QuickBooks Online Freelance, Self-Employed Bookkeeper

Name: QuickBooks Online Freelance, Self-Employed Bookkeeper
Rating: 4.7 (542 reviews)

Work from Home And Use QuickBooks Online To Earn Income

Created byMark Smolen

Last updated 6/2026

English

What you'll learn

How To be A Work-From-Home Freelance Bookkeeper
How To Use QuickBooks Online To Provide Express Bookkeeping To Service Clients
How To Freelance As A Self-Employed Bookkeeper
How To Manage Your Client's Files And Vital Data
Crucial Differences Between QuickBooks Desktop And QuickBooks Online
How To Obtain Business Credentials That Establish You As A Self-Employed Official Company
How To Obtain Credentials That Persuade Clients To Hire You
How To Market Yourself As An Independant Self-Employed Bookkeeper
Secrets To Obtaining Your First Few Clients
All Essential QuickBooks QuickBooks Online Features Nessisary For Minimum Bookkeeping Requirements
How To Service Bookkeeping Clients Who need The Minumum Amount Of Bookkeping And Reports
What Documents Are Necessary To Accurately Record The Minimum Amount Of Bookkeeping Necessary
How To Sign Up for The Free Trial Of QuickBooks Online
The Ability To Find And Fix Any Bookkeeping Mistake
How To Manage The QuickBooks Online Chart Of Accounts
How To Set Up And use Customer And Vendor List Names
How To Set Up And Use “Register Windows” In QuickBooks Online
How To Record All Bank Deposits From Income Sources Or Owner’s Investment
How To Record All Checks And Expenses As Well As Owner’s Personal Non-Business Withdrawals
How To Record All Types Of Credit Card Transactions
How To Properly Record All Cash On Hand And Petty Cash Transactions
How To Navigate The QuickBooks Online Interface Smoothly And Easily
How To Set Up, Customize And Use QuickBooks Online Reports
How To Find And Fix Any Bookkeeping Mistake !!
An Overivew Of How Downloading Or Importting Transactions
How To Import "Lists" Like Customers, Vendors And Accounts
How To Import Transactions From ".QBO" And ".CSV Files
How To Navigate The Revew List
How To Approve Downloaded And Imported Transactions
How To Record Transactions From The Review List
How To Find Transactions That Have Been Downloaded
How To Categorize Downloaded Or Imported Transactions
How To Undo Categorized Transactions
How To Exclude Transactions
How To Delete The Excluded Transactions
How To Connect Directly To Your Bank Or Credit Card Company
How To Undo An Excluded TransactionHow To Match Transactions To Prevent Duplacates
How To Use Rules To Save Time
How To Apply Deposits And Checks To Customer Invoices And Vendor's Bills
How To Track Expenses By Customer
How To Make Downloaded And Imported Expenses Billable To Customers
How To Separate And Record Sales Tax Charges And Payments
How To Use Advanced, Compound And Complex Rules To Save Even More Time!!
How To do A Whole Month Of Bookkeeping In Just A Few Minutes
How To Prove An Entire Set Of Company Financial Records Are Correct To The Last Detail
An Overview Of The Bank Reconciliation Ideas And Process
Understand And Use The Cleared Balance
How To Reconcile The First Month's bank Reconciliation
How To Manage Consecutive Month's Bank Reconciliation
How To Complete Any Challenging Bank Reconciliation In QuickBooks OnlineHow To Manage Every Possible "Real-Life" , "On The Job" Challenge Or Issue When Doing B
How To Do The Special Steps For A "First Month's" Bank Reconciliation
How To Reconcile With Customers And Vendors Statements When Working With Receivables And Payables
How To Re-Classify Transactions To The Correct Expense Category
How To Find And Fix Mistaken Expense Category Classifications
Use The Discrepancy Report To Fix Mistakes In Past Months
Identify The Common Transaction And Reconciliation Mistakes
Adjust A Bank Reconciliation To Force It To Fit
Undo A Bank Reconciliation With The Accountant's Edition
Special First Month's Adjustment For Begining Balance And Outstanding Checks
How To Reconcile Your Records With Customers And Vendors

Course content

5 sections • 67 lectures • 12h 26m total length

Introduction - What Do You Need ?4:25
What Do Self-Employed Bookkeeprs Do?3:39
Self-employed bookkeepers record bank and credit card statements in QuickBooks desktop or Online and deliver custom reports for tax professionals, focusing on the general ledger and logging transactions.
Why Does Importing Transactions Expidite The Bookkeeprs Job?2:12
Import bank feeds to speed your bookkeeping, automatically bringing transactions into QuickBooks Desktop or QuickBooks Online after you review, approve, and assign the correct expense accounts.
How To Prove The Bookkeepers Work Is Correct1:29
Managing Client Files11:28
Managing Clients with the QBO Online Version (In The Second Half Of This VIdeo)14:05
Choosing Between QuickBooks Desktop And QuickBooks Online11:20
Compare QuickBooks Desktop and QuickBooks Online for a self-employed bookkeeper. Learn about licensing, client file access, and the accountant toolbox for managing client books.
Legal Documenst That Make You An Actual Independant Company9:33
Credentials That Persuade Your Clients To Hire You7:46
Boost client credibility with LLC status, QuickBooks or bookkeeping certificates, and bookkeepers insurance, signaling serious liability protection and professional expertise for independent bookkeeping.
Marketing Yourself As A Self-Employed Bookkeeper15:06
Secrets Of Success For Self-Employed Bookkeepers15:21
Test For Bookkeepers

Introduction To Basic Express QuickBooks Online Servicing Clients5:13
Sign Up For A Free Q.B.O. Plus Account6:51
Navigating The QuickBooks Online Interface7:58
Customers And Vendor Data Management8:34
Learn to set up the QuickBooks Online name lists, including customers and vendors, with contact details, notes, and easy access from the sales and expenses panels.
QuickBooks Online Reports7:54
Customize and save QuickBooks Online reports to view all transactions across all dates, by customer or vendor, and access statements like trial balance, balance sheet, and profit and loss.
Temporary Tech-Support Issue (For Some Accounts)- Optional3:25
All About The Chart Of Accounts18:44
Master the chart of accounts in QuickBooks Online by creating bank, income, expense, credit card, and equity accounts with proper account and detail types.
Recording Deposits12:17
Checks And Expenses14:59
First Practice Set2:46
Cash Transactions17:32
Explore how to account for cash on hand in QuickBooks Online, recording deposits and expenses with receipts, and comparing cash on hand to bank balances for accurate trial balance.
Using Register Windows14:59
Learn to use register windows to view transactions with a running balance, filter by date or amount, and record or edit deposits and expenses that affect the trial balance.
Credit Card Transactions14:40
Expenses Paid From Owner's Pocket9:01
15 Final QuickBooks Service Project4:50
Final Exam Part 2
PREPARE FOR THE NEXT SECTION2:49

30 Day Free Trial (Latest)14:05
Bank Feeds Overview Of The Idea4:05
Import bank transactions into QuickBooks online to save time, then review and classify them to assign correct income, expense, and customer or vendor details.
Accountant Edition Sign Up7:17
How To Import Set Up List Data13:33
Importing Transactions We Will Work With15:42
Additional Import Options9:51
Navigating The Review Lists10:00
Recording And Excluding Transactions24:15
Matching Transactions15:59
Using Basic Rules16:28
Preparing for Your First Self-Practice8:58
Prepare your QuickBooks online account for self-practice by starting at zero, removing transactions, and clearing rules through a step-by-step cleanup of categorised items, review list, and the trial balance.
QBO Importing Transaction Test2:36
Apllying Review List Transactions To Invoices And Bills17:31
Learn to apply downloaded bank feed transactions to open invoices and unpaid bills in QuickBooks Online, using the open invoice and unpaid bill reports to see how payments are applied.
Tracking Expenses And Billable Items12:32
ADVANCED LEVEL RULES21:02
DISCONNECTING AN ACCOUNT FROM THE REVIEW LIST5:21
90% OF BOOKKEEPING DONE IN 90 SECONDS PER DAY!!12:07
Importing From Desktop To QBO And Overwriting The Data6:23
Test Your Knowledge With Importing To QuickBooks Online
PREPARING FOR THE BANK REC SECTION5:12

Introduction To And Preparing For The Course6:08
Sign Up For Free Accountant's Edition5:51
Import Transactions For Set Up11:50
Dealing With Changes To The QuickBooks Online Interface10:27
What Is Bank Reconciliation?10:44
Perform bank reconciliation as a procedure that compares transaction numbers and amounts in quickbooks with bank or card statements to verify accuracy, catch missing or duplicate entries, and guide corrections.
What Is The Cleared Balance?6:34
First Month's Bank Reconciliation25:14
Using Bank Reconciliation Reports5:18
Bank Reconciliation Second Consecutive Month26:12
Learn how to perform a second consecutive month bank reconciliation in QuickBooks Online, isolating deposits and payments, spotting errors, and confirming balances with corrected statements.
Bank Reconciliation Third Month And Using The Discrepancy Report14:15
Bank Reconciliation - 4th month with common mistakes29:43
Adjusting The Bank Reconciliation17:31
Undoing A Bank Reconciliation14:07
First Month's Special Bank Rec Issues, Grand Finale34:34
Proving Entire Set Of Company Records Correct12:07
Fixing Expense Classification Categories16:33
About This Section1:00
Reconciling Accounts Receivable Records With Customer Statements6:51
Finding Customer Misapplied Payments7:53
Reconciling With Vendor Statements9:15
Reconcile vendor records with monthly statements by comparing the unpaid bills detail report to vendor statements, identifying discrepancies with the transaction list by vendor, and correcting misapplied bill payments.
Test Your Knowledge Of Bank Reconciliation Issues nd Topics That Prove Correctne

Requirements

The Ability To Follow Easy Instructions Step-By-Step
No Prior Knowledge Of QuickBooks, Bookkeeping, Accounting Or Computers Needed
You Can Jump Right In And Start Learning!!

Description

Working from home As a self-employed freelancer has been made easy with QuickBooks Online. You can be an independent bookkeeper with your own clients that you can service and manage on your own schedule, at your own pace, on your own time and from your own home.

This fantastic new QuickBooks Online course will give you all the knowledge and skill you need to go and service clients using QuickBooks Online.

You will get the benefit of decades of experience from bookkeepers and those who helped place them on bookkeeping jobs. This is the real knowledge from experience that could be yours if you take this course.

This course is so fantastic because it's 4 courses in 1. In addition to teaching you all of the QuickBooks Online knowledge and skill as your best advantage, this course has suggestions about obtaining clients under adverse circumstances so that you are more likely to succeed than other bookkeepers who never saw this course.

The main thing that you use to perform the service your clients is QuickBooks Online.

You do not neeed any prior knowledge of Bookkeeping or QuickBooks Online This course will teach you beginner to advance in the crash courses section that's perfect for the things that you will do for your client. You learn to record their information, manage their documents and files, and give them the monthly statements they need for taxes or management reasons. You will also learn another mini course included that shows you how to expedite everything you learned in the first course, so you can service clients fast and get more clients and make more money.

Then of course, the 3rd QuickBooks Online section is the most important one. It's where you learned how to prove to yourself, your clients, and the rest of the world, that your service is accurate and correct and everything you do for your client is right!!

It will even help you understand and remember your legal documents that establish you as an official company. You will also learn about credentials that persuade your clients to hire you. It has great information about how to market yourself as an independent bookkeeper.

I even added a section at the end to give my personal secrets and best possible advice and information from all the experiences I have accumulated helping people both become in-house bookkeepers and self-employed bookkeepers and all the success that they've had.

I know everyone will love this course. It has extremely valuable information that almost anyone can gain from regarding being a freelancer of any kind. All self-employed people working as any kind of virtual assistant or independent remote worker will gain from this course.

There are fun projects and tests for each section for you to check how well you leaned and remembered all the great material that you will receive in this ground breaking new course.

Most importantly, I get back to all my students very quickly to answer their course-related questions.

The course really does have everything you need, and I hope you to see you all there.

-Mark

Who this course is for:

Anyone Who Wants To Work From Home
Any Freelance Worker Who Can Include Bookkeeping As Their Offered Services
Anyone Who Wants To Learn The Most Important Parts Of QuickBooks Online
Anyone Who Wants To Be A "Stay-At-Home", Freelance Bookkeeper
Anyone Interested In Accounting Or Bookkeeping As A Part Time Or Full Time Job
Any Associate Accountant Working In A Small Firm Who Does The Express Bookkeeping To Prepare For Taxes
Anyone Who Wants To MAster QuickBooks Online In A Short Period Of Time
Students Looking To Learn A New Job Skill
Accountants Looking To Work Independatly
Small Business Owners Needing To Market Their Small Business And Do All the Bookkeeping As Well

QuickBooks Online Freelance, Self-Employed Bookkeeper

What you'll learn

Explore related topics

Course content

Introduction11 lectures • 1hr 36min

QuickBooks Online Express For Small, Simple Companies16 lectures • 2hr 33min

QuickBooks Online Download And Import Bank Feeds19 lectures • 3hr 43min

QuickBooks Online Bank Reconciliation And Proving Correctness20 lectures • 4hr 32min

Bonus Section1 lecture • 3min

Requirements

Description

Who this course is for: