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*** This is an On-Demand (self-study format) course with 180-Day access available 24/7 online ***
Learn at your own pace – anytime, anywhere. This On-Demand course gives you the flexibility to study on your schedule with the ability to review and revisit materials as needed during the course access period.
(Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)
Note: The 180-day course access period begins at time of purchase.
VERSION NOTE:
This course is for QuickBooks ONLINE users in which the software is accessed via the cloud. It may not be appropriate for QuickBooks DESKTOP users.
About this Course
This self-paced, on-demand course covers the same content as the 1-day QuickBooks Online Level 1: Business View Essentials for Decision Makers (ILT) class. Accessible 24/7 from any internet-connected device, this course is designed to provide a flexible and engaging learning experience.
Included in this course:
• Knowledge Blocks – Digital reading materials to support and reinforce key concepts
• Lab PDF’s – Downloadable and printable lab instructions to follow along with video demonstrations
• Hands-On labs – Step-by-step video labs to guide you through completing real-world projects
• Course Completion Certificate – Printable upon successful completion of all course requirements
Overview
This one-day course is designed for business professionals who primarily use QuickBooks Online in Business View mode to understand financial health rather than enter transactions. The class focuses on navigating dashboards, interpreting reports, and extracting insights that support sound business decisions. Learners will explore key performance indicators, customize their interface, and learn to collaborate effectively with their accountants or bookkeepers.
Target Student
This course is designed for entrepreneurs, managers, and team leads who log into QuickBooks Online to review income, expenses and profitability-not to enter transactions. It is also ideal for executives and team leads who want to speak confidently about the financials with their accountant or advisor.
Prerequisites
No prior experience with QuickBooks is required. Basic familiarity with web browsers and business terms like "profit" and "expenses" is helpful.
What You Need to Take This Training
Reliable internet connection and modem
Modern web browser (Chrome recommended)
Multiple monitors recommended
Printer (optional)
Do You Still Prefer a Live, Remote Instructor-led (ILT) Class?
Already know On-Demand training is not right for you? We also offer an instructor-led (ILT) version of this course. For details, click on the link below:
QuickBooks Online Level 1: Business View Essentials for Decision Makers
Course Outline
Understanding the Business View Interface
Switching between Business View and Accountant View
Overview of the Home Dashboard: What you see and why it matters
Navigating the Home Dashboard with confidence: Tasks, Shortcuts and Customizing Layouts
Navigating the Planner: Become a cash flow pro
Using the Dashboard to Monitor Financial Health
Reading the Income & Expense cards
Visualizing Profit and Loss
Understanding Cash Flow projections
Adding and Removing Widgets from the Layout to Monitor Additional Reports
Accessing and Customizing Key Reports
Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview
Filtering by date, customer, or category
Saving customized views for reuse
Exporting and sharing reports with stakeholders
Tracking Trends and Performance Metrics
Identifying financial patterns using dashboards and reports
Using comparison tools: this month vs last month, year-to-date, etc.
Introduction to tags for custom tracking
Collaborating with Your Accountant or Team
Adding users with proper roles and permissions
Leaving notes inside QBO
Scheduling report emails and summaries
Building Your Decision-Making Toolkit
Aligning dashboard data with business goals
Setting up watchlists for key metrics
Creating a "check-in" report package to review weekly or monthly
Understanding what the numbers mean (without needing to know debits and credits)
Wrap-Up & Resources
Summary of key takeaways
Best Practices for the Business View in QBO
Best practices for reviewing vs editing
Where to go for help and continued learning
Optional overview: apps and add-ons that extend QBO
