Getting to Know QuickBooks® Online

Posted on: 19th April 2026

Instructor: N/A • Language: N/A

Navigate QuickBooks Online interface, manage customers and expenses, and avoid common mistakes in this free one hour overview.

Description

If you are a business owner or employee who needs to get comfortable with QuickBooks Online quickly, this one hour overview course tours the interface and covers the basics. It explores the sidebar, gear, and create buttons, demonstrates a sample daily workflow for managing customers and expenses, and highlights the top mistakes to avoid.

This Course Offers

  • A Quick Interface Tour: You will learn to navigate the QBO interface, use keyboard shortcuts, and become familiar with the Customer, Vendor, and Report Centers.
  • A Sample Daily Workflow: The course demonstrates a typical customer workflow so you can see the big picture of managing customers and expenses.
  • Practical Knowledge of Common Traps: You will learn the top mistakes businesses fall into so you can avoid them in your own record keeping.
  • Mobile and Third Party Insights: The course covers using QBO on a smartphone or tablet, understanding third party plugin apps, and how to backup and export data.

Why We Love This Course

  1. It is free. You can learn QuickBooks Online basics without any financial commitment.
  2. It is taught by a QuickBooks ProAdvisor. The instructor is a member of the Intuit Trainer/Writer Network and has assisted hundreds of small businesses.
  3. It is short and focused. In just under 2 hours, you can get a feel for the QBO interface and understand what is involved in maintaining your business records.
  4. It includes CPE credit. Students can earn 1 CPE Credit upon completing the course.

If you are a business owner, entrepreneur, or employee who needs to get comfortable with QuickBooks Online quickly, this free overview course provides a solid starting point. Note that the course was last updated in 2016, so the QBO interface and features may have changed significantly.

Course Eligibility

  • Business owners who are evaluating whether to use QuickBooks Online.
  • Business owners and employees who maintain their company's financial records.
  • Entrepreneurs and new business owners who are just getting started and want solid business knowledge.
  • Students and job seekers who want to boost their employment marketability.

Course Requirements

  • You will need a subscription to QuickBooks Online to follow along (a free trial is available).
  • Use of the sample file from Intuit is recommended for practice.
  • A willingness to learn through interface tours and workflow demonstrations is essential.

Interested in exploring more business lessons? Check out our full course library to continue building your skills and advancing your learning journey.

Price: Free