About the Course:
If you’re new to QBO and want a clear, practical introduction without overwhelm, this live 2-hour training is designed for you. We’ll walk step-by-step through the essentials so you can start using QuickBooks Online with clarity and confidence.
As one of the most widely used accounting platforms in business today, QuickBooks Online is a valuable tool for business owners, accounting professionals, and students alike. This session focuses on practical application—not theory—so you can see exactly how it works in real time.
What You’ll Learn:
- Getting Started: Understand what QuickBooks Online does, why it matters, and how businesses use it every day.
- Navigating QuickBooks Online: Confidently move through the dashboard and menus while practising in a built-in sample company.
- Settings for Your Business: Explore company settings and learn how to customise forms and financial reports to fit your needs.
- Managing Transactions: Record sales receipts, invoices, expenses, vendor payments, and bank deposits, using real-world type examples.
- Understanding Financial Reports: Generate and interpret key reports such as Profit & Loss and Balance Sheet to evaluate performance.
There is no need to have a QuickBooks Online account at the time of the webinar. Instead, we’ll use the Sample Company provided by QuickBooks to practice first before you buy.
This interactive session will walk you through real-world scenarios with step-by-step demonstrations, ensuring you leave with the confidence to start using QBO immediately.
Course Objectives:
- Understand QuickBooks Online Basics – Navigate the QBO interface, and explore essential features using a sample company.
- Manage Financial Transactions – Record sales, invoices, expenses, vendor payments, bank deposits, and other transactions.
- Generate and Analyse Reports – Create financial reports, including Profit & Loss statements and balance sheets.
Who is the Target Audience?
- Small Business Owners & Entrepreneurs – Those looking to manage their own finances and gain confidence in using QuickBooks Online.
- Freelancers & Self-Employed Professionals – Individuals who need to track income, expenses, and invoices efficiently.
- Bookkeepers & Accounting Professionals – Beginners seeking a foundational understanding of QBO to support clients or employers.
- Office Managers & Administrative Staff – Employees responsible for handling financial transactions, payroll entries, and bookkeeping tasks.
- Students & Career Changers – Anyone interested in gaining practical QuickBooks skills for future career opportunities in accounting or finance.
Basic Knowledge:
- Beginner level, no previous knowledge of QuickBooks Online.
Curriculum
Total Duration: 2 Hours
Overview of QuickBooks Online
Understanding the Sample Company
Company Settings
Chart of Accounts
Products and Services
Revenue: Sales, Invoices, Payments Received
Bank Deposits Manually Entered
Bills and Expenses
Reports: Profit Loss Statement, Balance Sheet, and Others