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LifestyleQuickBooks Online Full Course Bookkeeping Accounting (Udemy.com)
QuickBooks Online + Shopify Store Integration
Created by: Pretesh Mistry, CPA
Last updated February 2026
What you will learn
- Setup QuickBooks Online file from the very beginning
- Setup products, customers, vendors
- Create users and assign permissions
- Setup and analyze impact to chart of accounts
- Create invoices, bills, purchase orders, expenses, credits, discounted invoices, recurring invoices, sales receipts and more
- Connect to your bank or import your data through a CSV file import
- Categorize and automate your transactions
- Track and approve employee time at a basic level
- Create projects and analyze profitability
- Create custom reports
- Create management reports
- Export reports to excel and setup scheduled emailing of reports
- Create custom fields and modify invoice design templates
- Import data through excel and CSV file formats
- Connect to your Shopify store
Course Description
This course is taught by a designated CPA who also has over 15 years of software experience. We will be starting from the very beginning, first first setting up a file from scratch and then working our way through every topic in QuickBooks Online. We will be tackling every challenging topic but presenting it in a very digestible and understandable way. Accounting doesn't need to be hard :)
This course is based on practical real-life scenarios. We will fully walkthrough examples together end to end. We even go as far as taking a look at the email notifications we will be receiving from the system and logging in as different users to see various user permissions. We will also be learning how to use the data import and integration functionality as you likely wouldn't be entering transactions manually one by one in your business. Less theory and more practicality!
As a bonus, we will also be connecting to our Shopify store so that we can bring over product information and auto-generate invoices based on orders received in our store.
The end goal is to have you feeling confident and comfortable with using QuickBooks Online so that you can fully utilize this in your business or implement it for other businesses. Overall, you will finish this course and be fully equipped to tackle any business problem with QuickBooks Online!
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Instructor Details
- 4.4 Rating
2,841 Reviews
Pretesh Mistry, CPA
I bring over 15 years of professional experience as a customer-focused and data-driven advisor. I began my career in finance where I spent 4+ years leading complex financial audits for major organization across a variety of industries, both helping ensure the integrity of financial information while also providing value-add recommendations in alignment with strategic objectives. I worked closely with CFOs, Financial Controllers, Chief Risk Officers, and Chief Audit Executives, building trust and helping them execute on their most critical priorities.
As a passionate life-long learner, I derive a lot of energy from taking risks and throwing myself into completely new worlds. Shortly after obtaining my CPA, CA designation, I made a shift into the B2B SaaS space where I began implementing risk management, regulatory compliance, internal audit and internal controls software solutions for over 100 global customers. From there, I moved into the world of Software Architecture where I guided and coached implementation consultants, ensuring software implementations were architected with best practices and scalability in mind.
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Reviews
By Sheryl Ramirez on 6/6/2025
I really love this course as it is very concise and understandable. All areas were explained thoroughly. Glad I chose this one. Thank you so much Sir for sharing your knowledge. :)
By Daniel Concini on 2/15/2025
Excellent QuickBooks Course! I just finished Pretesh’s QuickBooks course, and it was clear, well-structured, and easy to follow. He explains everything step by step with real-world examples, making it perfect for beginners and business owners. I feel much more confident using QuickBooks now. Thank you, Pretesh, for this great course! Highly recommended!
By Barbara A. Mazzarese on 1/7/2024
I believe this was a good match for me. I am in the process of applying for jobs and a lot of them require Quickbooks. So, I hope this certificate will be sufficient to help me get a job in bookkeeping. Pretesh was very understandable and easy to follow. However, on some of the videos, his voice would echo. Also, the current trial Quickbooks is a little different from his, making it hard to follow and repeat for experience.
By Jerry Quinn on 6/6/2023
Good overview course as a novice Quickbooks user...lots of thorough screenshots and examples...wish they had a "check knowledge" or added some quizzes during the training to help make this material more practical. Overall, good course, though.
By Anonymized User on 12/6/2022
Brother no need to state that you have 12 years of experience in accounting software, the quality of your Course tells about that and completely justifies it. I'm not a huge fan of writing reviews and giving ratings but your course has compelled me to do so. I've Enrolled for 5 courses on the same topic and without a doubt yours has definitely added the most value. Would definitely love to enroll if you make an advance course on the same topic.
By Rey Banasijan on 11/26/2022
This course showed me the basic run down of bookkeeping by using Quickbooks 2022 Online version. Although it was very high level, I still found the information on this course useful. I only gave it a 4 star because I needed more info on the gritty-nitty details of using QBO 2022.
By Sanjana Rabari on 9/1/2022
This course gave me the confidence to take up book keeping as a carrier option to start with, as my goal is to become CPA, so this is a stepping stone of my CPA journey. The course is made very interesting in simple and easy way, I would say I definitely enjoyed the complete course.
By Gunputsing Vijay on 6/8/2022
Some of the information does not actually match the QB information or the display. One of them is in the inventory setup. I was not able to and did not get the same screens as in this course. The display settings do not match that of the display of the free account I created on QB online. Thus I could not apply the steps as I could learn more by repeating them.
By Neil S. on 1/5/2022
Awesome course! Fantastic for those like me who had no prior exposure to QBO (just the desktop version for me). Instructor is clear and non-rushed, quite funny at times as well which is a bonus in the world of accounting. Now I’m going to put this course on my resume…thanks!
By Dominique Koch on 10/21/2021
I really enjoyed this QuickBooks course. I appreciated that the instructor went through all the option settings for every area. I feel that I now understand the functionality and user options available. The only section of the course that seemed missing was Payroll. Employee time costing and invoicing for projects was discussed, but regular payroll was not. Perhaps that is a different video? But, overall, I would highly recommend.
Quality Score
No CourseDuck member has rated this course yet. Taken it? Give each part a thumbs up or down.
Overall Score : 88 / 100
- Video Duration:
6.9h - Price: $129.99
- Provider: Udemy
- Updated:
February 2026 - Level:
All Levels - Language:
English - Certificate:
Yes
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