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QuickBooks Online For Home Finances (Udemy.com)

How To Use QuickBooks Online To Manage Your Non-Business, Personal Or Family Financial Records

Created by: Mark Smolen

Last updated February 2026

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What you will learn

  • How To Manage All Of Your Personal, Non-Business, Family Home Finances Using QuickBooks Online
  • How To Use QuickBooks Online For A Simple Small Business As Well
  • Cash Mangement For Your Personal Cash or Cash On Hand
  • Financial Statement Analysis Of An Individual's Non-Business Transactions
  • How To Use QuickBooks Online for An Estate Or Trust Fund For A Person Who Has Passed Away
  • How To Set Up A QuickBooks Online Accouint
  • Personal Credit Card Management
  • How To Manage And Track Non-Business Expenses
  • How To Manage And Track Income From Jobs, Self Employed Work And Investments
  • How To Get Control Over Your Personal Non-Business Finances
  • How To Record And Manage Personal Credit Card Transactions And Statements
  • How To Create Personal Home Budgets
  • How To Use The Class Tracking Feature In QuickBooks Online
  • How To Calculate And Track Interest Paid And Received

How it compares

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

  • Rating4.7 out of 5higher than 90% of them
  • Reviews66#193 of 201 by number of reviews
  • Length7.6 hourslonger than 53% of them
  • Last updatedFebruary 2026more recently than 69% of them

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Course Description

This amazing new course is going to help millions of people, and their families, manage their personal non-business finances. It’s incredible!! It’s the most fun you will ever have learning QuickBooks Online.

You can start as an absolute beginner to QuickBooks and accounting and finish as an expert in both; all while enjoying the entertaining and engaging lessons that make you an expert in managing your personal financial records and reports. In fact, these simple but effective techniques also apply to keeping records of a small simple types of companies that are very common and need only the QuickBooks Online features that we will show here. So you will also be a QuickBooks online expert and have an additional job skill.

Personal financial management knowledge is so helpful, you will even be able to keep financial records of a trust fund if you are ever the executor of a trust. And most importantly, anyone who is responsible for keeping records of a loved one’s estate (for someone who has passed on), will be able to meet all legal record keeping requirements as the executor of an estate or even the bookkeeper working for the executor. This makes you a very valuable person after learning the knowledge and skills from this course.

These very special lessons are designed to be as easy as a kids show. I’ll fist discuss how you can possibly get the software for free so you can follow along with us, step-by-step to make learning and understanding as easy as enjoying your favorite channel.

It’s the step-by-step follow along that you see here, that will guarantee you the clearest possible explanation for every possible topic anyone could need to manage the financial records and reports of a family, estate or trust fund.

You will be amazed at how much more control you have over everything when you see the very robust and enlightening QuickBooks reports, showing you everything you did and what the results are. You will be bale to make better financial decisions once you use QuickBooks online to get everything under control.

The topics we will learn include…..

Overview Of Basic Accounting And Bookkeeping

How To Sign Up For Free To Follow Along Step-By-Step

How To Navigate The QuickBooks Online Interface

Setting Up A QuickBooks Online Account For Home, Personal, Family, Non-Business Use

How To Manage QuickBooks Online Reports

How To Manage Names List Of Customers And Vendors

How To Manage The Chart Of Accounts Of An Individual Or Family

How To Record Bank Deposits From Personal Income Sources

How To Record Paying Job-Related Expenses And Personal Non-Business Expenses

How To Use The Register Window

How To Manage Personal Credit Card Transactions

Saving Documents And Files Aling With Transactions

Cash Management And Record Keeping

Using the Budget Feature To Stay On A Family Budget

Recording Asset Purchases And Sales With Gains And Losses

Record Instalment Loan Payments Such As Mortgages And Car Loans

A new bonus section to this revolutionary new course, …

Set Up And Use The “Recurring Transactions” Feature In QuickBooks Online

How To Make Personal Financial Statements

How To Asses Net Worth Of A Person, Estate Or Trust

How To Record Taxable And Non-Taxable Income

How To Record Non-Business Asset Purchases And Sales

How To Record Salary, Wages, Tax Expenses Regarding Withholdings And W-2 Adjustments

How To Recording Retirement Fund Transactions

And Many More!!

You can contact me immediately if you have any questions or need any course related support. I always get back to my students immediately because I want your learning experience to be easy and fun. I know you will learn important things very well and I’m sure you will enjoy the course!

-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

4.7

66 ratings on Udemy

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

By Tetiana Korpas on 2/25/2026

Thank you for the excellent presentation of the material: clear, unhurried pronunciation, pictures, and diagrams with captions. Your little assistant is great!

By Kathy Quandt on 11/17/2025

Easy to understand, I enjoyed the example of Grandma's checkbook :)

By Aaron Michael Levisay on 1/6/2025

I really loved the course. Mr. Smolen is funny, yet goes slowly enough, to really make the course great for regular people. Thank you so much!!

By Assa Berger on 1/3/2025

Wow!! I can't believe there's a course like this!! It's a great idea to make accounting and QuickBooks fun. Hope it continues like this!!

By Gardy Elabree on 1/3/2025

It's Great!! It's so clear. I never saw such a cool explanation of accounting. It was a great idea to make it a family course and making it funny really helps.

By Tom Schecker on 12/30/2024

You can just tell that the instructor really wants you to get this. I feel like I'm in good hands.

By Oleksandr Omelechko on 12/30/2024

Everything is very clear. We do step by step something but I don't know what will be the final result. It would be perfect if you show at the beginning what we will receive at the end of the course.

By Andrea K. Mahi on 12/23/2023

Its ok so far. I am very frustrated with the quickbooks sign up process however and am trying to mitigate that.

By Alicia Nannette Campbell on 1/22/2022

This information is good and needed to understand what you are doing. I'm so glad I took this course. Thank you.

By Roseann Eschrich on 12/24/2020

This is a good course for true beginners who would like to keep track of their personal finances on QuickBooks online. Very clear instructions on how to enter simple transactions. The only thing I think would be better was if it showed how to keep track of payroll deductions from regular paychecks. This does show how to enter a paycheck using the basic take-home pay amount.

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Overall Score : 94 / 100