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Courses/Accounting & Tax/Accounting

Mastering QuickBooks Online: Setting Up a Company

Streamline your business finances by configuring settings, navigation, and automation for maximum efficiency.

Created byEric Knight
BeginnerUpdated Oct 19, 2026
Mastering QuickBooks Online: Setting Up a Company

What You'll Learn

check_circleAnalyze the differences between QuickBooks Online subscription levels to select the appropriate plan
check_circleConfigure company-specific settings including legal information, logos, and contact details
check_circleCustomize sales forms and expense workflows to align with specific business operations
check_circleApply tags to transactions for granular financial tracking and reporting
check_circleManage user access levels and security controls within the platform

About This Course

This course provides a comprehensive guide to setting up and navigating QuickBooks Online, focusing on the configuration of company-specific settings. It covers the selection of appropriate subscription levels, the customization of sales and expense forms, and the use of advanced features like tags and automated workflows. The material explains how to manage user access, integrate third-party applications, and utilize real-time financial reporting to maintain accurate business records. By using a sample company environment, the course demonstrates how to establish a consistent and efficient accounting foundation for various business types.

Topics Covered:

  • QuickBooks Online subscription levels
  • Dashboard and navigation interface
  • Company information and legal settings
  • Sales form customization and delivery
  • Expense management and purchase orders
  • Transaction tracking with custom tags
  • Accounting method configuration
  • Advanced user permissions and controls

Your Instructor

Eric Knight
Eric Knight
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Dr. Eric Knight is a Certified Public Accountant (CPA) with a career that bridges professional accounting and academia. He earned a B.S. in Accounting from Louisiana State University, an M.S. in Accounting from the University of North Texas, and a Doctor of Business Administration (D.B.A.) from Baker College, where his research focused on student perceptions of accounting education. With more than 25 years of combined professional and academic experience, he brings both practical expertise and scholarly perspective to my work. My professional career includes roles as a tax accountant and positions in corporate finance, where he specialized in financial analysis, reporting, and compliance. He also managed budgets, contracts, and fiscal operations across multiple departments in higher education. Dr. Knight was invited to speak at the 2025 Fall Continuing Professional Development Conference for CPA New Brunswick. Since 2008, he has dedicated himself to teaching and mentoring future professionals. Dr. Knight teaches courses in financial accounting, managerial accounting, and taxation, with a focus on clarity, engagement, and real-world application. His goal is to bridge the gap between theory and practice, equipping students with the knowledge and confidence to succeed in today’s dynamic business environment. Dr. Eric Knight’s areas of expertise include Managerial Accounting and Financial Statement Analysis, with research examining the challenges business majors face in accounting courses.

Credit Information

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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