QuickBooks Online: From Setup to Tax Time (2025)

Name: QuickBooks Online: From Setup to Tax Time (2025)
Rating: 4.4 (417 reviews)

This QBO tutorial teaches business owners and bookkeepers how to use all QBO’s essential tools and workflows.

Created byAlicia Katz Pollock

Last updated 2/2025

English

What you'll learn

Set up QuickBooks Online
Create a Chart of Accounts
Add Products and Services
Customize settings
Create Customers and Vendors
Create Estimates
Send Invoices
Receive Payments
Take Deposits
Pay Bills
Charge and remit Sales Tax
Use Classes to track transactions
Manage Multiple Locations
Track Inventory
Use Keyboard Shortcuts
Make Bank Deposits
Use the Bank Feed
Make Bank Transfers
Reconcile Bank Accounts
Track Barter trades
Take Credit Cards
Print Checks
Run Reports including P&L and Balance Sheet

Course content

9 sections • 69 lectures • 5h 30m total length

Introduction4:32
Why is Bookkeeping Important?2:22
Do you need a Bookeeper?2:26
The Pareto Principle: The 80/20 Rule3:17
Putting the "Quick" in QuickBooks3:18
Watch out for PEBCAK3:24

The Chart of Accounts (COA)3:21
How the COA Creates Reports10:56
Accounts Created Automatically6:15
Discover how automatically created accounts populate the chart of accounts, including accounts receivable, inventory asset, uncategorized asset and undeposited funds, for accurate tax reporting.
Modifying the COA14:16
Using the Register3:50
Products and Services List8:16
Creating a Service3:30
Creating a Non-Inventory Product1:50
Creating an Inventory Item4:39
Creating Bundles2:55
Create bundles in QuickBooks to break an invoice into components like fountain, pump, concrete, and installation hours. Choose to display components on the invoice or subtract items from the bundle.
Product Accounting Behind the Scenes1:38
Classes and Locations13:35

Sales and Customer Preferences14:12
The Customers Center4:58
Adding Customers7:24
Generic Customer Names1:37
Merging Customers2:54
Common Customer Workflows2:47
Creating Customer Recipes3:53
Creating Estimates and Progress Invoicing2:30
Create estimates for bids, add line items such as gardening and rock fountain, apply tax status, and convert accepted estimates into invoices, using progress invoicing when enabled.
Progress Invoicing1:46
Creating a New Invoice7:48
Receiving Payments5:04
QuickBooks Payments and Merchant Services3:03
Bank Deposits6:00
Credit Memos5:40
Refunding Sales or Services2:25
Refunding Customer Credits1:39

Set Expenses Preferences4:57
Set up vendor expenses in accounts and settings for itemized expenses on forms. Track by customer and enable billable expenses with a default markup and use purchase orders.
The Vendor Center4:20
Adding a Vendor5:08
Generic Vendor Names1:26
Working with the Vendor List2:41
Common Vendor Workflows2:37
Purchasing Inventory3:57
Paying Vendor Bills9:31
Writing Checks3:32
Entering Credit Card Expenses4:05
Vendor Credits and Refunds4:41
Job Costing Expenses3:51

The Bank Transactions Feed1:29
Navigate the banking transactions feed in QuickBooks Online, connect your bank accounts, update data, and reconcile cleared but unconfirmed transactions for daily accuracy.
How Artificial Intelligence (AI) Works in the Bank Feed2:43
Clearing out the Banking Feed: Finding Matches, Expenses, and Deposits7:19
Using Bank Rules6:17
App Transactions1:25
Recipes2:06
Reconciling Bank Transactions7:17

Requirements

You will need a subscription to QuickBooks Online. Note that if you want the Essentials or Plus versions, we can help you get a 20% discount!

Description

You've probably watched a few of the typical QuickBooks classes on YouTube before - the ones that drone on about debits, credits, and "proper accounting procedures." Am I right?

If you’ve been beaten down by confusing jargon, dull video lectures, and that dreadful sinking feeling of "I still don't get it"...this QBO class is for you.

Introducing QuickBooks Online: From Setup To Tax Time - an engaging, easy-to-follow QBO training program crafted with clarity and simplicity in mind.

Alicia Katz Pollock, one of America's Top 50 Women in Accounting and a certified 'QBO Rock Star,' brings her infectious energy and relatable teaching style to help you master Intuit's powerful cloud-based accounting software.

With easy-to-digest video lessons, simple step-by-step walkthroughs, and a downright comforting teaching style, Alicia will be your personal guide from QBO file setup all the way through tax time.

You'll dive into all the must-know QBO features like banking, customers, vendors, reports, and more...but more importantly, you'll finally understand WHY these processes are crucial for your business. No more operating in the dark!

But Alicia's class isn't just an info dump - it's a full-fledged QBO training experience designed for real learning retention. Quizzes, class notes, a digital textbook, and an active Q&A community ensure no question goes unanswered and no concept is left behind.

At the end of this course, you won't just be a QBO user...you'll be a QBO professional with the skills to effortlessly manage your books, make smart financial decisions, and optimize your operations for growth.

If you're ready to break free from accounting confusion and finally embrace the power of QuickBooks Online, grab your spot in Alicia's "QuickBooks Online: From Setup To Tax Time" course today.

Let this be the first step towards regaining control over your finances!

Who this course is for:

Business owners and employees who maintain their company’s financial records
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills
Students and job-seekers will boost their employment marketability
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

QuickBooks Online: From Setup to Tax Time (2025)

What you'll learn

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Course content

Setting up QuickBooks Online6 lectures • 19min

Getting Around in QuickBooks Online3 lectures • 26min

Setting up your Company5 lectures • 35min

Working with Lists12 lectures • 1hr 15min

Working with Customers16 lectures • 1hr 14min

Working with Vendors12 lectures • 51min

The Transaction Center7 lectures • 29min

Reports4 lectures • 6min

Other Transactions and Tools4 lectures • 16min

Requirements

Description

Who this course is for: