QuickBooks Online



QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks Online allows you to better manage your business finances and keep more accurate bookkeeping records.Business owners and Accountants who are new to will learn how to use this powerful yet efficient cloud-based accounting software to pay bills on time, collect money earned, and run reports to see how a company is performing.


Getting Started

  • Importing data from QuickBooks Desktop
  • Creating an account
  • Setting up sales tax

Setting Up Customers and Vendors

  • Creating a customer
  • Creating a vendor
  • Importing customers and vendors

Setting Up to Sell Products and Services

  • Setting up products and services
  • Importing products and services
  • Setting up billable expenses and time
  • Working with time tracking
  • Setting up other lists

Paying for Expenses

  • Entering a bill
  • Paying bills
  • Paying directly by check or credit card


  • Creating an invoice
  • Handling a customer credit or refund

Receiving Payments

  • Creating a sales receipt for a cash sale
  • Receiving and depositing payments

Working with a Bank Account

  • Setting up an account for online banking
  • Setting up banking rules
  • Downloading online banking transactions
  • Reconciling transactions to bank statement

Running Reports

  • Running and sending a report
  • Customizing a report

Other Tasks

  • Setting up additional users
  • Paying sales tax
  • Automating recurring transactions
  • Handling depreciation
  • Finding information in QuickBooks