QuickBooks Online (US): Practical Bookkeeping from First Invoice to Month-End Close

Learn QuickBooks Online the way you will use it at work – by keeping the books of a real US small business from first invoice to month-end close.

Built for accountants, bookkeepers, Chartered Accountants, commerce graduates and anyone aiming for US outsourcing work – in India, the UAE, the UK or anywhere else. You follow Craig's landscaping business through November and December, with Craig's diary, the exact entries to make, a QuickBooks screenshot for every scenario and the debit and credit behind it.

By the end you will be able to:

• Set up a chart of accounts, customers, vendors and products the way a US accountant expects
• Record sales from quote to cash, including credit memos, refunds, bounced checks and progress invoices
• Record purchases from purchase order to payment, vendor credits, prepaid expenses and billable costs
• Use bank feeds and bank rules, and reconcile a bank account and a business credit card
• Charge automated US sales tax, track inventory with FIFO, and record payroll, a vehicle loan and depreciation
• Invoice in a foreign currency, track profit by class and project, and close the month
• Produce a Profit and Loss, Balance Sheet and Trial Balance that agree to the cent
• Work as a ProAdvisor in QuickBooks Online Accountant and practise for the Level 1 certification with a timed mock exam
• Use QuickBooks Online Advanced: custom fields and roles, workflows, batch transactions, Spreadsheet Sync, KPIs, revenue recognition and fixed assets, and practise for Level 2

Covers core and advanced topics across 27 modules, with a capstone that brings the whole case together.

Includes: 27 illustrated modules (about 26 hours of study), a QuickBooks screenshot for every scenario, an import-ready datasets workbook and bank file, a quiz after every module, timed Level 1 and Level 2 mock exams, a course Q&A forum, and a Finzglobe certificate when you pass the final exam.

Course format: a written, self-paced course with no video lectures. Every step is shown on a numbered screenshot, so you can work at your own pace, keep QuickBooks open beside the guide, and find any step again in seconds instead of scrubbing through a video.

QuickBooks software is not included: this course does not come with a QuickBooks Online licence or subscription. Practise free in the QuickBooks Online Test Drive or a free trial from Intuit, or use your own paid subscription. Modules 18–26 need QuickBooks Online Accountant (free for accounting professionals) or a QuickBooks Online Advanced trial or subscription.

Refunds: course fees are non-refundable. Please read this page and the free preview lessons before you buy. See our Refund Policy.

Before you start: basic double-entry bookkeeping. You need a QuickBooks Online trial or the free Test Drive company.

Access: 12 months from the date of purchase, on any device. Course fees are non-refundable – see our Refund Policy.

Prepared by P.K. Jamshadali, FCA, CPA (US), CISA, and the Finzglobe team. QuickBooks is a trademark of Intuit Inc.; this course is independent of Intuit. Updated November 2026.