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QBO Crash Course - Bookkeeping for Small Businesses
3 students

QBO Crash Course - Bookkeeping for Small Businesses

QBO Crash Course + Course Materials
Last updated 7/2025
English

What you'll learn

  • Navigate a brand new QuickBooks Online account
  • Setup the Chart of Accounts from Scratch
  • Categorize Transactions from Bank Feed
  • Setup Rules to Automate Transaction Categorization
  • Reconcile Active Accounts to Bank Statements
  • Generate, Check, & Read the Balance Sheet and Profit & Loss Financial Statements
  • Practice Recording Loan & Lease Activity from Contracts
  • Interpret & Analyze Financial Statements in Google Sheets

Course content

8 sections • 16 lectures • 3h 21m total length
  • Introduction1:34

    Quick overview on what to expect in this course!

    Course files are downloadable on the next section.

Requirements

  • No degree required.
  • You will learn the fundamentals as if you're getting trained on the job.

Description

*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


Who this course is for:

  • Career Switchers looking to start a new career in Finance & Administrative fields
  • Administrative Assistants, AP & AR Analysts, looking to make the career progression to Junior Staff Accountant.
  • New Business Owners that need to setup their business's books for tax filings.
  • Corporate Accountants that want to learn small business accounting to start their firm.