Uploaded March 2026 | Updated September 2026, 2 weeks ago
Get started with QuickBooks Online 2026 by learning how to navigate the platform, customize company settings, and set up your account with confidence. This beginner-friendly walkthrough covers core features like bank connections, chart of accounts setup, invoices, expenses, users, and key AI-powered tools. Perfect for new users who want a practical, step-by-step overview of QBO’s latest features and workflows.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead! Timestamps:
00:00:00 - Customizing Company Settings in QBO
00:08:54 - Getting Around in QBO
00:22:39 - Accessing QBO from Anywhere
00:33:28 - Connecting Your Bank Accounts in QBO
00:43:37 - Integrations Available in QBO
00:49:04 - Let Me Try: Setting Up Your Company File
00:52:48 - Let Me Try: Managing Transactions
00:55:52 - Exploring the QBO Settings
01:04:51 - Working with Users and Permissions in QBO
01:10:27 - Setting Up Your Chart of Accounts - 1
01:17:17 - Setting Up Your Chart of Accounts - 2
01:22:47 - Customizing Invoice and Sales Forms
01:28:24 - Tracking Expenses and Bills
01:35:43 - Working with Items and Services in QBO
01:45:22 - Let Me Try: Setting Up Your Chart of Accounts
01:47:16 - Let Me Try: Customizing Invoice and Sales Forms
🌍 Get unlimited training with Simon Sez IT’s 200+ courses ⏩ simonsezit.com/courses
🚀 Supercharge your skills with a FREE 14-day trial to our extensive training library. Learn from 10,000+ ad-free videos and begin your transformation today! ➡️ simonsezit.lpages.co/ssit-14-day-free
💻 Watch more free popular training tutorials from Simon Sez IT:
🔥Check out our FREE 400+ hour training course playlist here ➡️
youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU
✅ Check out our free video playlist for QuickBooks Desktop 2022 👉youtube.com/playlist?list=PLzj7TwUeMQ3jpmc9-8-DJ0yJnrj-sMFGP
✅QuickBooks Online Training video playlist 👉youtube.com/playlist?list=PLzj7TwUeMQ3icsjfVhIWZkH1ItMe0o7vB
✅ Microsoft Excel Beginner's Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3iZHn4cv_fZagWSN8tubU9Z
✅ Financial Modeling and Forecasting Tutorials here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hzI98WqTos6y-uyGjC7Ydc
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If you enjoyed the video, please give a thumbs up 👍🏽 ;-)
Get started with QuickBooks Online 2026 by learning how to navigate the platform, customize company settings, and set up your account with confidence. This beginner-friendly walkthrough covers core features like bank connections, chart of accounts setup, invoices, expenses, users, and key AI-powered tools. Perfect for new users who want a practical, step-by-step overview of QBO’s latest features and workflows.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead! Timestamps:
00:00:00 - Customizing Company Settings in QBO
00:08:54 - Getting Around in QBO
00:22:39 - Accessing QBO from Anywhere
00:33:28 - Connecting Your Bank Accounts in QBO
00:43:37 - Integrations Available in QBO
00:49:04 - Let Me Try: Setting Up Your Company File
00:52:48 - Let Me Try: Managing Transactions
00:55:52 - Exploring the QBO Settings
01:04:51 - Working with Users and Permissions in QBO
01:10:27 - Setting Up Your Chart of Accounts - 1
01:17:17 - Setting Up Your Chart of Accounts - 2
01:22:47 - Customizing Invoice and Sales Forms
01:28:24 - Tracking Expenses and Bills
01:35:43 - Working with Items and Services in QBO
01:45:22 - Let Me Try: Setting Up Your Chart of Accounts
01:47:16 - Let Me Try: Customizing Invoice and Sales Forms
🌍 Get unlimited training with Simon Sez IT’s 200+ courses ⏩ simonsezit.com/courses
🚀 Supercharge your skills with a FREE 14-day trial to our extensive training library. Learn from 10,000+ ad-free videos and begin your transformation today! ➡️ simonsezit.lpages.co/ssit-14-day-free
💻 Watch more free popular training tutorials from Simon Sez IT:
🔥Check out our FREE 400+ hour training course playlist here ➡️
youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU
✅ Check out our free video playlist for QuickBooks Desktop 2022 👉youtube.com/playlist?list=PLzj7TwUeMQ3jpmc9-8-DJ0yJnrj-sMFGP
✅QuickBooks Online Training video playlist 👉youtube.com/playlist?list=PLzj7TwUeMQ3icsjfVhIWZkH1ItMe0o7vB
✅ Microsoft Excel Beginner's Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3iZHn4cv_fZagWSN8tubU9Z
✅ Financial Modeling and Forecasting Tutorials here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hzI98WqTos6y-uyGjC7Ydc
💬Stay in touch!
SimonSezIT.com: SimonSezIT.com
LinkedIn: linkedin.com/company/simon-sez-it
FaceBook: facebook.com/SimonSezIT
🔔 Subscribe to our channel:
youtube.com/simonsezittraining?sub_confirmation=1
If you enjoyed the video, please give a thumbs up 👍🏽 ;-)










