Quickbooks Online Basic To Advance Training 2025

Master QuickBooks Online Step-by-Step – Company Setup, Chart of Accounts, Invoicing, Reporting, Bank Rec and more

What you'll learn

Set up a new company file in QuickBooks Online and navigate its interface confidently

Create and customize the chart of accounts, enter opening balances, and manage control accounts

Record credit and cash sales/purchases, handle journal entries, and manage customer/vendor accounts

Enter inventory items with opening balances and resolve inventory-related errors

Work with prepaid rent, security deposits, and repair & maintenance expenses

Manage customer advances, sales orders, purchase orders, and convert them to invoices

Record purchase and sales returns, bad debts, and other real-life business adjustments

Reconcile bank accounts and extract financial reports like Trial Balance, P&L, and Balance Sheet

Customize reports, work with dashboards, and analyze key business data

Understand and apply job costing and manage sales tax efficiently using QuickBooks Online

Requirements

No prior accounting or QuickBooks experience is required — this course starts from the basics.

A working internet connection and a browser (Chrome recommended).

Access to a QuickBooks Online account (you can use the free trial or sample company file).

A willingness to learn and apply accounting principles in a practical way.

Description

Want to learn how to manage accounting professionally using QuickBooks Online? Whether you’re a small business owner, bookkeeper, or beginner in accounting, this complete training course will take you from the basics to advanced features of QuickBooks Online in a practical, hands-on way.You’ll start by learning how to create a company file, set up your chart of accounts, and enter customer, vendor, and bank opening balances. The course continues with in-depth training on recording credit purchases, sales invoices, and journal entries — helping you handle everyday transactions confidently.You’ll also learn how to manage inventory, link control accounts, customize reports, and work with real-world features like customer advances, purchase orders, sales orders, and writing off bad debts. As you progress, you’ll dive into bank reconciliation, job costing, and sales tax management — key skills for anyone managing a growing business.This course is designed using real projects to make concepts easy to understand, even if you're a beginner. By the end of this training, you'll be fully equipped to use QuickBooks Online efficiently for any business type.Key Topics Covered:Creating and managing a company in QuickBooks OnlineSetting up and editing the chart of accounts with opening balancesEntering customer and vendor balances with control account linkingRecording credit and cash sales/purchasesEntering journal entries, prepaid rent, and security depositsManaging inventory and handling inventory errors or lossWorking with customer advances and payment settlementsConverting sales orders and purchase orders into invoicesWriting off bad debts and handling returnsExtracting trial balance, ledger reports, profit and loss, and balance sheetBank reconciliation projects with real-life examplesCustomizing reports and using dashboard toolsPerforming job costing and managing sales tax in QuickBooks OnlineThis course is perfect for:Business OwnersAccountants & BookkeepersAccounting StudentsFreelancers & Virtual AssistantsAnyone looking to learn QuickBooks Online from scratchAll lessons are designed to be clear, practical, and project-based, helping you apply what you learn in real business scenarios.

Overview

Section 1: Quickbooks Online Basic to Advance Training Course

Lecture 1 How to Setup QuickBooks Online Trial Account Step by Step

Lecture 2 How to Relogin in QuickBooks Online System

Lecture 3 Company Creation and Introduction to Interface

Lecture 4 Understanding QuickBooks Online Chart of Accounts

Lecture 5 Entering Customer Balances and Linking to Control Accounts

Lecture 6 Change Date Format in QuickBooks Online

Lecture 7 Entering Vendor Balances and Linking to Control Accounts

Lecture 8 Creating and Editing Chart of Accounts With Opening Balances

Lecture 9 Creating and Editing Chart of Accounts With Opening Balances part 2

Lecture 10 Creating Ledger Of Bank with opening balances

Lecture 11 Entering Inventory and Opening Balances in QuickBooks Online

Lecture 12 Understanding The Difference Between Trading and Non Trading Activities

Lecture 13 Handling Journal Entries

Lecture 14 Dealing With Prepaid Rent and Security Deposits

Lecture 15 How to Locate Existing Journal Entries

Lecture 16 Creating and Customizing Reports

Lecture 17 Dealing With Repair and Maintenance Expenses

Lecture 18 Receiving Payment Against Customer Balances

Lecture 19 Entering Credit Purchase Invoices and Resolving Inventory Errors

Lecture 20 Entering Credit Purchase Invoice With New Vendor

Lecture 21 Entering Cash Sales In Quickbooks Online

Lecture 22 Dealing With Customer Advances

Lecture 23 Handling Sales Orders in Quickbooks Online

Lecture 24 How to Record Credit Sales Invoice

Lecture 25 Dealing With Purchase Order In Quickbooks

Lecture 26 Writing Off Bad Debts in Quickbooks Online

Lecture 27 Entering Purchase of Services

Lecture 28 Payment Against Pending Bills

Lecture 29 Converting Sales Order to Sales Invoice in QB Online

Lecture 30 Settle Customer Advances Against Invoice

Lecture 31 Dealing With Purchase Returns in QuickBooks

Lecture 32 Dealing With Sales Returns in QuickBooks

Lecture 33 Settle Customer Account Against Pending Balances

Lecture 34 Converting Purchase Order to Purchase Invoice

Lecture 35 Dealing With Loss of Inventory

Lecture 36 Unwinding of Prepaid Expenses in Quickbooks Online

Lecture 37 Extracting Closing Trial Balance Report

Lecture 38 Individual Ledger Report

Lecture 39 Extracting Closing Profit and Loss Report

Lecture 40 Extracting Closing Balance Sheet Report

Lecture 41 Closing Elite Traders Project

Lecture 42 Working With Dashboards

Lecture 43 Access QuickBooks Online Sample Company

Lecture 44 Report Customization on Quickbooks

Lecture 45 Bank Reconciliation Project

Lecture 46 Bank Reconciliation Project Part 2

Lecture 47 Job Costing in QuickBooks Online

Lecture 48 Managing Sales Tax

Small Business Owners who want to manage their finances and bookkeeping using QuickBooks Online,Accounting Students looking to gain practical skills in cloud-based accounting software,Freelancers and Virtual Assistants offering bookkeeping services to clients,Beginner Accountants & Bookkeepers who want to learn QuickBooks Online from scratch,Professionals Switching to QuickBooks Online from desktop accounting software or spreadsheets,Anyone Interested in Learning Accounting with real-world examples and hands-on practice