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*** This is an On-Demand (self-study format) course with 180-Day access available 24/7 online ***
Learn at your own pace – anytime, anywhere. This On-Demand course gives you the flexibility to study on your schedule with the ability to review and revisit materials as needed during the course access period.
(Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)
Note: The 180-day course access period begins at time of purchase.

VERSION NOTE:
This course is for QuickBooks ONLINE users in which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed directly on the computer with other differences. For that reason QuickBooks Desktop Fundamental users should instead attend QuickBooks Desktop On-Demand Comprehensive (Introduction & Beyond the Basics) .

About this Course
Accessible 24/7 from any internet-connected device, this course is designed to provide a flexible and engaging learning experience.
Included in this course:
• Knowledge Blocks – Digital reading materials to support and reinforce key concepts
• Lab PDF’s – Downloadable and printable lab instructions to follow along with video demonstrations
• Hands-On labs – Step-by-step video labs to guide you through completing real-world projects
• Course Completion Certificate – Printable upon successful completion of all course requirements

Overview
Part 1 of this self-paced course covers the same content as the 1-day QuickBooks Online Level 1: Business View Essentials for Decision Makers (ILT) Course, designed for business professionals who primarily use QuickBooks Online in Business View mode to understand financial health rather than enter transactions. Learners focus on interpreting dashboards, customizing reports, and collaborating effectively with their accountant or bookkeeper.

Part 2 of this self-paced course covers the same content as the 3-day QuickBooks Online Level 1: Fundamentals Track Course, designed for learners who are new to both accounting and QuickBooks Online. This course introduces key financial principals and allows learners to build comfort with the Quickbooks Online tools.

Target Student
Entrepreneurs, managers, and team leads who log into QuickBooks Online to review income, expenses, and profitability reports, as well learners with little or no accounting background e.g., administrative staff, new business owners or those taking on bookkeeping duties for the first time.

Prerequisites
No prior experience with QuickBooks is required.
Basic familiarity with web browsers and business/accounting terms is helpful.

What You Need to Take This Training
- Reliable internet connection and modem
- Modern web browser (Chrome recommended)
- Multiple monitors recommended
- Printer (optional)

Do You Prefer an Instructor-led (ILT) Training Class?
We offer this content in a live, instructor-led training format. For the instructor-led equivalent see QuickBooks Online Level 1: Business View Essentials for Decision Makers
QuickBooks Online Level 1: Fundamentals Track

COURSE OUTLINES

Part 1 - Business View Essentials for Decision Makers

Understanding the Business View Interface
Switching between Business View and Accountant View
Overview of the Home Dashboard: What you see and why it matters
Navigating with confidence: Menus, cards, tiles, and shortcuts

Using the Dashboard to Monitor Financial Health
Reading the Income & Expense cards
Visualizing Profit and Loss
Understanding Cash Flow projections
Customizing what appears and why

Accessing and Customizing Key Reports
Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview
Filtering by date, customer, or category
Saving customized views for reuse
Exporting and sharing reports with stakeholders

Tracking Trends and Performance Metrics
Identifying financial patterns using dashboards and reports
Using comparison tools: this month vs last month, year-to-date, etc.
Introduction to tags for custom tracking

Collaborating with Your Accountant or Team
Adding users with proper roles and permissions
Leaving comments and notes inside QBO
Scheduling report emails and summaries
Best practices for reviewing vs editing

Building Your Decision-Making Toolkit
Aligning dashboard data with business goals
Setting up watchlists for key metrics
Creating a "check-in" report package to review weekly or monthly
Understanding what the numbers mean (without needing to know debits and credits)

Wrap-Up & Resources
Summary of key takeaways
Where to go for help and continued learning
Optional overview: apps and add-ons that extend QBO

Part 2 - QuickBooks Online Level 1: Fundamentals Track

Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
Security
The Test Drive

Other Tools You’ll Need
Navigating the User Interface
The Gear Menu
The Top-Right Navigation Tools
The Help Menu
The Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports

Setting Up a New Company File
Planning and Creating Your Company File
Start Date
Setup Checklist—Elements of the Plan
Customizing Your Company File
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions

Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings
Creating Sales Receipts and Invoices
Price Rules
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Correcting Errors

Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
Adding Vendors
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Customizing Expense Form Settings
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Paying Bills

Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Managing Bank Rules
Other Banking Transactions
Entering Debit and Credit Card Transactions
Reconciling Accounts
Bank Feeds
Undeposited Funds
Preparing Financial Reports

Tracking Inventory
Enabling Tracking
Entering Inventory
Non-Inventory Products
Inventory Adjustments

Purchase Orders
Purchase Order Reports
Receiving Inventory Against a Purchase Order
Purchase Orders for Non-Inventory Products
Adding an Expense to a Purchase Order Payment
Purchasing a Product without a Purchase Order

Credits, Returns, Taxes and Refunds
Vendor Credits/Returns
Sales Tax
Inventory and Non-Inventory Products
Customer Returns and Credits
Customer Refunds
Inventory Reports

Working with Balance Sheet Accounts and Budgets
Recording Other Current Assets
Journal Entries and Recurring Transactions
Fixed Assets and Long-Term Liabilities
Transferring Funds Between Accounts
Petty Cash
Handling Uncollectible Receivables/Bad Debts
Creating and Reviewing Budgets

Customizing, Fine-Tuning, and Extending Capabilities
Customizing Reports
Sending Reports
Adding a Custom Field to Sales Forms
Protecting Confidential Information
Enabling Privacy Mode on the Dashboard
Setting User Permissions
Keyboard Shortcuts
Extending Capabilities with Apps
The QuickBooks Community

Staying on Track: The Accounting Cycle
Generally Accepted Accounting Principles and the Accounting Cycle
GAAP
Class Tracking
Location Tracking
Accounting Cycle Steps
Project Tracking
Tags
Delayed Charges and Credits

Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
Completing the Accounting Cycle
Creating the Trial Balance Report and Making Adjustments
Adjusting Journal Entries
Comparing Inventory Quantities and Making Adjustments
Creating Financial Statements
Assembling Management Reports
Closing the Books
The Audit Log and Audit History
Audit Log
Audit History