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Bookkeeping in QuickBooks Online (Bookkeeping & accounting)

4.6 Filled star Filled star Filled star Filled star Half star
Based on 5,665 ratings
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Calvin Lee, CPA, CA, MBA

Course + eBook included

LEARN  In this course I will show you how to do bookkeeping & accounting in QuickBooks Online. Each lesson is around 3-5 minutes and you can learn at your own pace. If you find traditional bookkeeping textbooks and classes boring and confusing, then this course is perfect for you because I explain everything in plain simple language that's easy to understand and fun to learn. In fact, many students have told me this is a great course and easy to understand (keep on reading for student reviews).

THIS COURSE WILL COVER:

Read more

Course + eBook included

LEARN  In this course I will show you how to do bookkeeping & accounting in QuickBooks Online. Each lesson is around 3-5 minutes and you can learn at your own pace. If you find traditional bookkeeping textbooks and classes boring and confusing, then this course is perfect for you because I explain everything in plain simple language that's easy to understand and fun to learn. In fact, many students have told me this is a great course and easy to understand (keep on reading for student reviews).

THIS COURSE WILL COVER:

  • Get started with QuickBooks Online with ease. Select the right QuickBooks Online subscription plan for your business

  • Show you how easy it is to use QuickBooks: Use the QuickBooks Online dashboard to quickly find the functions you need

  • Step-by-step guide to set up a Chart of Accounts for your assets such as bank accounts, income, and expenses

  • Set up Products and Services to sell in QuickBooks Online so you can start earning money

  • Make money and collect money. Send sales to customers, and record customer payments

  • Simple steps to pay bills to vendors / suppliers

  • Connecting bank accounts, reconciling bank accounts, and using the bank feed

  • Using payroll to pay your employees and contractors

  • Setting up and paying sales tax

  • Record account transfers and journal entries

  • Monitor the money in your business: generate financial reports such as Profit & Loss statement

  • Save time using keyboard shortcuts

  • And much more.

WHY THIS COURSE?

  • Taught by a Lee

  • Calvin is a Certified QuickBooks Online Advanced Pro Advisor

  • He is a top-rated instructor at Schulich School of Business at York University

  • Over 78,000+ students from 172 countries enrolled in his courses

  • Lifetime access to this course, and you receive new lessons and updates for FREE.

  • He has 15 years of experience in accounting and bookkeeping

  • He has worked in a Big 4 accounting firm (Ernst & Young)

  • Subtitles (captions) available in English, Bengali, Chinese, French, German, Hindi, Polish, and Spanish

  • Certificate of Completion available

  • I guarantee you will learn bookkeeping in QuickBooks Online. If you aren't absolutely satisfied, I'll refund your money with a 30-day money-back guarantee

WHAT STUDENTS SAY ABOUT THIS COURSE:

  • "I absolutely love that there is a test drive module for Quickbooks. I'm a hands-on learner so having access to something like this really maximizes what the course has to offer and being able to apply it in real time. It actually makes the task of accounting far less daunting and actually quite fun. Mr. Lee's pacing of instruction is made for you to follow along in Test Drive and the screen shots can show you whether or not you're doing the right thing with no risk to jeopardizing any real accounts. I'm very pleased with this." - Shae S.

  • "To those who looking for perfect mentor and easy to understand discussion with helpful guidance, I can say that this is the perfect place. Start to grow your career right now. :)" - Iverose H.

  • "I liked how the instructor made the topics easy to understand for us beginners." - Denise C.

  • "I like that it's hands on, following along with the sample account that intuit has to offer." - Rahul S.

  • "This course covers all features of QuickBooks Online and is highly recommended for beginners. Explained in an easy and understandable way by Mr. Calvin." - M. Shaikh

  • "I like the way things are explained and every single thing is explained in proper detail. I believe it will make my work a lot more easier from now on. Videos explain concepts clearly and quizzes help in memorizing the location of every menu and ways to do the steps. Thanks for helping me in making my job duties easier from now on. The course is easy and every concept is properly explained with videos." - Jaspreet K.

  • "It's amazing. Like, he explained it very well. I can understand everything so far. He's just really great. " - Roxanne G.

  • "I couldn't imagine that QuickBooks is so easy to use. Thank you Calvin for such an amazing course" - Kristina S.

  • "I like the short videos for each section. Makes it easier to stop after a section then come back later to view more videos." - Monica L.

  • "Great course to learn the basics of QuickBooks. Very professional. " - Joselito F.

REGISTER FOR THIS COURSE NOW.

Enroll now

What's inside

Learning objectives

  • Free ebook "bookkeeping & accounting basics" is included in the course
  • Bookkeeping & accounting software
  • Subtitles/captions available in english, french, german, hindi, polish, simplified chinese, spanish, and bengali
  • Use quickbooks online to record revenue
  • Use quickbooks online to record expenses
  • Do journal entries in quickbooks online
  • Use quickbooks online to generate profit & loss statement and other reports
  • Use bank feeds and reconcile bank accounts
  • Use payroll to pay your employees and contractors

Syllabus

Introduction

In this video I will give an introduction to this course including reasons you should learn Quickbooks Online, and why this course is right for you.

Read more

Download my eBook "Bookkeeping & Accounting Basics".

In this video I discuss how to get the most out of this course by using subtitles and adjusting the speed of lesson videos.

In this lesson I will show you how to register for QuickBooks Online and choose a QuickBooks Online subscription plan (Part 1).

In this lesson I will show you how to choose a QuickBooks Online subscription plan (Part 2).

You can try using QuickBooks Online for free using this sample company.

An overview of the QuickBooks Online dashboard and interface layout.

In this lesson I will show you how to use the Chart of Accounts and add new accounts to the QuickBooks Online bookkeeping software.

A quiz on Chart of Accounts.

In this lesson I will show you how to create Products and Services in QuickBooks Online using the Sales Module.

In this lesson I will show you how to create a Customer in QuickBooks Online.

Choose the best answer.

In this lesson I will show you how to create and send an Estimate to a customer.

In this lesson I will show you how to create and send an invoice to a customer in QuickBooks Online.

Select the best answer.

In this lesson I will show you how to create a Sales Credit Memo in QuickBooks Online to adjust an invoice for a customer.

In this lesson I will show you how to record receipt of payment from a customer you had previously sent an invoice.

In this lesson I will show you how to create a Sales Receipt for a customer in QuickBooks Online.

In this lesson I will show you how to create a Supplier / Vendor in QuickBooks Online.

In this lesson I will show you how to create and input a bill from a supplier into QuickBooks Online.

In this lesson I will show you how to record a payment to a supplier in QuickBooks Online.

In this lesson I will show you how to record an expense in QuickBooks Online.

In this video we discuss how to link your online bank account to QuickBooks Online.

In this video we will discuss how to add a bank transaction from the bank feed into QuickBooks Online.

In this video we will discuss how to match a bank transaction to QuickBooks Online.

In this video we will discuss how to reconcile bank accounts and credit card accounts.

In this video I will show you how to use bank rules and organize receipts.

In this video I will provide an overview for using QuickBooks Online Payroll.

In this video I will show you how to add an employee to QuickBooks Online Payroll.

In this video I will show you how to run payroll in QuickBooks Online Payroll.

In this video I will show you an overview of using sales taxes.

In this video we will discuss sales tax filing using accrual vs cash basis.

In this video we will discuss how to set up sales tax in products and services.

In this video we will discuss how to record sales tax in a sales transaction.

In this video we will discuss how to record sales tax in an expense transaction.

In this video we will discuss how to see your sales taxes using the Sales Tax Summary report.

In this video we will discuss how to use the Sales Tax Liability report for your taxes.

In this video we will discuss how to record a sales tax payment in QuickBooks Online.

In this video we will discuss how to record money invested into your new company.

In this video we will discuss how to record purchase of inventory for your company.

In this video we will discuss how to record sales to customers in QuickBooks Online.

In this video we will discuss how to record expenses into QuickBooks Online.

In this video we will record accounts receivable and cash received from customers.

In this video we will discuss recording payments to your vendors and suppliers.

In this video we will discuss adjusting inventory for sales your company made.

In this video we will discuss how to record collection of money from customers in accounts receivable.

In this video we will discuss recording shareholder loans to the company.

In this video we will discuss how to record purchase of a building (capital assets).

In this video I will show you how to record mortgage payments  and amortization of mortgage payable.

In this video we will discuss how to record amortization (depreciation) of capital assets.

In this video we will discuss how to accrue expenses in accrued liabilities.

In this video we will discuss how to record payments of accrued liabilities.

In this lesson I will show you how to record Account Transfers in QuickBooks Online.

In this lesson I will show you how to record Journal Entries in QuickBooks Online.

In this lesson I will show you how to generate financial reports such as:

  • Profit & Loss Statement (Income Statement)

  • Balance Sheet

  • Trial Balance

Answer the following questions.

In this video we will discuss an overview of setting up the Chart of Accounts.

In this video we will discuss how to set up asset accounts (cash, fixed assets, etc.)

In this video we will discuss how to set up liability accounts (accounts payable, taxes payable, etc.)

In this video we will discuss how to set up equity accounts (shareholder's equity, retained earnings, etc.)

In this video we will discuss how to set up income accounts and Cost of Goods Sold accounts.

In this video we will discuss how to set up expense accounts.

In this video I will show you how to set up a new QuickBooks Online file for a client.

In this video I will show you how to invite your accountant into your QuickBooks Online file, as well as how to find professionals to help you in your business.

In this video I will show you where to get help, and how to search for transactions in QuickBooks Online.

In this video I will show you how to update and change the accounts and settings in the gear icon.

Save time using keyboard shortcuts in QuickBooks Online.

Test your bookkeeping skills with this comprehensive example.

Learn how to pull a trial balance from QuickBooks Online for your accountant or auditor.

Learn how to pull a General Ledger from QuickBooks Online for your accountant or auditor.

In this bonus lecture, I will provide you with additional resources to learn bookkeeping.

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Taught by a Certified QuickBooks Online Advanced Pro Advisor, which ensures instruction aligns with industry best practices and standards
Includes an eBook, which provides learners with a reference guide to supplement their learning and reinforce key concepts
Uses a sample company, which allows learners to practice bookkeeping tasks in a risk-free environment
Covers payroll, which is an essential function for businesses with employees and contractors
Explores sales tax, which is a complex topic that many small businesses struggle with
Requires learners to register for QuickBooks Online, which may involve a subscription fee after the free trial period

Save this course

Create your own learning path. Save this course to your list so you can find it easily later.
Save

Reviews summary

Quickbooks online bookkeeping made easy

According to learners, this course offers a highly accessible and easy-to-understand introduction to bookkeeping using QuickBooks Online. Students particularly appreciate the clear explanations provided by the instructor, Calvin Lee, who makes complex topics feel manageable, even for complete beginners. The course emphasizes a practical, hands-on approach, with many reviewers highlighting the value of following along using the QuickBooks Test Drive company. The structure, featuring short, bite-sized videos for each specific task or topic, is frequently mentioned as a positive aspect, allowing for flexible learning and easy review. Reviewers consistently report feeling more confident and equipped to handle bookkeeping tasks in QuickBooks Online after completing the course, finding it directly applicable to their job duties and business needs.
Modular structure aids learning.
"I like the short videos for each section. Makes it easier to stop after a section then come back later to view more videos."
"Each lesson is around 3-5 minutes and you can learn at your own pace."
"The pacing of instruction is made for you to follow along..."
Apply learnings directly to work.
"I believe it will make my work a lot more easier from now on."
"Thanks for helping me in making my job duties easier from now on."
"Start to grow your career right now. :)"
"I gained practical skills immediately applicable to my role."
Instructor provides thorough details.
"I like the way things are explained and every single thing is explained in proper detail."
"Like, he explained it very well."
"This course covers all features of QuickBooks Online..."
"He's just really great."
Learn by doing with the Test Drive.
"I absolutely love that there is a test drive module for Quickbooks... being able to apply it in real time."
"I like that it's hands on, following along with the sample account that intuit has to offer."
"It actually makes the task of accounting far less daunting and actually quite fun."
"Videos explain concepts clearly and quizzes help in memorizing the location of every menu and ways to do the steps."
"I learned how to use practical tools and strategies that I could apply immediately to my work."
Complex topics are explained simply.
"I liked how the instructor made the topics easy to understand for us beginners."
"Explained in an easy and understandable way by Mr. Calvin."
"I can understand everything so far. He's just really great."
"I couldn't imagine that QuickBooks is so easy to use. Thank you Calvin for such an amazing course"
"The course is easy and every concept is properly explained with videos."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Bookkeeping in QuickBooks Online (Bookkeeping & accounting) with these activities:
Review Accounting Principles
Reinforce your understanding of fundamental accounting principles before diving into QuickBooks Online. This will provide a solid foundation for understanding how transactions are recorded and reported.
Show steps
  • Review the basic accounting equation (Assets = Liabilities + Equity).
  • Understand the difference between debits and credits.
  • Familiarize yourself with the chart of accounts.
Read 'Bookkeeping for Dummies'
Gain a broader understanding of bookkeeping principles and practices. This book can supplement the course material and provide additional context.
View Bookkeeping For Dummies on Amazon
Show steps
  • Read the chapters on setting up a chart of accounts.
  • Review the sections on recording different types of transactions.
  • Practice the examples provided in the book.
Practice Journal Entries
Solidify your understanding of journal entries by practicing with different scenarios. This will help you become more comfortable with the debit and credit system used in accounting.
Show steps
  • Find practice problems online or in accounting textbooks.
  • Record journal entries for various transactions (sales, purchases, expenses, etc.).
  • Check your answers against the solutions.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a Cheat Sheet for QuickBooks Online Shortcuts
Reinforce your learning of QuickBooks Online keyboard shortcuts. Creating a cheat sheet will help you memorize and quickly access these shortcuts, saving you time and improving efficiency.
Show steps
  • Review the lesson on keyboard shortcuts in QuickBooks Online.
  • List all the shortcuts covered in the lesson.
  • Organize the shortcuts by function (e.g., navigation, data entry, reporting).
  • Create a visually appealing cheat sheet that you can easily reference.
Simulate a Business in QuickBooks Online
Apply your knowledge by simulating the bookkeeping for a small business using QuickBooks Online. This will provide hands-on experience and help you identify areas where you need more practice.
Show steps
  • Choose a type of business (e.g., retail, service, online store).
  • Create a list of typical transactions for that business.
  • Record these transactions in QuickBooks Online.
  • Generate financial reports (Profit & Loss, Balance Sheet) and analyze the results.
Explore 'QuickBooks Online for Dummies'
Deepen your understanding of QuickBooks Online features and functionalities. This book can serve as a reference guide for specific tasks and troubleshooting.
View QuickBooks Online For Dummies, 2025 Edition on Amazon
Show steps
  • Browse the chapters on advanced features like payroll and inventory management.
  • Look up specific topics you're interested in or struggling with.
  • Follow the step-by-step instructions to practice using different features.
Answer Questions in Online Forums
Reinforce your knowledge by helping others learn QuickBooks Online. Explaining concepts to others will solidify your understanding and identify any gaps in your knowledge.
Show steps
  • Find online forums or communities related to QuickBooks Online.
  • Browse the forums for questions related to topics covered in the course.
  • Provide clear and concise answers to the questions.

Career center

Learners who complete Bookkeeping in QuickBooks Online (Bookkeeping & accounting) will develop knowledge and skills that may be useful to these careers:
Bookkeeper
The role of a bookkeeper centers around maintaining accurate and up-to-date financial records for businesses. Bookkeepers record financial transactions, reconcile bank statements, and prepare financial reports. This course helps aspiring bookkeepers gain practical experience with QuickBooks Online, a widely used accounting software. You can use the course to understand how to set up a chart of accounts, record revenue and expenses, manage payroll, and generate financial statements. By mastering these skills, you can confidently perform bookkeeping tasks and provide valuable financial insights to businesses. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Bookkeeper
Small Business Owner
Many small business owners handle their own bookkeeping and accounting, especially in the early stages of their business. This course helps small business owners learn how to use QuickBooks Online to manage their finances effectively. You can leverage the course to set up their accounts, track income and expenses, manage invoices, and generate financial reports. By gaining a solid understanding of QuickBooks Online, you can maintain accurate financial records, make informed business decisions, and save money on professional accounting services. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Small Business Owner
Nonprofit Bookkeeper
Nonprofit bookkeepers maintain financial records for nonprofit organizations. This course helps nonprofit bookkeepers learn how to use QuickBooks Online to manage donations, grants, and other nonprofit-specific transactions, and also to generate reports that meet the unique financial reporting requirements of nonprofits. The course would be helpful because it teaches in plain, simple language. Because of the course, the nonprofit bookkeeper can track restricted funds and ensure compliance with accounting standards.
See salaries and explore the career path for Nonprofit Bookkeeper
Payroll Administrator
Payroll administrators manage the payroll process for companies, including calculating wages, withholding taxes, and processing payroll payments. This course helps payroll administrators learn how to use QuickBooks Online to manage payroll efficiently. You can learn how to set up employees, process payroll, and generate payroll reports, ensuring accurate and timely payroll processing. The course provides you with the skills and knowledge to handle payroll tasks effectively using QuickBooks Online's payroll features. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Payroll Administrator
Accounts Payable Specialist
An accounts payable specialist is responsible for managing a company's bills and payments to suppliers. This course helps accounts payable specialists learn how to use QuickBooks Online to streamline their work. With this, you can effectively manage vendor information, record invoices, process payments, and reconcile accounts payable balances. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Accounts Payable Specialist
Accounts Receivable Specialist
An accounts receivable specialist manages a company's incoming payments from customers. Mastering QuickBooks Online can really give you an edge in this position. The course helps you record customer payments, send invoices, and manage customer accounts. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Accounts Receivable Specialist
Accounting Clerk
An accounting clerk is responsible for various clerical and administrative tasks related to accounting. These tasks often include data entry, invoice processing, and assisting with the preparation of financial reports. This course may be useful for accounting clerks who want to enhance their software proficiency and learn how to use QuickBooks Online to streamline their work. The course could help you learn how to record transactions, reconcile bank accounts, and generate reports. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Accounting Clerk
Virtual Assistant
Virtual assistants provide administrative, technical, or creative assistance to clients from a remote location. This course may be useful for virtual assistants who want to offer bookkeeping services to their clients using QuickBooks Online. Virtual assistants can use the course to manage their clients' finances remotely and provide valuable support. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Virtual Assistant
Business Manager
Business managers oversee the day-to-day operations of a company. This course may be useful for business managers who want to gain a better understanding of their company's finances using QuickBooks Online. As a business manager, you can use what you learn to monitor financial performance, identify trends, and make informed decisions to improve profitability. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Business Manager
Tax Preparer
Tax preparers assist individuals and businesses with preparing and filing their taxes. While tax preparers need in-depth tax knowledge, they also need to be proficient in accounting software like QuickBooks online. This course may be useful for tax preparers who want to improve their skills in QuickBooks Online to accurately record transactions, categorize income and expenses, and generate reports for tax preparation purposes. The course helps tax preparers streamline their workflow and provide efficient tax services to their clients. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Tax Preparer
Audit Assistant
An Audit assistant supports the work of auditors. This course may be valuable for audit assistants who need to extract financial data or prepare reports from QuickBooks Online for audit purposes. The course helps you learn how to generate financial reports, trace transactions, and verify account balances, supporting the audit process. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Audit Assistant
Budget Analyst
Budget analysts are responsible for helping organizations plan and manage their finances effectively. This course may be useful for budget analysts who want to use QuickBooks Online to track actual spending against budgeted amounts. The course helps the analyst monitor financial performance and identify areas for improvement. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Budget Analyst
Cost Accountant
Cost accountants determine the cost of products and services. While this usually requires some advanced study, this course may be useful for cost accountants who want to use QuickBooks Online to track expenses and analyze profitability. The course helps the accountant to use QuickBooks Online's reporting features to gain insights into cost drivers and improve decision-making. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Cost Accountant
Business Consultant
Business consultants provide expert advice to help organizations improve their performance and efficiency. This course may be useful for business consultants who advise small businesses on their accounting practices and software solutions. The course allows the business consultant to recommend and implement QuickBooks Online for their clients, and train them on how to use it effectively. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Business Consultant
Financial Analyst
Financial analysts provide guidance to businesses and individuals making investment decisions. This can often require an advanced degree. This course may be useful for financial analysts who need to use QuickBooks Online to extract data for financial analysis and modeling. The course helps them gather information for financial planning and forecasting purposes. This course would be helpful because it teaches in plain, simple language.
See salaries and explore the career path for Financial Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Bookkeeping in QuickBooks Online (Bookkeeping & accounting).
Cover image
Bookkeeping For Dummies
Save
Offers a solid foundation in bookkeeping principles, which is essential for effectively using QuickBooks Online. It explains basic accounting concepts in a simple and easy-to-understand manner. It is particularly helpful for those who are new to bookkeeping and accounting. This book can be used as a prerequisite to the course, providing the necessary background knowledge.
Bookkeeping For Dummies
Paperback
$$
Cover image
QuickBooks Online For Dummies, 2025 Edition
Save
Offers a practical guide to using QuickBooks Online, covering a wide range of features and functionalities. It provides step-by-step instructions and helpful tips for managing your business finances. This book is valuable as additional reading to deepen your understanding of the software. It is commonly used by small business owners and accounting professionals.
QuickBooks Online For Dummies, 2025 Edition
Paperback
$$

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Rating
4.6 Filled star Filled star Filled star Filled star Half star
Effort
4.5 total hours
Via
Udemy
Instructor
Calvin Lee, CPA, CA, MBA
Language
English
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Taught by a Certified QuickBooks Online Advanced Pro Advisor, which ensures instruction aligns with industry best practices and standards
Includes an eBook, which provides learners with a reference guide to supplement their learning and reinforce key concepts
Uses a sample company, which allows learners to practice bookkeeping tasks in a risk-free environment
Covers payroll, which is an essential function for businesses with employees and contractors
Explores sales tax, which is a complex topic that many small businesses struggle with
Requires learners to register for QuickBooks Online, which may involve a subscription fee after the free trial period
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