Master the basics—one hour at a time

Bring your questions and get answers from experts.

Live QuickBooks webinars offered weekly

   Beginner

Get started in QuickBooks Online

Nail down the navigation and dive into time-saving features.

Learn how to:

•   Connect your bank to reduce data entry

•   Get around in QuickBooks Online

•   Go mobile: using QuickBooks on the go

•   Create lists to organize your data

•   Record expenses: where to start

•   Record sales: which method to choose

Prerequisite: None

   Beginner

Get started in QuickBooks Online for former QuickBooks Desktop users

See what’s different. Nail down the navigation and dive into time-saving features.

Learn how to:

•   Connect your bank to reduce data entry

•   Get around in QuickBooks Online

•   Go mobile: using QuickBooks on the go

•   Record expenses: where to start

•   Record sales: which method to choose

Prerequisite: QuickBooks Desktop experience

   Beginner

Accounting 101: Just the basics

Familiarize yourself with accounting lingo and core concepts.

Learn how to:

•   The chart of accounts: the hub of your accounting

•   Financial statements: what they mean

•   The importance of choosing the right account type

•   Journal entries: what you need to know

•   Essential accounting terms

Prerequisite: None

   Beginner

Money in: Customers and sales

Discover how to customize invoices, record payments and deposits, and spot sales trends.

Learn how to:

•   Sales workflows: invoices and sales receipts explained

•   Personalizing your sales forms to suit your business

•   Capturing sales outside the office on the mobile app

•   Accounts receivable: tracking what customers owe you

•   Sales reports: which items sold and how many

Prerequisite: We recommend you attend Get started in QuickBooks Online prior to attending.

   Beginner

Money out: Vendors and expenses

Learn ways to control cash flow for your business, track expenses, and prepare for tax time.

Learn how to:

•   Purchasing workflows: checks, expenses, and bills explained

•   Accounts payable: tracking what you owe

•   Checks: recording and printing

•   Online banking: make QuickBooks work for you

•   Capturing receipts outside of the office on the mobile app

Prerequisite: We recommend you attend Get started in QuickBooks Online prior to attending.

   Beginner

Tie it all together

Reconcile bank statements, customize reports, and get power-user tips and tricks.

Learn how to:

•   Reconciling: how to have confidence in your reporting

•   Managing users: inviting employees and accountants

•   Closing your books: what it means and how to do it

•   Reports: how to customize them

•   Management reports: reports with professional flair

Prerequisite: We recommend you attend Get started in QuickBooks Online, Money in: Customers and sales, and Money out: Vendors and expenses prior to attending.

   Beginner

Enhanced Invoicing: Reminders, late fees, and thank you’s

Get paid faster by automating what happens when a customer pays, pays late, or doesn’t pay.

Learn how to:

•   Automate reminder and thank you emails

•   Set up late fees or payment plans

•   Customer Portal: view and pay invoices

•   Let customers update payment info

•   Integrate with QuickBooks Online

•   Try this app for free

Prerequisite: None

      Intermediate

Tips, tricks, and answers for QuickBooks Online

Experts share tips and tricks to help you unlock the full power of QuickBooks Online.

Learn how to:

•   Use shortcuts and tricks

•   Automate weekly, monthly and other periodic transactions

•   Automatically categorize bank and credit card downloads

•   Program QuickBooks to email periodic reports

•   Deal with bounced checks

Prerequisite: We recommend you attend Get started in QuickBooks Online, Money in: Customers and sales, and Money out: Vendors and expenses prior to attending.

  Beginner

Get started in QuickBooks Online Payroll

Get up and running with help from our payroll experts.

Learn how to:

•   Set up a new employee

•   Create paychecks

•   Set up, pay, and file payroll taxes

•   Create and understand payroll reports

Prerequisite: None