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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.

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Revy web designs is wonderful. They answered so many questions of mine and helped me kickstart my business. Very knowledgeable and professional. Thank you!
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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 !!
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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.
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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.