
Quick overview on what to expect in this course!
Course files are downloadable on the next section.
Udemy Specific Instructions: You will need to sign up for your own QuickBooks Online account with this course purchase (as mentioned before purchasing). Below are step-by-step Instructions on how to get everything setup like you see in the LearnAccountingBasics pre-loaded account:
Buy the cheapest QBO account subscription you can find - typically you'll find great deals for the first 3 months on their cheap tiers. Please ensure you deselect Payments, Payroll, and any other services other than just the accounting software. Please visit my website and join our Discord community and ask me for help if you are confused! Please, please, please, remember to cancel your subscription after you're finished with the course!
Go through the initial setup questions - skip as many of them as it will allow you to, select "not sure" if available, and select "sole proprietor" for any questions.
navigate to Bank Transactions, and proceed with "connecting an account". It will then have an option for "Manual Upload".
select the .csv file in the course materials folder, select Date, Memo, Amount (not notes), and select all transactions for import
Create a new account, name it "LAB Chase Checking", and select the account type to be "Checking". do not enter an "opening balance".
you will now start at same point as the LAB pre-loaded account.
*This is the one-time payment version of the course on Learn Accounting Basics. Purchasing this course requires you to get your own copy of QuickBooks Online to use this course.*
Learn how to set up and manage small business bookkeeping with zero guesswork — using a real QuickBooks Online account, loaded with practice transactions from a real small business. By the end of this course, you’ll be able to confidently handle your own bookkeeping and generate clean, tax-ready financial statements — using the exact system I use with my paying clients.
When you enroll, you get access to practice materials based on a real cafe including bank statements, lease agreements, and loan contracts. This isn’t a demo — it’s a hands-on tutoring system built from an actual bookkeeping client file.
Note: This is the one-time payment version of the course on Learn Accounting Basics. Purchasing this course requires you to get your own copy of QuickBooks Online to use this course.
This QBO crash course is designed specifically for new bookkeepers, corporate accountants, or business owners who want to learn how to do their own small business books. You’ll follow a step-by-step course, designed by a tutor & firm owner, to set up tax-ready books from scratch:
- Set up your Chart of Accounts — with clear rules to keep it simple and organized
- Categorize transactions — and learn how to automate them with custom bank rules
- Reconcile accounts — gain confidence your numbers are accurate every month
- Generate and read financial reports — Profit & Loss, Balance Sheet, and more
- Interpret key metrics — so you always know how your business is really doing
- Practice with real documents — including sample loans, tax payments, and leases