Quickbooks Online Training

PC Magazine has named QuickBooks accounting software as the Editors’ Choice for Best Accounting Software. Because of its growing popularity, this Quickbooks Online Training is being adopted by businesses in droves, leading to a rising demand for competent users and creating career-making openings with lucrative pay scales. Whether you want to be an accountant, bookkeeper or CPA – there’s no shortage of opportunities! Besides that, entrepreneurs have plenty room to take advantage from this trend too

With internship




Without internship



this course includes

2 Training Hours

75 On-demand Videos

Closed Captions

8 Topics

75 Prep Questions

Certificate of Completion

What you’ll


Determine client needs and recommend the appropriate subscription level


Describe how to ensure the books are balanced


State how to close the books in preparation for year or period end


Recall how to run basic reports


Apply the working knowledge gained of using the accountant tools


Describe the benefits of QuickBooks Online mobile app


Explain best practice workflows to clients

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Setup and Maintenance

Module 1 Notes
Course Introduction
Knowing Which Account is Right for You
Getting Started
User Setup
Access Rights
User Setup Completion
Adding Employees to Payroll
Inviting Your Accountant
Dashboard and 3 Ways to Navigate QBO
Commonly Used Forms
Module 1 Summary

List Management

Module 2 Notes
Defining Lists
Importing Lists
Employees vs 1099
Adding and Removing Entries
Updating Entries
Editing and Managing List Elements Demo
Merging Items (entries)
Form Requirements
Module 2 Summary

Sales (Money-In)

Module 3 Notes
Product and Service Setup
Customer Setup Demo
Invoicing Workflows
Recording Sales
Customer Statements
Tracking Audit History Demo
Sales Reciept Workflow
Undeposited Funds Account
Accounts Receivable Impact
Impact of Connecting Your Bank Account to QBO
Billable Expense Invoicing
Recording a Customer Credit
Delayed Charges
Module 3 Summary

Purchased (Money-Out)

Module 4 Notes
Product and Service Setup on Purchase Forms
Vendor Setup
Purchase Order Transactions
Entering and Paying Bills
Recording Checks
Recording Credit and Debit Card Transactions
Recording EFTs, Online Payments, and Wire Transfers
Recording Vendor Credits
Voiding vs Deleting Checks
Vendor Page and Report Insights
Module 4 Summary


Module 5 Notes
Basic financial statements (Balance sheet, income statement, and statement of cash flows)
Financial Statements Expanded
Cash and Accrual Accounting Differences
Difference Between Cash and Accrual Reporting
Setting a Closing Date
Balancing Your Books aka Reconciling Demo
Journal Entries
Audit Log Insights
Project Profitability Demo
Module 5 Summary


Module 6 Notes
Customized Reports
Commonly Used Reports Demo
Setup Automatic Report Emails
Collapse and Expand Report Function
Exporting and Importing Reports
Module 6 Summary


Module 8 Notes
Common Mistakes QBO Users Make
Final Note on Bookkeeping Best Practices
Why QBO is Awesome
Course Outro
Defining Terms and Sample Quiz Questions

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Our Talents Work Here

Our talentstories

We connect learners with peers and experts from around the world, facilitating networking and collaboration opportunities.

IBT Training's DevOps course provided a comprehensive and insightful learning experience with valuable hands-on exercises. While the internship placement was beneficial, additional guidance could enhance the overall transition. Overall, IBT Training lays a solid foundation for entering the DevOps field.

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Enrolling in this course proved career-defining, offering invaluable knowledge and a guaranteed internship. It set me on a path to success, delivering everything promised—free certification, ongoing learning, and the ability to pass my sec+ on the first try.

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Your Questions, Answered

What is QuickBooks Online and who is it intended for?

QuickBooks is an accounting software package developed and marketed by Intuit. The software is geared towards small to medium-sized businesses, offering both on-premises accounting applications and cloud-based versions. The QuickBooks Online course on ITU Online is intended for those who wish to provide a professional level of support to business clients using QuickBooks Online. This could include individuals aiming to be accountants, bookkeepers, or CPAs, as well as entrepreneurs.

What will I learn from this QuickBooks Online course?

This course will provide you with a comprehensive understanding of the end-to-end accounting lifecycle using QuickBooks Online. You’ll learn how to set up and maintain client accounts, manage lists and reports, reconcile accounts, make adjusting entries, close the books for year or period end, and run basic reports. The course also covers using the QuickBooks Online mobile app and explains best practice workflows to clients.

What modules does the QuickBooks Online course cover?

The course is divided into eight modules: Setup and Maintenance, List Management, Sales (Money-In), Purchases (Money-Out), Accounting, Reports, Customizations and Time Savers, and Extra. Each module covers a different aspect of QuickBooks Online, including setting up users and navigating QuickBooks Online, managing lists, handling sales and purchases, understanding basic financial statements, creating custom reports, optimizing your workflow, and avoiding common mistakes.

Who is the instructor of the QuickBooks Online course?

The course is taught by Mary Rutan, an experienced instructor with ITU Online.

What career opportunities are there for proficient users of QuickBooks Online?

QuickBooks is widely used by businesses, leading to a demand for competent users and creating job opportunities with attractive salaries. Proficient users can find career opportunities in accounting, bookkeeping, and as CPAs. In small businesses, bookkeepers are responsible for daily financial transactions, while larger companies may have separate roles for different accounting functions. Entrepreneurs can also benefit from a solid understanding of QuickBooks Online.