QuickBooks Online for Beginners: Small Business & Bookkeeper

Learn how QuickBooks Online handles multiple company files and how to upload a desktop file to the online version, using the Craig's design and landscaping services sample.

Set up a new QuickBooks Online account with a 30-day free trial, then create your company file through the easy step interview by entering business name and type.

Export your desktop QuickBooks file to the online version, log in, set inventory and start date, then run accrual profit and loss and balance sheet reports to verify data.

Discover the QuickBooks Online user interface, including the dashboard, navigation pane, accounts receivable and payable, chart of accounts, and how to set up invoicing and bank connections.

Explore the gear menu in QuickBooks Online to customize your company file, access the chart of accounts, and learn how to create new transactions like invoices, bills, or mileage.

Explore the gear menu to customize your QuickBooks Online company file, including account settings, tax form, industry, emails, billing, subscriptions, and invoice preferences.

Finish customizing your company file by configuring invoice reminders, online delivery, and statements with aging, then explore expenses, payments, and accrual versus cash basis.

Assign unique user names and passwords for each person, with the administrator controlling access for up to five billable users and an audit trail tracking who changed transactions.

Navigate and set up the chart of accounts in QuickBooks, including account types, detail types, and opening balances, to ensure accurate reports.

Learn to set up and organize your chart of accounts in QuickBooks, including liabilities, loans, credit cards, equity, income, cost of goods sold, and detailed expense sub accounts.

Explore accounts receivable by managing the customer list in QuickBooks Online, including adding customers, viewing open invoices, overdue balances, and customizing columns and batch actions for emailing or inactivating records.

Add new customers to QuickBooks Online from the customer list; enter company or individual details, display name, billing and shipping addresses, and notes, and optionally import from Excel.

Create sub customers in QuickBooks Online using the new customer button, choosing a parent, and marking is sub customer to organize jobs or projects and ensure consistent reporting.

Edit a customer’s information in QuickBooks Online by selecting the customer and choosing edit, and adjust notes, tax info, payment methods, language, attachments, and opening balance to ensure accurate invoicing.

Learn how to make a customer inactive in QuickBooks, and understand when to do this while preserving balances. Manage recurring templates and sub customers, and know how to reactivate later.

Import customers into QuickBooks from an Excel or CSP file, map your fields to QuickBooks, and import three customers with accurate names, emails, and phones.

Explore QuickBooks Online's sales transactions, including invoicing, payments, deposits, and credit memos, to manage accounts receivable and track invoices.

Learn to create sales receipts in QuickBooks Online, select the correct customer and sub customer, add items, apply discounts and tax, and deposit to UN deposited funds.

Learn to create customer invoices in QuickBooks Online, choosing the right customer, adding line items and discounts, setting due dates, attaching files, and emailing or batching invoices.

Record customer payments against invoices in QuickBooks and choose the payment method. Apply payments to open invoices and learn about undeposited funds and deposits for accurate accounts receivable.

Record deposits in QuickBooks by creating a bank deposit, selecting the correct account, and splitting undeposited funds into deposited payments with memos and references.

Learn to create and apply credit memos in QuickBooks Online, credit the same product or service, and apply the credit to the original invoice to close it.

Learn to process customer refunds in QuickBooks Online by locating the invoice, selecting returned items, and issuing a refund receipt with check or cash options, including tax when applicable.

Learn to generate customer statements in QuickBooks Online, choose balance forward, set month-end dates, customize the recipients list, and print or preview statements showing January activity and totals.

Use tags in QuickBooks Online to label transactions. Create tag groups like design and pest control and run reports by tag, including money in and money out.

Explore QuickBooks online customer and sales reports to track who owes you, open invoices, and customer balances; customize aging, collections, and income by customer, product, or time, with accrual reporting.

Explore how QuickBooks handles products and services, including inventory and non-inventory items, pricing, and tax settings. Learn to add and edit items to keep accurate reports and invoices.

Learn how to add new products and services in QuickBooks, choose type (inventory, non-inventory, or service), create bundles, assign categories, set prices and income accounts, and manage taxes.

Learn to add inventory products in QuickBooks Online, including initial quantity on hand, reorder point, inventory asset and cost of goods sold accounts, sale price, taxable status, and vendor details.

Learn how to enable and create purchase orders in QuickBooks Online Plus, select vendors and items, set quantities, add memos, and use POs to receive inventory.

Receive items into inventory from a purchase order by creating a bill, selecting the vendor, and confirming quantities and rates. Update inventory counts and review related product and services reports.

Explore QuickBooks product and service reports, including open purchase orders and detailed line items, with filters, grouping by vendor or product, and header/footer customization for vendors and expenses.

Navigate the vendor list in QuickBooks Online to manage vendors, balances, bills, and expenses. Review vendor transactions, create bills or expenses, and export the list to Excel for streamlined payments.

Add vendors in QuickBooks by clicking the new vendor button, entering name and address, setting terms and opening balance; import from Excel and sort the vendor list, and track 1099s.

Explore the difference between purchases and expenses in QuickBooks, including buying services and products, paying bills like utilities, and entering vendor credits and credit card credits.

Learn how to enter checks in QuickBooks Online, including using debit as a check, from vendor write or new button, with bank account, date, amount, and category details.

Learn to set up a credit card account in your chart of accounts, then manually enter credit card charges as expenses with payee, category, amount, and memo in QuickBooks Online.

Enter credit card payments in QuickBooks Online by selecting the payee and the credit card account, then record from your bank account to reflect partial or full balance reductions.

Learn how to enter bills in QuickBooks Online, set bill and due dates, assign vendors, categories, and attachments, and view payables to manage 30-day terms.

Learn to pay bills in QuickBooks by selecting the vendor, using bill payments linked to open bills, and saving the payment to the register with a reference or check number.

Learn to create and apply a vendor credit memo in QuickBooks Online, choosing the right vendor and category (utilities gas and electric), and verify the credit applies to the bill.

Explore common vendor and expense reports in QuickBooks Online, including unpaid bills, vendor balance detail, accounts payable aging, purchase orders, and vendor summaries.

Explore how bank registers in QuickBooks Online handle deposits, checks, debit card transactions, and loans, view balances, and prepare for reconciliation within the chart of accounts.

Learn how to move money between accounts using bank transfers in QuickBooks. Transfer two hundred dollars from savings to checking and view the credited and debited amounts in each register.

Learn how to set up and use bank feeds in QuickBooks Online, connect bank accounts, download transactions, and manage balances while avoiding mismatches in a real-world small business workflow.

Discover how bank feeds connect QuickBooks to your bank, pull transactions into the register, and review, match, or exclude items to prevent duplicates and errors.

Discover how to disconnect bank feeds in QuickBooks Online, decide between manual entry and downloaded transactions, and then reconcile your bank register to balance the books.

Learn how to reconcile accounts in QuickBooks Online by matching ending and beginning balances from bank statements with deposits and payments, and generating a reconciliation report.

Set up PayPal, Square, Venmo, and Zelle in QuickBooks, track deposits and transfers with your checking account, and handle expenses when paying with PayPal.

Set up loans in QuickBooks Online by creating separate long-term liabilities (notes payable) and short-term obligations, then record opening balances and track payments in the loan register.

Learn how to enter loan payments in QuickBooks by allocating principal and interest to the loan, setting up vendors, and tracking payoff through liability and expense accounts.

Learn how to create and manage recurring transactions in QuickBooks, including monthly bills and reminders, with steps to save, edit, skip, or delete recurrences.

Track and deduct business mileage with QuickBooks Online using auto tracking or online mileage, categorize trips as business or personal, add trip purposes, and sync for reports.

Learn how to create a journal entry to move funds between accounts by debiting one and crediting another, ensuring balanced totals and updating last year profit and loss.