Getting to Know QuickBooks® Online

Spend an hour getting to know QBO's interface, and what you'll have to do to maintain your business records.
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  • Lectures 20
  • Length 2 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2016 English

Course Description

New to QuickBooks Online? Get comfortable quickly by watching this 1-hour overview course. 

Business owners will get a feel for the QBO interface as we tour the interface. We'll explore the the Sidebar, Gear, and Create buttons so you know where to look for what you need.

Alicia will demonstrate a sample daily workflow so you can see the big picture about what's involved in managing your customers and expenses.

And she'll show you the top mistakes people make so that you don't fall into the same traps.

This standalone module introduces concepts that are explained in-depth in our other Master QuickBooks online courses.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 1 CPE Credit.

What are the requirements?

  • Use the Sample file at
  • 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!

What am I going to get from this course?

  • Get around the QBO Interface
  • Use Keyboard Shortctus
  • Become familiar with QBO's Customer, Vendor, and Report Centers
  • Understand 3rd Party Plugin Apps
  • Submit suggestions to Intuit
  • Use QBO on a smartphone or tablet
  • Backup and Export Data
  • Understand a typical customer workflow
  • Know the traps some businesses fall into

Who is the target audience?

  • Business Owners who are evaluating whether to use QuickBooks Online
  • 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
  • Students and job-seekers will boost their employment marketability

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

An overview of QuickBooks Online, and this course.

5 questions
Section 2: Choosing Your Version of QBO

What version of QBO is right for you? Should you select Simple Start, Essentials, or the Plus version?


Each version of QBO has a different set of report. Your choice of which version you need may depend on what kind of business analysis you want to do.

Section 3: The Chart of Accounts, and Products and Services

Your Chart of Accounts is the backbone and foundation of your QBO. What is it, and how do you use it?


The Products and Services list is where you create all the items that will appear on Estimates, Invoices, Sales Receipts, Checks and Bills.

Section 4: Using the Interface

Now that your QuickBooks Online is set up and ready to use, let's take a tour of the interface and where to find all the features.


The Transactions area is a one-stop shop for seeing your Sales and Expenses all in one place.


QuickBooks has a neat feature allowing you to change buttons from "Save and Close" to "Save and New" so they behave as you need them to.


Even though QuickBooks Online is web-based, there are still dozens of keyboard shortcuts to make navigation and data entry faster.


Intuit is always experimenting with new features. Turn on the ones that would be helpful in the QB Labs, and help test whether they should be released to the public.

Using the Interface
17 questions
Section 5: Working in the Centers

See all your Customers in one place, along with quick lists of who owes you money...and how long they've been overdue.


Vendors are the people you buy items and services from. Use the Vendor Center to know who you owe, and how much.


The Reports Center is divided up into groups of similar documents. Pour through all the options - you'll be amazed at all the ways you can slice and dice your data, to learn all kinds of new things about the business you do.

Section 6: Special Topics

One of my favorite things about QBO is that it's ever-improving. If there are features you'd like to see or changes you'd like them to make, just let them know!


There are hundreds of third-party Apps that extend the abilities of QBO. If it is missing features you need, look to the Apps to make it do everything you need.


Even though QuickBooks Online is hosted on their servers and is backed up all day long, I still recommend exporting your own backup. Here's how to do it.


Because QBO is web-based, you can access your data through your smartphone. Whether you use the native apps or use your phone's browser, all your company data is at your fingertips wherever you go.


Now that you've watched over 90 videos, we don't want you to get lost in all the details. Watch this overview of a typical business workflow to see how to work with a customer from providing the service to putting the money in the bank.


It's best to use QuickBooks Online if you do a little bit every day, instead of waiting until the end of the week or the month. It's much faster and easier.


This course gives a high-end overview of QuickBooks Online. Our other courses demonstrate in detail how to perform your daily workflow in QBO. Here are the most common mistakes I see businesses make, so that you know which topics you need to study, so that you don't make them, too!

Special Topics
10 questions

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Instructor Biography

Alicia Katz Pollock, QuickBooks ProAdvisor with a Masters Degree in Teaching

Over 30 years ago, when she was 13, Alicia Katz Pollock received her first computer, an Apple IIc. She immediately designed a database for her father’s dental practice to automatically send postcards to his patients every 6 months to come in for a checkup and cleaning. Her passion for computers grew as she did.

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula.

She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.

Alicia’s certifications include:

  • QuickBooks Certified User
  • Intuit ProAdvisor
  • Microsoft Certified Trainer
  • Apple Consultants Network
  • Apple Certified Support Professional, 10.5
  • Apple Certified Support Professional, 10.7
  • Apple Certified Support Professional, 10.10
  • Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and Outlook
  • Microsoft Office Specialist, Master Level

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