QuickBooks Online Essentials for New Bookkeepers

About the Course:

QuickBooks Online Essentials for New Bookkeepers is a 60-minute foundational training designed to introduce aspiring bookkeepers, accounting assistants, and administrative staff to the core functions of QuickBooks Online. Participants will learn essential bookkeeping workflows, such as organizing the chart of accounts, categorizing bank and credit card transactions, reconciling accounts, tracking assets and liabilities, and preparing accountant-ready reports. No prior bookkeeping experience is required, though basic financial terminology is helpful. 

Through a structured curriculum covering QBO fundamentals, transaction management, vendor and payable processes, month-end reconciliation, and key financial reports, students will gain the practical skills needed to maintain accurate and efficient books inside QuickBooks Online. Students learn the core bookkeeping workflows inside QuickBooks Online, including categorizing transactions, reconciling accounts, adjusting entries, and maintaining accurate books.

Course Objectives:

• Understand bookkeeping workflows inside QBO.
• Categorize and reconcile bank/credit card accounts.
• Organize charts of accounts.
• Track assets, liabilities, and equity.
• Prepare accountant-ready reports.

Who is the Target Audience?

• Aspiring bookkeepers, accounting assistants, and admin staff.

Basic Knowledge:

• Basic comfort with financial terminology is helpful but not required.