59 Free QuickBooks Tutorials: Learn QuickBooks Fast (+Video)

Welcome to Fit Small Business’ free QuickBooks Online tutorials. Each provides an in-depth lesson complete with text, examples, and a comprehensive video demonstration — designed to help you better understand how to use QuickBooks for your business.

QuickBooks Online tutorial: What’s covered

There are 59 guides in our QuickBooks Online tutorial, spanning eight main modules. Plan at least two hours to complete the first module, which includes 14 video tutorials. About half of the guides have an average runtime of five minutes or less, and the longest is slightly less than 14 minutes long. Each lesson has been broken down into bite-sized tutorials.

To get the most from our free QuickBooks tutorials, I recommend following along in your QuickBooks Online account (if you already have one) and completing the tutorials in the order they are presented.

Our free QuickBooks course consists of eight main lessons.

Module 1:

Setting up QuickBooks Online

In this module, I’ll walk you through setting up the key areas of QuickBooks Online, including entering your company information, adding users, customizing your dashboard, and setting up your chart of accounts. By the end of this section, you’ll be ready to start using QuickBooks to track your income and expenses with confidence.

The features and settings you choose in this module affect how QuickBooks works across your entire account. For example, you’ll set default payment terms for customer invoices and vendor bills, and decide whether to turn on tools like project tracking and inventory quantity and cost tracking.

This module includes the following tutorials:

TUTORIAL 01 How to Customize Your Dashboard

(4:42 video watch time)

TUTORIAL 02 How to Set Up Invoices, Sales Receipts & Estimates

(12:25 video watch timee)

TUTORIAL 03 How to Customize Invoices, Sales Receipts & Estimates

TUTORIAL 04 How to Set Up Products and Services

(6:15 video watch time)

TUTORIAL 05 How to Set Up Messages

(3:47 video watch time)

TUTORIAL 06 How to Customize Expenses

(11:41 video watch time)

TUTORIAL 07 How to Set Up Advanced Settings

(17:35

video watch time)

TUTORIAL 08 How to Set Up Multiple Users

(7:21 video watch time)

TUTORIAL 11 How to Set Up the Chart of Accounts

(10:45 video watch time)

TUTORIAL 12 How to Set Up the Products and Services List

(15:38 video watch time)

TUTORIAL 13 How to Set Up Customers

(7:48 video watch time)

TUTORIAL 14 How to Set Up Vendors

(7:04 video watch time)

Module 2:

Managing sales and income

In this section, I cover how to create sales forms and track sales and income in QuickBooks Online. By the end of this chapter, you will be able to keep track of your credit sales by creating and emailing invoices to your customers as well as recording cash sales where no invoice is needed.

I’ll also guide you on how to apply payments received to outstanding invoices and receive partial payments from customers. Furthermore, you’ll discover how to track billable hours and bill your clients for the time worked.

Below are the lessons included in this module:

TUTORIAL 01 How to Create Quotes, Bids, and Estimates

TUTORIAL 02 How to Create and Send Invoices

TUTORIAL 03 How to Do Progress Invoicing

TUTORIAL 04 How to Receive Payments

(6:57 video watch time)

TUTORIAL 05 How to Create and Send Sales Receipts

(7:02 video watch time)

TUTORIAL 06 How to Enter Partial Payments

TUTORIAL 07 How to Track Billable Hours

Module 3:

Managing bills and expenses

This module covers how to manage bills and record expenses in QuickBooks. As a small business owner or manager, you already know that controlling expenses is just as important as generating sales. By the end of this lesson, you’ll be able to track expenses in a few different ways.

In this section, I’ll show you how to write and print checks directly from QuickBooks for expenses that need immediate payment. I’ll also walk through how to enter and track bills and apply payments correctly, so expenses aren’t recorded twice. In addition, you’ll learn how to write off bad debts, which QuickBooks records as an expense.

This module includes the following lessons:

TUTORIAL 01 How to Write & Print Checks

(10:55 video watch time)

TUTORIAL 02 How to Enter Bills

(8:52 video watch time)

TUTORIAL 03 How to Pay Bills

(7:34 video watch time)

TUTORIAL 04 How to Make Expenses Billable

TUTORIAL 05 How to Write Off a Bad Debt

Module 4:

Managing banking transactions

In this module, I’ll walk you through how to manage your downloaded banking transactions. I’ll also show you how to enter basic banking transactions manually and use the Undeposited Funds account to temporarily hold cash and check payments before depositing them into your bank account. You’ll learn how to reconcile your bank and credit card accounts — and how to undo reconciliations if needed.

This module includes the following tutorials:

TUTORIAL 01 How to Import Bank Transactions

(11:31 video watch time)

TUTORIAL 02 How to Enter Banking Transactions Manually

(4:16 video watch time)

TUTORIAL 03 How to Manage Downloaded Banking Transactions

(16:33 video watch time)

TUTORIAL 04 How to Record Bank Deposits

(7:51video watch time)

TUTORIAL 05 How to Transfer Funds Between Bank Accounts

(2:52 video watch time)

TUTORIAL 06 How to Record Bounced Checks From Customers

(14:31 video watch time)

TUTORIAL 07 How to Use the Undeposited Funds Account

TUTORIAL 08 How to Process Bank Reconciliation

(10:47 video watch time)

TUTORIAL 09 How to Undo a Bank Reconciliation

Module 5:

Managing business credit card transactions

This module shows you how to download and track credit card purchases in QuickBooks and reconcile them with your credit card statement to make sure everything matches. I’ll also cover how to manage credit card sales using either a QuickBooks Payments account integrated with QuickBooks or a third-party credit card processor. Accepting credit card payments can make things easier for your customers and help you collect outstanding invoices faster.

This module includes the following credit card–related tutorials:

TUTORIAL 01 How to Import Credit Card Transactions

(9:20 video watch time)

TUTORIAL 02 How to Manage Downloaded Credit Card Transactions in QuickBooks Online

(8:08 video watch time)

TUTORIAL 03 How to Enter a Credit Card Refund

(2:52 video watch time)

TUTORIAL 04 How to Reconcile Business Credit Card Accounts

(9:01 video watch time)

TUTORIAL 05 How to Process Credit Card Sales With QuickBooks Payments

(5:43 video watch time)

TUTORIAL 06 How to Record Credit Card Sales With a Third-party Credit Card Processor

(11:12 video watch time)

Module 6:

Setting up & managing payroll

Using QuickBooks Workforce (formerly QuickBooks Payroll) automatically includes your wages, salaries, and payroll taxes in your financial statements. In this section, we’ll walk through how to set up employees in QuickBooks, run payroll, pay employees by direct deposit or check, and reconcile your payroll taxes.

This module includes the following tutorials:

TUTORIAL 01 How to Process Payroll

(38:04 video watch time)

TUTORIAL 02 How to Set Up & Pay Payroll Tax

(7:41 video watch time)

TUTORIAL 03 How to Add Historical Payroll Data

(22:28 video watch time)

TUTORIAL 04 How to Set Up QuickBooks Workforce Direct Deposits

TUTORIAL 05 How to Print Payroll Checks

(3:49 video watch time)

TUTORIAL 06 How to Run Payroll Reports

(3:41 video watch time)

TUTORIAL 07 How to Reconcile Payroll Liabilities

Module 7:

Reporting in QuickBooks Online

QuickBooks generates key reports that give you, your accountant, and your banker valuable insight into your business’s financial health. In this module, I’ll explain why these reports matter and show you how to run and print the profit and loss report, balance sheet, statement of cash flows, and A/R and A/P aging reports.

This section includes the following tutorials:

TUTORIAL 01 How to Run a Profit and Loss Statement

(5:22 video watch time)

TUTORIAL 02 How to Create a Balance Sheet Report

(6:46video watch time)

TUTORIAL 03 How to Run a Statement of Cash Flows

(6:03 video watch time)

TUTORIAL 04 How to Run an A/R Aging Report

(6:48 video watch time)

TUTORIAL 05 How to Run an A/P Aging Report

(5:59 video watch time)

Module 8:

Advanced accounting in QuickBooks Online

In the final module, I’ll cover how to handle more advanced tasks, including creating journal entries to adjust your accounts, closing a financial year to lock in your data, and using the QuickBooks audit trail to track changes made within your account. I’ll also show you how to use advanced features like class and location tracking, recurring transactions, and project accounting.

This section includes the following tutorials:

TUTORIAL 01 How to Make a Journal Entry

TUTORIAL 02 How to Close a Finished Year in QuickBooks Online

TUTORIAL 03 How to Use the QuickBooks Audit Trail

TUTORIAL 04 How to Use Classes and Locations

TUTORIAL 05 How to Create Recurring Transactions

TUTORIAL 06 How to Create and Manage Projects

Frequently Asked Questions (FAQs)

Bottom Line

Our free QuickBooks tutorials will teach you the basics you need to know to start keeping the books for your small company or employer. Don’t be intimidated by the size of the tutorial―take one lesson or tutorial at a time. Get started today.