Mastering QuickBooks Online (2026 Update)

Learn to set up, automate, and manage your accounting with QuickBooks Online for accurate reports and smarter decisions.

Mastering QuickBooks Online

Mastering QuickBooks Online is a comprehensive course designed to help you confidently use QuickBooks Online for efficient financial management in businesses. This training covers everything from setting up your company file to leveraging advanced AI tools, ensuring your bookkeeping, payroll, and tax processes are accurate and streamlined.

You will start by learning how to customize the Chart of Accounts, configure tax settings, and connect bank accounts to your QuickBooks Online profile. The course also introduces AI-powered features like Business Feed, Smart Search, and AI agents that simplify daily tasks, including record keeping, invoicing, expense tracking, and payment processing. These tools help you save time, reduce errors, and maintain accurate financial records.

As you progress, you will practice essential accounting operations, such as managing customer and vendor transactions, reconciling bank statements, tracking projects, and monitoring inventory. You will also learn how to generate, customize, and analyze financial reports to gain meaningful insights into your business performance. Real-time collaboration tools and automation features are highlighted to improve efficiency and assist compliance with accounting standards.

By completing this course, you will learn practical skills and confidence to manage your financial data effectively. You can streamline processes, make informed business decisions, and enhance overall productivity. Whether you are an entrepreneur, accountant, or financial professional, this course equips you to fully harness the power of QuickBooks Online and achieve long-term business success.

In this course, you will learn how to:

  • Set up QuickBooks Online for accurate business accounting.
  • Customize the Chart of Accounts in QuickBooks Online.
  • Configure sales tax and tax settings correctly.
  • Connect bank and credit card accounts to QuickBooks Online.
  • Automate bookkeeping tasks using QuickBooks Online AI tools.
  • Create invoices and record customer payments accurately.
  • Track expenses, vendors, and bills in QuickBooks Online.
  • Perform bank reconciliations to maintain clean financial records.
  • Manage projects and inventory inside QuickBooks Online.
  • Use real-time collaboration tools for shared financial access.
  • Generate and analyze financial reports for business decisions.
  • Prepare accounts for tax filing and year-end close.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course has an exercise file to follow along.
  • This course is aimed at QuickBooks Online users.

Course Certificate Included

This course includes an optional online quiz to generate a certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business for 14+ years, during which time we have taught over 1 million students. We’ve created over 130 software training courses and 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Course Introduction
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  Getting Started with QuickBooks Online
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  Customizing the QuickBooks Environment
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  Working with Customers and Jobs
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  Managing Expenses and Vendors
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  Banking and Reconciliation
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  Payroll in QuickBooks Online
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  Inventory Management
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  Advanced Invoicing and Sales
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  Project Management
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  Reporting in QuickBooks Online
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  Sales Tax Management
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  Budgeting and Forecasting
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  Multi-Currency Management
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  Bank Feeds and Automation
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  KPI and Dashboard Management
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  Advanced QBO Features
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  Year-End Procedures
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  Additional QBO Tools and Resources
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  Course Conclusion and Quiz
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to support@streamskill.com and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact sales@SimonSezIT.com for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
How do I update my name, password, email address and credit card?
Your account includes an account profile. You can edit your profile which includes the option to update your name, email address and password. You can also manage your subscriptions, in addition to adding or updating your credit card information. To access your profile, click on the photo or icon in the upper right hand corner. Then click the “Edit Profile" link. Once you've made changes to your profile, click on the “Update Profile" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...
How do I update or add a new credit card to my account?
You can update your credit card information directly from your profile. You can also click on your account in the upper right corner and then click on “Add / Change Credit Card". Once you are finished making any updates, click on the “Update Credit Card" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...

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