Udemy

QuickBooks Online Intermediate

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  • 183 Students
  • Updated 11/2025
4.3
(41 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 0 Minute(s)
Language
English
Taught by
Simon Sez IT
Rating
4.3
(41 Ratings)

Course Overview

QuickBooks Online Intermediate

Learn advanced QuickBooks Online features to efficiently manage complex accounting tasks and improve financial processes

In this QuickBooks Online Intermediate course, you will deepen your understanding of QuickBooks Online (QBO) and learn to manage more complex accounting tasks. This course builds on your QBO knowledge, covering everything from customizing account settings to handling international transactions and deferred revenue.

You'll start by exploring advanced features in QuickBooks Online, such as enhancing the dashboard, integrating third-party apps, and setting up accounts and items. The course also covers recording revenue and expenses, including managing transactions from bank accounts and credit cards and automating recurring transactions for better efficiency.

As you advance, you'll learn to manage receivables and payables, from customizing invoices to processing vendor credits and refunds. You'll also explore tracking inventory, using projects and tags, and performing year-end reconciliations. Finally, the course guides you through generating multi-year financial statements and sharing reports.

By the end of this course, you should be able to handle more advanced QuickBooks tasks, improving your financial management skills and making your accounting processes more efficient.


In this course, you will be able to:

  • Customize the QuickBooks Online interface.

  • Reconcile bank accounts with QuickBooks Online.

  • Create and analyze detailed financial reports.

  • Integrate third-party apps with QuickBooks Online to automate tasks.

  • Track income and expenses by project using the Projects feature.

  • Automate recurring transactions to reduce manual work and minimize errors.

  • Manage inventory and non-inventory items.


This course includes:

  1. 2 hours of video tutorials

  2. 23 individual video lectures

  3. Certificate of completion

Course Content

  • 8 section(s)
  • 23 lecture(s)
  • Section 1 Course Introduction
  • Section 2 Navigate QuickBooks Online
  • Section 3 Recording Revenue & Expenses
  • Section 4 Managing Receivables and Payables
  • Section 5 One-off Activities in QBO
  • Section 6 Reconciliation
  • Section 7 Viewing Reports
  • Section 8 Conclusion

What You’ll Learn

  • Customize the QuickBooks Online interface.
  • Reconcile bank accounts with QuickBooks Online.
  • Create and analyze detailed financial reports.
  • Integrate third-party apps with QuickBooks Online to automate tasks.
  • Track income and expenses by project using the Projects feature.
  • Automate recurring transactions to reduce manual work and minimize errors.
  • Manage inventory and non-inventory items.


Reviews

  • J
    Jacob Kowrach
    4.0

    I like the teaching style. Language was engaging, not dry.

  • D
    Donna Marie LaRocca
    3.0

    okay, some stuff we do not use with our business.

  • S
    Samantha Reyes
    4.5

    The course was straight forward and detailed.

  • B
    Bridget Leal
    5.0

    It's easy to understand, it's been explained step by step how it can be used and efficient for the principal user.

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