QuickBooks Online Basic to Advance Training 2026

Name: QuickBooks Online Basic to Advance Training 2026
Rating: 4.4 (331 reviews)

Master QuickBooks Online Step-by-Step – Company Setup, Chart of Accounts, Invoicing, Reporting, Bank Rec and more

Created byAccountech Training & Solutions

Last updated 1/2026

English

What you'll learn

Set up a new company file in QuickBooks Online and navigate its interface confidently
Create and customize the chart of accounts, enter opening balances, and manage control accounts
Record credit and cash sales/purchases, handle journal entries, and manage customer/vendor accounts
Enter inventory items with opening balances and resolve inventory-related errors
Work with prepaid rent, security deposits, and repair & maintenance expenses
Manage customer advances, sales orders, purchase orders, and convert them to invoices
Record purchase and sales returns, bad debts, and other real-life business adjustments
Reconcile bank accounts and extract financial reports like Trial Balance, P&L, and Balance Sheet
Customize reports, work with dashboards, and analyze key business data
Understand and apply job costing and manage sales tax efficiently using QuickBooks Online

Course content

1 section • 51 lectures • 3h 48m total length

How to Setup QuickBooks Online Trial Account Step by Step4:27
How to Relogin in QuickBooks Online System1:04
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.
Company Creation and Introduction to Interface3:17
Understanding QuickBooks Online Chart of Accounts2:30
Important Message1:43
Entering Customer Balances and Linking to Control Accounts3:33
Change Date Format in QuickBooks Online1:41
Entering Vendor Balances and Linking to Control Accounts2:39
Creating and Editing Chart of Accounts With Opening Balances6:12
Creating and Editing Chart of Accounts With Opening Balances part 20:48
Creating Ledger Of Bank with opening balances14:25
Entering Inventory and Opening Balances in QuickBooks Online7:56
Understanding The Difference Between Trading and Non Trading Activities2:37
Handling Journal Entries2:41
Dealing With Prepaid Rent and Security Deposits6:01
How to Locate Existing Journal Entries2:04
Creating and Customizing Reports2:43
Dealing With Repair and Maintenance Expenses2:45
Receiving Payment Against Customer Balances3:44
Entering Credit Purchase Invoices and Resolving Inventory Errors8:46
Entering Credit Purchase Invoice With New Vendor2:25
Entering Cash Sales In Quickbooks Online4:05
Dealing With Customer Advances2:58
Handling Sales Orders in Quickbooks Online2:46
How to Record Credit Sales Invoice4:02
Dealing With Purchase Order In Quickbooks2:24
Writing Off Bad Debts in Quickbooks Online6:25
Entering Purchase of Services3:34
Payment Against Pending Bills2:23
Converting Sales Order to Sales Invoice in QB Online1:21
Settle Customer Advances Against Invoice6:25
Dealing With Purchase Returns in QuickBooks2:12
Dealing With Sales Returns in QuickBooks1:45
Settle Customer Account Against Pending Balances2:40
Converting Purchase Order to Purchase Invoice1:58
Dealing With Loss of Inventory3:37
Unwinding of Prepaid Expenses in Quickbooks Online3:02
Extracting Closing Trial Balance Report2:14
Individual Ledger Report3:34
Extracting Closing Profit and Loss Report1:34
Extracting Closing Balance Sheet Report2:07
Closing Elite Traders Project1:51
Working With Dashboards6:48
Access QuickBooks Online Sample Company4:24
Report Customization on Quickbooks7:40
Bank Reconciliation Project17:02
Bank Reconciliation Project Part 26:50
Job Costing in QuickBooks Online20:24
Managing Sales Tax10:32
How to Cancel QuickBooks Online Subscription6:58
Congratulations0:29

Requirements

No prior accounting or QuickBooks experience is required — this course starts from the basics.
A working internet connection and a browser (Chrome recommended).
Access to a QuickBooks Online account (you can use the free trial or sample company file).
A willingness to learn and apply accounting principles in a practical way.

Description

Want to learn how to manage accounting professionally using QuickBooks Online? Whether you’re a small business owner, bookkeeper, or beginner in accounting, this complete training course will take you from the basics to advanced features of QuickBooks Online in a practical, hands-on way.

You’ll start by learning how to create a company file, set up your chart of accounts, and enter customer, vendor, and bank opening balances. The course continues with in-depth training on recording credit purchases, sales invoices, and journal entries — helping you handle everyday transactions confidently.

You’ll also learn how to manage inventory, link control accounts, customize reports, and work with real-world features like customer advances, purchase orders, sales orders, and writing off bad debts. As you progress, you’ll dive into bank reconciliation, job costing, and sales tax management — key skills for anyone managing a growing business.

This course is designed using real projects to make concepts easy to understand, even if you're a beginner. By the end of this training, you'll be fully equipped to use QuickBooks Online efficiently for any business type.

Key Topics Covered:

Creating and managing a company in QuickBooks Online
Setting up and editing the chart of accounts with opening balances
Entering customer and vendor balances with control account linking
Recording credit and cash sales/purchases
Entering journal entries, prepaid rent, and security deposits
Managing inventory and handling inventory errors or loss
Working with customer advances and payment settlements
Converting sales orders and purchase orders into invoices
Writing off bad debts and handling returns
Extracting trial balance, ledger reports, profit and loss, and balance sheet
Bank reconciliation projects with real-life examples
Customizing reports and using dashboard tools
Performing job costing and managing sales tax in QuickBooks Online

This course is perfect for:
Business Owners
Accountants & Bookkeepers
Accounting Students
Freelancers & Virtual Assistants
Anyone looking to learn QuickBooks Online from scratch

All lessons are designed to be clear, practical, and project-based, helping you apply what you learn in real business scenarios.

Who this course is for:

Small Business Owners who want to manage their finances and bookkeeping using QuickBooks Online
Accounting Students looking to gain practical skills in cloud-based accounting software
Freelancers and Virtual Assistants offering bookkeeping services to clients
Beginner Accountants & Bookkeepers who want to learn QuickBooks Online from scratch
Professionals Switching to QuickBooks Online from desktop accounting software or spreadsheets
Anyone Interested in Learning Accounting with real-world examples and hands-on practice