Introduction to QuickBooks Online | Free Online Course | Alison

Introduction to QuickBooks Online

Learn how to set up and use QuickBooks Online to handle transactions for your business with this free online course.

Free Course
Introduction to QuickBooks Online is a free online course that guides you through the step-by-step process on how to use the QuickBooks Online accounting software for your business needs. Learn how to create and customize company files, and manage users and customers. You will study how to handle sales transactions, your products and services, and generate reports on QuickBooks. Start this course today and improve your accounting software skills,
  • Duration

    3-4 Hours
  • Assessment

  • Certification

  • Responsive

  • Publisher






View course modules


Introduction to QuickBooks Online is a free online course that guides you through the functions and workings of the cloud accounting software by Intuit. This free online course will teach you the fundamental concepts of accounting and how they apply in handling your business transactions and preparing reports on QuickBooks Online. The course begins with an overview of the software and how to select the right subscription plan for your business needs.

Next, you will learn how to create and customize company files on QuickBooks, as well as getting acquainted with the unique user interface. You will also learn how to upload QuickBooks Desktop files to the Online version and manage users as an administrator. Then, you will study the scope of the Chart of Accounts on QuickBooks. and how to handle customers and sub-customers on the customer list from adding, editing, importing, and making them inactive. You will also analyze how to record sales transactions, receive payments, and issue credit memos, refunds, and statements to customers. Finally, you will learn how to handle products and services on QuickBooks Online and generate reports related to customer and sales, and products and services.

This free online course is centered on equipping learners with the requisite knowledge and skills to effectively use the QuickBooks Online accounting software to optimally meet business needs. This course will be of interest to students, accountants, business owners, and anyone with an interest in the QuickBooks cloud accounting software. So, register for this course today and begin your next learning journey to improving your skillset.

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Getting Started With QuickBooks Online

QuickBooks Company Files

Customizing Company Files


Sales Transactions

Products & Services

Course assessment

Learning Outcomes

Upon successful completion of this course, you should be able to:

  • Discuss the various company files that can be built using QuickBooks Online
  • Identify the most suitable subscription plan for different business needs
  • Describe the various settings for customizing your company files on QuickBooks Online
  • Indicate the roles of the administrator in managing users and granting access rights
  • Evaluate the functions of the Chart of Accounts
  • Explain the functions of a customer list on QuickBooks Online
  • Discuss the different ways of recording sales transactions on QuickBooks
  • Indicate different types of customer and sales reports on QuickBooks
  • Explain the various concepts related to products and services on QuickBooks Online


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