QuickBooks Online Fundamentals for Bookkeepers

Updated 10/20/2026.

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.

Who it is for: Bookkeepers and accounting staff who are new to QuickBooks Online and need day-to-day operational competence.

Length: about 120 minutes, 9 modules, 55 quiz questions, certificate of completion.

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What you will learn

Choose a QuickBooks Online subscription, create a company, and set the fiscal year, accounting method, and chart of accounts.
Navigate the left menu, dashboard, Settings, and search to find any transaction or list quickly.
Maintain clean core lists—accounts, customers, vendors, and products/services—using correct types and import tools.
Connect bank feeds, categorize transactions with rules, and reconcile accounts to bank statements.
Create invoices, sales receipts, and estimates; record payments and deposits; and handle credit memos correctly.
Enter bills, expenses, and checks; pay bills; and process vendor credits and refunds.
Record transfers and credit card transactions; use journal entries only when necessary; and void or delete with care.
Run, customize, and export the Profit and Loss, Balance Sheet, and aging reports.
Assign user roles, invite an accountant, and restrict access to protect sensitive company data.

Course outline

Module	What it covers
Setting Up a QuickBooks Online Company	Subscription tiers, company settings, chart of accounts, and opening balances
Navigating QuickBooks Online	Dashboard, menus, search, and the mobile app
Core Lists: Accounts, Customers, Vendors, Products and Services	Building, organizing, and importing the lists that power every transaction
Banking in QuickBooks Online: Feeds, Rules, and Matching	Feeds, rules, matching, deposits, and reconciliation
Customer Transactions: Invoices, Sales Receipts, and Payments	Invoices, sales receipts, payments, credits, and estimates
Vendor Transactions: Bills, Expenses, and Checks	Entering, paying, and tracking what the business owes
Other Transactions: Transfers, Journal Entries, and Credit Cards	Transfers, journal entries, credit cards, and the audit trail
Reading Reports in QuickBooks Online	Running, customizing, and sharing the numbers that matter
Users, Access, and Working with an Accountant	Keeping the books secure while collaborating with your team

How the course works

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.