Calvin Lee – Bookkeeping in QuickBooks Online (Bookkeeping & accounting) (Download)
Confused by traditional bookkeeping textbooks? Overwhelmed by accounting jargon when trying to manage your business finances? Many business owners and aspiring bookkeepers struggle with bookkeeping software because most courses assume prior knowledge or bury you in complex terminology. Yet mastering QuickBooks Online—one of the most popular bookkeeping platforms—is essential for managing business finances efficiently and professionally.
Why QuickBooks Online Skills Matter
Proper bookkeeping forms the foundation of sound business decisions, tax compliance, and financial health. QuickBooks Online has become the go-to software for small and medium businesses worldwide, making it a valuable skill for bookkeepers, accountants, and entrepreneurs. Understanding how to use it effectively saves time, reduces errors, and provides clear visibility into your business’s financial position.
About the Course and Instructor
Calvin Lee, CPA, CA, MBA, and Certified QuickBooks Online Advanced ProAdvisor, teaches bookkeeping through plain, simple language that’s easy to understand. With 15 years of accounting experience including work at Big 4 firm Ernst & Young, Calvin has taught over 78,000 students from 172 countries and serves as a top-rated instructor at Schulich School of Business at York University.
His course includes a free “Bookkeeping & Accounting Basics” eBook and offers subtitles in eight languages: English, French, German, Hindi, Polish, Simplified Chinese, Spanish, and Bengali. Each lesson runs 3-5 minutes, allowing you to learn at your own pace with hands-on practice using QuickBooks’ sample company file.
What You’ll Learn
You’ll master using QuickBooks Online for all essential bookkeeping functions—recording revenue and expenses, managing customer invoices and payments, paying suppliers, processing payroll, and reconciling bank accounts. The training teaches you to generate critical financial reports including Profit & Loss statements and Balance Sheets.
You’ll learn to set up your Chart of Accounts properly, categorizing assets, liabilities, equity, income, and expenses. The course covers connecting bank feeds for automatic transaction importing, handling sales tax setup and payments, and recording journal entries and transfers between accounts.
Course Structure
Getting Started covers registration, choosing the right subscription plan, navigating the QuickBooks dashboard, and understanding the sample company file for practice.
Customer Management teaches creating products and services to sell, setting up customer information, sending quotes and invoices, processing payments, and creating sales receipts for immediate payment transactions.
Supplier/Vendor Management shows you how to input bills, record payments to suppliers, and track business expenses efficiently.
Bank Reconciliation & Feeds demonstrates linking bank accounts, adding transactions automatically, matching imported transactions, and reconciling accounts—crucial for accuracy and fraud prevention.
Payroll Functions guides you through adding employees, setting up payroll, and running payroll to pay employees and contractors.
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Sales Tax covers setup, recording sales tax on transactions, generating tax reports, and submitting tax payments.
Practical Examples provide comprehensive scenarios including starting a company with capital injection, purchasing inventory and buildings, managing mortgages, handling amortization, accruing expenses, and completing full accounting cycles.
Advanced Features teach keyboard shortcuts for efficiency, inviting accountants to access your file, and navigating settings and help resources.
Who Benefits Most
This course serves beginner bookkeeping students with no prior experience, bookkeepers wanting to add QuickBooks skills to their toolkit, and business owners who want to manage their own books confidently without relying entirely on external accountants.
The hands-on approach with the test drive module makes it perfect for practical learners who want to apply concepts in real-time.
