Questiva Learning

QuickBooks® Online Step-by-Step

Interactive QuickBooks® Online textbook · 20 chapters · $114.95 for 12 months

QuickBooks® Online Step-by-Step, 2026 edition. Lite covers setup, customization, customer sales, vendor expenses, accrual accounting, banking and reporting in the free Test Drive, plus two bonus chapters, Advanced Workflows and Advanced Company Setup. Standard adds projects and job costing, inventory, year-end and payroll, the end-of-chapter DIY assignments, and the YinYang Graphic Design case study and capstone, in companies you build yourself. In line with the Intuit QuickBooks® Online Certified User exam.

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Chapters

  1. Table of Contents Free preview

    How this book works, the three company files you will use, and how to get your own QuickBooks® Online Plus access, whether you are in a class or working through it on your own.

  2. Introducing QuickBooks® Online

    QuickBooks® Online, also known as QBO, isn’t just a robust bookkeeping program; it’s a management tool. In this chapter you’ll learn some of the basics of the QuickBooks® Online ecos...

  3. Setting Up QBO

    Setting up QuickBooks® Online properly is crucial not just to the accuracy of your reports, but to your ability to understand your company’s day-to-day activity. This chapter shows...

  4. Customizing QuickBooks® Online

    QuickBooks® Online has many customizable options that allow you to configure the program to meet your own needs and preferences. This chapter covers Terms, Payment Methods, Sales Ta...

  5. Customer Sales Free preview

    In this chapter, you will learn how QuickBooks® Online can help you record and track revenue in your business. Each time you sell products or services, you will record the transacti...

  6. Vendor Expenses

    In this chapter, we will discuss several ways to track your company’s expenditures and suppliers. We will start by adding vendors to your file, and then discuss several methods of...

  7. Accounts Receivable & Accounts Payable

    How QuickBooks® Online records Accounts Receivable and Accounts Payable, and the common but infrequent transactions: returns, refunds, bounced checks, and statements.

  8. Banking and Reconciliation

    In this chapter we will look at the relationship between QuickBooks® Online and your banks. One of QBO’s hallmarks is its deep integration with online banking, allowing you to match...

  9. Reports

    This chapter starts with the different search features that allow you to locate transactions. Then we’ll dive into QuickBooks® Online reports to get the information you need to make...

  10. Case Study—YinYang Graphic Design

    MaryBeth Yang has started YinYang Graphic Design, a graphic design business with an online store. In this case study you set up her company in QuickBooks® Online Plus and keep its b...

  11. Advanced Workflows

    One of the most exciting parts of learning QuickBooks® Online is discovering features that solve pain points in managing your company. In this chapter we’ll explore built-in tools t...

  12. Projects and Job Costing

    Some companies are project-oriented, meaning their customer jobs occur over time and incur dedicated costs. In this chapter, we’ll look at QBO’s Projects Center to manage multi-sta...

  13. Inventory

    We have already touched on Inventory products several times throughout this book. In this chapter, you will learn additional tools to understand and manage your Products and Invent...

  14. Year-End Procedures

    This chapter covers various ways to make Adjustments as well as process end of year tasks, including Journal Entries, Reclassify Transactions, and setting the Closing Date in Quick...

  15. Payroll Setup

    In this chapter, you will learn how to set up QuickBooks® Online to track your Payroll. You must properly set up your Payroll subscription, policies, employees, and if necessary, ye...

  16. Payroll Processing

    In this chapter, you’ll learn to process your payroll using QuickBooks® Online’s Workforce Payroll subscription. You will create paychecks, see how payroll taxes are calculated, and...

  17. Capstone Project - YinYang Graphic Design

    YinYang Graphic Design has grown, with an employee and a 1099 contractor. Using the company you created in Chapter 9, you will set up a project with job costing, manage inventory,...

  18. Bonus Chapter: Advanced Company Setup

    Existing companies converting from QuickBooks® Desktop or another accounting system already have data with a history. This chapter uses a 12-Step setup process to migrate an existin...

  19. Appendix A: Purging a Company

    Within the first 60 days of creating a QuickBooks® Online file, you can erase it to start over again. This appendix shows how to purge a company and import the correct chart of acco...

  20. Appendix C: Certiport Mapping Free preview

    Where each QuickBooks® Online Certified User exam objective is covered in this book.