Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Office Productivity
  3. /Accounting Software

QuickBooks Online Advanced

This QuickBooks® Online course introduces you to more advanced topics available in this impressive accountancy software.

Created bySimon Sez ITworkspace_premiumBest Instructor
AdvancedUpdated Jan 21, 2025
QuickBooks Online Advanced

What You'll Learn

  • check_circleHow to create and access forms in QuickBooks Online
  • check_circleAll about how to edit forms in QuickBooks Online
  • check_circleAbout generating reports, customizing reports, and memorizing reports
  • check_circleAll about audit trails in QuickBooks Online
  • check_circleHow to adjust sales tax settings, including adjusting tax rates on invoices
  • check_circleHow to set up and run Payroll on QuickBooks Online
  • check_circleHow to use the Mail Merge function in QuickBooks Online
  • check_circleHow to set up reminders and automatic or recurring entries
  • check_circleHow to use Projects in QuickBooks Online
  • check_circleAbout dealing with unusual deposits
  • check_circleHow to work with errors and refunds
  • check_circleHow to write off bad debts in QuickBooks Online
  • check_circleHow to create monthly statements
  • check_circleHow to deal with advanced vendor issues such as pre-paid expenses

About This Course

QuickBooks is available as desktop software and now in a cloud-based online format. This self-paced QuickBooks training course more depth about some of the advanced functions within the cloud-based version – QuickBooks® Online.

This QuickBooks® Online course introduces you to more advanced topics available in this impressive accountancy software. This course is suitable for Bookkeepers, Accountants/CPAs, or small business owners handling their books.

*Please note that this course is focussing on the US market

Course Content

11 activities • 57 videos • duration: 3h 46m

remove
Forms and Customizing Forms-Part17 videos • 27 min
  • videocamWelcome and Overview
    Duration 0:25
  • videocamIntroduction to Forms
    Duration 0:36
  • videocamLocating Forms
    Duration 2:02
  • videocamEdit the Form Design
    Duration 8:23
  • videocamRelated Default Text
    Duration 6:17
  • videocamImporting a Word Invoice
    Duration 7:31
  • videocamSelecting the Desired Template
    Duration 2:21
add
Reporting (creating reports, customizing reports, memorizing reports)-Part16 videos • 40 min
add
Sales Tax-Part18 videos • 23 min
add
Payroll-Part17 videos • 28 min
add
Mail merges-Part12 videos • 8 min
add
Creating budgets-Part14 videos • 9 min
add
Reminders and alerts, automated reminders-Part14 videos • 11 min
add
Projects-Part14 videos • 13 min
add
Customers-Part110 videos • 46 min
add
Vendors-Part14 videos • 16 min
add
Wrap Up-Part11 videos • 1 quiz • 0 min

Your Instructor

Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

menu_book151 courses
star9,307 reviews

Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

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

4.5 out of 5
Student's Choice
42 reviews
  • BS
    Brian S.
    starstarstarstarstar

    Good course. Bad exam. Many US payroll question which were not reviewed and do not apply to Canada.

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.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(556 reviews)
    2 CPD hrs
  • Finance: Budgeting & Financial Forecasting

    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

    starRated5.0out of 5,(113 reviews)
    2.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(646 reviews)
    2.5 CPD hrs