Questiva Consultants

QuickBooks Online Fundamentals 2025

Interactive QuickBooks Online textbook · 14 chapters · $124.95 annual

Hands-on step-by-step exercises teaching "accounting behind the scenes" best practices. Covers setting up QBO subscriptions, managing transactions, advanced customer & vendor workflows, Banking Center, and reporting. In line with the Intuit QuickBooks Online Certified User exam. Advanced topics (Projects, Inventory, Payroll) are covered in QBO Complete.

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Chapters

  1. Table of Contents Free preview

    After reading this material, you'll be able to navigate QuickBooks Online's core interface and understand how to access the software through your web browser. The textbook covers e...

  2. Introducing QuickBooks Online Free preview

    # Summary After reading this chapter, you'll be able to navigate QuickBooks Online, understand its subscription versions, and grasp fundamental accounting principles that underpin...

  3. Setting Up QBO Free preview

    After reading this section, you'll be able to set up a new QuickBooks Online company file from scratch and configure it to match your business needs. The setup process starts with...

  4. Customizing QuickBooks Online Free preview

    # Summary After reading about customizing QuickBooks Online, you'll be able to configure payment terms, create custom fields to track business-specific information, and manage sal...

  5. Customer Sales Free preview

    After reading this chapter, you'll be able to record sales transactions in QuickBooks Online for both customers who pay immediately and those who pay later, configure the necessary...

  6. Vendor Expenses

    # Vendor Expenses Summary After reading this chapter, you'll be able to set up vendors, record expenses through multiple payment methods, and run reports to analyze your company's...

  7. Accrual Accounting

    After reading about accrual accounting, you'll be able to record customer returns and refunds, manage unpaid invoices with credit memos and collection tools, and navigate less-freq...

  8. Banking and Reconciliation

    After reading this chapter, you'll be able to connect your bank and credit card accounts to QuickBooks Online, categorize downloaded transactions, and reconcile your accounts to en...

  9. Reports

    After reading this chapter, you'll be able to locate transactions using multiple search methods and generate customized reports to analyze your business performance. You'll learn h...

  10. Advanced Workflows

    After reading this chapter, you'll be able to move money between accounts, organize receipt records using optical character recognition and email forwarding, track business mileage...

  11. Case Study—YinYang Graphic Design

    After completing this case study, you'll be able to set up a new QuickBooks Online Plus company file, record startup transactions and a full month of business activity, and analyze...

  12. Appendix A: Purging a Company Free preview

    After reading this appendix, you'll be able to completely reset a QuickBooks Online company file within its first 60 days by using the purgecompany URL function, wiping the data to...

  13. Appendix B: Answer Key

  14. Appendix C: Certiport Mapping Free preview

    After reading this appendix, you'll understand how course content aligns with the Certiport QuickBooks Online Certified User exam objectives. The appendix maps specific exam topics...