
Navigate the QuickBooks Online navigation panel to access the dashboard, left-hand shortcuts for transactions, payroll, invoices, and privacy controls for secure data viewing.
Navigate to accounts in settings to update company details, legal name, orchestration number, type, industry, and contact information, add addresses, and adjust marketing and cookie preferences.
Learn to configure expenses settings in QuickBooks Online, including bills and expenses defaults, tracking by customers, billable expenses, global expense handling, payment terms, and purchase order defaults.
Create a location tag group, assign regional tags such as UK and Europe to sales invoices and purchases, and run location-based reports or split by items using tags.
Import and export data in QuickBooks Online using the tools panel. Map the data, save it in Excel or CSC File format, and transfer bank data, customers, and suppliers.
Track user actions in QuickBooks with the audit log by selecting the user and period. View date, user, and changes, review transaction history, and print the record.
Add a new customer in QuickBooks Online by selecting currency, entering contact details, addresses, VAT information, payment terms, and attachments, then save and access invoices, estimates, and reminders.
Add a service in quickbooks by creating a service item with code 001, price 50, tax 20%, income from services, then save and manage categories, descriptions, and resale details.
Learn to create a sale invoice in QuickBooks Online, apply a 5% discount, set customer and product details, choose payment options, and customize and send the invoice.
Raise a sales invoice to a customer abroad using the customer's currency, set terms, apply VAT exemption, add items and discounts, and share a link for invoice download.
Learn how to remove a wrongly allocated payment from a customer’s account in QuickBooks Online, causing the invoice to return to overdue status.
Learn to create a delayed credit note in quickbooks, including the delete credit option, to record future-dated credits without affecting your current sales report.
Learn how to record fixed asset depreciation using manual journals, apply straight-line depreciation for an Apple pc, post accumulated depreciation, and handle end-of-year gbp entries.
Learn to perform stock adjustments in QuickBooks Online using the stock quantity adjustment, apply the as of date, and save the amended quantity with notes.
Learn to run aged payables reports in QuickBooks Online, view overdue invoices (60–90 days), see detailed invoice data, mark payments, and reconcile with bank statements weekly or biweekly.
Learn how to exclude duplicate or incorrect transactions in QuickBooks Online by selecting the item, updating its type, and moving it to the excluded category, with an undo option.
Update is in progress and scheduled for release in May-June 2026. You can sign up anytime; the access is unlimited to current or any updated versions.
Welcome to the Complete QuickBooks Online Accounting and Bookkeeping course,
which includes a complimentary ca.100-page "Learn QuickBooks Software" eBook.
My course offers:
The course offers bite-sized video lectures.
Straight-to-the-point and Structured QuickBooks online tutorial;
UK-based limited company demo scenario;
Includes the latest changes in software.
Assistance with a course for any course-related questions, just send me a message.
Why study QuickBooks Online?
QuickBooks Online accounting and bookkeeping program knowledge is vital if you would like to become a competitive professional and secure more clients as an accountant. As accounting is shifting rapidly into the digital age, including tax submissions directly to your tax office, QuickBooks Online is one of the leading software with over 5 million users worldwide, offering a reliable accounting package for all requirements.
QuickBooks Online has a similar structure across all countries. In my view, once you learn the basics, it is easy to navigate through any other version. I publish weekly videos on my YouTube channel @LearnbookeepingUK and give some helpful tips.
Why study online?
Studying online at your own pace, wherever you are based, helps you to achieve your goals without extra stress or pressure. No matter if your goal is to find a new job as a bookkeeper, or start your own small (or big) bookkeeping business.
The course covers all essentials, based on my years of experience with QuickBooks online software, and in my view, this is an ideal starting point for any bookkeeper at the beginning or advanced level to refresh on the latest updates.
About the course:
Course based on the QuickBooks online UK demo company. I explain how to register for a trial version and how to download the Case study with exercises (Section 1 Case study). Registering for the trial version helps to learn by doing exercises along with the videos on your own as well.
If you would like to become a successful freelance bookkeeper, I recommend going through each module and then referring when needed. ( You have indefinite access to this course!).
If you are a sole trader or a business owner and have decided to do your bookkeeping, go through the main chapters on how to set up your business, how to raise sales and credit notes, how to input the purchase invoice or purchase credit, how to connect to the bank, and how to run main reports. For everything else, you can always refer back if needed.
Chapters covered:
How to register for a test-free version of QuickBooks software.
The navigation panel features a simple way of finding essential and advanced settings.
Organisation settings, including changes in business, financial settings for year-end, and locking period;
Chart of accounts and learning about the nominal codes, how to import or edit the codes, and add balances on QuickBooks.
The contact list and how to add clients or suppliers, featuring the project tab;
Inventory and how to manage stock on QuickBooks; raise a purchase order for inventory.
The sales process in detail ranges from raising a quote to raising sales invoices, sending statements, chasing debts, and featuring repetitive invoices. Explaining the difference between a delayed charge and a credit;
Fixed assets and learning about types of depreciation, how to add fixed assets to QuickBooks, and run a depreciation journal;
Purchase process in detail: from raising a purchase order, converting PO to invoices on QuickBooks, or simply entering the invoice directly from the supplier, features cheque and bank payments.
How to upload receipts by using an app or a quick link on QuickBooks, and a step-by-step guide.
Thorough explanation of banking: from how to add various bank accounts (PayPal, everyday, credit cards, etc), how to set up online payments for clients to pay for the invoice, how to manually import statements to a full bank reconciliation process guide with bank rules, shortcuts and learning about what to do when errors occur;
Finally - reporting, featuring bank reconciliation reporting, age accounts payable, profit and loss, and balance sheet;
VAT/GST/Sales tax video and resources to help with returns on QuickBooks Online and a general understanding of indirect taxation;
Projects on QuickBooks from start to finish, allocating the sales and re-charging the expenses, understanding the margin and financial summary.
Reviews:
"Very easy to follow" by Lara
"Easy to understand." by Carmie
"I like this course, all the concepts were explained in detail." Minakshi
"Nice step by step; clear" by Stacey
"Yes, the experience is good. Explanation very clear." by Goh Hong
I hope to see you at my course!
Your future tutor,
Maria