QuickBooks Online for Beginners
Set up a company, record sales and expenses, reconcile and report.
Taught by Manisha Bhattarai · ACCA, Finance Manager
What you'll learn
- Set up a QuickBooks Online company with the correct fiscal year, accounting method, tax and currency settings
- Build and tidy a chart of accounts and a products and services list that map to the right income and expense accounts
- Create invoices, sales receipts and credit notes, receive payments and deposit them correctly
- Record bills, expenses and supplier payments and know when to use each transaction type
- Connect bank feeds, match and categorise transactions with rules, and reconcile to a zero difference every month
- Run and customise the Profit and Loss, Balance Sheet and ageing reports and close the month with confidence
About this course
A practical QuickBooks Online tutorial for small-business owners, office administrators and new bookkeepers who need to keep clean books without an accounting degree. You will set up a company file with the right settings from day one, build a sensible chart of accounts and product list, raise invoices and record customer payments, enter bills and expenses, connect bank feeds, create bank rules and reconcile every month so the numbers can be trusted. The course finishes with the Profit and Loss, Balance Sheet and ageing reports, and a simple month-end checklist you can repeat. No prior QuickBooks or bookkeeping experience is required; a QuickBooks Online trial or sample company is enough to follow every step. Independent training material, not affiliated with or endorsed by Intuit.
Course content
6 lessons- 1Setting Up Your Company File the Right WayChoose a plan, configure company settings, and decide the accounting method and start date before entering a single transaction.Preview
- 2The Chart of Accounts and Products and ServicesShape the account list so reports read cleanly, and map every product and service to the right income account.
- 3Sales: Customers, Invoices and Receiving PaymentsRaise invoices and sales receipts, record payments against them, and deposit the money without double counting.
- 4Purchases: Suppliers, Bills, Expenses and ChequesRecord what you owe and what you have paid using the right transaction type, and capture receipts without retyping.
- 5Bank Feeds, Rules and ReconciliationConnect the bank, match and categorise transactions with rules, and reconcile to a zero difference every month.
- 6Reports and the Month-End CloseRun, customise and read the core reports, then lock the period with a repeatable month-end checklist.