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  4. QuickBooks Online Level 1: Fundamentals Track

QuickBooks Online Level 1: Fundamentals Track Course

Class Dates
(click date for class times)
(click Enroll for locations)
9/2-9/4
Class Dates and Times
09/02/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
09/03/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
09/04/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!

  

Register Soon!
Registrations on or after Tuesday 8/26 incur a late registration charge to cover book shipping and provisioning costs.
Before 8/26$995
On/After 8/26$1,095
Last Reg Date8/27
 
9/29-10/1
Class Dates and Times
09/29/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
09/30/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
10/01/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
10/27-10/29
Class Dates and Times
10/27/2025Monday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
10/28/2025Tuesday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
10/29/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
11/24-11/26
Class Dates and Times
11/24/2025Monday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
11/25/2025Tuesday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
11/26/2025Wednesday10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
 
12/22-12/24
Class Dates and Times
12/22/2025Monday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
12/23/2025Tuesday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
12/24/2025Wednesday10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
 
1/26-1/28
Class Dates and Times
01/26/2026Monday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
01/27/2026Tuesday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
01/28/2026Wednesday10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
 
Fee:  $995

Savings options:

 Learning Credits
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Follow the link to our self-service price quote form to generate an email with a price quote.

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We can deliver this class for your group. Follow the link to request more information.

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Train from your home or office

If you have high-speed internet and a computer you can likely take this class from your home or office.


  1. Home
  2. Courses
  3. QuickBooks
  4. QuickBooks Online Level 1: Fundamentals Track

QuickBooks Online Level 1: Fundamentals Track Course

 

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Excel is our most popular class series and these classes can fill weeks ahead. Green flag dates have the MINIMUM enrollment to run as scheduled. Dates with "Class is Full" are at capacity without availability. To get a class date you prefer, it's best to register as far in advance as possible.

QuickBooks is one of our most popular courses and these sessions can fill weeks in advance. Green flag dates have the MINIMUM enrollment to run as scheduled. Dates with "Class is Full" are at capacity without availability. To get the class date you prefer, it's best to register as far in advance as possible.

VERSION NOTE:

This course is for QuickBook 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 users should instead attend: QuickBooks Desktop Enterprise Introduction click link.

Course Overview

This 3-day Level 1 class is perfect for learners who are new to both accounting and QuickBooks Online. You’ll gain confidence in financial basics—like accounts, transactions, and reconciliation—while working hands-on in QuickBooks with plenty of time for guided practice. We’ll move at a comfortable pace, explain terminology in plain language, and ensure you leave with a working knowledge of how to manage your books, from setup to reporting.

Prerequisites

• Basic proficiency in the Windows operating system and browsing online
• Basic understanding of accounting practices.

Individuals with limited to no accounting background may want to consider our self-study On-Demand class: Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll click link for additional background.

*** NOTE: This class also offered in On-Demand, eLearning Format ***

Unable to miss work to attend our live, instructor-led class? Learn at your own pace from your own place with our QuickBooks Online On-Demand course. The self-study course covers the same content. For this alternative learning format see QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced) click link

COURSE OUTLINE

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

 

View outline in Word

WQBNOL

Attend hands-on, instructor-led QuickBooks Online Level 1: Fundamentals Track training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of QuickBooks Courses and select the one that's right for you.

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