Questiva Learning

QuickBooks® Online Step-by-Step

20 chapters · chapter-by-chapter contents and summaries

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 payro...

Chapters

  1. Table of Contents Free preview

    ~16 min read

    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

    ~42 min read

    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 ecosystem, as well as explore the world of accounting.

  3. Setting Up QBO

    ~30 min read

    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 you how to set up your Chart of Accounts, configure Account and Settings, and create your Products and Services.

  4. Customizing QuickBooks® Online

    ~35 min read

    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 Tax, Classes, Custom Fields, and User Permissions.

  5. Customer Sales Free preview

    ~61 min read

    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 transaction using one of QuickBooks® Online’s forms.

  6. Vendor Expenses

    ~43 min read

    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 paying them.

  7. Accounts Receivable & Accounts Payable

    ~42 min read

    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

    ~54 min read

    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 and confirm transactions for accuracy, and automate routine data entry.

  9. Reports

    ~39 min read

    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 critical business decisions.

  10. Case Study—YinYang Graphic Design

    ~17 min read

    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 books.

  11. Advanced Workflows

    ~21 min read

    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 that streamline your bookkeeping and financial management.

  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-stage projects, pass through billable expenses, and analyze profitability.

  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 Inventory in QuickBooks® Online.

  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 QuickBooks® Online.

  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, year-to-date payroll history.

  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 learn how to process payroll tax and liability payments.

  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, record a barter, and run payroll.

  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 existing company to QuickBooks® Online.

  19. Appendix A: Purging a Company

    ~2 min read

    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 accounts.

  20. Appendix C: Certiport Mapping Free preview

    ~3 min read

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

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