QuickBooks Advanced Online Course

QuickBooks Online Advanced Course: Basic-Intermediate Level

This course is designed for participants who want to build a solid foundation in QuickBooks Online Advanced and progress to intermediate features used in the accounting management of small businesses, entrepreneurial ventures, and professional offices.

Through 12 hours of hands-on training, participants will learn how to set up a company, organize the Chart of Accounts, record transactions, manage customers and vendors, reconcile bank accounts, generate financial reports, and use advanced tools such as user roles, custom fields, customized reports, automations, and batch transactions.

Overall Objective

Equip participants to use QuickBooks Online Advanced efficiently, understand basic and intermediate accounting workflows, and apply tools that facilitate business organization, control, and financial analysis.

Specific Objectives

Identify the main QuickBooks Online Advanced interface and its work areas.
Configure a company’s basic information and accounting preferences.
Create, edit, and organize the Chart of Accounts according to the business structure (NAICS code).
Set up customers, vendors, products, and services.
Process invoices, payment receipts, expenses, Accounts Receivable (A/R), and Accounts Payable (A/P).
Connect bank accounts, categorize transactions, and perform reconciliations.
Generate basic financial reports and understand how they support decision-making.
Explore QuickBooks Online Advanced features such as users, permissions, custom fields, customized reports, batch transactions, and workflows.

Target Audience

Designed for business owners, entrepreneurs, administrative assistants, accounting staff, tax preparers, consultants, bookkeepers, and professionals who want to learn or strengthen their use of QuickBooks Online Advanced to manage basic and intermediate accounting operations.

Suggested Prerequisites

Basic computer and internet skills.
An interest in accounting, business administration, or financial management.
No prior QuickBooks experience is required.
A laptop computer is recommended for hands-on exercises (please avoid taking the course on a phone or tablet).

Methodology

The course combines theoretical instruction, live demonstrations, guided exercises, and hands-on practice based on real-world business scenarios. Each session includes time for questions, a review of common errors, and recommendations for implementing QuickBooks Online Advanced in an organized and efficient manner.

Expected Outcomes

By the end of the course, participants will be able to use the main features of QuickBooks Online Advanced, record basic and intermediate business transactions, organize accounting information, reconcile accounts, generate financial reports, and apply advanced tools to improve productivity and administrative control within the business.

Job Search Resources

The main platforms where Full Charge Bookkeeper and QuickBooks Data Entry positions are posted include:

Indeed — www.indeed.com/hire
ZipRecruiter — www.ziprecruiter.com
Monster — www.monster.com

Contents of the QuickBooks Online Advanced Course

1 Module 1: Introduction, Setup, and Initial Structure

Introduction to QuickBooks Online Advanced and its key benefits.
Navigation of the main dashboard, menus, and settings center.
Company setup: tax information, preferences, currency, dates, and accounting methods.
Chart of Accounts: creating, editing, classifying, deactivating accounts, and setting up subaccounts.
Initial setup of customers, vendors, products, and services.
Hands-on exercise: create a sample company and organize the system’s basic structure.

Module 2: Sales, Purchases, and Transaction Management

Sales workflow: estimates, invoices, sales receipts, customer payments, and credit memos.
Purchasing workflow: expenses, bills, vendor payments, and vendor credits.
Managing Accounts Receivable (A/R) and Accounts Payable (A/P).
Using products, services, categories, and sales tax, as applicable.
Recording deposits, transfers, and basic journal entries.
Hands-on exercise: complete a full sales and purchasing cycle in QuickBooks Online Advanced.

Module 3: Banking, Reconciliation, and Financial Reports

Connecting bank and credit card accounts.
Categorizing bank-feed transactions.
Bank rules, tags, and best practices for avoiding duplicate transactions.
Step-by-step bank reconciliation process.
Essential reports: Profit and Loss, Balance Sheet, Trial Balance, A/R Aging, and A/P Aging.
Basic interpretation of reports for financial control and decision-making.
Hands-on exercise: reconcile a bank account and review financial reports.

Module 4: Advanced Features, Review, and Final Practice

Users, roles, and permissions in QuickBooks Online Advanced.
Custom fields and form customization.
Customized reports, dashboards, and data analysis.
Basic automations and workflows.
Best practices for period-end closing, book review, and internal controls.
Integrated final practice: setup, transaction entry, reconciliation, and report generation.

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Program at a glance

Format

Online

Language

Spanish

Program duration

12 hours

Cost of the course

$490

Schedule

Fridays: 6:00 pm – 8:30 pm
Saturdays: 9:00 am – 12:30 pm

Start: September 18, 2026

Important Information

The programs offered by the Executive & Continuing Education Department at Millennia Atlantic University are non-credit programs and do not award academic credit. Upon successful completion of the program, you will receive a Certificate of Completion issued by Millennia Atlantic University.

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Meet Your Tutors

Daniel Carrizales

Daniel Carrizales is an accounting and tax professional with over 16 years of experience in Venezuela and the United States. Founder of Maxi Services LE Corp (Maxi Taxes) in Doral, Florida, he specializes in accounting and taxation and has taught at Millennia Atlantic University since 2022. He is also an active NATP member and an IRS Continuing Education Provider.

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