QuickBooks Training for Bookkeepers and Accounting Staff
Seven self-paced courses on QuickBooks Online and QuickBooks Desktop, written for bookkeepers, accounting staff and the small businesses whose books they keep. Together they run about 13 hours, and every course was checked against the published sources it cites, 155 in all: 152 of Intuit’s own QuickBooks pages and 3 from the IRS.
The courses
| Course | Length |
|---|---|
| QuickBooks Online Fundamentals for Bookkeepers Hands-on tour of QuickBooks Online as a working bookkeeper uses it: setting up a company, finding your way around, maintaining the core lists, processing banking, customer and vendor transactions, and reading the standard reports. Function-led; bookkeeping concepts are introduced only when they are needed to operate the software correctly. |
120 min |
| Bookkeeping Workflows in QuickBooks Online: From Transaction to Report A hands-on walkthrough of real bookkeeping cycles inside QuickBooks Online: how forms post to the ledger, the full money-in and money-out workflows, sales tax and 1099 obligations, period-end close, tricky transactions, cash versus accrual reporting, tracking dimensions, and budget analysis. |
120 min |
| QuickBooks Desktop Operations for Bookkeepers A practical, current walkthrough of QuickBooks Desktop for bookkeepers and accounting staff who support clients on Desktop or hosted Desktop: editions, setup, navigation, lists, banking, transactions, payroll, reporting, file health, and hosting realities. |
120 min |
| QuickBooks Payroll Essentials End-to-end payroll for bookkeepers: choose the right QuickBooks payroll product, set up companies and employees, run payroll, manage tax payments and filings, produce forms, handle workers' comp and compliance, close the year, and troubleshoot common problems. Taught on current QuickBooks Online and Desktop payroll products. |
120 min |
| QuickBooks Inventory, Products, and Job Costing Set up and run inventory, product catalogs, assemblies and bundles, and project costing in current QuickBooks Online and QuickBooks Desktop — with the differences between the two platforms made clear at every step. |
120 min |
| QuickBooks Integrations, Apps, and Data Exchange How outside software connects to QuickBooks today: the QuickBooks App Store, API-based apps, the Web Connector for Desktop, SDK authorization rules, Excel/IIF import-export, and the operational realities of keeping integrations healthy (permissions, tokens, recovery after password changes, audit trails, and offboarding). |
75 min |
| QuickBooks for Accountants: Managing Client Books The practice side of QuickBooks: QuickBooks Online Accountant as a client hub, onboarding and managing clients, working in client books with accountant tools, closing and locking periods, cleaning up messy data, and maintaining ProAdvisor certification. |
120 min |
How the courses work
Each course is self-paced. Slides unlock as you read them, most carry a short check, and every module ends with a quiz you pass at 80 percent. A final assessment and a signed attestation complete the course, and you receive a certificate of completion.
Who they are for
Bookkeepers and accounting staff who keep client books in QuickBooks, practice owners training new staff, and small business teams that run their own books. The Desktop course covers hosted QuickBooks Desktop as well, including multi-user mode on a hosted company file.
QuickBooks how-tos
- How to do job costing in QuickBooks
- QuickBooks Web Connector: setup and common errors
- QuickBooks error H202 and H505: fixing multi-user mode
- QuickBooks Verify and Rebuild Data: when and how
- How to update payroll tax tables in QuickBooks Desktop
- QuickBooks Desktop Payroll year-end checklist for 2026
Access
Courses run in the EEZYCLOUD learning player for signed-in learners. To get access for yourself or your team, email clientservices@eezycloud.com.
Running QuickBooks Desktop for a team? See QuickBooks hosting and how to automate QuickBooks Desktop.
QuickBooks is a trademark of Intuit Inc.
Frequently asked questions
Is there a certificate?
Yes. You pass every module quiz at 80 percent and the final assessment, sign an attestation, and receive a certificate of completion.
Do the courses cover QuickBooks Desktop or QuickBooks Online?
Both. Two courses teach QuickBooks Online, one teaches QuickBooks Desktop, three cover Online and Desktop side by side, and one covers the accountant's tools in each.
How long is the QuickBooks training?
Six of the courses take about two hours each and the integrations course about 75 minutes, so the seven run about 13 hours together. Each is self-paced, so learners can stop and pick up where they left off.
How do I get access?
Email clientservices@eezycloud.com with the courses you want and how many people will take them.