QuickBooks Online for bookkeepers: banking, bills, invoices and reconciliation

Everyday QuickBooks Online work for bookkeepers and office staff: choosing between invoices, sales receipts, bills, checks and expenses; paying bills with the bill payment feature; recording invoice payments without duplicating income; reviewing downloaded bank transactions (match versus categorize), bank rules and receipts; and monthly reconciliation, including the Reconcile Discrepancy Report and the audit log.

Level: Beginner
Length: About 50 minutes
Contents: 3 lessons · 1 video · final exam
Status: Published · updated 2 Oct 2026

QuickBooks Online

Request a demo More Finance / bookkeeping courses

Skills you'll practise

Choose between an invoice, sales receipt, bill, check and expense for a given transaction
Pay an existing bill with the bill payment feature instead of a check or expense
Decide whether a downloaded bank transaction should be matched or categorized
Set up a bank rule and explain the risk of rules that add transactions automatically
Upload a receipt and match it to an existing transaction or create a new expense
Reconcile an account to a zero difference and use the discrepancy report and audit log when a past reconciliation changes

Course outline

1.QuickBooks Online for bookkeepersVideo · 2 min
2.Sales and purchases: the right form for each jobLesson · 16 min
3.Banking: match, categorize, rules and receiptsLesson · 17 min
4.Reconciling and tracing changesLesson · 17 min
5.QuickBooks Online for bookkeepers: banking, bills, invoices and reconciliation: knowledge checkKnowledge check · 16 questions
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.

Request a demo Log in