QuickBooks Course: Confidently Track Income and Expenses

New to QuickBooks? This course helps you track expenses, manage invoices, and simplify financial tasks.

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Features:

Skill	Pre-assess	Lesson	Post-assess	Learning mode

QuickBooks Online Basic Course Outline

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Skill	Pre-assess	Lesson	Post-assess
Get Started
QuickBooks Online Login Sign in to QuickBooks Online securely	Not Started	Not Started	Not Started
QuickBooks Interface Navigate the QuickBooks interface faster	Not Started	Not Started	Not Started
QuickBooks Online Help QuickBooks help for tools and tasks	Not Started	Not Started	Not Started
Company Set Up How to set up QuickBooks for your company	Not Started	Not Started	Not Started
Account Settings Update account info, billing, taxes, users	Not Started	Not Started	Not Started
Chart of Accounts Organize accounts for clean bookkeeping	Not Started	Not Started	Not Started
Create an Account Add a new account to your accounts list	Not Started	Not Started	Not Started
Create a Service Product Set up service product in QuickBooks Online	Not Started	Not Started	Not Started
Create a Non-Inventory Product Set up non inventory product details	Not Started	Not Started	Not Started
Edit and Inactivate an Item Edit and inactivate items in QuickBooks	Not Started	Not Started	Not Started
Report on an Item Report on an item in QuickBooks Online	Not Started	Not Started	Not Started

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Basic Sales			Account Required
Work with Customers Track customer details in QuickBooks Online
Create and Edit a Customer Set up and update customers in QuickBooks
Create an Invoice Create and send QuickBooks Online invoices
Create a Sales Receipt Create a sales receipt in QuickBooks Online
Print and Email Invoices Deliver invoices in QuickBooks Online
Receive Payments Record payments in QuickBooks Online
Create a Customer Refund Issue a QuickBooks refund step by step

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Banking			Account Required
Write Checks Pay bills with QuickBooks Online checks
Make Deposits Record bank deposits in QuickBooks Online
Set Up Online Banking Connect your bank to QuickBooks Online
Download Bank Transactions Import and review bank transactions easily
Set Up Bank Rules Auto categorize with QuickBooks bank rules
Manage Bank Rules Edit and organize QuickBooks bank rules
Transfer Funds Move funds between QuickBooks accounts
Reconcile Reconcile bank statements in QuickBooks

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Transactions			Account Required
Search for Transactions Search transactions quickly in QuickBooks
View Registers View account registers in QuickBooks Online
Run a Register Report Run a register report in QuickBooks Online
View and Edit Transactions Review and update transactions in QuickBooks
Filter Transactions Filter transactions by date amount or account
Attach a File to a Transaction Attach files to transactions in QuickBooks
Add Transactions Add transactions fast in QuickBooks Online
Delete and Void Transactions Delete and void transactions in QuickBooks

Skill	Pre-assess	Lesson	Post-assess	Learning mode
Basic Reports			Account Required
Run Reports Generate insights with QuickBooks reports
Profit and Loss Track income and expenses in QuickBooks
Balance Sheet View assets liabilities equity in QuickBooks
Accounts Receivable Aging Analyze overdue invoices with aging reports

Student Downloads

Concise, easy-to-use guide for quick learning and reference.

Step-by-step illustrated reference guide.

Instructor Downloads

Lesson plans, instructions, and tips for delivering great classes.

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For verified skills in: QuickBooks Online Basic

Issued on November 24, 2025