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QuickBooks Online 2020

Learn how to use QuickBooks Online. 12 lessons designed to help you learn QuickBooks Online. From novice to a pro. Learn the tips and tricks to make QuickBooks work for you

Created byJacob Malousek
BeginnerUpdated Jun 30, 2021

What You'll Learn

  • check_circleNavigate the QuickBooks Online interface and set up your company file.
  • check_circleUnderstand the benefits of cloud-based accounting vs. QuickBooks Desktop.
  • check_circleIdentify features available at different subscription levels.
  • check_circleUse key features like invoicing, expense tracking, bank reconciliation, and reporting.

About This Course

Master the essentials of QuickBooks Online and start managing your finances with confidence. Designed for beginners and professionals alike, this course teaches you how to use QuickBooks Online like a pro, highlighting the key features and benefits that set it apart from the desktop version. You'll gain a solid understanding of cloud-based accounting and learn how to leverage your subscription level to maximize functionality and efficiency.

With included workbooks and hands-on guidance, you’ll explore everything from navigation and setup to advanced features tailored to your business needs. Whether you're new to QuickBooks or transitioning from the desktop version, this course gives you the knowledge to take full advantage of QuickBooks Online's powerful cloud-based tools.

Course Content

13 activities • 13 videos • duration: 4h 31m

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Welcome to the Course-Part11 videos • 2 min
  • videocamQBO Welcome to the Course
    Duration 2:41
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1.1 Product Overview-Part11 videos • 25 min
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1.2 Import Data-Part11 videos • 12 min
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1.3 Set Up Your Company-Part11 videos • 37 min
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2.1 Best Practices-Part11 videos • 10 min
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2.2 Navigate-Part11 videos • 24 min
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3.1 Sales And Revenue-Part11 videos • 37 min
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3.2 Expense and Purchase-Part11 videos • 49 min
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3.3 Additional Transaction-Part11 videos • 20 min
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3.4 Other Tools-Part11 videos • 20 min
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4.1 How Read Profit and Loss-Part11 videos • 13 min
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4.2 Reports-Part11 videos • 14 min
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Exit-Part11 videos • 2 min

Your Instructor

Jacob Malousek

QuickBooks Pro

menu_book3 courses
star157 reviews

In 2003 fresh out of Business School my wife and I purchased our first business. I should have known everything there was to know about accounting. After all, I even had an accounting degree. We hired the best CPA firm for our industry and still it was a complete failure. We never even had the basic tools to know how our business was doing financially. I could use QuickBooks, but only to write checks. After we sold out and lost our tails, I came to the realization that there is a huge separation from tax accounting to accounting for what is going on in our business operations. So in August of 2009, I started a different type of accounting firm. One that focuses on helping business build their accounting systems. I was determined not to make the same mistakes that took our first business down and to help others so they would not experience that either. Since then, I have been blessed to have worked with over 2500 business teaching them how to make this software work for them. Yes, I am certified with Intuit, in fact my firm is an off the charts Elite level provider. Yet that really does not matter, we judge ourselves by the successes that so many businesses have had with our training. I am passionate about you using this software correctly. Why? I know how powerful of a tool it can be in your business. If your business grows, so does your community, and your employees lives improve; it’s a win for you and everyone involved. Join us in learning this software together.

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

4.3 out of 5
Student's Choice
32 reviews
  • DM
    Deepa M.
    starstarstarstarstar

    In depth course, however videos for 3.3 and 3.4 are the exact same, so I think it's missing the actual 3.3 video.

  • DW
    Donnelle W.
    starstarstarstarstar

    Great content, for a Desktop User to understand the full capability of QBO. Would have given 5 stars except for two reasons: 1. Video for module 3.3 is missing / 3.4 was duplicated 2 Would prefer that ALL instruction remained in QBO. Switching back to desktop for conceptual instruction (ie bank recs) does not add value. In fact, it leads me to wonder about functionality about that particular process, (what is deficient in the QBO process that the instructor is glossing over/not showing us?) This detour actually de-values that module entirely.

  • DN
    Dennis N.
    starstarstarstarstar

    This course allowed me to understand what QuickBooks has to offer. I now have a better idea of how I can apply it to my own business.

  • CS
    Carolyn S.
    starstarstarstarstar

    The course instructor was very good, easy to follow, good tone to his voice, and kept it interesting. The materials for the most part were also good and followed along with the course videos. I had a couple of technology issues where one section was missing (3.3) and had the same video repeated in two different sections (3.3 and 3.4). Also didn't recognize that I had watched the video in 4.1 and didn't show as completed; there was no complete button at the end. But I contacted chat and it was resolved very quickly. Very good service! My time is valuable and many demands, taking out this amount of time to do training is always difficult to fit in. This was worth the time.

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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