Accounting & Tax HelpQuickBooks Mastery
Practical QuickBooks Online training from business setup through financial reporting and year-end cleanup
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$127.00
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About this course
QuickBooks Mastery is a practical, step-by-step course designed to help students confidently manage business bookkeeping using QuickBooks Online.
The course begins with company setup, accounting preferences, and the chart of accounts, then progresses through everyday bookkeeping tasks such as recording income and expenses, managing customers and vendors, using bank feeds, reconciling accounts, and correcting common bookkeeping errors.
Students will also learn how to manage accounts receivable and accounts payable, review financial statements, customize reports, track business performance, and prepare the QuickBooks file for month-end and year-end accounting.
The course emphasizes not only where to click in QuickBooks, but also the accounting principles behind each transaction so students understand how their entries affect the financial statements.
By the end of the course, students should be able to maintain a more accurate QuickBooks file, identify common bookkeeping problems, produce useful financial reports, and prepare organized records for an accountant or tax professional.
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Curriculum
- 015m
Lesson 1: Setting Up a Company in QuickBooks Online
Learn how to set up a company correctly in QuickBooks Online, configure key accounting settings, enter business information, establish the fiscal year and accounting method, and prepare the file for accurate day-to-day bookkeeping.
- 025m
Lesson 2: Building and Managing the Chart of Accounts
Learn how to build, organize, and maintain a practical chart of accounts in QuickBooks Online, choose the correct account types, avoid unnecessary duplication, and create a structure that produces clear and useful financial statements.
- 035m
Lesson 3: Understanding QuickBooks Transactions and Accounting Workflows
Learn how common QuickBooks transactions work together, how each transaction affects the accounting records, when to use invoices, sales receipts, bills, expenses, checks, deposits, transfers, and journal entries, and how to avoid duplicate or incorrect bookkeeping.
- 045m
Lesson 4: Customers, Invoices, Sales Receipts, and Receiving Payments
Learn how to set up and manage customers in QuickBooks Online, create invoices and sales receipts, receive and apply customer payments correctly, handle credits and refunds, and maintain accurate Accounts Receivable records.
- 055m
Lesson 5: Vendors, Bills, Expenses, and Paying Business Costs
Learn how to set up and manage vendors in QuickBooks Online, enter bills and expenses correctly, pay business costs without duplicating transactions, track Accounts Payable, and maintain accurate vendor records for reporting and tax preparation.
- 065m
Lesson 6: Bank Feeds, Transaction Matching, and Categorization
Learn how to use QuickBooks Online bank feeds efficiently, distinguish between adding and matching transactions, categorize downloaded activity correctly, create bank rules, handle transfers and duplicates, and maintain accurate books without relying blindly on automation.
- 075m
Lesson 7: Bank and Credit Card Reconciliations
Learn how to reconcile bank and credit card accounts in QuickBooks Online, identify and correct reconciliation differences, handle outstanding transactions, review beginning balances, and use reconciliation as a key control for maintaining accurate financial records.
- 085m
Lesson 8: Finding and Correcting QuickBooks Errors
Learn how to identify, investigate, and correct common QuickBooks Online errors, including duplicate transactions, incorrect account classifications, unreconciled balances, customer and vendor mistakes, prior-period changes, and other issues that can distort financial reports.
- 095m
Lesson 9: Managing Accounts Receivable, Accounts Payable, and Undeposited Funds
Learn how to review and manage Accounts Receivable, Accounts Payable, and Undeposited Funds in QuickBooks Online, identify aging and unapplied balances, resolve old customer and vendor transactions, and keep these key accounts accurate for month-end reporting.
- 105m
Lesson 10: Profit and Loss, Balance Sheet, and Other Essential Reports
Learn how to read and use the most important QuickBooks Online financial reports, including the Profit and Loss, Balance Sheet, Statement of Cash Flows, Accounts Receivable and Accounts Payable reports, and other management reports that help evaluate business performance and financial position.
- 115m
Lesson 11: Month-End Close and Reviewing the QuickBooks File
Learn how to perform a structured month-end close in QuickBooks Online, review reconciliations, verify key Balance Sheet and Profit and Loss accounts, identify unresolved transactions, document adjustments, and prepare accurate monthly financial reports.
- 125m
Lesson 12: Year-End QuickBooks Cleanup and Preparing Records for Tax Filing
Learn how to complete a year-end QuickBooks review, clean up unresolved accounts, verify income and expenses, reconcile Balance Sheet accounts, organize tax-related records, and prepare an accurate QuickBooks file for an accountant or tax professional.