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QuickBooks Online administration: users, closing the books, bank connections and controls

For whoever looks after a company's QuickBooks Online: the primary admin and company admin, built-in and custom user roles, inviting the accountant, closing the books with a closing date and password, the Exceptions to Closing Date report and the audit log, connecting bank and card accounts without duplicates, the mechanics of sales tax setup, and approval workflows. Tax and accounting decisions stay with your accountant.

Level
Intermediate
Length
About 50 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 2 Oct 2026
  • QuickBooks Online
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Skills you'll practise

  • Explain what the primary admin and company admin can do and how the primary admin role is transferred
  • Choose the least-privileged built-in role for a job and remove access correctly when someone leaves
  • Close the books with a closing date and password and review changes with the Exceptions to Closing Date report
  • Use the audit log to find who changed or deleted a transaction
  • Connect a bank or card account to the right chart-of-accounts account with a date range that avoids duplicates
  • Separate sales tax setup in QuickBooks from tax decisions that belong to the accountant

Course outline

  1. 1.QuickBooks Online administrationVideo · 2 min
  2. 2.Company settings, users and rolesLesson · 17 min
  3. 3.Closing the books and the audit trailLesson · 17 min
  4. 4.Bank connections, sales tax setup and approvalsLesson · 16 min
  5. 5.QuickBooks Online administration: users, closing the books, bank connections and controls: knowledge checkKnowledge check · 16 questions
  6. 6.Final exam10 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.

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