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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.

Best forSmall business owners and new bookkeepers who want to watch a step-by-step tour of QuickBooks Online first.
Skip it ifYou want graded practice exercises, or you already run hundreds of transactions a month and need advanced bookkeeping.

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.
Trish Marchand, a student

Beginner is fair for the software, but accounting terms go unexplained, so some bookkeeping basics help.

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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

  1. 1Getting Started With QuickBooks Online 2 free previews6 lectures · 12 min
  2. 2QuickBooks Company Files 3 free previews4 lectures · 25 min
  3. 3Customizing Company Files6 lectures · 45 min
  4. 4Customers6 lectures · 25 min
  5. 5Sales Transactions10 lectures · 54 min
  6. 6Products & Services6 lectures · 24 min
  7. 7Vendors & Expenses10 lectures · 38 min
  8. 8Banking7 lectures · 38 min
  9. 9Loans2 lectures · 9 min
  10. 10Recurring Transactions, Mileage & Journal Entries3 lectures · 14 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

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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:

  1. 14+ hours of video tutorials

  2. 150+ individual video lectures

  3. Course and Exercise Files to follow along

  4. 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

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Instructor Details

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

4.1

1,561 ratings on Udemy

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

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.

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Quality Score

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Overall Score : 82 / 100