Packt

QuickBooks - Just the Basics Specialization

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Packt

QuickBooks - Just the Basics Specialization

Master QuickBooks Online for Business Finance.

Learn to manage transactions, create reports, and handle inventory with QuickBooks Online.

Included with Coursera Plus

Get in-depth knowledge of a subject
Beginner level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Beginner level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Master the QuickBooks Online interface and navigation tools.

  • Efficiently manage transactions and automate bookkeeping tasks.

  • Create and customize financial reports to gain business insights.

  • Manage products, services, and inventory within QuickBooks Online.

Details to know

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Taught in English
Recently updated!

March 2026

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Specialization - 3 course series

What you'll learn

  • Confidently navigate QuickBooks Online and customize settings to match your business structure and reporting needs.

  • Record and manage customer invoices, vendor bills, payments, refunds, and inventory with accuracy and efficiency.

  • Automate bookkeeping workflows using bank feeds, rules, recurring transactions, and AI-driven categorization tools.

  • Generate, customize, and interpret Profit & Loss and Balance Sheet reports for informed financial decisions.

Skills you'll gain

Category: Accounting Software
Category: Vendor Management
Category: Expense Management
Category: Inventory Management
Category: Accounting Records
Category: Inventory Management System
Category: Bookkeeping
Category: Workflow Management
Category: Financial Reporting
Category: Project Accounting
Category: Inventory Accounting
Category: Small Business Accounting
Category: Accounts Payable
Category: Accounts Payable and Receivable
Category: Invoicing
Category: Balancing (Ledger/Billing)
Category: Balance Sheet
Category: Billing & Invoicing
Category: Process Optimization
Category: Ledgers (Accounting)
Managing Financial Accounts, Products, and Services

Managing Financial Accounts, Products, and Services

Course 2, 8 hours

What you'll learn

  • Set up and manage financial accounts and credit card transactions in QuickBooks.

  • Integrate products and services into your QuickBooks system efficiently.

  • Create and manage inventory systems to ensure accurate stock tracking.

  • Generate detailed profit and loss reports to improve financial decision-making.

Skills you'll gain

Category: Inventory Management System
Category: Sales Tax
Category: Accounting Software
Category: Financial Reporting
Category: Account Management
Category: Credit/Debit Card Processing
Category: Business Reporting
Category: Financial Accounting
Category: Inventory Accounting
Category: Inventory and Warehousing
Category: Accounting Systems
Category: Inventory Control
Category: Accounting Records
Category: Cloud-Based Integration
Category: Ledgers (Accounting)
Category: Small Business Accounting
Category: Management Reporting
Category: Inventory Management
Category: Inventory Control Systems
Category: General Ledger
Banking and Reporting in QuickBooks Online

Banking and Reporting in QuickBooks Online

Course 3, 9 hours

What you'll learn

  • Effectively manage and reconcile bank transactions in QuickBooks Online.

  • Utilize AI features and automation tools to streamline the transaction management process.

  • Generate detailed financial reports for tax, income, and liabilities.

  • Troubleshoot common bank feed and reconciliation issues in QuickBooks Online.

Skills you'll gain

Category: Reconciliation
Category: Balance Sheet
Category: Financial Reporting
Category: Banking
Category: Business Process Automation
Category: Accrual Accounting
Category: Accounting
Category: Accounting Software
Category: Transaction Processing
Category: Accounts Payable and Receivable

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Instructor

Packt - Course Instructors
Packt
1,864 Courses516,130 learners

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