Quality Training Since 2001

QuickBooks Online Tutorial Course 



Course Title: Mastering QuickBooks Online Made Easy
Versions Covered: Online Plus
Hours of Content: 11.5
Video Lessons: 179
Manual: 415 Pages
This Course: $50 $25 Sale! | 
All Courses: Every course. One price. | 
Multi-User: Group discounts | 

Course Description

Learn QuickBooks Online with this comprehensive course from TeachUcomp, Inc. Mastering QuickBooks Online Made Easy features 179 video lessons with over 11.5 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual (415 pages), additional images and practice exercises.  You will learn how to set up a QuickBooks Online company file,  pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks Online or migrating from a different version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs.  Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you’re on your way to mastering QuickBooks Online.

Course Syllabus & Sample Lessons

Select any of the video lessons markedfreeto view them in a new window.

To view a sample of the instruction manual in PDF, click here: QuickBooks Online Manual

CHAPTER 1- The QuickBooks Online Plus Environment
Lesson 1.1- The QuickBooks Online Interface
Lesson 1.2- The Dashboard Page
Lesson 1.3- The Navigation Bar
Lesson 1.4- The + New Button
Lesson 1.5- The Settings Button
Lesson 1.6- Accountant View and Business View
CHAPTER 2- Creating a Company File
Lesson 2.1- Signing Up for QuickBooks Online Plus
Lesson 2.2- Importing Company Data
Lesson 2.3- Creating a New Company File free
Lesson 2.4- How Backups Work in QuickBooks Online Plus
Lesson 2.5- Setting Up and Managing Users free
Lesson 2.6- Transferring the Primary Admin
Lesson 2.7- Customizing Company File Settings
Lesson 2.8- Customizing Billing and Subscription Settings
Lesson 2.9- Usage Settings
Lesson 2.10- Customizing Sales Settings
Lesson 2.11- Customizing Expenses Settings
Lesson 2.12- Customizing Payment Settings
Lesson 2.13- Customizing Time Settings
Lesson 2.14- Customizing Advanced Settings
Lesson 2.15- Signing Out of QuickBooks Online Plus
Lesson 2.16- Switching Company Files
Lesson 2.17- Cancelling a Company File
CHAPTER 3- Using Pages and Lists
Lesson 3.1- Using Lists and Pages
Lesson 3.2- The Chart of Accounts free
Lesson 3.3- Adding New Accounts
Lesson 3.4- Assigning Account Numbers
Lesson 3.5- Adding New Customers
Lesson 3.6- The Customers Page and List
Lesson 3.7- Adding Employees to the Employees List
Lesson 3.8- Adding New Vendors free
Lesson 3.9- The Vendors Page and List
Lesson 3.10- Sorting Lists
Lesson 3.11- Inactivating and Reactivating List Items
Lesson 3.12- Printing Lists
Lesson 3.13- Renaming and Merging List Items
Lesson 3.14- Creating and Using Tags
Lesson 3.15- Creating and Applying Customer Types
CHAPTER 4- Setting Up Sales Tax
Lesson 4.1- Enabling Sales Tax
Lesson 4.2- Adding, Editing, and Inactivating Sales Tax Agencies
Lesson 4.3- Adding, Editing, and Inactivating Custom Sales Tax Rates
Lesson 4.4- Indicating Taxable & Non-taxable Customers and Items
CHAPTER 5- Setting Up Inventory Items
Lesson 5.1- Setting Up Inventory
Lesson 5.2- Creating Inventory Items
Lesson 5.3- Enabling Purchase Orders and Custom Fields
Lesson 5.4- Creating a Purchase Order
Lesson 5.5- Applying Purchase Orders to Vendor Transactions
Lesson 5.6- Adjusting Inventory
CHAPTER 6- Setting Up Other Items
Lesson 6.1- Creating a Non-inventory or Service Item
Lesson 6.2- Creating a Bundle
Lesson 6.3- Creating a Discount Line Item
Lesson 6.4- Creating a Payment Line Item
Lesson 6.5- Changing Item Prices and Using Price Rules
CHAPTER 7- Basic Sales
Lesson 7.1- Enabling Custom Fields in Sales Forms
Lesson 7.2- Creating an Invoice
Lesson 7.3- Creating a Recurring Invoice
Lesson 7.4- Creating Batch Invoices
Lesson 7.5- Creating a Sales Receipt
Lesson 7.6- Finding Transaction Forms
Lesson 7.7- Previewing Sales Forms
Lesson 7.8- Printing Sales Forms
Lesson 7.9- Grouping and Subtotaling Items in Invoices
Lesson 7.10- Entering a Delayed Charge
Lesson 7.11- Managing Sales Transactions
Lesson 7.12- Checking and Changing Sales Tax in Sales Forms
CHAPTER 8- Creating Billing Statements
Lesson 8.1- About Statements and Customer Charges
Lesson 8.2- Automatic Late Fees
Lesson 8.3- Creating Customer Statements
CHAPTER 9- Payment Processing
Lesson 9.1- Recording Customer Payments
Lesson 9.2- Entering Overpayments
Lesson 9.3- Entering Down Payments or Prepayments
Lesson 9.4- Applying Customer Credits
Lesson 9.5- Making Deposits
Lesson 9.6- Handling Bounced Checks by Invoice
Lesson 9.7- Handling Bounced Checks by Expense or Journal Entry
Lesson 9.8- Handling Bad Debt
CHAPTER 10- Handling Refunds
Lesson 10.1- Refund Options in QuickBooks Online
Lesson 10.2- Creating a Credit Memo
Lesson 10.3- Creating a Refund Receipt
Lesson 10.4- Refunding Customer Payments by Check
Lesson 10.5- Creating a Delayed Credit
CHAPTER 11- Entering and Paying Bills
Lesson 11.1- Entering Bills
Lesson 11.2- Paying Bills
Lesson 11.3- Creating Terms for Early Bill Payment
Lesson 11.4- Early Bill Payment Discounts
Lesson 11.5- Entering a Vendor Credit
Lesson 11.6- Applying a Vendor Credit
Lesson 11.7- Managing Expense Transactions
CHAPTER 12- Using Bank Accounts
Lesson 12.1- Using Registers
Lesson 12.2- Writing Checks
Lesson 12.3- Printing Checks
Lesson 12.4- Transferring Funds Between Accounts
Lesson 12.5- Reconciling Accounts
Lesson 12.6- Voiding Checks
Lesson 12.7- Creating an Expense
Lesson 12.8- Managing Bank and Credit Card Transactions
Lesson 12.9- Creating and Managing Rules
Lesson 12.10- Uploading Receipts and Bills
CHAPTER 13- Paying Sales Tax
Lesson 13.1- Sales Tax Reports
Lesson 13.2- Using the Sales Tax Payable Register
Lesson 13.3- Paying Your Tax Agencies
CHAPTER 14- Reporting
Lesson 14.1- Creating Customer and Vendor QuickReports
Lesson 14.2- Creating Account QuickReports
Lesson 14.3- Using QuickZoom
Lesson 14.4- Standard Reports
Lesson 14.5- Basic Standard Report Customization
Lesson 14.6- Customizing General Report Settings
Lesson 14.7- Customizing Rows and Columns Report Settings
Lesson 14.8- Customizing Aging Report Settings
Lesson 14.9- Customizing Filter Report Settings
Lesson 14.10- Customizing Header and Footer Report Settings
Lesson 14.11- Resizing Report Columns
Lesson 14.12- Emailing, Printing, and Exporting Preset Reports
Lesson 14.13- Saving Customized Reports
Lesson 14.14- Using Report Groups
Lesson 14.15- Management Reports
Lesson 14.16- Customizing Management Reports
CHAPTER 15- Using Graphs
Lesson 15.1- Business Snapshot
CHAPTER 16- Customizing Forms
Lesson 16.1- Creating Custom Form Styles
Lesson 16.2- Custom Form Design Settings
Lesson 16.3- Custom Form Content Settings
Lesson 16.4- Custom Form Emails Settings
Lesson 16.5- Custom Form Styles
CHAPTER 17- Projects and Estimating
Lesson 17.1- Creating Projects
Lesson 17.2- Adding Transactions to Projects
Lesson 17.3- Creating Estimates
Lesson 17.4- Changing the Term Estimate
Lesson 17.5- Copy an Estimate to a Purchase Order
Lesson 17.6- Invoicing from an Estimate
Lesson 17.7- Duplicating Estimates
Lesson 17.8- Tracking Costs for Projects
Lesson 17.9- Invoicing for Billable Costs
Lesson 17.10- Using Project Reports
CHAPTER 18- Time Tracking
Lesson 18.1- Time Tracking Settings
Lesson 18.2- Basic Time Tracking
Lesson 18.3- QuickBooks Time Timesheet Preferences
Lesson 18.4- Manually Recording Time in QuickBooks Time
Lesson 18.5- Approving QuickBooks Time
Lesson 18.6- Invoicing from Time Data
Lesson 18.7- Using Time Reports
Lesson 18.8- Entering Mileage
CHAPTER 19- Payroll
Lesson 19.1- Setting Up QuickBooks Online Payroll and Payroll Settings
Lesson 19.2- Editing Employee Information
Lesson 19.3- Creating Pay Schedules
Lesson 19.4- Creating Scheduled Paychecks
Lesson 19.5- Creating Commission Only or Bonus Only Paychecks
Lesson 19.6- Changing an Employee’s Payroll Status
Lesson 19.7- Print, Edit, Delete, or Void Paychecks
Lesson 19.8- Manually Recording External Payroll
CHAPTER 20- Using Credit Card Accounts
Lesson 20.1- Creating Credit Card Accounts
Lesson 20.2- Entering Charges on Credit Cards
Lesson 20.3- Entering Credit Card Credits
Lesson 20.4- Reconciling and Paying Credit Cards
Lesson 20.5- Pay Down Credit Card
CHAPTER 21- Assets and Liabilities
Lesson 21.1- Assets and Liabilities
Lesson 21.2- Creating and Using Other Current Asset Accounts
Lesson 21.3- Removing Value from Other current Asset Accounts
Lesson 21.4- Creating Fixed Asset Accounts
Lesson 21.5- Creating Liability Accounts
Lesson 21.6- Setting the Original Cost of the Fixed Asset
Lesson 21.7- Tracking Depreciation
CHAPTER 22- Equity Accounts
Lesson 22.1- Equity Accounts
Lesson 22.2- Recording an Owner’s Draw
Lesson 22.3- Recording a Capital Investment
CHAPTER 23- Company Management
Lesson 23.1- Viewing Your Company Information
Lesson 23.2- Setting Up Budgets
Lesson 23.3- Using the Reminder List
Lesson 23.4- Making General Journal Entries
CHAPTER 24- Using QuickBooks Tools
Lesson 24.1- Exporting Report and List Data to Excel
Lesson 24.2- Using the Audit Log
CHAPTER 25- Using QuickBooks Other Lists
Lesson 25.1- Using the Recurring Transactions List
Lesson 25.2- Using the Location List
Lesson 25.3- Using the Payment Methods List
Lesson 25.4- Using the Terms List
Lesson 25.5- Using the Classes List
Lesson 25.6- Using the Attachments List
CHAPTER 26- Using Help, Feedback, and Apps
Lesson 26.1- Using Help
Lesson 26.2- Submitting Feedback
Lesson 26.3- Extending QuickBooks Online Using Apps and Plug-ins

QuickBooks Online Training Course Overview

Intuit‘s QuickBooks is the most popular small business accounting software on the market today. During this 10.5 hour QuickBooks Online video training course, our expert instructor will show you how to set up a QuickBooks Online company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. This QuickBooks Online training course covers the same material as our two-day classroom training and was designed to provide a solid foundation in QuickBooks Online.

Course includes video lessons, printable instruction manuals, a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission, and a course certificate of completion.

At TeachUcomp, Inc., you choose how you want your QuickBooks Online training delivered.

Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.

Courses are also available individually via digital download and online for a one-time charge.