Workshop: Quickbooks Online Basics 101

Course Overview

The QuickBooks Online Basics 101 workshop is tailored to introduce participants to the foundational features of QuickBooks Online. This beginner-friendly session covers essential topics such as setting up accounts, recording transactions, managing invoices, tracking expenses, and generating financial reports. Designed for small business owners, bookkeepers, and financial beginners, the workshop offers hands-on guidance to help you confidently navigate QuickBooks Online and streamline your financial processes. Whether you’re new to accounting software or looking to sharpen your skills, this course ensures you start on the right foot.

Table Of Contents

This course covers the following topics:

–         Workshop Presentation

–         Module 1: QuickBooks Navigation

–         Module 2: Setting Up Your Company Profile

–         Module 3: Chart of Account and Categories

–         Module 4: Transactions and Recording

–         Module 5: Bank Reconciliation

–         Module 6: Invoicing and Payment

–         Module 7: Financial Reporting

–         Presentation – Additional Material: QuickBooks Online Basics 101.

–         Videos: Additional Material: QuickBooks Online Basics 101.

–         Workshop Assignment

• 6:04 hours on-demand video
• Full lifetime access
• Access on mobile and TV
• Certificate of completion
• 2 articles

What you can learn from this course:

1.     The basics of setting up and navigating QuickBooks Online.

2.     How to record income and expenses accurately.

3.     Managing invoices, payments, and tracking customer transactions.

4.     Techniques for generating and interpreting financial reports.

5.     Tips for keeping your financial records organized and error-free.

What you will learn:

1.     Step-by-step methods for using QuickBooks Online effectively.

2.     How to customize and set up your business accounts.

3.     Practical skills for managing day-to-day bookkeeping tasks.

4.     Ways to use QuickBooks features to streamline financial management.

About the Author

Cheryl-Lynn is a qualified Business Accountant in Practice with her Honours Degree in Accounting Science. She runs her own Accounting and Tax Practice, Mzansi Business Services. 

​She is passionate about empowering those willing to upskill themselves with the necessary tools and skills to thrive in business and the workplace.