Master QuickBooks from your very first transaction
A step-by-step bookkeeping course built for small-business owners and aspiring bookkeepers — no accounting degree, no jargon, just clear skills you can use starting day one.
My goal is for you to finish this course not just knowing where to click, but understanding exactly why — so QuickBooks works for you, not the other way around.— Freddy Foster
What you'll learn
What you'll be able to do
- Set up a QuickBooks company file from scratch with the correct chart of accounts for your industry
- Record income, expenses, invoices, and bills accurately using QuickBooks workflows
- Reconcile bank and credit-card accounts every month without errors
- Run and interpret core financial reports — Profit & Loss, Balance Sheet, and Cash Flow Statement
- Manage payroll basics, sales tax tracking, and 1099 contractor payments inside QuickBooks
- Deliver clean, audit-ready books and confidently hand off financials to a CPA or client
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
6 modules · 27 lessons
QuickBooks Foundations & Company Setup
Get oriented in QuickBooks and build a properly configured company file before recording a single dollar.
- 1.1Bookkeeping Basics You Need to Know FirstIncluded
- 1.2Creating Your QuickBooks Company FileIncluded
- 1.3Building the Right Chart of AccountsIncluded
- 1.4Connecting Banks, Cards & Payment AccountsIncluded
- 1.5Setting Up Customers, Vendors & ProductsIncluded
Recording Everyday Transactions
Master the core QuickBooks workflows for capturing every dollar that comes in or goes out of the business.
- 2.1Invoicing Customers & Recording PaymentsIncluded
- 2.2Entering Bills & Paying VendorsIncluded
- 2.3Recording Expenses & Writing ChecksIncluded
- 2.4Categorizing Bank Feed TransactionsIncluded
- 2.5Handling Credit Memos, Refunds & CorrectionsIncluded
Month-End Reconciliation
Close each month cleanly by reconciling every account and resolving discrepancies before they compound.
- 3.1Understanding the Reconciliation ProcessIncluded
- 3.2Reconciling Bank Accounts Step by StepIncluded
- 3.3Reconciling Credit Card AccountsIncluded
- 3.4Finding & Fixing Reconciliation ErrorsIncluded
Financial Reports & Analysis
Run, read, and customize QuickBooks' core reports to understand business performance and deliver insights.
- 4.1Running & Reading the Profit & Loss ReportIncluded
- 4.2Understanding the Balance SheetIncluded
- 4.3Analyzing the Cash Flow StatementIncluded
- 4.4Customizing & Exporting ReportsIncluded
Payroll, Sales Tax & Contractor Payments
Handle the compliance-heavy tasks — payroll runs, sales tax filings, and 1099s — directly inside QuickBooks.
- 5.1Setting Up and Running PayrollIncluded
- 5.2Tracking and Filing Sales TaxIncluded
- 5.3Managing 1099 Contractor PaymentsIncluded
- 5.4Staying Compliant with Payroll Tax DeadlinesIncluded
Audit-Ready Books & Professional Handoff
Polish your books to a professional standard and confidently deliver clean financials to a CPA or client.
- 6.1Performing a Pre-Close ReviewIncluded
- 6.2Adjusting Journal Entries & AccrualsIncluded
- 6.3Locking the Books & Managing User PermissionsIncluded
- 6.4Presenting Financials to a CPA or ClientIncluded
- 6.5Building a Repeatable Monthly Bookkeeping WorkflowIncluded
Who it's for
Is this you?
Small-business owners
You're running the business and the books — this course gives you the QuickBooks skills to do both without the anxiety.
Aspiring bookkeepers
You want to land your first bookkeeping role or clients, and this full setup-to-handoff workflow is exactly what employers and clients expect.
Freelancers & solopreneurs
From invoicing clients to tracking expenses and filing 1099s, you'll finally have a clean, repeatable system for your finances.
Career-changers
No accounting background? No problem — the course starts from zero and builds the real-world skills that make you hireable.
Office managers & admins
If bookkeeping just landed on your plate, this course gives you the confidence to handle it accurately without winging it.
CPA-adjacent support staff
Learn to prepare audit-ready books and present financials so your CPA spends time advising, not cleaning up your data.
Questions
Frequently asked
Your teacher
A note from your teacher
Freddy Foster
If you've ever stared at a QuickBooks screen and thought, "I have no idea if I'm doing this right" — I want you to know that feeling is incredibly common, and it has nothing to do with how smart you are. Bookkeeping just isn't taught the way it should be. Most tutorials throw you into menus before you understand what you're actually trying to accomplish, and most accounting courses bury you in theory before you ever touch a real transaction. Neither approach works for real people running real businesses.
I built Books by QuickBooks because I kept meeting small-business owners who were doing their books in a state of low-grade anxiety — not sure if their numbers were right, not sure what their reports actually meant, and dreading the moment they'd have to hand anything over to a CPA. I also kept meeting career-changers who wanted to become bookkeepers but couldn't find a course that taught them the full workflow from setup to handoff, not just isolated clicks.
This course is the one I wish had existed. We start with the bookkeeping concepts you need — just enough to make sense of what QuickBooks is doing, not a full accounting degree — and then we move through every core task in the order you'd actually do them: setting up your company file, recording daily transactions, reconciling accounts each month, running and reading your financial reports, handling payroll and sales tax, and finally delivering clean, locked, audit-ready books to whoever needs them.
Every lesson is written in plain English, every workflow is shown step by step, and I never assume you already know what a chart of accounts is or why a balance sheet has to balance. By the end, you won't just know where to click — you'll understand why, which means you'll be able to handle situations the course didn't specifically cover, because you actually get how the system works.
If you're ready to stop guessing and start feeling genuinely confident about your books, I'm glad you're here. Let's get to work.
— Freddy Foster
Start your journey today
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- 6 modules, 27 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed