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QuickBooks® Online: Essential Business Transactions

So you’re up and running with QuickBooks® Online…now what? How do you manage customer accounts, enter sales, and track expenses? This essential course will walk you through your typical daily workflow and show you how to handle transactions easily.

It’s also an on-demand resource library, so when you have questions about a QBO feature, you can log in here to look it up!

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Click the orange Unit Name below to begin the video!

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Module 1 Introduction  
Unit 1 Getting Started
Unit 2 Module 1 Quiz
Module 2 Using the Interface  
Unit 1 Tour
Unit 2 Transactions Screen
Unit 3 Dynamic Buttons
Unit 4 Keyboard Shortcuts
Unit 5 QuickBooks Labs
Unit 6 Module 2 Quiz
Module 3 Defining Products and Services  
Unit 1 Overview
Unit 2 Services
Unit 3 Products
Unit 4 Module 3 Quiz
Module 4 Working with Customers  
Unit 1 Working with the Customer Center
Unit 2 Sales Settings
Unit 3 Adding New Customers
Unit 4 Generic Customers
Unit 5 Inactivating/Deleting Customers
Unit 6 Merging Customers
Unit 7 Sales Receipts
Unit 8 Invoices
Unit 9 Receive Payments
Unit 10 Estimates
Unit 11 Bank Deposits
Unit 12 Module 4 Quiz
Module 5 Working with Vendors  
Unit 1 Working with the Vendor Center
Unit 2 Accounts Payable Settings
Unit 3 Adding New Vendors
Unit 4 Cleaning Up the Vendor List
Unit 5 Creating and Paying Bills
Unit 6 Writing Checks
Unit 7 Printing Checks
Unit 8 Using Credit Cards
Unit 9 Module 5 Quiz
Module 6 Running Reports  
Unit 1 Reports Center
Unit 2 Your Profit & Loss Report
Unit 3 The Balance Sheet Report
Unit 4 Company Snapshot
Unit 5 The Scorecard
Unit 6 Module 6 Quiz
Module 7 Doing Your Banking  
Unit 1 Transfers
Unit 2 Reconciling
Unit 3 Bank Feed: Importing Transactions
Unit 4 Bank Feed: Tips and Troubleshooting
Unit 5 Bank Feed: Matching Deposits, Loans and Transfers
Unit 6 Module 7 Quiz
Module 8 Special Topics  
Unit 1 Providing Feedback to Intuit
Unit 2 Customer Workflow Summary
Unit 3 Daily Bookkeeping
Unit 4 Top 10 Mistakes People Make
Unit 5 Module 8 Quiz
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