A hands-on, form-by-form guide to QuickBooks Online 2026 — from setup and navigation to mastering bills, pay bills, purchase orders, sales tax, checks, expenses, and prior period corrections.
This course gives you a practical foundation in QuickBooks Online 2026 with a deep focus on the vendor, expense, and accounts payable (AP) cycle — the side of bookkeeping where money goes out and where small mistakes can have big consequences.
We start with the bigger picture: the differences between QuickBooks Desktop and Online, how to choose the right subscription tier, and the four ways to access QuickBooks Online (including the free test drive sample company file used throughout the course). You'll set up your workspace for efficient daily work — adjusting screen size, duplicating tabs, and running multiple browsers — then tour the QuickBooks Online interface and learn how bank feeds, forms, and the accounting cycle fit together.
The heart of the course is a form-by-form walkthrough of the vendor cycle. For each form, we open the balance sheet and profit & loss before and after the entry so you can actually see the accounting impact behind every click. You'll work through bills, pay bills, purchase orders, manage sales tax, checks, and expenses — and finish with how to safely void a check and handle prior period adjustments.
The teaching style is conversational and hands-on, with every concept demonstrated live in the software and reinforced with plain-English summaries from Ara, an AI co-host.
This course is ideal for QuickBooks beginners, small business owners, bookkeepers, accounting students, and anyone moving from QuickBooks Desktop to Online.
Section 1 — Getting Started with QuickBooks Online 2026
Section 2 — Setting Up Your Workspace
Section 3 — Navigation & System Overview
Section 4 — The Accounting Process & Forms Overview
Section 5 — The Vendor, Expense, Purchases & AP Cycle
Section 6 — Vendor Forms Deep Dive (Each Form Analyzed With Financial Statement Impact)
Section 7 — Corrections, Voiding & Prior Period Adjustments
CPA, CGMA, M.S. Tax, CPI
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his. Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA). Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software. In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible. Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks. Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business. Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster. Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts. The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video. Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like CPDformula.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
