QuickBooks is a powerful accounting software that can be a game-changer for small businesses. Managing finances, tracking income and expenses, and preparing for tax season becomes significantly easier with the right tools. If you’re looking to get started with QuickBooks Online but worried about the cost of training, you’re in luck. There are numerous free resources available to help you learn QuickBooks effectively and efficiently. This guide compiles the best free courses and tutorials to get you up to speed, whether you’re a complete beginner or looking to expand your existing knowledge.
Free QuickBooks Online Courses for Beginners
Starting from scratch? These comprehensive video series are perfect for beginners to grasp the fundamentals of QuickBooks Online. They walk you through the initial setup and basic functionalities step-by-step.
Part 1 – 9: Getting Started with QuickBooks Online
This series of videos covers essential initial steps in QuickBooks Online.
- Introduction to QuickBooks Online – Get an overview of what QuickBooks Online offers and how it can benefit your business.
- Adding Company Logo, Name and Contact Information – Learn to personalize your QuickBooks Online account with your business details.
- Adding Financial Accounting Date and Company Currency – Set up crucial financial parameters for accurate accounting.
- Viewing the Chart of Accounts – Understand the backbone of your accounting system – the Chart of Accounts.
- Adding and Editing Nominal Accounts – Customize your Chart of Accounts to fit your specific business needs.
- Adding Bank Accounts, including a Bank Feed – Connect your bank accounts for seamless transaction importing.
- Viewing, Editing and Adding Bank Rules – Automate bank transaction categorization with Bank Rules.
- Adding Customer Accounts – Start managing your customer base within QuickBooks.
- Editing Customer Accounts – Learn to update and maintain accurate customer information.
Part 10 – 16: Mastering Customer Transactions
Continue your learning journey by focusing on managing customer-related transactions in QuickBooks Online.
- Products and Services – Set up your product and service catalog for easy invoicing.
- Viewing Customer Accounts – Get a clear overview of your customer account details and history.
- Raising Customer Invoices – Create and send professional invoices to your customers.
- Editing Customer Invoices – Modify and correct invoices as needed.
- Modifying Sales Invoice Layouts – Customize your invoice templates for branding and information clarity.
- Recording Customer Payments – Accurately record payments received from customers.
- Creating Customer Statements – Generate customer statements to provide payment summaries.
Part 17 – 21: Supplier Management and Reporting
The final part of the beginner series covers managing suppliers and understanding basic reports.
- Adding Supplier Accounts – Learn to add and organize your supplier information.
- Recording Supplier Invoices – Enter and manage invoices received from suppliers.
- Recording Supplier Payments – Record payments made to your suppliers.
- Viewing and Editing Supplier Accounts – Review and update supplier account details.
- Viewing Reports – Explore basic reports to understand your business financial health.
Advanced QuickBooks Online Training: Free Courses for Key Tasks
Once you’ve mastered the basics, delve into these free advanced courses focusing on crucial accounting tasks within QuickBooks Online.
QuickBooks Bank Reconciliation Course
Ensure your bank records match your QuickBooks entries with this bank reconciliation course.
- QuickBooks Bank Reconciliation – Intro – Introduction to bank reconciliation and its importance.
- QuickBooks Bank Reconciliation – Part 2 – Step-by-step guide to performing bank reconciliation in QuickBooks.
- QuickBooks Bank Reconciliation – Part 3 – Troubleshooting and completing bank reconciliation effectively.
QuickBooks VAT Course
If your business is VAT registered, this quick guide is essential.
- A Quick Guide to QuickBooks VAT Returns – Learn the basics of VAT returns within QuickBooks Online.
QuickBooks Projects Course
For businesses managing projects, this course will be invaluable.
- A Quick Guide to QuickBooks Projects – Discover how to use the Projects feature in QuickBooks Online to track project profitability.
More Free QuickBooks Online Training Videos
Expand your QuickBooks expertise with these additional free video tutorials covering a range of useful features and functionalities.
Miscellaneous QuickBooks Online Training Videos
Explore various features and functionalities in these individual video guides.
- How to Close the Books / Run Period End
- How to View, Add, Delete, & Edit Users
- How to Add Your Accountant to QuickBooks Online
- How to edit invoice templates / customise invoices
- How to edit and delete transactions on QuickBooks Online
- Using account numbers on the chart of accounts
- Enable multiple currencies on QuickBooks
- Using the Banking Feed on QuickBooks
- Using Bank Feed Rules
- A guide to QuickBooks projects
- Using Purchase Orders
- Using Tags
- Changing the company’s financial year
- Mileage on QuickBooks
- Bill expenses to customer accounts
- Using classes
- Track locations
- How to do a journal on QuickBooks, including recurring journals
QuickBooks Online Training Course (Older Version)
For users working with older versions of QuickBooks Online or those interested in seeing the evolution of the software, these older training courses can be beneficial.
- Part 1 – Introduction to QuickBooks Online and Getting Started
- Part 2 – Adding Company Information and Software Defaults
- Part 3 – Software Settings and Defaults Continued
- Part 4 – Adding Customer Accounts
- Part 5 – Viewing and Editing Customer Accounts
- Part 6 – Raising Customer Invoices
- Part 7 – Raising Credit Notes
- Part 8 – Creating Customer Statements
- Part 9 – Adding Suppliers
- Part 10 – Viewing and Editing Supplier Accounts
- Part 11 – Adding Supplier Invoices (Purchase Invoices)
- Part 12 – Adding Supplier Credit Notes
- Part 13 – Viewing the Nominal Ledger and Adding Nominal Accounts
- Part 14 – Viewing, Editing and Deleting Nominal Accounts
- Part 15 – Recording Customer Payments
- Part 16 – Recording Supplier Payments
- Part 17 – Recording Expenses
- Part 18 – Viewing and Creating Reports
QuickBooks Online Training Course (Oldest Version)
Explore the earliest version training videos for a historical perspective on QuickBooks Online.
- Part 1 – Introduction, Company Details & Preferences
- Part 2 – Customer Module. Creating New Customers
- Part 3 – Viewing & Editing Customer Accounts
- Part 4 – Raising & Recording Customer Invoices
- Part 5 – Raising & Recording Credit Notes
- Part 6 – Creating Statements for Customers
- Part 7 – Customer Reports
- Part 8 – Supplier Module. Creating New Suppliers
- Part 9 – Raising & Recording Supplier Invoices
- Part 10 – Supplier Reports
- Part 11 – Chart of Accounts, Adding New & Editing
- Part 12 – Recording Expenses
- Part 13 – Journals & Recording Income
Start Learning QuickBooks for Free Today
Learning QuickBooks doesn’t have to break the bank. These free resources provide a fantastic starting point and beyond. Whether you’re just beginning to explore accounting software or aiming to deepen your QuickBooks skills, these courses offer valuable knowledge without any cost. Dive in and begin mastering QuickBooks Online to take control of your business finances today!
If you are ready to explore the full power of QuickBooks Online, consider taking advantage of a free trial to practice what you’ve learned and see how it can transform your business. Click here for a free trial of QuickBooks Online.
