QuickBooks Online for Beginners

Want to manage your business finances with confidence using QuickBooks Online?

This practical, beginner-friendly course will help you understand the fundamentals of QuickBooks Online and learn how to manage everyday bookkeeping tasks for a small business.

No previous QuickBooks experience is required. We’ll learn step-by-step using practical business examples and hands-on exercises.

What You’ll Learn

Getting Started with QuickBooks Online

Understanding QuickBooks Online and its key features
Navigating the QuickBooks dashboard
Setting up a new business
Understanding company settings
Setting up users and basic access permissions

Understanding the Chart of Accounts

Understanding assets, liabilities, income, and expenses
Creating and organizing accounts
Choosing the appropriate account for a transaction
Understanding how transactions affect financial statements

Managing Income & Sales

Setting up customers
Creating estimates and invoices
Recording customer payments
Managing accounts receivable
Issuing credit notes and refunds
Tracking outstanding invoices

Managing Expenses & Purchases

Setting up vendors
Recording bills and expenses
Paying bills
Managing accounts payable
Categorizing business expenses
Understanding receipts and supporting documentation

Banking & Reconciliation

Connecting bank accounts
Understanding the Banking section
Categorizing and matching transactions
Handling transfers
Reconciling bank and credit-card accounts
Identifying and correcting discrepancies

Payroll & Business Transactions – Introduction

Understanding payroll-related transactions
Recording owner contributions and withdrawals
Understanding loans and business financing
Handling common small-business transactions

Financial Reports

Profit & Loss Statement
Balance Sheet
Accounts Receivable reports
Accounts Payable reports
Expense reports
Understanding what the reports tell you about your business

Practical Bookkeeping Workflow

Recording day-to-day transactions
Maintaining organized financial records
Month-end bookkeeping checklist
Reviewing accounts for errors
Preparing records for your accountant or tax professional

Who Is This Course For?

This course is ideal for:

Small-business owners
Entrepreneurs and startup founders
Freelancers and self-employed professionals
Bookkeeping beginners
Administrative professionals
Students interested in accounting or bookkeeping
Newcomers to Canada
Anyone who wants to learn QuickBooks Online from the ground up

Teaching Approach

You won’t just watch someone demonstrate QuickBooks — you’ll learn by doing.

We’ll work through realistic small-business transactions and practice creating invoices, recording expenses, managing bills, reconciling accounts, and generating financial reports.

The goal is to help you understand what you’re doing, why you’re doing it, and how each transaction affects your business finances.

Learn QuickBooks. Understand your books. Take control of your business finances.