Course Objective
Become proficient in QuickBooks Online from setup through advanced reporting -- master every workflow a remote bookkeeping VA needs to be productive on Day 1 with any client.
0% complete1325 XP total
1
QuickBooks Online Setup & Navigation
Configure a new QBO company file with correct settings, chart of accounts, and user permissions.
14m
Basic+1502
Bank Feeds & Transaction Management
Connect a bank account to QBO, process all imported transactions, and set up rules for recurring items.
12m
Basic+1503
Invoices, Payments & AR in QBO
Process the full AR cycle in QBO -- invoice creation through payment application -- with zero unapplied amounts.
12m
Basic+1504
Bills, Expenses & AP in QBO
Process the full AP cycle in QBO -- bill entry through payment -- and prevent duplicate payments.
12m
Basic+1505
Bank Reconciliation in QBO
Complete a QBO bank reconciliation from start to finish, post adjusting entries, and confirm the $0 balance.
14m
Basic+1756
Reports & Financial Statements in QBO
Produce a complete financial report package (P&L, Balance Sheet, AR/AP Aging, Cash Flow) and customize each for the client.
14m
Basic+1757
Month-End Close in QBO
Complete a full QBO month-end close and deliver a finalized report package.
12m
Basic+1758
Advanced QBO: Automation & AI Integration
Build an automated QBO workflow using rules, receipt capture, AI drafting, and reporting automation.
14m
Masters+200