Quickbooks Online Basic-QuickBooks Online Basic

QuickBooks Online Basic - Student Guide

Pdf Summary

This document is a basic training guide for QuickBooks Online. It introduces new users to core setup, sales, banking, transaction management, and reporting tasks.<br /><br />The “Get Started” section explains how to log in and out, navigate the QuickBooks Online interface (Home, Search, New button, Settings gear, and left navigation bar), and use the built-in Help search. It also covers initial company setup, adjusting Account and Settings options (Company, Billing & Subscription, Sales, Expenses, Advanced), and working with the Chart of Accounts—viewing it, understanding common account types (bank, credit cards, income, expense, liability, asset), running a Chart of Accounts report, and creating new accounts. Users also learn to create Products and Services entries, including Service items and Non-inventory products, plus how to edit items, make items inactive (since they can’t be deleted), and run item reports with sorting, date ranges/grouping, sharing/exporting, and report settings.<br /><br />“Basic Sales” focuses on customer and invoicing workflows: viewing and managing the customer list and customer details, creating and editing customers, creating invoices (for pay-later sales) and sales receipts (for immediate payment), printing/emailing invoices individually or in batches, receiving payments and applying them to outstanding invoices, and issuing customer refunds via refund receipts.<br /><br />“Banking” covers writing checks or recording expenses, making bank deposits (often from Undeposited Funds), connecting bank/credit card accounts for online banking, downloading and reviewing bank feed transactions, matching/categorizing and confirming transactions (including batch confirm), creating and managing Bank Rules (enable/disable, edit, delete), transferring funds between accounts, and reconciling accounts against bank statements.<br /><br />“Transactions” explains searching (basic and advanced), using account registers (view, customize, sort, filter), running register reports, viewing/editing transactions, attaching files, manually adding transactions, and deleting or voiding transactions (with audit trail implications).<br /><br />“Basic Reports” shows how to run, share, drill down, and favorite reports, and highlights key financial reports: Profit and Loss, Balance Sheet, and Accounts Receivable Aging.

Keywords

QuickBooks Online training

QBO setup and navigation

Chart of Accounts

Products and Services items

Customer management

Invoicing and sales receipts

Bank feeds and transaction matching

Bank rules and reconciliation

Transaction search and registers

Financial reporting (P&L, Balance Sheet, A/R Aging)