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QuickBooks Online Level 1: Fast Track

$695 | 2-Day Course

Learn the core features of QuickBooks Online and streamline your financial workflow in just two days.

Course Overview

The QuickBooks Online Level 1: Fast Track course is a 2–day deep dive designed for accounting–savvy users who want to rapidly gain proficiency with QuickBooks Online and its core features.

The class will cover the following topics:
  • Setting up a QuickBooks Online company file and customizing preferences
  • Recording sales, managing customers, and processing payments
  • Entering and managing vendor expenses and accounts payable
  • Using banking tools, reconciling accounts, and working with bank feeds
  • Tracking inventory, purchase orders, and product returns
  • Handling balance sheet accounts, budgets, and journal entries
  • Generating financial statements and customizing reports
  • Using class/location tracking, audit logs, and user permissions

This course is ideal for professionals who already understand accounting principles and want to quickly become proficient using QuickBooks Online to manage their financial operations.

Quickbooks Training

TARGETED FOR: Accountants | Bookkeepers | Business Owners

Learn from Professional Instructors and move forward in your field with industry-aligned Quickbooks training.

+ Full Course Details
Overview
  • This course teaches experienced users how to manage financial data and automate accounting processes using QuickBooks Online.
  • Topics include setup, sales, expenses, inventory, banking, and financial reporting.
  • The fast–track format is ideal for those with a strong accounting foundation who want to gain immediate, practical QuickBooks Online skills.
Objective
  • Train students to efficiently navigate QuickBooks Online for managing customers, vendors, inventory, and banking.
  • Enable learners to customize company settings, use automation tools, and produce accurate financial reports.
  • Help professionals apply advanced features like journal entries, class tracking, budgets, and audit logs.
Target Student
  • Individuals with accounting knowledge seeking to implement QuickBooks Online quickly
  • Professionals migrating from other accounting systems
  • Users looking to improve or automate their current QuickBooks Online workflows
Audience Profile
  • Bookkeepers, accountants, and small business owners managing financials with QuickBooks Online
  • Finance professionals involved in data entry, reporting, or reconciliation tasks
  • Individuals who prefer a hands–on, fast–paced learning experience with immediate application
+ Course Delivery Format
Virtual Instructor-Led

All of our Public Classes are taught by a virtual live instructor. How it works is a live instructor conducts the class from a remote location regardless if you attend at one of the local training centers or if you attend remotely.

For of Private Group Training classes we can arrange to have the instructor conduct the class live at your location. Need Group Training?

+ What's Included

  • Professional Instructor Delivery - You will learn with our expert trainers with over 15 years of experience.
  • Free Course Materials - You will receive free reference materials for your class.
  • Small Class Sizes - Our classes are limited to 12 students, so you have plently of opportunity to ask questions and get feedback from the instructor.
  • Free Repeat - If you need a refresher your are able to retake the class free of charge within one year of your original class date.
  • Hands-On Training - Our classes are designed for you work hands on during the session so can stay engaged and really learn the material.
  • Certificate of Completion - Each student will receive a certificate of completion after completing the course.

+ Course Outline
  • Getting Started with QuickBooks Online
    • Introducing QuickBooks Online
    • QuickBooks Online Subscriptions
    • Mobile Devices
    • Updates and the Ever–Evolving User Interface
    • Security
    • The Test Drive
    • Other Tools You’ll Need
  • Navigating the User Interface
    • The Gear Menu
    • The Top–Right Navigation Tools
    • The Help Menu
    • The Navigation Bar
  • Accounting—Behind the Scenes
    • Generally Accepted Accounting Principles (GAAP)
    • Accrual Basis vs. Cash Basis Accounting
    • Account Types and Financial Reports
  • Setting Up a New Company File
    • Planning and Creating Your Company File
    • Start Date
    • Setup Checklist—Elements of the Plan
    • Customizing Your Company File
    • The Chart of Accounts
    • Products and Services
    • Adding and Managing Users
    • Opening Balances and Historical Transactions
  • Working with Customers
    • The Sales Center
    • Adding Customers and Sub–Customers
    • Importing Customers from an Excel or CSV File
    • Editing, Merging, and Making Customers Inactive
    • Recording Sales Transactions
    • Customizing Sales Forms Settings
    • Creating Sales Receipts and Invoices
    • Price Rules
    • Receiving Customer Payments
    • Recording a Bank Deposit
    • Creating Customer and Sales Reports
    • Correcting Errors
  • Working with Vendors
    • The Expenses Center
    • The Money Bar
    • The Vendors List
    • Adding Vendors
    • Importing Vendor Data from an Excel or CSV File
    • Editing, Merging, and Making Vendors Inactive
    • Creating Vendor Transactions: Purchases and Expenses
    • Customizing Expense Form Settings
    • Creating Check, Expense, and Bill Records
    • Managing Accounts Payable
    • Accounts Payable Reports
    • Other Vendor Reports
    • Paying Bills
  • Banking and Credit Card Transactions
    • Managing the Banking Center
    • Setting Up and Using Bank Feeds
    • Managing Bank Rules
    • Other Banking Transactions
    • Entering Debit and Credit Card Transactions
    • Reconciling Accounts
    • Bank Feeds
    • Undeposited Funds
  • Preparing Financial Reports
  • Tracking Inventory
    • Enabling Tracking
    • Entering Inventory
    • Non–Inventory Products
    • Inventory Adjustments
    • Purchase Orders
    • Purchase Order Reports
    • Receiving Inventory Against a Purchase Order
    • Purchase Orders for Non–Inventory Products
    • Adding an Expense to a Purchase Order Payment
    • Purchasing a Product without a Purchase Order
  • Credits, Returns, Taxes and Refunds
    • Vendor Credits/Returns
    • Sales Tax
    • Inventory and Non–Inventory Products
    • Customer Returns and Credits
    • Customer Refunds
    • Inventory Reports
  • Working with Balance Sheet Accounts and Budgets
    • Recording Other Current Assets
    • Journal Entries and Recurring Transactions
    • Fixed Assets and Long–Term Liabilities
    • Transferring Funds Between Accounts
    • Petty Cash
    • Handling Uncollectible Receivables/Bad Debts
    • Creating and Reviewing Budgets
  • Customizing, Fine–Tuning, and Extending Capabilities
    • Customizing Reports
    • Sending Reports
    • Adding a Custom Field to Sales Forms
    • Protecting Confidential Information
    • Enabling Privacy Mode on the Dashboard
    • Setting User Permissions
    • Keyboard Shortcuts
    • Extending Capabilities with Apps
    • The QuickBooks Community
  • Staying on Track: The Accounting Cycle
    • Generally Accepted Accounting Principles and the Accounting Cycle
    • GAAP
    • Class Tracking
    • Location Tracking
    • Accounting Cycle Steps
    • Project Tracking
    • Tags
    • Delayed Charges and Credits
  • Completing the Accounting Cycle, Closing the Books, and Reviewing Changes
    • Completing the Accounting Cycle
    • Creating the Trial Balance Report and Making Adjustments
    • Adjusting Journal Entries
    • Comparing Inventory Quantities and Making Adjustments
    • Creating Financial Statements
    • Assembling Management Reports
    • Closing the Books
  • The Audit Log and Audit History
    • Audit Log
    • Audit History
+ Prerequisites

  • Basic proficiency with the Windows operating system and browsing online
  • Solid understanding of accounting practices and terminology

+ Related Courses

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Projects & Job Costing1$495
QuickBooks Online Level 2: Modern View Custom Reports1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595

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Course Benefits

Certified Instructor Delivery

Learn with experienced professionally certified trainers that are subject matter experts.

Free Repeat

You have the option to retake this class one time within a year of your original class date.

Hands-On Training

Our courses are all designed for the students to have hands-on interaction throughout the course.

Local and Remote Options

Learn a local training center, or as a Remote Attendee from your home or office.

Offical Training Materials/Labs

We use Official Training Materials and Labs when available to ensure you have the most up to date training.

Convenient Scheduling

You are busy, we get it. Our classes are regularly scheduled to give you a number of convenience training options.

Financing Available

We offer affordable financing options for all of our courses to make sure cost is not a barrier to your progress.

Group Training Options

Have a team to train? We offer On-Site, Blended and Online Private Group Training services.

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Course Registration

Benefits of Virtual Live-Instructor Training Include:

  • Learn from Experts in Real Time
  • Hands-On Skill Development
  • Train Anywhere, Anytime
  • Boost Your Career Prospects
  • Conveniently Scheduled Sessions
Get a Free Consultation

QuickBooks Online Level 1: Fast Track

SAVE 10% FOR A LIMITED TIME

$695 / 2 Day Course



  • Professional Instructors
  • Official Course Materials
  • Small Class Sizes
  • Free Repeat

Course Schedule

Course Title Dates Times Location Fee
Advanced Architecting on AWS 10/20/2025 – 10/22/2025 8:30am-4:30pm EST Remote Only $2,099.00
Advanced Architecting on AWS 12/15/2025 – 12/17/2025 8:30am-4:30pm EST Remote Only $2,099.00
Advanced Architecting on AWS 1/26/2026 – 1/28/2026 8:30am-4:30pm EST Remote Only $2,099.00
Advanced Architecting on AWS 3/23/2026 – 3/25/2026 8:30am-4:30pm EST Remote Only $2,099.00
Advanced Architecting on AWS 5/27/2026 – 5/29/2026 8:30am-4:30pm EST Remote Only $2,099.00
Advanced Architecting on AWS 7/13/2026 – 7/15/2026 8:30am-4:30pm EST Remote Only $2,099.00

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Projects & Job Costing1$495
QuickBooks Online Level 2: Modern View Custom Reports1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595
NEED GROUP TRAINING?

We Offer Live-Instructor Private Group Training

Benefits of Group Training Include:

  • Experienced Professional Instructor Trains Your Team
  • Content Focused On Your Team’s Needs
  • Convenient Scheduling and Class Setup
  • Significant Per/Student Cost Savings
  • Online, On-Site and Blended Options Available

Learn How Group Training Can Benefit Your Team

Request A Free Quote

Quickbooks Certifications Available

Quickbooks certifications are a powerful way to validate your Quickbooks skills, and gain recognition as a trusted expert in the field. Whether you're an individual looking to boost your career or an organization investing in team development, our courses are designed to help you earn these industry-recognized credentials.

» View All Quickbooks Certifications

Let us help you or your team get certified and stay competitive.

CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
Autodesk Certified Professional (ACP) – AutoCAD

This certification is aimed at professionals who have advanced skills in AutoCAD and have experience working on more complex projects. It is typically recommended for those with around 400 hours of real-world experience.

Key areas covered:

  • Drawing objects, editing, and organizing objects
  • Advanced annotation techniques (hatch patterns, annotations)
  • Creating and managing reusable content (blocks, symbols)
  • Managing layouts and viewports
  • Output formats and publishing files
  • Working with external references (Xrefs) and data linking
  • Using AutoCAD’s productivity tools (parametric constraints, sheet sets)
learn more →
Autodesk Certified Expert (ACE) – AutoCAD (New)

Autodesk introduced an expert-level certification to cater to professionals who are highly skilled in AutoCAD and involved in more specialized, complex tasks like 3D modeling, parametric design, and custom workflows.

Key areas covered:

  • 3D modeling and design
  • Collaboration workflows with external data sets
  • Customizing AutoCAD using scripts and macros
  • Advanced rendering techniques
  • Interoperability with other Autodesk products

These certifications help individuals and professionals stand out in the job market by proving their expertise in AutoCAD to employers. Autodesk often updates its certification paths, so it’s always a good idea to check their official site or authorized training centers for the most current information.

learn more →

Flexible Quickbooks Training Formats

Choose the training experience that fits your schedule, learning style, and professional goals. We offer flexible options for individuals and teams—whether you prefer virtual live instruction, on-demand access, or private group training.

Virtual Instructor-Led

Attend scheduled classes taught by expert instructors in real time. You can join remotely or from one of 250+ training center locations—for engaging, skill-based instruction with real-time support.

Learn More →

On Demand Training

Access pre-recorded Quickbooks courses 24/7. Learn at your own pace with flexible, self-guided modules—ideal for busy professionals or those who prefer to study independently.

Learn More →

Private Group Training

Tailored Quickbooks training for your organization—delivered either online or onsite. Designed to meet your team’s specific needs and schedule. Perfect for teams needing consistent, tailored instruction.

>Learn More →

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Rating 5.0 / 5.0

This was the class I needed. The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don’t know about the rest of the students, but was very pleased with this experience.

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Yale New Haven Hospital

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