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QuickBooks Online Complex Issues And Advanced Techniques (Udemy.com)

How To Prove An Entire Set Of QuickBooks Online Records Are Correct To The Last Detail

Created by: Mark Smolen

Last updated September 2026

Our take

Based on the ratings of 911 students, a sample of their written reviews and the syllabus, as the course stood in September 2026. No course pays to be reviewed.

This is the sequel to Mark Smolen's beginner QuickBooks Online course, and it is meant for people who already know the basics. It runs about 16 hours over 76 lectures. Most of that sits in one long first section on customer and vendor refunds, credit memos, discounts, bounced checks, bank reconciliation and journal entries. Two shorter sections cover billable job costs and bank feeds with imports and rules. The pitch is proving a full set of books is right, and the syllabus backs it up with customer and vendor reconciliations.

Reviewers like the teaching. They call it clear, step by step, and slow enough to practice along with. One says the effect on the balance sheet and profit and loss is always explained, not just where to click. The bank feeds and rules section gets special praise. The complaints sit mostly in the low-star reviews. Some say trial balances stop matching the lesson early on, and there are mistakes in a practice exercise and the final test. A few found the replies to questions defensive, and one 4 star reviewer felt the recording pace is too fast.

Most of the 911 ratings are positive, with 535 giving five stars, and the course was refreshed in September 2026. It makes sense if you already use QuickBooks Online and want the harder receivables, payables and reconciliation cases covered. If you are new, take the beginner course first. Either way, expect to troubleshoot a mismatch or two on your own.

Best forBookkeepers and small business owners who know QBO basics and want receivables, payables and reconciliation in real depth.
Skip it ifYou are new to QuickBooks Online, or you need exercises that match the lessons exactly, with no glitches.

Pros

  • Slow, clear step-by-step demos that leave room to practice along
  • Explains how each entry hits the balance sheet and profit and loss, not just the clicks
  • Bank feeds, imports and rules section is singled out as useful and fun
  • Updated September 2026, with 76 lectures on refunds, credits, discounts and reconciliations

Cons

  • Several reviewers hit mismatched trial balances and errors in a practice exercise and the final test
  • Some students found the instructor defensive when they reported problems or asked questions
  • Assumes prior QuickBooks Online knowledge, so true beginners can get lost
This course gave me the hands on practice I needed to learn and apply the wealth of material presented. Professor Smolen teaches the material in a thorough and understandable manner
John J Mullen, a student

Listed for all levels, but the requirements and reviewers assume you already know basic QuickBooks Online.

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What you will learn

  • How To Prove Your Entire Set Of QuickBooks Online Records Are Correct To The Last Detail
  • How To Manage Real-Life, Hands-On QuckBooks Online Situations
  • How To Use Every Advanced Feature Related To Customer's And Receivables In QuickBooks Online
  • How To Use Every Advanced Feature Related To Vendor's And Payables In QuickBooks Online
  • How To Manage File Attachements In QuickBooks Online
  • How To Record Credit Card Transactions In QuickBooks Online
  • How To Use Register Windows In QuickBooks Online
  • How To Record Journal Entries In QuickBooks Online
  • How To Manage Journal Entries With Owner's capitalAnd Owner's Withdrawls
  • How To Record Owner To Business And Business To Owner Transactions In QuickBooks Online
  • How To Manage Owner's Equity Accounts In QuickBooks Online
  • How To Do Bank Reconciliation In QuickBooks Online
  • How To Do Credit Card Reconciliation In QuickBooks Online
  • How To Use Every Advanced Feature Of Bank Reconciliation In QuickBooks Online
  • An Overview Of The Bank Reconciliation Ideas And Process
  • Understand And Use The Cleared Balance
  • How To Reconcile The First Month's bank Reconciliation
  • How To Manage Consecutive Month's Bank Reconciliation
  • Use The Discrepancy Report To Fix Mistakes In Past Months
  • How To Manage Every Common Mistake When Doing Bank Reconciliation
  • Adjust A Bank Reconciliation To Force It To Fit
  • Undo A Bank Reconciliation With The Accountant's Edition
  • How To Reconcile Your Records With Customers And Vendors
  • How To Find And Correct Mistaken Classifiaction Of Expense Category
  • How To Import Or Download Bank Transactions
  • An Overivew Of How Downloading Or Importing Transactions
  • How To Import "Lists" Like Customers, Vendors And Accounts
  • How To Import Transactions From ".QBO" And ".CSV Files
  • How To Navigate The Revew List
  • How To Approve Downloaded And Imported Transactions
  • How To Record Transactions From The Review List
  • How To Find Transactions That Have Been Downloaded
  • How To Categorize Downloaded Or Imported Transactions
  • How To Undo Categorized Transactions
  • How To Exclude Transactions
  • How To Delete The Excluded Transactions
  • How To Connect Directly To Your Bank Or Credit Card Company
  • How To Undo An Excluded Transaction
  • How To Match Transactions To Prevent Duplacates
  • How To Use Rules To Save Time
  • How To Apply Deposits And Checks To Customer Invoices And Vendor's Bills
  • How To Track Expenses By Customer
  • How To Make Downloaded And Imported Expenses Billable To Customers
  • How To Separate And Record Sales Tax Charges And Payments
  • How To Use Advanced, Compound And Complex Rules To Save Even More Time!!
  • How To do A Whole Month Of Bookkeeping In Just A Few Minutes
  • Every Advanced Customer/Receivables, Vendor/Payables Advanced Technique
  • Every Detail That Could Be Included In A Transaction Regarding Accounts Receivables And Accounts Payables
  • How To Reconcile Your Records With Any Customer Or Vendor Regardles Of How Challenging The Issues Are
  • How To Prove That Your Customer/Receivables And Vendor/Payables Records Are Correct To The Last Detail
  • How To Set Up Company Credit cards
  • How To Record Credit Card Charges
  • How To Record Credit Card Refunds And Credits
  • How To Record Credit Card Payments
  • How To Record Custome Refund Receipts
  • How To Manage Customer Credit Memeos
  • How To Refund A Paid Invoice
  • How To Record Custome Pre-Payments
  • How To use The Invoice Deposit Feature
  • How To Set-Up For Customer Discounts
  • How To Record And Manage Normal Discouts To Customers
  • How To Give Customer Early Pay Discounts With Terms
  • How To Manage Customer's Bounced Checks
  • How To Record And Manage Delayed Charges
  • How To Record And Manage Delayed Credits
  • How To Issue And Manage Monthly Customer Statements To Receivable Clients
  • How To Fix Misapplied Customer Payments
  • How To Reconclile With Customers To Prove All Receivables Corrrect
  • How To Use The File Attachement Feature
  • How To Print Checks From QuickBooks Online
  • How To Record Vendor's Bill Payments That Have Procesing Fees
  • How To Record Refunds From Checks And Expenses
  • How To Enter Credit Memos From Vendors
  • How To Records Refunds From Vendors For Paid Bills
  • How To Record Receivng Discount Terms From Vendors For Early Bill Pay
  • How To Record Pre-paymenst, Downpaymenst And Deposits To Vendors
  • How To Fox Misapplied Bill Payments To Vendors
  • How To Reconcile Statemenst From Vendors To Prove All Accounts Payable Correct
  • How To Track Expenses By Customer Or Job
  • How To Use Every Method Of Billing Option For Job Expenses

Course content

4 sections · 76 lectures · 16 hours of video 1 quiz

  1. 1Introduction 5 free previews51 lectures · 1 quiz · 11 hours
  2. 2Billables (Reimbursable Job Costs) - Addendum To Receivables And Payables7 lectures · 1.4 hours
  3. 3Super Charge Section - Importing Transactions17 lectures · 3.6 hours
  4. 4BONUS1 lecture · 4 min

Who it is for

The instructor says it suits

  • Small Business Owners That Needs To Be Able To Prove That All Of Your QuickBooks Online Is Completely Correct
  • Self-Employed Bookkeepers And Accoutants To Improve Their QuickBooks Online Skills
  • Students Becoming Bookkeepers And Accountants Absolutely Need This Course
  • Accounts Receivable Clerks And Customer Managers Using QuickBooks Online
  • Accounts Payable Clerks And Vendor Records Managers Using QuickBooks Online
  • Sale People Recording Sales To Customers
  • Expense Managers Recording And / Or Aproving Expenses Paid To Vendors
  • Anyone Who Would Like To Improve Their QuickBooks Online Skills To The Highest Expert Level

What you need before you start

  • Very Basic Computer And English Skills
  • Some Pre-Knowledge Of QuickBooks Online

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.6 out of 5higher than 69% of them
  • Reviews911#61 of 201 by number of reviews
  • Length15.9 hourslonger than 79% of them
  • Last updatedSeptember 2026more recently than 98% of them

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Course Description

Would you like to be able to guarantee that your entire set of QuickBooks online records are correct to The Last Detail? Then you should choose this course: QuickBooks Online Complex Issues And Advanced Techniques. It's the only course ever in history that teaches how to prove an entire set of accounting records in QuickBooks online are correct to the last detail!

This revolutionary new QuickBooks online instructional video series includes a video lesson for every advanced and complex issue, transaction or feature, that could ever be included in a transaction in QuickBooks that involves receivables, payables, banking, credit card or journal entry transactions.

These QuickBooks topics will be shown with real life examples and follow along step by step demonstrations that make for clear, effective tutorials and are the most helpful when learning QuickBooks online.

This course is the “sequel” to the original, top-rated course right here on Udemy: “Mastering QuickBooks Online”. You are guaranteed that every “on the job” QuickBooks problem, challenge or issue has a QuickBooks solution, and this course is the best way to learn them. It has the best QuickBooks help available for complex QuickBooks issues and advanced level transactions with details that involve extra attention and sometimes problem-solving skills applied to QuickBooks online.

Most of the QuickBooks topics here have been requested by students who took the original course. I have included every topic that was requested and many bonus QuickBooks Online topics to make for complete, easy and fun learning.

In fact, there's even a section that teaches journal entries and owner's equity transactions for transactions between the owner of the business and the business itself. You will learn how to record QuickBooks transactions when the owner co-mingled funds with the business account by putting in non-business money in to, or taking money out of, your business for non-business spending. There’s no better QuickBooks Online help with these topics then the video class lectures right here in this ground-breaking course. The list of topics in this course is so extensive that you really need to read the topic list below very carefully to make sure that it will include any topic that you're looking for:

• CUSTOMER REFUND RECEIPTS

• CREATING CUSTOMER CREDIT MEMOS

• CUSTOMER REFUNDS FOR PAID INVOICES

• RECORDING CUSTOMER PRE-PAYMENTS

• USING THE INVOICE DEPOSIT FEATURE

• SETTING UP AND RECORDING CUSTOMER DISCOUNTS

• SETTING UP CUSTOMER DISCOUNT TERMS

• CUSTOMERS AND ACCOUNTS RECEIVABLES EARLY PAY DISCOUNT

• RECORDING CUSTOMER BOUNCED CHECKS

• MANAGING CUSTOMER MONTHLY STATEMENTS

• RECONCILING RECEIVABLES WITH CUSTOMERS

• FIXING MISAPPLIED PAYMENTS

• USING FILE ATTACHMENT FEATURES

• PRINTING CHECKS IN QUICKBOOKS ONLINE

• RECORDING BILL PAYMENTS WITH PROCESSING FEES

• RECORDING CHECKS AND EXPENSE REFUNDS

• ENTERING VENDOR CREDIT MEMOS

• REFUNDS OF VENDOR PAID BILLS

• VENDOR DISCOUNT TERMS

• PREPAID VENDOR EXPENSES

• RECONCILING VENDOR STATEMENTS

• MANAGING COMPANY CREDIT CARD CHARGES AND PAYMENTS

• USING ACCOUNT REGISTERS WINDOW

• UNDERSTANDING AND MAKING JOURNAL ENTRIES

• UNDERSTANDING AND ENTERING OWNERS EQUITY TRANSACTIONS

• RECORDING EVENTS WHERE THE OWNER CO-MINGLES FUNDS

• REAL-LIFE HANDS-ON BANK RECONCILIATION PRACTICE

• USING ALL QUICKBOOKS ONLINE BANK RECONCILIATION FEATURES

• USING THE QUICKBOOKS ONLINE DISCREPANCY REPORT

• HOW TO ADJUST A BANK RECONCILIATION

• HOW TO UNDO A BANK RECONCILIATION

• PROVING ALL QUICKBOOKS ONLINE RECORDS ALL ARE CORRECT

• FINDING MISTAKEN EXPENSE CATEGORIES

• USING THE RECLASSIFY TRANSACTION TOOL

Among the more special things about this course is the revolutionary way that QuickBooks Online Bank Reconciliation is presented and practiced with real life, hands on challenges and solutions that you would normally only experience in a QuickBooks Online Bookkeeping job.

It includes reconciling with vendors and reconciling with customers and proving that your receivables and payables are independently verified and correct to The Last Detail. This follows from learning how to manage customer monthly statements and vendor monthly statements right from QuickBooks Online. You'll even learn how to make sure that you choose the right expense category and what to do to find out that all your expenses are classified correctly. We’ll even show what to do if they're not correct, so you can fix it and make it perfect.

Purchasing these QuickBooks Online classes comes with free unlimited questions that relate to the course material. I always get back to my students quickly. I enjoy helping with this because I think it helps everyone, everywhere, if we all know how to keep financial records perfectly.

You will be better than everybody at QuickBooks Online once you finish this course

I'm sure it will give you everything you need, and I hope to see you there

-Mark

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Instructor Details

Mark Smolen

I have 3 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to certified job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. Now, I've helped thousands of students from Udemy get great jobs or run their own business.

I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for 2 decades. I have made these videos by determining what my clients needed.

I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task

I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me.

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Reviews

4.6

911 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Kitty mareschi on 4/18/2026

I truly appreciate Mark Smolen's method of teaching. The effects on the Balance Sheet and Profit and Loss Statements are always discussed. Not only am I learning about the QuickBooks software but also a refresher on effects on what is important....the Financial Reports. I intend to take other Mark's classes.

By Margaret Clayton on 12/17/2025

Professor Smollen does an exceptional job! His instructions are clear and precise, taking you step-by-step through each and every task you will need to learn in QBO. The bank feeds section and resulting features was especially fun! He is super responsive to questions and feedback, gently reminding you to go back to the video instructions when necessary.

By Ahnaf Khan on 9/18/2025

I recently completed this Udemy course, and I must say it was truly insightful. The instructor not only explained the concepts clearly but also demonstrated a wide range of practical problems, issues, and techniques. I particularly appreciated how real-life scenarios were included, which helped me understand the subject matter in depth. Overall, this course has enhanced my skills significantly, and I would definitely recommend it to others who want both theoretical knowledge and hands-on practice.

By Nguyen Chau on 8/24/2025

Thank you sir, your training be clear and easy understand. It is quiet different with my background and knowledge. When you explain of refund AR or AP, it is the method to make the report but when typing QB, it occur only one transaction and don't related to double entry as first step explain. For people who learn accountant for apply CPA will be easy because all are foundation skill. Maybe I apply the middle topic ( ADVANCE TECHNIQUES) so that I scare the people whom was not study accountant will be misunderstand. Thank you to read my comments Nguyen Chau

By John J Mullen on 5/7/2025

This course gave me the hands on practice I needed to learn and apply the wealth of material presented. Professor Smolen teaches the material in a thorough and understandable manner, and the addition of the Bank Feeds and the utilization of Rules greatly enhances the learning experience. Well Done!

By Maria F Munoz on 4/24/2025

QuickBooks Online Complex Issues and Advanced Techniques by Mark Smolen was an outstanding course. I learned so much and was able to really deepen my understanding of more advanced QuickBooks features and problem-solving techniques. Mark is a great instructor — he always answered questions and it's there to help. I especially appreciated the hands-on exercises, which helped me apply what I was learning in real time. Highly recommended for anyone who already knows the basics of QBO and wants to take their skills to the next level!

By Rod Beck on 2/22/2025

I took Mark's first course, "Mastering Quickbooks Online" and it was excellent. As a former educator, I understand how important it is to "chunk" small bits of content at a time for the learner, building on the previous content the students learned. This is exactly what Mark does. He is an excellent teacher! Thanks Mark!! -Rod

By Heather Hardin on 12/25/2024

This course was very good and informative. There were some sections that were glitchy, and even though I followed right along, there were multiple times my trial balance showed differently than the instructor's. I think at times there was some missing information, but I took this as my own personal challenge and learning opportunity to try to make my trial balance match the teacher's. Overall, I felt learning the principles of each section is what mattered most to me and I learned a lot.

By Kim Lola on 7/28/2024

The information was excellent and the expertise of instructor was right on point. Early on, prior to lesson 9, there is some missing information. I was able to work out what needed to be done, but without my vast number of years of accounting experience, I would have been stuck because my trial balance did not match the lesson's. I can see from the questions that many students experienced and were frustrated by the same problem. I was surprised by these glitches because the beginner class had none of these problems.

By Martile Billiot on 2/27/2023

First off, I would like to say that I love the intro before each section. Mark is an excellent instructor and his method of presenting and explaining each section is superb and easy to follow along. I enjoyed the whole course and learned a great deal from this course. I will be taking more of these courses to further my education in QuickBooks and hope to pursue a career in this field of work. If you want to learn QuickBooks for your business or to pursue a career in this field, then this is the course to take. Thank you for offering a great course!

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Overall Score : 92 / 100