QuickBooks Online Basics

Fundamental Concepts

Key Deets

Duration 4

Hours

Difficulty Beginner

Cost $297

We Make Learning QuickBooks Online Fun!

This course covers the basics of getting you started with QuickBooks Online so that you can get control of your bookkeeping today.

What you'll get

We Make Learning QuickBooks Online Fun!

This course covers the basics of getting you started with QuickBooks Online so that you can get control of your bookkeeping today.

What you'll get

Course Overview

Module 1 – The Dashboard and QBO Overview

We will walk you through the features of QuickBooks Online and where to find them.

There are a lot of features in QBO but we will highlight the important features that you’ll need to focus on.

Module 2 – Setting Up QBO

You’ll be able to customize your QBO settings so that you can:

Get started quickly
Update your company information
Learn how to collect client payments
Gain confidence in how key settings affect your bookkeeping

Module 1 – The Dashboard and QBO Overview

We will walk you through the features of QuickBooks Online and where to find them.

There are a lot of features in QBO but we will highlight the important features that you’ll need to focus on.

Module 2 – Setting Up QBO

You’ll be able to customize your QBO settings so that you can:

Get started quickly
Update your company information
Learn how to collect client payments
Gain confidence in how key settings affect your bookkeeping

Module 3 – Invoice

You’ll learn how to:

Set up your products and services
Create customer profiles
Create invoices
Record discounts and refunds

Module 4 – Expenses

You’ll learn:

The difference between bills and expenses
How to differentiate between different types of purchase documents
How to create vendor profiles
How to use the QBO Receipts Module

Module 3 – Invoice

You’ll learn how to:

Set up your products and services
Create customer profiles
Create invoices
Record discounts and refunds

Module 4 – Expenses

You’ll learn:

The difference between bills and expenses
How to differentiate between different types of purchase documents
How to create vendor profiles
How to use the QBO Receipts Module

Module 5 – Hubdoc

How to set up your Hubdoc account
Navigating through Hubdoc
Coding bills and expenses in Hubdoc
Learn how to use notes and tags in Hubdoc

Module 6 – The Bank Feed

You’ll learn how to:

Record transactions imported from your bank, credit card and Paypal accounts
Create and apply rules
How to match transactions

Module 5 – Hubdoc

How to set up your Hubdoc account
Navigating through Hubdoc
Coding bills and expenses in Hubdoc
Learn how to use notes and tags in Hubdoc

Module 6 – The Bank Feed

You’ll learn how to:

Record transactions imported from your bank, credit card and Paypal accounts
Create and apply rules
How to match transactions

Module 7 – Bank Reconciliations

You’ll learn how to:

Complete your month end bank and credit card reconciliations

Module 8 – Frequently Asked Questions

We’ll cover the most frequently asked questions we’ve received as well as tips and tricks that will help you use QuickBooks Online better.

Module 7 – Bank Reconciliations

You’ll learn how to:

Complete your month end bank and credit card reconciliations

Module 8 – Frequently Asked Questions

We’ll cover the most frequently asked questions we’ve received as well as tips and tricks that will help you use QuickBooks Online better.

Module 1 – The Dashboard and QBO Overview

We will walk you through the features of QuickBooks Online and where to find them.

There are a lot of features in QBO but we will highlight the important features that you’ll need to focus on.

Module 2 – Setting Up QBO

You’ll be able to customize your QBO settings so that you can:

Get started quickly
Update your company information
Learn how to collect client payments
Gain confidence in how key settings affect your bookkeeping

Module 1 – The Dashboard and QBO Overview

We will walk you through the features of QuickBooks Online and where to find them.

There are a lot of features in QBO but we will highlight the important features that you’ll need to focus on.

Module 2 – Setting Up QBO

You’ll be able to customize your QBO settings so that you can:

Get started quickly
Update your company information
Learn how to collect client payments
Gain confidence in how key settings affect your bookkeeping

Module 3 – Invoice

You’ll learn how to:

Set up your products and services
Create customer profiles
Create invoices
Record discounts and refunds

Module 4 – Expenses

You’ll learn:

The difference between bills and expenses
How to differentiate between different types of purchase documents
How to create vendor profiles
How to use the QBO Receipts Module

Module 3 – Invoice

You’ll learn how to:

Set up your products and services
Create customer profiles
Create invoices
Record discounts and refunds

Module 4 – Expenses

You’ll learn:

The difference between bills and expenses
How to differentiate between different types of purchase documents
How to create vendor profiles
How to use the QBO Receipts Module

Module 5 – Hubdoc

How to set up your Hubdoc account
Navigating through Hubdoc
Coding bills and expenses in Hubdoc
Learn how to use notes and tags in Hubdoc

Module 6 – The Bank Feed

You’ll learn how to:

Record transactions imported from your bank, credit card and Paypal accounts
Create and apply rules
How to match transactions

Module 5 – Hubdoc

How to set up your Hubdoc account
Navigating through Hubdoc
Coding bills and expenses in Hubdoc
Learn how to use notes and tags in Hubdoc

Module 6 – The Bank Feed

You’ll learn how to:

Record transactions imported from your bank, credit card and Paypal accounts
Create and apply rules
How to match transactions

Module 7 – Bank Reconciliations

You’ll learn how to:

Complete your month end bank and credit card reconciliations

Module 8 – Frequently Asked Questions

We’ll cover the most frequently asked questions we’ve received as well as tips and tricks that will help you use QuickBooks Online better.

Module 7 – Bank Reconciliations

You’ll learn how to:

Complete your month end bank and credit card reconciliations

Module 8 – Frequently Asked Questions

We’ll cover the most frequently asked questions we’ve received as well as tips and tricks that will help you use QuickBooks Online better.

Frequently Asked Questions

This course is geared towards Canadian business owners who are new to QuickBooks Online as well as business owners and their staff who are looking to nail down the fundamental skills.

You’ll need:

a computer
an internet connection and
an active QuickBooks Online subscription to Essentials, Plus or Advanced plans.

You’ll have life-time access.

No, we do not cover Self-Employed. You’ll need an active subscription to Essential, Plus or Advanced plans.

Easy Start is missing some key features in the bookkeeping cycle.

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Ready to get started?

Frequently Asked Questions

Category 1

No, we do not cover Self-Employed. You’ll need an active subscription to Essential, Plus or Advanced plans.

This course is geared towards Canadian business owners who are new to QuickBooks Online as well as business owners and their staff who are looking to nail down the fundamental skills.

Category 3

You’ll have life-time access.

Category 2

Easy Start is missing some key features in the bookkeeping cycle.

You’ll need:

a computer
an internet connection and
an active QuickBooks Online subscription to Essentials, Plus or Advanced plans.

QuickBooks Online Basics

Key Deets

We Make Learning QuickBooks Online Fun!

What you'll get

We Make Learning QuickBooks Online Fun!

What you'll get

Course Overview

Module 1 – The Dashboard and QBO Overview

Module 2 – Setting Up QBO

Module 1 – The Dashboard and QBO Overview

Module 2 – Setting Up QBO

Module 1 – The Dashboard and QBO Overview

Module 2 – Setting Up QBO

Module 1 – The Dashboard and QBO Overview

Module 2 – Setting Up QBO

Module 3 – Invoice

Module 4 – Expenses

Module 3 – Invoice

Module 4 – Expenses

Module 5 – Hubdoc

Module 6 – The Bank Feed

Module 5 – Hubdoc

Module 6 – The Bank Feed

Module 7 – Bank Reconciliations

Module 8 – Frequently Asked Questions

Module 7 – Bank Reconciliations

Module 8 – Frequently Asked Questions

Frequently Asked Questions

Ready to get started?

Frequently Asked Questions

Category 1

Category 3

Category 2

Category 4

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