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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 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.

Excellent
5.0
Amazing team and lovely people! The patience and communication is superb. They made our website looking so wonderful.Special mention to Laura and Maxine, they are great and easy to work with.
Response from the owner: Thank you so much for the wonderful review! We are so happy that you had such a positive experience working with the Revy Web Design team. It was a pleasure working with you to create a fresh and sparkling new website for Hello Revy Cleaning Services.
The team at Revy Web Design did a phenomenal job of bringing our non profit's vision to life, creating a site for us that was beautiful, functional, and accessible. They were able to adapt easily to the unique needs of our organization. Our team really felt like we were all working on the same team throughout the process, as their whole team was so responsive and easy to work with.We'd choose them again in heartbeat!
Response from the owner: Thank you so much, Ingrid! We're thrilled to hear that you had such a positive experience with the Revy Web Design team. Bringing NDAC's vision to life was an absolute joy. Knowing that you felt like we were all on the same team is the highest compliment we could receive. We would be honoured to work with you again!
We had a really great experience working with Revy Web Design. Throughout our project they demonstrated excellent communication, reliability and commitment to delivering high quality on work...on time. We highly recommend.
Response from the owner: Thank you for the shining review, Julia and Dan! We're thrilled to hear that you had a great experience working with Revy Web Design. Your recommendation means a lot to us.
Laura, Maxine and the team at Revy did a great job creating a turn key website for our fabricating business. We are very happy with the result and look forward to having it as our online frontline.Thanks guys!
Response from the owner: Thank you so much for your wonderful review, Matt! We're happy to hear that you're delighted with the website we built for you. It's been a pleasure working with you and James. We have all enjoyed seeing your projects and realizing that we recognize your work out in the wild.
Working with Laura and her team is easy! They are knowledgeable, offer great customer service and can figure out what needs to be done in order to have a website that functions seamlessly. Thank you for all your help.
Response from the owner: Jessica, your great review means a lot to us. Ensuring your website operates at its best is our top priority, and we're happy to have been able to help you.
Competent, friendly, timely service with great attention to detail. Fantastic responsiveness to our vision and ideas for our new website, excited to work with Revy Web Design again in the future!
Response from the owner: Thank you for your fantastic feedback, Matthias, and my much needed education on BC wildlife. We're delighted to have brought your vision to life. Looking forward to collaborating with you more in the future.
We hadn't updated our website in quite some time, and we couldn't be more happy with the product Laura and her team provided us with. The team at Revy Web Design is extremely knowledgeable, organized, efficient, and have a very keen eye for detail. Plus, they just put out beautiful websites. We received our final product much sooner than we could have ever imaged. This was largely thanks to the team's organization, hard work, and follow-up. Would recommend Revy Web Design to anyone!
Response from the owner: Erin, thank you for your glowing review! We're thrilled to hear you're delighted with the new Blackbird website. Our team appreciates your kind words and recommendation. Cheers to your online success!
Highly recommend working with Laura and her talented team. Their level of service has been exceptional, along with the rebuild of our beautifully functioning website. Incredibly patient, responsive, and creative. Thank you for all your hard work so far and we look forward to continuing this journey!
Response from the owner: It has been a fun, comfortable and smooth ride! We are excited to see where we can go together! Send our best to the whole team and we shall surely see some of you on the way to the hill soon.
Revy web design definitely provides top notch services. The website they built us exceeds our initial expectations. Their team is very professional and together they deliver impressive results.Francis Gagnon - Owner & Manager, Pillows Lodge
Response from the owner: Hi Francis, it was an absolute pleasure working with you and seeing the lodge in all its splendor. With a place that special the website was a joy to build. We are sure your guests will have as much fun as we did with the lodge. All the best for the upcoming season!
Laura and her highly capable team were very accommodating when we were building out our website. As many businesses do, we were developing our business model in conjunction with the website. They were very patient with us as we figured things out. Laura has the process dialed, she knows what's important to nail down at the start and it was so satisfying to see it all come together. Excellent local business!
Response from the owner: Hey hey Jack! It was so awesome to see your brand develop as we worked together. Here’s to your online store running as smooth as your bikes!
Working with the team at Revy Web Design has been amazing! Through many reiterations and changes we've asked for as we kept changing our minds, they have been quick and delightful to work with. Laura and her team are professional, timely and you can trust that while you are busy running your company/organization, that they are busy keeping everything on track for a beautiful website. I was so impressed with their organizational skills and keeping us on track! I have recommended them to numerous others looking for website/brand work and will continue to do so. We look forward to continuing you work with you and thank you so much for the great work!-Melanie, Kootenay Association for Science and Technology (KAST)
Response from the owner: Thank you Melanie, we greatly appreciate your words and the recommendation. You and the KAST team have been a joy to work with. We can’t wait to work with more clients around the Kootenays, especially if referred by you and the team!
I am happy to share my exceptional experience working with Laura and her talented team at Revy Web Design. From the moment we embarked on our website redesign and rebranding project, their expertise and professionalism stood out every step of the way.Laura's team understood our vision and translated it into reality with our new brand and the beautiful website they designed for us. Every aspect of the site is elegant, functional, and user friendly. They fully captured the essence of our brand, and infused it with a fresh and contemporary look that perfectly aligns with our business goals.Thank you, Laura, and the entire team at Revy Web Design, for your exceptional work and dedication! You have truly transformed our online presence, and we’re excited to continue using your services!Bests,Five Peaks Chalet Revelstoke
Response from the owner: Hi Joel and the team, thank you kindly! We know how hard you all work to provide the best for your guests and so are very pleased you chose to work with us to enhance your guest's experience. It was fabulous working with a team who values professionalism, efficiency, and high quality as much as we do. We look forward to continuing to provide support in the future, especially going into the winter of 2023/24. - Laura
Revy web designs is wonderful. They answered so many questions of mine and helped me kickstart my business. Very knowledgeable and professional. Thank you!
Response from the owner: You're very welcome, Tristen! Wishing you all the very best with your new barrel sauna business.
Revy Web Design built a beautiful and functional website for my massage therapy business. They were organized and communicative from the get-go with everything on my side laid out for me in easy-to-follow instructions. They were always professional and prompt, communicative and thorough. I always envisioned that creating a website would be a painful process but Revy Web Design proved me wrong. They walked me through every step and made the whole process seamless. I couldn't be happier with the end product! Thanks Laura and team!
Response from the owner: You're very very welcome! We're super pleased that you love your brand-new website. We hope that it brings you lots of new happy clients and is a stepping stone towards continuing to grow your business. Thank you so much for your review, Michelle!
I couldn't recommend working Laura and her team more! My site ticked all the boxes from functional and visual aspects. Laura was able to take the designs from my Instagram page and marketing brief and turn them into the intuitive and beautiful site that I was hoping for but couldn't visualize on my own.
Response from the owner: Building the Learn QBO site was a joy! As a small business owner, I understand the challenges of Quickbooks and was able to design the site from your ideal client's perspective. Thanks for giving us the opportunity to create a site that makes learning Quickbooks approachable and enjoyable.
Working with Laura was an amazing professionnal experience.She built our website exaclty like we wanted, anticipating our needs and seeing through our ideas to understand our vision.I have been impressed by how fast and efficient her and her team are.Couldn't recommend more.
Laura and her team went above and beyond creating our website. As this was quite a custom job, we didn't really know what the end result would be, my business partner and I are exceedingly happy with the results and would recommend Laura to anyone looking for web design work.Thanks Laura!
Response from the owner: Thanks for the review, Shane! I hope all is well with you.
Wow! Laura and her team took an impossible task and made it achievable for me. My website is wonderful. I live with learning disabilities and I am a perfectionist and I simply could not make myself a website, despite being an artist and designer. Laura eliminated all the roadblocks one by one. She gave me assignments and due dates for photos and text, listened to all my needs and wants and put it all together into a site that is perfect for my business! Laura is supportive, patient hard working and talented. I recommend Revy Web Design whole heartedly.
Response from the owner: Hi Peggy, this is a fabulous review! It really warms my heart that my team and I were able to build you a website that you love and that it was a fun and supportive experience. The cherry on the top for me is that you're happy to update the images and change the text on your site yourself! I'm looking forward to continuing to work with you to grow Fabulous Farm.
Laura White at Revy Web Design Inc. helped me build a wonderful, new e-commerce store for my eco shop. The entire project was seamless from our initial meeting until the final launch. Laura was very knowledgable, organized and efficient. In addition, she was able to provide great advise and training. I highly recommend Revy Web Design Inc. for any website development.
Response from the owner: Hi Solita, you're much too kind and wonderful to work with. We look forward to coming to Beasley and staying at your glamping retreat during the summertime. See you then!
Working with Laura and the Revy Web Design team was an absolute pleasure! They're not only very talented, but also responsive, fast, and incredibly personable. If you're a business in Revelstoke (or somewhere close) looking for an A+ web design team, this is definitely my recommendation. 10/10, thanks Revy!
Response from the owner: Hey Kyla, thank you for the big thumbs up and your kind words! I look forward to our paths crossing again in the future as I loved working with the Kyla, Val, and Becky dream team!
Amazingly helpful team! My website is much more professional looking now!
Response from the owner: Hi Sarah! Working with you and building your pet store on Shopify was so much fun. It was a lot of hard work trying to choose which cute animal images we were going to use on the site ;) I'm planning a trip to Rossland this summer and will drop by the store to say hi and pick up some cat treats for Juniper. See you then!
Knowing not much about design and having no idea what it could look like we trusted Laura to have freedom to be creative. We were super stoked about the outcome and wouldn’t have wanted it any different. The new website is clean, easy to navigate and fits our business as well as our personal life. Laura puts in a lot of effort and doesn’t mind switching it around until everything seems perfect . I highly recommend working with her.
Response from the owner: Hi Eric and Connie! I'm so pleased you're happy with the new website. It's so amazing to see how booked up you've been this winter and all the 5* reviews you've earned from your dogsled and kennel tours. Katee our photographer also loved tagging along and taking photos of the dogs this winter for the website. It's hardly considered work when we're having so much fun. Keep up the great work!
Laura is so easy to work with and so good at what she does!
Response from the owner: Thanks Ariel! Your new Shopify website is beautiful and it's great to see that you've got some orders in already!
I found Laura through a google search as I was looking for someone familiar with the outdoor adventure business. When I contacted her she got back to me immediately. As it was my first time hiring a web developer, I was a bit apprehensive about the process, specifically regarding pricing and control. Laura was very transparent about her services and associated costs, and sent me useful videos for how to manage the website in the backend (which is very important to me). On top of this, Laura is a very pleasant person to work with. Not only she is organized, direct, and professional, she is approachable, fun, and empathetic. 1000% recommend.
Laura is a total pro in every sense of the word and a complete pleasure to work with. She's charmingly casual to communicate with face-to-face and yet very organized - a great (but rare) combination. Revy web design as a whole has some real talent in it's ranks (Katee!). It all funnels down to a smooth ride with an amazing end result!
Response from the owner: Hi Jeff, thank you for the review! I really love your website - it's secretly (or not so secretly anymore) my favourite ecommerce store. It was such a pleasure working with so many talented individuals, including yourself, to build and deliver a polished and sleek website. I'm excited to watch you build traction and traffic with social media marketing.
Laura was amazing through the whole website development process! I had actually hired people in the past to build a website, without success. Working with Laura actually taught me what professional looks like, and has set a very high standard of service. She walked me through many different aspects of how the site will function, sent me very simple step by step tutorials, both in video and written format. Just a pleasure to work with!! I am very pleased.
Response from the owner: Hi Galadriel, thank you from the bottom of my heart for this lovely review. You've been a real joy to work with and I've learnt a lot about the world of jewelry from you. Your passion for your craft is very inspiring.I remember my first meeting with you when you told me about the gemstone 'ammolite' and how it transforms based on your viewpoint. I had never seen anything like it in my life! I'm very proud that you chose me to design you a website so you can share your beautiful gemstones with the whole world. See you down in Crawford Bay one day soon!
Laura has created a amazing website product for us! She is very knowledgeable and easy to work with. We would highly recommend Revy Web design!
Response from the owner: Thank you Mark and to the team! Building the Speers Construction Inc. site was a real pleasure. We're very proud that a long-established Revelstoke business chose Revy Web Design to redesign their site.
Working with Laura was super easy, helpful, and productive. Much appreciated and we will be working with her more in the future.
Response from the owner: Hi Carter! Thank you so much for this review, I look forward to helping you again. Email me any time :)
Laura was awesome to work withh, professional, pleasant, quick and economical.
Response from the owner: Thank you, Don. It was a pleasure. I look forward to helping you again with your website in the future.
Laura was great to work with. Very responsive to my queries and able to fix my problem with Mailchimp and Wordpress link. I would definitely recommend her to anyone with any mailchimp issues.
Response from the owner: Thank you so much, very pleased to have helped you.
I found Laura of Revy Web design online and was so glad I did. She is so knowledgeable, friendly, engaging and helpful. She roles up her sleeves and gets the job done. Two thumbs up and 5 stars.Thanks Laura
Response from the owner: Hi Cliff, thank you for this kind review. It was a pleasure helping you with email marketing on Mailchimp. Let me know if you need any further assistance in the future as I'd be very happy to help!
Revy Web Design was fast, easy to work with, responsive and professional. It was an absolute pleasure to work with Laura. We highly recommend working with Revy Web Design for e-commerce website development, and Sunnyside Farm, Landscape and Gardens will be continuing to use Revy Web Design as a part of our on-going business operations.
Response from the owner: Thank you for your kind review, Sarah! I've really enjoyed working with you and Loris and look forward to the future.
Laura at Revy Web Design is an exceptional web designer. Laura takes your ideas and runs with it, corresponding with the client every step of the way. She takes pride in her work and will help you at any moment throughout the process. I highly recommend Laura at Revy Web Designs you won't be disappointed. Thank you Laura !!
Response from the owner: Hi Karla! Thank you so much for this review. I'm excited to come and visit you in Nakusp and go on one of your hiking tours!
Laura at Revy Web Design helped us redesign our website. We were very happy with the result. She provided prompt responses to our questions and fresh ideas that we had not considered. The pricing was more than reasonable and I would highly recommend her.
Response from the owner: Hi Melissa, thank you for your kind words. I look forward to assisting you with your website needs in the future. Laura
With limited content available Revy Web Design created a website that exceeded my expectations. The design work approach is the same as a bespoke tailor. Laura swiftly and efficiently linked market leader applications with powerful open source software e.g. QuickBook, Woocommerce or Shopify, G Suite for Business, MailChimp etc. The combination of software was tailored to suit the business.Revy Web Design provides tools that reduce cost. The ROI is significantly less administration work and minimized labour cost. Accounting, customer service, advertising, market research, inventory management, inventory management, auto replenishment of stock, shipping....The combination of open source software and paid applications delivers the maximum benefit at a low monthly cost. Affordable for a sole proprietor with limited income.I previously worked for over 20 years as a database programmer, integration consultant, IT manager, phone support and other roles. I was told once attitude and aptitude is more important than knowledge. Laura has an insatiable curiosity and desire to seek out better solutions. On several occasions I increased the scope of requirements, changed what I asked for with little notice. So far all of my requests have been met or exceeded. All of my bad suggestions were rejected and replaced with something superior.Short version - Good value for money. Excellent service.P.S. I am excited to see what Revy Web Design will do with professional photographs and content.
Response from the owner: Hi Roberto, thank you for taking the time to write your review. It's been a pleasure working with you - thank you for choosing Revy Web Design to help you grow your business.
Laura has been absolutely amazing to work with! She is so knowledgeable in the land of technology, and has helped me go from the “vortex of mass confusion” to feeling like I got this. She is extremely efficient, professional, and no question is too big or small for her! What a gem. Will definitely be recommending her to others!
Response from the owner: Hi Rebecca, thank you for this review! It's been a real pleasure helping you with your business in Revelstoke.
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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.

Category 4

Black Friday Sale On Now

Don't miss our biggest sale of the year! Unless your business potential - now 30% off our Fundamentals Course.