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QuickBooks Online QuickStart

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Fee:  $395

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QuickBooks Online QuickStart Course Outline

VERSION NOTE: QuickBooks Online -OR- QuickBooks Desktop?
This course is for QuickBook ONLINE users in which the software is accessed via the cloud.
QuickBooks Desktop, on the other hand, is installed directly on the computer with other differences. For that reason QuickBooks Desktop users should instead attend: QuickBooks Desktop Introduction.

QuickBooks Online QuickStart Overview
This course will introduce the basics of using Quickbooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions in QuickBooks.

QuickBooks Online QuickStart Prerequisites
Basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices. Individuals with limited to no accounting background should also consider our self-study on-demand class: Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll.

*** NOTE: This class also offered in On-Demand, eLearning Format ***
Too busy at work to miss a day out of the office for class? Learn at your own pace from your own place with the QuickBooks Online On-Demand version of this course. The self-study course covers the same content as the 1-day, QuickBooks Online QuickStart PLUS the 1-day, QuickBooks Online Advanced classes. For this alternative learning format see QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)


Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Mobile Devices
Updates and the Ever-Evolving User Interface
The Test Drive

Other Tools You’ll Need
Navigating the User Interface
The Gear Menu
The Top-Right Navigation Tools
The Help Menu
The Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports

Setting Up a New Company File
Planning and Creating Your Company File
Start Date
Setup Checklist—Elements of the Plan
Customizing Your Company File
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions

Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings
Creating Sales Receipts and Invoices
Price Rules
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Correcting Errors

Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
Adding Vendors
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Customizing Expense Form Settings
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Paying Bills

Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Managing Bank Rules
Other Banking Transactions
Entering Debit and Credit Card Transactions
Reconciling Accounts
Bank Feeds
Undeposited Funds
Preparing Financial Reports

View outline in Word


Attend hands-on, instructor-led QuickBooks Online QuickStart training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of QuickBooks Courses and select the one that's right for you.


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