QuickBooks Online for Beginners: Small Business & Bookkeeper Course Syllabus
Full curriculum breakdown — modules, lessons, estimated time, and outcomes.
Overview: This beginner-friendly course provides a comprehensive introduction to QuickBooks Online, designed for small business owners and aspiring bookkeepers. You'll learn step-by-step how to set up and manage your financial data efficiently using QuickBooks Online. The course covers core features including company setup, transaction management, banking reconciliation, financial reporting, and essential advanced tools like inventory and tax tracking. With approximately 3.5 hours of on-demand video content, learners gain lifetime access to practical lessons and real-world applications to build confidence in managing business finances.
Module 1: Introduction to QuickBooks Online
Estimated time: 0.5 hours
- Overview of QuickBooks Online and its benefits
- Setting up a company profile
- Understanding the dashboard
- Basic navigation tips for QuickBooks Online
Module 2: Managing Transactions
Estimated time: 0.75 hours
- How to record and categorize income
- Recording and categorizing expenses
- Creating and sending invoices to customers
- Managing bills and payments from suppliers
Module 3: Banking and Reconciliation
Estimated time: 0.75 hours
- Connecting bank accounts to QuickBooks Online
- Categorizing and matching transactions
- Reconciling bank accounts
- Fixing discrepancies during reconciliation
Module 4: Reports and Financial Statements
Estimated time: 0.75 hours
- Generating key financial reports: Profit & Loss, Balance Sheet
- Understanding the information these reports provide
- Customizing reports for your business needs
Module 5: Advanced Features
Estimated time: 0.75 hours
- Managing inventory and tracking items
- Setting up payroll and handling employee expenses
- Using QuickBooks Online for tax management and preparation
Module 6: Final Project
Estimated time: 1 hour
- Set up a sample small business in QuickBooks Online
- Record sample transactions including sales and expenses
- Generate and interpret a financial report package
Prerequisites
- Basic computer literacy
- Familiarity with fundamental business concepts
- No prior accounting or QuickBooks experience required
What You'll Be Able to Do After
- Understand the basics of QuickBooks Online and its core features
- Set up a company profile and navigate the QuickBooks interface confidently
- Manage income, expenses, invoices, and bills effectively
- Reconcile bank accounts and generate essential financial reports
- Apply key advanced features such as inventory tracking, payroll setup, and tax management