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Mastering QuickBooks Online (2021)

Get the most from QuickBooks Online.

Created byBigger Brainsworkspace_premiumBest Instructor
IntermediateUpdated Feb 3, 2025

What You'll Learn

  • check_circleDiscuss differences between different versions of QuickBooks Online as well as QuickBooks Desktop
  • check_circleNavigate the QuickBooks interface, including Dashboards, Money Bars, and the Quick Create menu
  • check_circleCreate and edit Estimates, Invoices, Sales Receipts, and Deposits
  • check_circleDescribe various ways to troubleshoot reports 

About This Course

Learn to accurately maintain your business financial records.

QuickBooks Online brings traditional QuickBooks accounting to a cloud-based solution. This course will show you everything you need to know to manage your customers, vendors, invoices, bills, checks, and online payments through QuickBooks Online.

Taught by experienced CPA and QuickBooks expert Rayanne Buchianico, this course will give you tips and techniques needed to use QuickBooks Online easily and effectively. Whether you’re a new QuickBooks user or someone migrating from the desktop version, this course will give you the skillset you need to get up and running with QuickBooks Online.

Topics covered include: • Determining which version of Quickbooks Online best fits your needs • Navigating QuickBooks Online • Using the banking center, reconciling accounts, and tracking mileage • Setting up vendors, paying bills and managing purchase orders • Managing customers, products and services, sales tax, and invoices • Working with tricky transactions such as barter transactions and advanced payments • Running and customizing reports

Course Content

1 activity • 45 videos • duration: 4h 54m

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Section 145 videos • 4.9 hours
  • videocamIntroduction
    Duration 3:57
  • videocamChoosing the Correct Version
    Duration 6:47
  • videocamImporting Desktop Data
    Duration 6:50
  • videocamNavigating QuickBooks Online
    Duration 7:03
  • videocamDashboard and Money Bars
    Duration 7:54
  • videocamSettings and Preferences, Part 1
    Duration 5:12
  • videocamSettings and Preferences, Part 2
    Duration 9:41
  • videocamManage Users and QuickBooks Labs
    Duration 5:35
  • videocamDesktop Apps
    Duration 5:11
  • videocamChart of Accounts
    Duration 9:33
  • videocamProducts and Services
    Duration 13:13
  • videocamProducts Merging, Bundles, and Changes
    Duration 8:35
  • videocamCustomer and Sales Center
    Duration 10:05
  • videocamVendor and Expense Center
    Duration 5:41
  • videocamSales Tax
    Duration 11:54
  • videocamUsing Search
    Duration 4:30
  • videocamTime Entries and Time Sheets
    Duration 8:16
  • videocamEstimates
    Duration 8:05
  • videocamInvoicing
    Duration 9:12
  • videocamReceive Payments
    Duration 4:07
  • videocamSales Receipts
    Duration 5:02
  • videocamBank Deposits
    Duration 4:58
  • videocamCustomer Refunds and Credit Memos
    Duration 6:31
  • videocamDelayed Charges and Credits
    Duration 5:47
  • videocamCreating Purchase Orders
    Duration 4:25
  • videocamPurchase Orders and Bills
    Duration 6:27
  • videocamPay Bills
    Duration 7:49
  • videocamOnline Bill Pay
    Duration 5:08
  • videocamOnline Banking and Credit Cards
    Duration 4:08
  • videocamBank Transfers
    Duration 2:53
  • videocamMatching Bank Transactions, Part 1
    Duration 11:07
  • videocamMatching Bank Transactions, Part 2
    Duration 8:37
  • videocamVendor Credits
    Duration 2:42
  • videocamAudit Log and History
    Duration 4:08
  • videocamNavigating the Reports Center
    Duration 4:37
  • videocamUseful Reports
    Duration 7:54
  • videocamCustomizing Reports
    Duration 6:03
  • videocamJournal Entries
    Duration 3:57
  • videocamBank Reconciliations
    Duration 5:03
  • videocamFixed Assets and Recording Loans
    Duration 7:01
  • videocamBudgets
    Duration 7:06
  • videocamCleaning up Your AR Report
    Duration 5:14
  • videocamImporting Data
    Duration 5:00
  • videocamBounced Customer Checks
    Duration 7:04
  • videocamBarter Transactions
    Duration 3:53

Your Instructor

Bigger Brains

Powering Productivity, One Brain at a Time!

menu_book105 courses
star3,392 reviews

Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
21 reviews
  • SH
    Siobhan H.
    starstarstarstarstar

    A very thorough and easy to understand overview of Quickbooks Online. Glad I found this course!

  • BS
    Bharath S.
    starstarstarstarstar

    A very detailed and excellent presentation covering various aspects of day to day issues.

  • TM
    Terry M.
    starstarstarstarstar

    I enjoyed how well spoken, clear and concise the teacher was and I like being able to replay an area that I may have not quite understood the first time. I did, however, find that "Quick Books", is not so quick. The software is very intensive.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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