QuickBooks Online for Beginners: Small Business & Bookkeeper (Udemy.com)
Learn QuickBooks Online basics to manage finances, automate tasks, and keep accurate records for your small business.
Created by: Simon Sez IT
Last updated August 2026
Our take
Based on the ratings of 1,561 students, a sample of their written reviews and the syllabus, as the course stood in August 2026. No course pays to be reviewed.
This is a long, video-led tour of QuickBooks Online from Simon Sez IT, a training company that has been making software courses since 2008. It runs 21.7 hours across 273 lectures and 60 sections, and it reads like several courses joined together. The early sections cover company setup, customers, sales, vendors and banking. Later blocks add a 2026 update, then short modules on AI in bookkeeping and on expense and corporate fraud. About 6,300 students have enrolled.
Reviewers like the teaching. Several call the instructor clear, thorough and easy to follow for a true beginner, and one praises how she takes her time. Others say she talks too fast when they are taking notes. The loudest complaint is age. Low-star reviewers say the older lessons show a QuickBooks screen that no longer matches, so they hunt for features under new names, and one says the sample company page is gone. Others want exercises after each section, and one reviewer found the accounting terms unexplained.
The course was last updated in August 2026 and has fresh sections, but the older ones are still in there, so expect some screens to look different. The rating is 4.1 from 1,561 reviews, and most are four or five stars. It works best as a watch-first, click-along introduction for someone new to the software. If you need real practice or run a busy business, note that one reviewer called the advice to skip bank feeds poor, so check that part against current QuickBooks guidance.
Pros
- Reviewers call the teaching clear and thorough, easy to follow for a first look at QuickBooks
- Covers setup, invoices, expenses, bank reconciliation, reports and payroll across 273 lectures
- Has 2026 refresh sections, including Intuit Assist and AI bookkeeping modules
- Downloadable course files and 42 quizzes to check progress along the way
Cons
- Older lessons show an outdated QuickBooks layout, so features sit under different names
- Few hands-on exercises, with reviewers asking for a Try it Yourself after each section
- Some say the pace is too fast for note-taking, and accounting terms go unexplained
The instructor is very knowledgeable and easy to understand. She explains everything well and is very thorough.
Beginner is fair for the software, but accounting terms go unexplained, so some bookkeeping basics help.
What you will learn
- Set up and customize a QuickBooks Online company file.
- Organize accounts using the Chart of Accounts.
- Configure tax settings for your business needs.
- Connect bank accounts and manage financial transactions.
- Create invoices and track customer payments.
- Record and categorize business expenses accurately.
- Manage customers, vendors, and everyday financial transactions.
- Reconcile bank accounts and identify transaction differences.
- Use automation features to simplify routine bookkeeping tasks.
- Explore AI tools that support everyday bookkeeping activities.
- Generate basic financial reports for business review.
- Maintain accurate financial records for better business decisions.
Course content
60 sections · 273 lectures · 22 hours of video 42 quizzes, 10 articles
- 1Getting Started With QuickBooks Online 2 free previews6 lectures · 12 min
- 2QuickBooks Company Files 3 free previews4 lectures · 25 min
- 3Customizing Company Files6 lectures · 45 min
- 4Customers6 lectures · 25 min
- 5Sales Transactions10 lectures · 54 min
- 6Products & Services6 lectures · 24 min
- 7Vendors & Expenses10 lectures · 38 min
- 8Banking7 lectures · 38 min
- 9Loans2 lectures · 9 min
- 10Recurring Transactions, Mileage & Journal Entries3 lectures · 14 min
- 11Wrap up1 lecture · 1 quiz
- 12QuickBooks Online Advanced: Forms and Customizing Forms8 lectures · 1 quiz · 28 min
- 13QuickBooks Online Advanced: Reporting6 lectures · 1 quiz · 40 min
- 14QuickBooks Online Advanced: Sales Tax8 lectures · 1 quiz · 23 min
- 15QuickBooks Online Advanced: Payroll7 lectures · 1 quiz · 29 min
- 16QuickBooks Online Advanced: Mail merges2 lectures · 1 quiz · 9 min
- 17QuickBooks Online Advanced: Creating budgets4 lectures · 1 quiz · 9 min
- 18QuickBooks Online Advanced: Reminders and Alerts, Automated Reminders4 lectures · 1 quiz · 11 min
- 19QuickBooks Online Advanced: Projects4 lectures · 1 quiz · 14 min
- 20QuickBooks Online Advanced: Customers10 lectures · 1 quiz · 46 min
- 21QuickBooks Online Advanced: Vendors4 lectures · 1 quiz · 16 min
- 22QuickBooks Online Advanced: Wrap Up1 lecture · 1 min
- 23Mastering QuickBooks Online (2026 Update): Course Introduction5 lectures · 19 min
- 24Mastering QuickBooks Online (2026 Update):Getting Started with QuickBooks Online8 lectures · 1 quiz · 1 hour
- 25Mastering QuickBooks Online (2026 Update):Customizing the QuickBooks Environment9 lectures · 1 quiz · 54 min
- 26Mastering QuickBooks Online (2026 Update): Working with Customers and Jobs12 lectures · 1 quiz · 1 hour
- 27Mastering QuickBooks Online (2026 Update): Managing Expenses and Vendors8 lectures · 1 quiz · 46 min
- 28Mastering QuickBooks Online (2026 Update): Banking and Reconciliation6 lectures · 1 quiz · 43 min
- 29Mastering QuickBooks Online (2026 Update): Payroll in QuickBooks Online7 lectures · 1 quiz · 31 min
- 30Mastering QuickBooks Online (2026 Update): Inventory Management6 lectures · 1 quiz · 33 min
- 31Mastering QuickBooks Online (2026 Update): Advanced Invoicing and Sales4 lectures · 1 quiz · 20 min
- 32Mastering QuickBooks Online (2026 Update): Project Management4 lectures · 1 quiz · 19 min
- 33Mastering QuickBooks Online (2026 Update): Reporting in QuickBooks Online7 lectures · 1 quiz · 35 min
- 34Mastering QuickBooks Online (2026 Update): Sales Tax Management3 lectures · 1 quiz · 15 min
- 35Mastering QuickBooks Online (2026 Update): Budgeting and Forecasting4 lectures · 1 quiz · 17 min
- 36Mastering QuickBooks Online (2026 Update): Multi-Currency Management3 lectures · 1 quiz · 16 min
- 37Mastering QuickBooks Online (2026 Update): Bank Feeds and Automation5 lectures · 1 quiz · 27 min
- 38Mastering QuickBooks Online (2026 Update): KPI and Dashboard Management5 lectures · 1 quiz · 25 min
- 39Mastering QuickBooks Online (2026 Update): Advanced QBO Features1 lecture · 1 quiz · 6 min
- 40Mastering QuickBooks Online (2026 Update): Year-End Procedures5 lectures · 1 quiz · 28 min
- 41Mastering QuickBooks Online (2026 Update): Additional QBO Tools and Resources4 lectures · 18 min
- 42Mastering QuickBooks Online (2026 Update): Exploring QBO Intuit Assist10 lectures · 1 quiz · 48 min
- 43Automating Accounting & Bookkeeping with AI: Course Introduction4 lectures · 6 min
- 44Automating Accounting & Bookkeeping with AI: Boosting Accounting Tools with AI3 lectures · 1 quiz · 30 min
- 45Automating Accounting & Bookkeeping with AI: GenAI Powered Documentation1 lecture · 1 quiz · 12 min
- 46Automating Accounting & Bookkeeping with AI: AI Powered Data-Entry & Reporting3 lectures · 1 quiz · 23 min
- 47Automating Accounting & Bookkeeping with AI: AI Powered Reconciliation1 lecture · 1 quiz · 10 min
- 48Automating Accounting & Bookkeeping with AI: Limitations & Conclusion2 lectures · 1 quiz · 11 min
- 49Expense Fraud: Introduction3 lectures · 2 min
- 50Expense Fraud: Understanding Expense Fraud2 lectures · 1 quiz · 6 min
- 51Expense Fraud: Risk Identification2 lectures · 1 quiz · 9 min
- 52Expense Fraud: Policy and Controls for Expense Fraud2 lectures · 1 quiz · 11 min
- 53Expense Fraud: Repercussions1 lecture · 1 quiz · 4 min
- 54Expense Fraud: Scenario and Conclusion2 lectures · 6 min
- 55Internal Corporate Fraud Awareness & Reporting: Introduction2 lectures · 2 min
- 56Internal Corporate Fraud Awareness & Reporting: Internal Corporate Fraud Signals2 lectures · 1 quiz · 9 min
- 57Internal Corporate Fraud Awareness & Reporting: Detecting Fraud in Work3 lectures · 1 quiz · 14 min
- 58Internal Corporate Fraud Awareness & Reporting: Reporting Fraud Effectively3 lectures · 1 quiz · 11 min
- 59Internal Corporate Fraud Awareness & Reporting: Building a Speak-Up Culture1 lecture · 1 quiz · 4 min
- 60Internal Corporate Fraud Awareness & Reporting: Conclusion1 lecture · 1 min
Who it is for
The instructor says it suits
- Beginners who want to learn QuickBooks Online from the basics.
- Small business owners who want to manage their own bookkeeping.
- Beginners who want to learn QuickBooks Online from the basics.
- Aspiring bookkeepers building foundational QuickBooks Online skills.
- Freelancers and self-employed professionals managing business income and expenses.
- Business professionals who want to improve their accounting and QuickBooks skills.
What you need before you start
- No prior QuickBooks Online or bookkeeping experience is required.
- Basic computer skills and familiarity with using web browsers are helpful.
- A reliable internet connection is recommended for accessing QuickBooks Online.
- Access to a QuickBooks Online account is helpful for hands-on practice.
- Basic understanding of business income, expenses, invoices, and payments is useful but not required.
- A computer or laptop is recommended for completing practical activities.
How it compares
Against the other 200 rated Udemy courses in Accounting on CourseDuck:
- Rating4.1 out of 5higher than 4% of them
- Reviews1,561#44 of 201 by number of reviews
- Length21.7 hourslonger than 84% of them
- Last updatedAugust 2026more recently than 91% of them
Course Description
This course includes downloadable course instructor files and exercise files to work with and follow along.
QuickBooks Online for Beginners: Small Business & Bookkeeper provides practical guidance for managing everyday business finances with confidence. You will learn how to set up QuickBooks Online, organize financial records, complete common bookkeeping tasks, and use essential features to support accurate reporting and better financial decisions.
Designed for beginners, this learning experience walks you through setting up and customizing a company file, organizing the Chart of Accounts, configuring tax settings, and connecting bank accounts. You will learn how to create invoices, record expenses, track customer payments, and manage vendors and transactions. You will also explore bank reconciliation and financial reports to help you keep records accurate and up to date.
The lessons introduce useful automation and AI-powered features that can make bookkeeping more efficient. You will discover how tools such as Business Feed, Smart Search, and dedicated accounting features can help reduce repetitive work, improve accuracy, and save time. You will also gain an understanding of how these tools can support daily bookkeeping without replacing the need for careful financial review.
Complete this training and learn the skills to build a strong foundation in QuickBooks Online and handle essential bookkeeping tasks with greater confidence. Whether you manage finances for a small business or support clients as a bookkeeper, you will be better prepared to maintain organized records, generate useful reports, reduce errors, and make informed financial decisions.
What You'll Learn:
Set up and customize a QuickBooks Online company file.
Organize accounts using the Chart of Accounts.
Configure tax settings for your business needs.
Connect bank accounts and manage financial transactions.
Create invoices and track customer payments.
Record and categorize business expenses accurately.
Manage customers, vendors, and everyday financial transactions.
Reconcile bank accounts and identify transaction differences.
Use automation features to simplify routine bookkeeping tasks.
Explore AI tools that support everyday bookkeeping activities.
Generate basic financial reports for business review.
Maintain accurate financial records for better business decisions.
This course includes:
14+ hours of video tutorials
150+ individual video lectures
Course and Exercise Files to follow along
Certificate of completion
Here’s what our students are saying…
"Very thorough course with all the ins-outs, tips, tricks, and feature you could want to learn about to start using the program."
- Elizabeth Binde
"Amazing, above expectations course with a very knowledgeable teacher !"
- Muhammad Khan
"Great! Got both desktop computer screens up so am watching on one screen and setting up and executing on the other."
- Diane Baker
Instructor Details
- 4.1 Rating
1,561 Reviews
Simon Sez IT
Since 2008, individuals, small businesses, and Fortune 500 companies with thousands of employees have benefited from the easy and hands-on software training offered by Simon Sez IT. With over 12,000 video tutorials on a range of software programs, Simon Sez IT ensures stress-free eLearning and enhanced employee productivity - no matter whether you are implementing new software or a technological upgrade for your workplace. With over 1 million Udemy students in over 190 countries, Simon Sez IT is the preferred online learning choice for individuals and businesses everywhere.
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Reviews
By Amy Meister on 12/29/2022
I equally liked part 1 and 2 and found each to have value and worthy of my time. I also liked the direct and uncomplicated teaching style of each instructor. I cannot say the same for the bonus Excel content, which was random and uncategorized. It was also fast-paced, hard to see to follow along (blurry screen due to resolution) and it had nothing to do with QB, so I'm not sure why it was included. Now that I've completed the entire course, the Excel portion seems like it belongs in a different course, but it is required viewing in order to receive the certificate of completion. A few of the tips were somewhat helpful, but in my opinion, it was not worth another 2+ hours of time on top of the 8.5 hours of QB material. Overall, I still found the course to be helpful, and I learned a lot, therefore it was worth the investment of my time.
By Abdul Raheem Raheem on 7/17/2022
This course covered all important aspect for a beginner. Prior knowledge of accounting concepts, no less than intermediate, is required to catch up with the speed, terminology, and applications. At times, the speed was faster than expected which requires re-play and prolongs the timing.
By Andrea Allen on 6/16/2022
Have to stop often when taking notes because she talks too fast. Could be more interactive or at least pause once in a while and make it seem like the teacher is talking directly to a student and not just trying to get the most info out in the shortest amount of time. Also at the end of every section, how about a Try it Yourself.
By Saundra Williams on 5/28/2022
This is a great class and I expect I will want to come back to reference it in the future. I found that there were times where the instructors moved a little too fast and I was frustrated with the second part of the class because they used a different sample company than the test drive has set up, so I wasn't able to follow along as well. Personally I learn better when I can do what I'm seeing rather than just watch a video.
By Maria Habetler on 3/26/2022
very good content, with sufficient detail to assist me with understanding. I have used quickbooks online before but not recently, so this is a refresher( mainly because I find things to be put in weird places compared to the desktop version of quickbooks)
By Ryan Browning on 7/6/2021
Previously completed course on QuickBooks Desktop with same instructor. Instructor is thorough and easy to follow. Especially appreciated link to free sample QBO company file and advanced module on customers. Otherwise, advanced modules seemed to include a lot of redundant information.
By Flora Kozma on 5/25/2021
I am really enjoying this course. I have been thrown into the fire by a client that has not done his books since 2019-2021! The last time I used QB was in the 90s and have to brush up. Trying to figure out what has happened and the mechanics of this system is brain-twisting. There are some great lightbulb moments in this tutorial. Please consider making a video of mistakes people do. That would be a best seller! Thank you.
By Nawal M. Sharabati on 2/11/2021
My screen is different from the instructor screen. I did not know how to upload QB Desktop Files to the 30 free trial online version. I understood what was the instructor talking about. However, the my screen does not have what the instructor has. Is there a software or a resource to upload?
By Taylor on 11/3/2020
The course videos were helpful, easy to understand, and it was nice to be able to change the speed of the videos. However, I had to reload each video several times and it was annoying. I tried playing it further back, playing it forward, and tried waiting for it to load. The only way to solve the freeze was to reload the whole entire page.
By Emmanuel Jucutan on 7/20/2020
This QuickBooks Tutorial is superb in terms of how it generally assumes that the ones who’ll be using this tutorial is a complete newbie. One thing to notice though, is how some terms were already introduced but then to be discussed at a later part of the tutorial. Banks were quite tricky to explain.
Quality Score
No CourseDuck member has rated this course yet. Taken it? Give each part a thumbs up or down.
Overall Score : 82 / 100












