Packt

Mastering QuickBooks Online

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Set up QuickBooks Online for your business, including company settings and chart of accounts.

  • Manage customer and vendor accounts, and efficiently track transactions.

  • Customize invoices, manage payroll, and integrate QuickBooks with third-party apps.

  • Generate and analyze reports to make informed business decisions.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

April 2026

Assessments

19 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Master QuickBooks Online and Desktop for Bookkeeping Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 20 modules in this course

In this module, we will introduce the course objectives and structure, providing a clear roadmap for what you will learn throughout. You’ll also become familiar with the sample company that will be used in the course to facilitate practical, hands-on learning.

What's included

4 videos1 reading

In this module, we will explore the fundamentals of QuickBooks Online, including its cloud-based features and user-friendly interface. You'll also learn how to personalize your settings and practice key actions, such as linking bank accounts and accessing integrations.

What's included

8 videos1 assignment

In this module, we will focus on tailoring QuickBooks Online to your business needs. You will configure essential settings, set up accounts, and customize invoices, ensuring your accounting practices align with your brand and operations.

What's included

9 videos1 assignment

In this module, we will guide you through managing customer profiles, creating and sending invoices, and applying payments. You'll also explore how to track job costs and gain insights from customer-related reports.

What's included

12 videos1 assignment

In this module, we will teach you how to handle vendor profiles, create and pay bills, and track your expenses. You will also learn how to generate vendor-related reports for better management of your financial obligations.

What's included

8 videos1 assignment

In this module, we will cover everything related to banking in QuickBooks Online, from linking bank accounts to reconciling statements. You’ll learn to handle errors and discrepancies and track credit card transactions efficiently.

What's included

6 videos1 assignment

In this module, we will explore the payroll features of QuickBooks Online. You’ll learn how to set up payroll, process payments for employees, and manage payroll taxes and reports for compliance and insight.

What's included

7 videos1 assignment

In this module, we will focus on inventory management, teaching you how to set up and track inventory items, manage orders, and adjust stock levels. You will also learn to generate inventory reports for better stock control.

What's included

6 videos1 assignment

In this module, we will dive into advanced invoicing and sales strategies, from customization to class and location tracking. You’ll also learn how to issue progress invoices and sales receipts for complex sales processes.

What's included

4 videos1 assignment

In this module, we will teach you how to use QuickBooks Online’s project management features. You’ll learn how to set up projects, track related expenses, and generate reports to monitor their profitability.

What's included

4 videos1 assignment

In this module, we will introduce you to the various reporting features in QuickBooks Online. You'll learn how to create custom reports, automate their delivery, and export them for further analysis to inform business decisions.

What's included

8 videos1 assignment

In this module, we will guide you through configuring and managing your sales tax in QuickBooks Online. You’ll learn how to track liabilities and file sales tax returns with ease and accuracy.

What's included

3 videos1 assignment

In this module, we will cover the budgeting features of QuickBooks Online. You’ll learn how to build and manage budgets and compare your actual financial performance against projected figures for better financial planning.

What's included

4 videos

In this module, we will explore QuickBooks Online’s multi-currency capabilities. You’ll learn how to enable and manage multiple currencies, track exchange rates, and generate relevant financial reports.

What's included

3 videos1 assignment

In this module, we will teach you how to set up bank feeds, automate transaction categorization, and review and approve transactions. You’ll also learn how to handle exceptions in automated feeds for smooth financial operations.

What's included

5 videos1 assignment

In this module, we will guide you through using QuickBooks Online dashboards to track business health. You’ll learn how to customize and manage KPI dashboards for real-time performance insights.

What's included

5 videos1 assignment

In this module, we will explore advanced QuickBooks Online features, including enhanced reporting, class and location tracking, and inventory assemblies. You’ll gain a deeper understanding of QBO’s capabilities for complex financial management.

What's included

5 videos1 assignment

In this module, we will walk you through the steps to prepare for year-end in QuickBooks Online. You’ll learn how to reconcile accounts, generate year-end reports, and close the books to start fresh in the new year.

What's included

5 videos1 assignment

In this module, we will introduce you to additional tools and resources available in QuickBooks Online. You’ll learn how to use the mobile app, manage clients with QBO Accountant, and take advantage of support and alert systems.

What's included

4 videos1 assignment

In this module, we will conclude the course with a reflection on your learning journey. You’ll discover the next steps for continued growth and success with QuickBooks Online, ensuring you’re ready to apply your knowledge.

What's included

1 video1 reading2 assignments

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Instructor

Packt - Course Instructors
Packt
1,626 Courses472,392 learners

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