QuickBooks Online Fundamentals
Set up, manage, and review small business books with confidence in QuickBooks Online.
QuickBooks Online Fundamentals is a practical Business bookkeeping course designed to help small business owners, managers, and administrative professionals use QuickBooks Online with clarity. You will learn how to set up, manage, and review small business books with confidence in QuickBooks Online while building habits that support cleaner records and better decisions.
Build Confidence Managing Business Books In QuickBooks Online
- Learn the full small Business bookkeeping cycle from setup through month-end review.
- Practice key QuickBooks Online workflows for invoices, expenses, bank feeds, reconciliations, and reports.
- Understand how to organize customers, vendors, products, services, accounts, users, and permissions.
- Develop quality control habits that help prevent errors and prepare books for accountant review.
QuickBooks Online Fundamentals teaches the core tools and workflows needed to maintain accurate small Business financial records.
This course starts with the foundations of QuickBooks Online and the small Business bookkeeping cycle, then guides you through the dashboard, menus, search tools, settings, company setup, and core preferences. You will learn how the chart of accounts supports accurate reporting and how customers, vendors, products, services, and opening balances fit into a clean bookkeeping structure.
From there, the course walks through everyday money-in and money-out workflows, including estimates, invoices, sales receipts, payments, deposits, refunds, expenses, bills, vendor credits, credit cards, loans, owner contributions, and owner draws. You will also learn how to connect bank feeds, review transactions, apply categorization rules, handle transfers and matching, prevent duplicates, and complete bank and credit card reconciliations.
QuickBooks Online Fundamentals also covers special workflows such as sales tax, 1099 contractors, payroll awareness, inventory awareness, classes, locations, projects, tags, and tracking detail. By the end of the course, you will be able to customize essential reports, review Business performance, complete a month-end review, identify common errors, apply cleanup tactics, and work more effectively with an accountant.
Full lesson breakdown
Lessons are organized by topic area and each includes descriptive copy for search visibility and student clarity.
Foundations
2 lessons
Setup and Structure
3 lessons
Money In
2 lessons
Money Out
2 lessons
Banking
2 lessons
Reconciliation
1 lesson
Special Workflows
2 lessons
Reporting
2 lessons
Close and Cleanup
2 lessons
Take this course at your own pace
Create a free account to enroll, keep your progress, and preview lessons — it takes 30 seconds.
Create a Free Account
Professor Nathan Ward
Professor Nathan Ward guides this AI-built Virversity course with a clear, practical teaching style.
