Mastering QuickBooks Online (2026 Update)

Name: Mastering QuickBooks Online (2026 Update)
Rating: 4.5 (62 reviews)

Learn to set up, automate, and manage your accounting with QuickBooks Online for accurate reports and smarter decisions.

Created bySimon Sez IT

Last updated 2/2026

English

What you'll learn

Set up a QuickBooks Online company file for a business.
Customize the Chart of Accounts to match business needs.
Configure tax settings to support accurate compliance.
Connect bank and credit card accounts securely.
Record income, expenses, and payments correctly.
Create and send invoices to customers.
Manage vendor and customer transactions efficiently.
Use AI tools to automate bookkeeping tasks.
Perform bank reconciliations to ensure accurate records.
Track projects and inventory within QuickBooks Online.
Generate and customize financial reports for decision making.
Prepare accounts for tax filing and year-end review.

Course content

21 sections • 124 lectures • 10h 59m total length

IMPORTANT - PLEASE READ!0:27
Introduction to the Course4:50
WATCH ME: Essential Information for a Successful Training Experience2:03
DOWNLOAD ME: Exercise Files0:19
Course Structure Part 15:27
Course Structure Part 23:48
Introduction to the Company4:53

How QuickBooks Online Works6:03
Customizing Company Settings in QBO8:43
Customize QuickBooks Online by adjusting account and company settings, sales forms, and email templates to suit your business, including payments, lending, customer financing, and invoicing.
Getting Around in QBO13:45
Accessing QBO from Anywhere10:49
Access QuickBooks Online from anywhere with a cloud-based platform and real-time updates across devices. Collaborate securely with encryption and MFA while tracking invoices, estimates, and cash flow.
Connecting Your Bank Accounts in QBO10:09
Integrations Available in QBO5:27
Let Me Try: Setting Up Your Company File3:44
Set up your QuickBooks Online company file using Flourish Bakeries by entering essential details, creating a tailored chart of accounts, adding products and services, and linking a bank account.
Let Me Try: Managing Transactions3:04
Section Quiz

Exploring the QBO Settings8:59
Working with Users and Permissions in QBO5:36
Setting Up Your Chart of Accounts - 16:50
Set up and customize the chart of accounts in QuickBooks Online, organizing income, expenses, assets, liabilities, and equity, with sub-accounts to keep your financial data accurate.
Setting Up Your Chart of Accounts - 25:30
Customizing Invoice and Sales Forms5:37
Tracking Expenses and Bills7:19
Working with Items and Services in QBO9:39
Let Me Try: Setting Up Your Chart of Accounts1:54
Let Me Try: Customizing Invoice and Sales Forms2:55
Section Quiz

Setting Up and Managing Customers5:47
Creating and Sending Invoices6:14
Receiving and Applying Payments4:53
Managing Sales Tax in QBO7:12
Master how QuickBooks Online automatically calculates sales tax on invoices based on the customer's location, tracks liabilities, and files returns with reminders and reports for tax compliance.
Issuing Refunds and Credits4:26
Tracking Invoice Status5:46
Managing Customer Statements2:36
Customer Reports and Insights6:32
Setting Up Recurring Invoices in QBO4:31
Working with Estimates in QBO7:11
Let Me Try: Creating and Sending Invoices2:14
Let Me Try: Receiving and Applying Payments2:19
Section Quiz

Setting Up and Managing Vendors6:08
Creating and Managing Bills5:28
Paying Bills and Expenses in QBO5:13
Tracking Accounts Payable5:09
Track accounts payable in QuickBooks Online by recording vendor bills, due dates, and payments, and use reports like unpaid bills and aging summary to prioritize and manage cash flow.
Managing Vendor Credits6:42
Master vendor credits in QuickBooks Online to record, apply to future bills, and track refunds and adjustments, keeping your accounts payable accurate and up-to-date.
Setting Up Recurring Bills in QBO5:12
Vendor Reports and Insights8:27
Let Me Try: Entering and Managing Bills3:20
Section Quiz

Setting Up Payroll in QBO6:04
Managing Employee Payroll4:53
Tracking Payroll Taxes4:03
Running Payroll Reports4:34
Issuing Payroll Checks in QBO4:06
Payroll Integrations in QBO4:25
Let Me Try: Running Payroll2:52
Navigate the QuickBooks Online payroll dashboard, start a payroll run, enter hours for hourly employees (including overtime), review salaries, verify deductions and benefits, preview totals, and submit.
Section Quiz

Setting Up Inventory Items in QBO5:53
Set up inventory items in QuickBooks Online to organize your product catalog, track stock, and ensure accurate financial records, using fields like name, SKU, category, and sales and purchasing details.
Tracking Inventory in QBO6:17
Managing Inventory Orders5:37
Adjusting Inventory Levels4:37
Learn to adjust inventory levels in QuickBooks Online to keep stock accurate, prevent shortages and overstocking, and maintain financial reports with regular counts, tracking returns and damages, and reorder points.
Inventory Reporting in QBO7:28
Master inventory reporting in QBO to track stock levels, inventory value, and sales performance using reports like inventory valuation summary, stock status by item, and sales by product service summary.
Let Me Try: Adjusting Inventory Levels2:50
Adjust inventory quantities in QuickBooks Online to reflect spoilage or shrinkage, keeping financial records accurate. Use the Inventory Quantity Adjustment screen to update quantities and select the appropriate adjustment accounts.
Section Quiz

Requirements

Access to QuickBooks Online.
This course is for the online version, not the desktop version.
Reliable internet access.
Basic understanding of accounting concepts
No prior experience with QuickBooks is required.

Description

This course includes downloadable course instructor files and exercise files to work with and follow along.

Mastering QuickBooks Online is a practical course designed to help you use QuickBooks Online confidently in a real-world business setting. It provides a clear overview of how the platform works, including its cloud-based tools and built-in AI features that support accurate and efficient financial management.

You begin by learning how to set up a company file the right way, customize the Chart of Accounts, and configure tax settings to meet business needs. The material then guides you through connecting bank accounts, automating workflows, and understanding the latest interface updates. You also learn how AI-powered tools such as Business Feed, Smart Search, and specialized agents support bookkeeping, payroll, tax tasks, and payments.

Throughout the learning experience, you practice everyday accounting activities such as creating invoices, recording expenses, tracking payments, and managing customers and vendors. You gain skills in bank reconciliation, inventory tracking, project monitoring, and real-time collaboration, helping you keep records accurate and up to date. Clear guidance is provided on generating and reviewing financial reports so you can better understand performance and make informed decisions.

By the end, you benefit from improved efficiency, assistance in compliance with accounting standards, and greater confidence in managing finances. You save time through automation, reduce errors with AI assistance, and gain reliable insights that support smarter business planning and long-term stability.

In this course, you will be able to:

Set up a QuickBooks Online company file for a business.
Customize the Chart of Accounts to match business needs.
Configure tax settings to support accurate compliance.
Connect bank and credit card accounts securely.
Record income, expenses, and payments correctly.
Create and send invoices to customers.
Manage vendor and customer transactions efficiently.
Use AI tools to automate bookkeeping tasks.
Perform bank reconciliations to ensure accurate records.
Track projects and inventory within QuickBooks Online.
Generate and customize financial reports for decision making.
Prepare accounts for tax filing and year-end review.

This course includes:

10+ hours of video tutorials
119 individual video lectures
Exercise Files to follow along
Certificate of completion

Who this course is for:

Small business owners or those managing QuickBooks for a small business.
If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course.
Accountants and bookkeepers.
Professionals who want to advance their skills and become more efficient in managing client accounts.

Mastering QuickBooks Online (2026 Update)

What you'll learn

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Course content

Course Introduction7 lectures • 22min

Getting Started with QuickBooks Online8 lectures • 1hr 2min

Customizing the QuickBooks Environment9 lectures • 54min

Working with Customers and Jobs12 lectures • 1hr

Managing Expenses and Vendors8 lectures • 46min

Banking and Reconciliation6 lectures • 43min

Payroll in QuickBooks Online7 lectures • 31min

Inventory Management6 lectures • 33min

Advanced Invoicing and Sales4 lectures • 20min

Project Management4 lectures • 19min

Requirements

Description

Who this course is for: