QuickBooks Online Complete Training + Claude AI

Learn to activate the QuickBooks Online free trial and create a brand-new company from scratch with opening balances and a complete chart of accounts. The process includes US number verification.

Relog into the QuickBooks online system by going to the sign-in page, selecting QuickBooks online, and entering your saved id and password to access your account.

Create and name a new QuickBooks Online company, explore the latest interface, navigate the dashboard, and access accounting, banking, and sales sections to manage invoices, accounts, and transactions.

Explore the chart of accounts in QuickBooks Online from accounting tab and see how entering customer balances auto-updates receivables, with options to create or edit ledgers like buildings at cost.

Learn to post a course review in the QuickBooks Online portal, rate your experience, add comments, and complete save-and-exit steps to record your review.

Enter customers and their opening balances in QuickBooks Online, including manual entry and display names, then ensure the accounts receivable balance matches the linked control account.

Change the date format in QuickBooks online by going to account and settings > advanced > other preferences, choose date, month, year, and save the changes.

Learn to enter vendor details and opening balances in QuickBooks Online, automatically creating and updating the accounts payable control account and reflecting the combined balance in the chart of accounts.

Create and edit the chart of accounts in QuickBooks Online, delete extra ledgers, and set opening balances while applying accumulated depreciation to fixed assets like buildings, motor vehicles, and machinery.

Continue building the chart of accounts by adding cash on hand, creating the entry if missing, and setting its opening balance of 694730 as of 1st January, and save.

Learn to create bank ledgers with opening balances in QuickBooks Online, set up bank accounts, record January opening balances, and generate a trial balance with adjustments.

Enter inventory details and opening balances in QuickBooks Online to update the control account and ledger, linking items from the inventory tab.

Distinguish trading from non trading activities in a car parts business, covering inventory purchases and sales, and contrast with office expenses for QuickBooks online setup.

Learn how to create and post journal entries in QuickBooks online, including non-trading activity with opening balances and adjustments for furniture purchases paid in cash.

Learn to record prepaid rent as a current asset in QuickBooks Online, adjust expenses when the benefit is consumed, and classify security deposits as other assets.

Locate and review journal entries in QuickBooks Online by using recent journal entries or standard reports, filter by date range, and view opening balances and period transactions in real time.

Extract and customize QuickBooks reports and save the settings for future use. Apply non-zeros, date range, accrual basis, and formatting to journal and trial balance reports, saved as a report.

Learn how to book repair and maintenance expenses in QuickBooks Online using the expenses route or a journal entry, including cash in hand, the date, and the maintenance account.

Learn how to receive customer payments against opening balances or pending invoices in QuickBooks online, using two methods and recording cash and journal-entry effects.

Learn to enter a credit purchase invoice in QuickBooks Online, selecting the vendor, applying terms, itemizing inventory, and reviewing the journal entry showing inventory debits and accounts payable credits.

Enter a purchase invoice from a new vendor in QuickBooks Online by adding the vendor, entering bill details, and listing item details with quantities and rates.

Record cash sales for walk-in customers using a sales receipt in QuickBooks Online, track cash and inventory, and reflect four journal entries: cash, sales, inventory, and cost of goods sold.

Record customer advances in QuickBooks online using a bank deposit, classify as other current liabilities, debit cash, and credit customer advances; verify in the transaction journal.

Record a sales order in QuickBooks online by adding a new sales order, entering customer and item details (Corolla windscreen, civic headlights, Prius filters), then saving; non financial until delivery.

Record a credit sales invoice in QuickBooks Online by creating invoice and entering items for a customer. Transaction journal shows accounts receivable, sales, inventory, cost of goods sold, and profit.

Enter a purchase order in QuickBooks online by selecting a vendor, date, and item lines with quantities and rates; save for documentation.

Learn to write off bad debts in QuickBooks Online by creating a bad debts expense, issuing a credit memo, and closing customer balances for accurate reports.

Learn to enter purchases of services in QuickBooks using vendor bills, add a packing charges service item, and record cost of goods sold and accounts payable in the transaction journal.

Pay a vendor bill in QuickBooks by cheque and apply a 3000 partial payment to the 4500 bill, then save and verify the updated accounts payable and bank balance.

Convert a sales order to an invoice in QuickBooks Online using the convert to invoice option, then verify the created invoice and its invoiced status.

Create a customer advances liability, record cash with a service item, and convert a sales order to an invoice to deduct advances and settle accounts receivable.

Record a purchase return in QuickBooks Online using a vendor credit, select the item and quantity, and reflect the return in a journal entry debiting accounts payable and crediting inventory.

Learn to process a sales return in QuickBooks by creating a credit memo for Mr. Albert Jan 24, reversing receivables and sales, restoring inventory, and reducing cost of goods sold.

Learn to settle customer balances by recording cash receipts against pending invoices, apply payments to all open balances, and post the transaction in the journal.

Learn to convert a purchase order to a purchase invoice in QuickBooks Online by adding a bill, selecting the vendor order, and recording the inventory debit with accounts payable credit.

Adjust the quantity in QuickBooks to reflect abnormal loss from mishandling and record loss of inventory as an indirect expense with a debit to expenses and credit to inventory.

Unwind prepaid expenses by turning January's unused prepaid rent into rent expense, debiting 1,000 to rent expense and crediting prepaid rent via a journal entry.

Learn to extract the trial balance in QuickBooks by using standard reports, selecting all dates, reviewing ledger discrepancies, and exporting the report to pdf.

Extract individual ledger details and reconcile trial balance discrepancies. Customize columns to show debit and credit, rearrange fields, and export transaction detail by account to Excel.

Learn to extract the closing profit and loss report in quickbooks online, using standard reports, marking it as a favorite, and exporting to pdf for easy reconciliation.

Extract the closing balance sheet in QuickBooks Online by choosing reports, standard reports, and the balance sheet with all dates, revealing four levels of accounts and export to PDF.

Implement QuickBooks online by building a chart of accounts with balances and matching control accounts: customers, vendors, inventory; produce trial balance, balance sheet, and profit and loss during operations.

Navigate the QuickBooks dashboard for a graphical company snapshot. Customize widgets, view profit and loss, income and expenses, and top customers.

Explore the QuickBooks Online sample company to test full functionality with unlimited time, enter bills and items, and review standard reports like profit and loss.

Learn to customize QuickBooks Online reports using the test drive sample company, generate month-by-month profit and loss, rename reports, add notes, save and share custom reports, and export findings.

Master bank reconciliation in QuickBooks Online through a Bright Interiors project, entering transactions, setting up chart of accounts, and matching the bank statement with opening balances.

Perform bank reconciliation in QuickBooks Online by matching transactions to the April 2025 bank statement, ensuring opening and ending balances align, and generating a reconciliation report.

Master QuickBooks Online job costing to track project-by-project costs and profits, allocate materials, services, and subcontractor expenses to living room renovation and kitchen upgrade, and generate profitability reports by project.

Set up automated sales tax in QuickBooks online by configuring your business address, tax agencies, and filing frequency, then apply taxable items to invoices and review liability reports.

Learn to cancel a QuickBooks online subscription by going to profile and subscriptions, selecting cancel plan, and confirming to stop future charges while keeping access until the current billing period.