will walk you through all the most common errors so that you don’t make them.

Whether you’re new to QuickBooks Online – or suspect you’re not using it correctly – you will be taught about the basics (and a lot of tips & tricks) that will allow you to get the most out of your software, and watch your company grow.

QuickBooks Online Bookeepping will cover the following topics:

Topic 1: Introduction

Topic 2: Setting Up QBO

  • Choosing Your Version Of QBO
  • Choosing A Start Date
  • Creating A New Company
  • Starting From Scratch
  • Importing From Desktop
  • Welcome Screen & Company Settings
  • User Accounts
  • Sales Tax
  • Customizing Invoices & Sales Receipts
  • Merchant Services
  • Payroll And Timesheets

Topic 3: Creating A Chart Of Accounts

  • What Is The Chart Of Accounts?
  • Bank Accounts
  • Credit Card Accounts
  • AR & AP
  • Assets
  • Liabilities & Undeposited Funds
  • Owner’s Equity
  • Income Accounts
  • Cost Of Goods
  • Expense Accounts
  • Other Income And Other Expense
  • Creating Accounts On The Fly
  • Deleting And Merging Accounts
  • Account Numbering

Topic 4: Working With Lists

  • Payment Methods
  • Terms
  • Attachments
  • Classes
  • Locations

Topic 5: Defining Products And Services

  • Overview
  • Services
  • Products
  • Setting Up Inventory

Topic 6: Using The Interface

  • Tour
  • Transactions Screen
  • Dynamic Buttons
  • Keyboard Shortcuts
  • QuickBooks Labs

Topic 7: Working With Customers

  • Working With The Customer Center
  • Sales Settings
  • Adding New Customers
  • Generic Customers
  • Inactivating/Deleting Customers
  • Merging Customers
  • Sales Receipts
  • Invoices
  • Receive Payments
  • Overpayment
  • Refunds
  • Credit Memos
  • Estimates
  • Taking Deposits
  • Bank Deposits
  • Bartering

Topic 8: Working With Vendors

  • Working With The Vendor Center
  • Accounts Payable Settings
  • Adding New Vendors
  • Cleaning Up The Vendor List
  • Creating And Paying Bills
  • Writing Checks
  • Printing Checks
  • Using Credit Cards
  • Vendor Credits
  • Marking Expenses As Billable

Topic 9: Running Reports

  • Which Reports Are Available In Each QBO Version
  • Reports Center
  • Your Profit & Loss Report
  • The Balance Sheet Report
  • Company Snapshot
  • The Scorecard
  • Sales Reports
  • Review Expenses Reports
  • Accounts Receivable Reports
  • Accounts Payable Reports
  • Customized Reports

Topic 10: Doing Your Banking

  • Journal Entries
  • Transfers
  • Reconciling
  • Bank Feed – Importing Transactions
  • Bank Feed – Tips And Troubleshooting
  • Bank Feed – Matching Deposits, Loans And Transfers
  • Recurring Transactions

Topic 11: Special Topics

  • Providing Feedback To Intuit
  • Apps To Extend QBO Abilities
  • Backing Up & Exporting Data
  • Using On A Smartphone Or Tablet
  • Customer Workflow Summary
  • Daily Bookkeeping
  • Top 10 Mistakes People Make

Who is this course for?

This course is designed for anyone who is interested in learning to how to setup and use QuickBooks Online effectively for their business.


No prior knowledge is required to take this course.

Questions and answers

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Certificate of completion

Digital certificate - Included


Course rating


What does study method mean?

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.