QuickBooks Online Part 1 Course

Learn QuickBooks Online from company setup through everyday bookkeeping and reporting. Part 1 introduces customers, vendors, transactions and reconciliation, with further coverage of payroll setup, inventory and customised reports.

View dates and fees

Level: Introductory
Length: 12 hours
Public class size: Up to 10

Who this course is for

People new to QuickBooks Online or looking to rebuild confidence with its everyday features

What you will work on

Navigate QuickBooks and set up a company file
Manage customers and vendors
Record transactions
Generate financial reports
Bank reconciliations
Payroll setup
Inventory tracking
Customise reports

Before you book

Confirm your software edition, country settings and access to payroll or inventory features before booking. A software course does not replace advice about your organisation’s tax or reporting obligations.

Outline checked against the QuickBooks Online Part 1 booking page on 2026-09-11. Confirm any must-have feature or software version with us before registering.

Choose your starting point

Basic computer confidence is useful. Read the topics below and contact us if you need help choosing a starting point.

For another step in this subject, compare QuickBooks Online Part 2 and check that its topics match your next task.

Browse the QuickBooks course comparison or ask for help choosing a course.

What comes with the public course

90 days of course video access with class exercise files
A free retake of the same course for one year
A Power Concepts certificate of completion

Already registered? Use student sign-in for your account, or find course manuals and exercise files.

QuickBooks course questions

What should I know before QuickBooks Online Part 1?

Basic computer confidence is useful. Read the topics below and contact us if you need help choosing a starting point.

Where can I check dates and fees?

Use the course booking links on this page to see the available sessions and their current prices. Check the session time zone, delivery format, currency and tax total before completing registration.

Can my team take this training together?

Contact Power Concepts to discuss a private session. Tell us the number of learners, their current experience, the work they need to do and the software versions they use so we can recommend a suitable scope.

What certificate does the course include?

The course includes a Power Concepts certificate of completion. It is not a vendor certification exam or a professional accounting qualification.

Dates and registration

Dates and fees: QuickBooks Online Part 1

Choose a session on the booking site, then review the time zone, delivery details and final fee before registering.

Compare courses and training options

Course
Sage Accounting Part 1 course
Learn day-to-day accounting tasks using Sage 50. The booking product is named Sage Accounting Part 1; its published syllabus specifies Sage 50 and covers company setup, customers, vendors, transactions and financial reports.
Course
QuickBooks Online Part 2 Course
Build on QuickBooks Online fundamentals with more involved financial workflows. Part 2 covers payroll, inventory adjustments, year-end reports, budgets, project tracking and job costing.
Free guide
Getting started in QuickBooks Online, set up the Canadian way
Most QuickBooks problems we see in class trace back to a decision made in the first week. This is the setup order that avoids them, written for a Canadian business rather than an American one.
For teams
Corporate Microsoft and Computer Training
Training built around your team, your systems and your files rather than a fixed public syllabus.

Build a reliable starting workflow in QuickBooks Online

Part 1 covers navigation, company setup, customers, vendors, transactions and reports, with additional published topics including reconciliation, payroll setup and inventory. Review the full outline instead of assuming a short introduction to only one screen.

For safe practice, follow a fictional transaction from its source document to the relevant report and check that its amount and date remain consistent. Confirm the edition and training environment before the course. Real company changes should follow your organisation’s normal review process.

Related options: Corporate training; Excel skills assessment.

Follow an invoice through to payment

Use one fictional customer and a clearly identified service or item. Create the invoice, review the customer balance, record the payment in the appropriate exercise workflow and compare the resulting reports. This connects the screen action to what changed in the records.

QuickBooks Part 1 includes customer and transaction work. If your process involves deposits, recurring billing or a special approval requirement, describe it when choosing the course rather than assuming every variation is included in the standard outline.

Keep bills and payments connected

A useful accounts-payable exercise starts with a vendor bill and ends with a reviewed payment record. Check the due date, reference and outstanding balance before and after payment. Include a repeated invoice reference to practise recognising a possible duplicate.

Choose the foundational QuickBooks pathway if you need confidence with vendors and transactions. For company-specific approval rules, separate the software steps from the purchasing authority and ask for a workshop scope that reflects both responsibilities.

Read the receivables report as a follow-up list

Use a practice customer with more than one invoice and one partial payment. Check that the outstanding balance corresponds to the correct invoices and dates. Decide which report a staff member should review before contacting the customer about payment.

Training should connect customer records, invoices, payments and reporting. A report’s age categories do not decide your collection policy; use the organisation’s approved process for customer communication and escalation.

Review imported bank activity before accepting it

An imported line is evidence of bank activity, but it still needs the appropriate match or categorisation in the bookkeeping workflow. Use a practice example where an invoice payment is already recorded so the learner can see why creating another transaction would duplicate it.

Discuss bank-feed review explicitly if it is a priority. Confirm the feature and exercise account before class, and keep unusual or uncertain items in a review process instead of treating automatic suggestions as final accounting decisions.

Use an account structure people can maintain

For a demonstration business, group accounts so that recurring transactions have a clear home and reports answer the intended questions. Keep a short description of when an account should be used. Adding a new account for every minor variation can make review harder.

QuickBooks Part 1 includes setup and transaction foundations. Bring an approved sample account list if you need help learning the software workflow; decisions about the correct classification of real transactions should remain with the responsible finance adviser.

Check a captured receipt against the transaction

A receipt image can support a record, but its extracted fields still need review. Compare the date, supplier, total and tax information with the source, then check whether the corresponding bank activity is already matched. Use fictional or redacted receipts for class.

Ask whether receipt capture is included in the exercise environment if it is essential to your work. The desired outcome is a complete, traceable record, not simply moving an image into the application.

Distinguish an expense from paying an existing bill

In a practice company, compare an immediately paid expense with a vendor bill that is paid later. Inspect the vendor balance and bank record after each workflow. This helps explain why recording another expense when paying an existing bill can duplicate the cost.

Use QuickBooks Part 1 to compare the foundational transaction topics. Bring a sanitised example of your normal expense process and any approval steps so the training enquiry can identify the right workflow and review responsibilities.

Set up a company file from an agreed brief

Before entering opening information, identify the company profile, reporting start date and approved account structure for the exercise. Keep a checklist of what is supplied by the business or its adviser and what the learner is practising in the software.

QuickBooks Part 1 includes company-file setup. Use a demonstration company for training and verify the result before any live implementation. Choosing opening balances or accounting policies for a real business is a separate responsibility from learning where the controls are.