Excel in Accounting with QuickBooks Training, Lessons & Tutorials

Excel in Accounting | QuickBooks Online Tutorials & Training

Simple, step-by-step QuickBooks Online lessons designed for small businesses, freelancers, students, and aspiring bookkeepers. At Excel in Accounting, our mission is to make accounting accessible, practical, and easy to master—no matter your background. If you’ve ever felt intimidated by bookkeeping or struggled to make sense of financial reports, this is the place where accounting becomes simple and approachable.

Our website is built to serve as your complete QuickBooks Online training hub. From beginner-friendly tutorials to advanced workflows, we cover everything you need to succeed. Whether you are setting up QuickBooks for the first time, reconciling bank accounts, managing payroll, or analyzing reports, you’ll find guides here that are detailed, practical, and easy to implement.

Why Learn QuickBooks Online?

QuickBooks Online (QBO) has become the world’s leading cloud-based accounting platform, trusted by millions of small businesses, freelancers, and accountants. Unlike traditional desktop software, QBO is accessible anytime, anywhere, making it ideal for today’s mobile and remote workforce. By mastering QuickBooks Online, you gain more than just accounting knowledge—you gain a toolset that helps you run your business smarter.

Here’s why QuickBooks Online training is a smart investment:

  • Track income and expenses with accuracy: Quickly connect your bank feeds and credit cards to automate transaction tracking.
  • Save time with automation: Automate invoicing, bill payments, and recurring transactions to reduce manual data entry.
  • Generate reports instantly: Create Profit & Loss, Balance Sheets, and Cash Flow reports to analyze your business health.
  • Stay tax-ready all year round: Organize receipts, categorize expenses, and prepare for tax filings without the year-end scramble.
  • Integrate with apps: Connect QuickBooks with payment platforms, payroll services, CRMs, and ecommerce tools.
  • Improve decision-making: With real-time financial insights, you can make informed decisions about hiring, spending, and investments.

At Excel in Accounting, our goal is to break down each of these benefits into step-by-step tutorials. Instead of vague instructions, we provide practical lessons with screenshots, case studies, and real-world examples to ensure you can apply what you learn immediately.

What Makes Excel in Accounting Different?

There are hundreds of accounting blogs online, but most scatter their focus across dozens of tools and platforms. Excel in Accounting is different—we are a dedicated QuickBooks Online training site. Our mission is not just to explain concepts but to show you how to apply them directly inside QuickBooks Online.

Here’s what sets us apart:

  • Clear, Beginner-Friendly Language: No jargon. We explain accounting in plain English so anyone can understand.
  • Hands-On Tutorials: Every lesson is actionable. You can follow along inside your own QuickBooks Online account as we guide you step by step.
  • Industry-Specific Content: From insurance to payroll to legal trust accounts, we provide tailored tutorials for different industries.
  • SEO-Optimized Resources: Our content is built to answer the exact questions business owners and students search for on Google.
  • Up-to-Date Knowledge: QuickBooks Online updates its features frequently, and we ensure our tutorials reflect the latest version.

With our resources, you’ll save time, avoid costly mistakes, and gain confidence in managing your own books or supporting clients.

What You’ll Learn on Excel in Accounting

Our tutorials are carefully structured to create a step-by-step learning path that grows with you. Whether you’re a complete beginner learning QuickBooks Online for the first time, a freelancer managing your own books, or an experienced bookkeeper looking to refine advanced workflows, you’ll find practical, easy-to-follow lessons that match your skill level and business needs.

📘 Tutorials for Beginners

If you’re brand new to QuickBooks Online or accounting in general, this is the perfect place to start. We guide you through the basics such as:

  • Setting up your QuickBooks Online account correctly from the start.
  • Creating and customizing your chart of accounts to fit your business.
  • Recording your first sales and expense transactions without confusion.
  • Navigating the QuickBooks Online dashboard with confidence.

These tutorials assume no prior experience. By the end of this beginner track, you’ll be able to handle day-to-day bookkeeping tasks and understand the language of QuickBooks Online.

📗 In-Depth Guides

Once you’ve mastered the basics, you’ll be ready to level up with our advanced tutorials. These guides show you how to handle more complex accounting processes, including:

These guides are designed to take you from “just getting by” to running your business finances with clarity and control.

📕 Training Resources

We believe practice is the key to mastering accounting. That’s why we provide a variety of training tools, including:

  • Downloadable templates for common transactions and journal entries.
  • Practice scenarios to help you reinforce lessons in a hands-on way.
  • Troubleshooting exercises that show you how to fix common QuickBooks mistakes.

With these resources, you won’t just read about accounting—you’ll actually apply it step by step until it becomes second nature.

📙 Tips & Best Practices

Learning QuickBooks Online isn’t just about clicking buttons—it’s about knowing the smartest way to use the software. Our best-practice tutorials are packed with time-saving shortcuts and expert advice, including:

  • How to automate repetitive tasks to save hours every month.
  • Preventing common reconciliation issues that frustrate most beginners.
  • Optimizing reports for tax season to stay compliant and stress-free.
  • Improving cash flow tracking with advanced categorization and reporting tips.

By following these strategies, you’ll avoid common pitfalls, work more efficiently, and gain the confidence of knowing your books are always accurate.

In short: With Excel in Accounting, you’ll move from beginner basics to advanced accounting mastery—learning everything you need to succeed with QuickBooks Online, one lesson at a time.

Who Is Excel in Accounting For?

Accounting knowledge isn’t reserved for professionals—it’s a skill that every entrepreneur, freelancer, and self-employed business owner can learn. At Excel in Accounting, our tutorials are designed to meet the needs of individuals and businesses across industries, skill levels, and professions. Whether you’re running a small shop, managing clients, or freelancing in a creative or technical field, you’ll find QuickBooks Online training tailored to your needs.

🎯 Small Business Owners

Business owners and managers who want to save money by managing their own books will benefit from our step-by-step QuickBooks Online guides. Learn how to handle income, expenses, payroll, and tax preparation without relying on costly outsourcing.

💼 Freelancers & Self-Employed Professionals

If you work for yourself, accurate bookkeeping is essential for tax season and financial growth. Our tutorials make it easy for self-employed professionals to track income, record expenses, and manage cash flow. Examples of self-employed businesses we serve include:

  • Professional, scientific & technical services (consultants, analysts, IT specialists)
  • Construction trades: independent contractors, carpenters, electricians, roofers, HVAC installers, painters
  • Retail & e-commerce: non-store retailers, online sellers, independent reps
  • Transportation & warehousing: independent truck drivers, delivery services, driver-sales workers
  • Food & hospitality: food-service managers, mobile food stands, catering, independent restaurants
  • Creative professionals: writers, authors, graphic designers, photographers, musicians, singers
  • Personal services: massage therapists, barbers, manicurists, fitness trainers, child-care providers, tutors
  • Real estate: freelance real-estate agents & brokers, property managers, landlords & lessors
  • Agriculture: self-employed farmers, ranchers, and agricultural managers
  • Miscellaneous trades & services: janitorial, laundry, auto mechanics, landscaping, repair shops

Each of these professions has unique accounting needs. Our tutorials provide real examples and workflows to help you set up accounts, track expenses, and stay compliant—no matter what field you’re in.

📚 Students & Beginners

If you’re studying accounting or just starting your first business, our beginner tutorials give you practical skills that complement theory. Learn how to manage your own books before stepping into the workforce or scaling your business.

👩‍💼 Bookkeepers & Accounting Professionals

For bookkeepers, tax preparers, and accountants, Excel in Accounting provides the latest insights into QuickBooks Online features and best practices. From handling payroll compliance to managing industry-specific accounts, our guides help professionals refine their workflows and serve clients more effectively.

🌐 Independent & Specialized Service Providers

Many independent professionals—from management consultants and web developers to insurance sales agents and property leasing managers—rely on QuickBooks Online to manage their books. We show you how to customize your accounting setup so it fits your unique services, billing model, and client base.

No matter your role or industry, you’ll find tutorials, guides, and tips that help you excel in accounting step by step.

Featured QuickBooks Online Tutorials

Here are some of our most popular beginner-friendly lessons:

Each tutorial includes screenshots, real-world examples, and practical advice you can apply immediately in your QuickBooks account.

Why Choose Excel in Accounting?

When you search for accounting help online, you’ll often find short, incomplete answers. At Excel in Accounting, we go beyond the basics to provide a full learning experience.

  • Clarity: Every concept is explained simply and directly.
  • Actionable Training: You can implement what you learn right away.
  • Search-Optimized Content: Our tutorials are built around common search terms like “how to reconcile QuickBooks Online” and “QuickBooks payroll setup.”
  • Trustworthy Knowledge: We base our content on real-world accounting practices and compliance standards.

Our vision is to be the most trusted resource for QuickBooks Online learners worldwide, empowering individuals and businesses to take control of their finances.

Start Learning Today

Whether you’re launching a startup, managing freelance income, or pursuing a career in accounting, Excel in Accounting is your roadmap to success.

Bookmark this site, explore our tutorials, and start excelling in accounting today!

Your Journey to Mastering QuickBooks Online Starts Here

Accounting is more than numbers—it’s the story of your business. With QuickBooks Online, you gain powerful tools to analyze your performance, stay compliant, and make smarter financial decisions. With Excel in Accounting, you gain the knowledge to use those tools effectively.

From setting up your first account to reconciling complex transactions, we’re here to guide you step by step. Join thousands of learners who are building financial confidence and independence with our tutorials.

Explore Specialized QuickBooks Online Tutorials by Industry

Every industry has its own accounting rules, compliance requirements, and workflows. At Excel in Accounting, we know that general bookkeeping advice isn’t enough. That’s why we’ve built seven dedicated industry hubs—each designed to teach you how to handle accounting processes specific to your business. These hubs contain step-by-step QuickBooks Online tutorials, guides, and training materials optimized for real-world use.

From insurance accounting and mortgage finance to payroll processing and software comparisons, our resources go deeper than the basics. Each section is crafted to help you manage compliance, save time, and keep your books accurate—no matter your industry.

Insurance Accounting

Insurance accounting is complex because it involves multiple cash flows: premiums, commissions, claims, and reinsurance. Errors in handling these transactions can create major compliance risks. Our Insurance Accounting hub helps agents, brokers, and insurance firms master QuickBooks Online workflows designed for the insurance industry.

What you’ll learn in this section:

  • How to record premium income when clients purchase policies.
  • Best practices for recognizing commissions earned by agents and brokers.
  • Tracking claims and reimbursements with proper expense accounts.
  • Setting up charts of accounts for multiple insurance product lines.
  • Reconciling reinsurance balances to prevent reporting errors.

Example: When a client pays $1,500 for a policy, QuickBooks Online can record it as Sales Income. If you owe the broker a $300 commission, that gets tracked separately as an expense. Our tutorials show you the full workflow, from setting up accounts to generating compliance-ready reports. For insurance professionals, this hub is your roadmap to accurate, transparent books.

Mortgage Accounting

Mortgage lenders and real estate finance professionals face unique accounting challenges: origination fees, escrow accounts, and long-term amortization schedules. Our Mortgage Accounting hub provides step-by-step QuickBooks Online training for handling every stage of the lending cycle.

Inside this section, you’ll discover:

  • Recording loan disbursements and origination fees.
  • Splitting repayments between principal and interest.
  • Setting up escrow accounts for taxes and insurance.
  • Tracking delinquencies and overdue balances.
  • Building loan amortization schedules in QuickBooks Online.

Example: A $200,000 mortgage with a $1,500 monthly payment requires splitting principal and interest. Our guides teach you how to create recurring journal entries that automatically apply payments correctly—saving hours of manual work and reducing compliance risks.

Loans Accounting

Small businesses and microfinance organizations often deal with multiple loans at once. Without proper accounting, repayments and interest calculations can become confusing. The Loans Accounting hub teaches you how to manage loan portfolios accurately inside QuickBooks Online.

Here’s what you’ll learn:

  • Recording loan disbursements to customers or partners.
  • Splitting repayments into principal vs. interest components.
  • Setting up recurring loan schedules for automation.
  • Tracking non-performing loans and creating provisions for bad debts.
  • Using reports to analyze loan portfolio performance.

Example: If your company lends $50,000 at 10% interest, QuickBooks Online can separate the repayment into principal and interest. Our tutorials provide templates and journal entry workflows that ensure accurate, repeatable processes.

Payroll Accounting

Payroll is one of the most error-prone areas of bookkeeping. Mistakes with employee wages or tax withholdings can result in penalties and unhappy staff. The Payroll Accounting hub gives you the tools to streamline payroll inside QuickBooks Online.

Topics we cover:

  • Setting up employees and contractors in QBO.
  • Recording gross wages, net pay, and deductions.
  • Accounting for employer payroll taxes and benefits.
  • Generating payroll reports for compliance and decision-making.
  • Reconciling payroll expenses with tax filings.

Example: Paying a $3,000 monthly salary involves gross wages, withholdings for income tax, and employer payroll contributions. Our tutorials break this down into journal entries and automated payroll runs so your books stay precise and audit-ready.

Attorney & Legal Accounting

Lawyers and legal firms face strict compliance rules when managing client trust accounts (IOLTA). Mishandling these funds can lead to sanctions and reputational damage. The Attorney & Legal Accounting hub teaches QuickBooks Online workflows tailored to law practices.

What you’ll master:

  • Setting up client trust accounts in QuickBooks Online.
  • Recording retainers, settlements, and reimbursements.
  • Tracking billable hours and firm expenses.
  • Separating trust funds from operating accounts.
  • Reconciling accounts to bar association requirements.

Example: When a client deposits a $5,000 retainer, it must be recorded in a trust account, not as firm income. Our tutorials show how to track these funds until they are earned, ensuring compliance and financial transparency.

Credit Card Accounting

Credit cards are essential for many small businesses, but they often cause reconciliation headaches. The Credit Card Accounting hub teaches you how to manage business credit card transactions in QuickBooks Online.

You’ll learn how to:

  • Record credit card purchases and categorize expenses.
  • Account for fees, interest charges, and late payments.
  • Reconcile monthly credit card statements with bank feeds.
  • Track cashback rewards and loyalty points as income.
  • Prevent errors that distort your financial statements.

Example: A $1,200 purchase with a $30 interest charge should be split into separate expense accounts. Our guides provide exact workflows to ensure your Profit & Loss report remains accurate.

Accounting Software Reviews

While QuickBooks Online is the market leader, it’s not the only option. Some businesses benefit from alternatives like Xero, FreshBooks, Wave, or Zoho Books. The Accounting Software Reviews hub provides independent comparisons and reviews so you can make an informed choice.

Here’s what’s inside:

  • Side-by-side comparisons of QuickBooks Online and its competitors.
  • Pros and cons tailored to different industries.
  • Detailed pricing breakdowns with subscription options.
  • Ease of integration with payroll, loans, and banking.
  • Migration guides for switching from one software to another.

Example: If you’re a freelancer comparing QuickBooks vs. FreshBooks, our guides highlight which platform handles invoicing, time tracking, and expenses better. We aim to give you unbiased advice so you choose the best fit for your workflow.

Build Specialized Accounting Skills That Pay Off

General accounting knowledge is valuable, but industry-specific expertise makes you indispensable. With our seven hubs, Excel in Accounting provides targeted QuickBooks Online training for insurance agents, mortgage lenders, payroll managers, lawyers, and more. These skills not only improve accuracy and compliance but also increase your professional value.

Whether you’re a small business owner managing your own books or a professional accountant supporting multiple clients, these specialized tutorials will help you:

  • Save time by following proven workflows.
  • Stay compliant with industry regulations.
  • Gain confidence in managing complex financial transactions.
  • Make better decisions with accurate reporting.

Explore these resources today, bookmark your favorites, and start excelling in the accounting areas that matter most to your success.