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Courses/Accounting & Tax/Accounting

Mastering Revenue and Expenses in QuickBooks Online

Streamline your financial workflow and gain real-time insights into your business health using the power of QuickBooks Online.

Created byEric Knight
BeginnerUpdated Oct 19, 2026
Mastering Revenue and Expenses in QuickBooks Online

What You'll Learn

check_circleConfigure products and services to track inventory and sales accurately
check_circleManage the full customer lifecycle from estimates to final payment
check_circleExecute efficient accounts payable workflows using bills and purchase orders
check_circleMaintain tax compliance through proper contractor and mileage tracking

About This Course

This course provides a comprehensive walkthrough of managing core financial processes within QuickBooks Online, focusing on the sales and expense modules. It covers the end-to-end lifecycle of revenue generation, including product and service management, customer tracking, invoicing, and estimate conversion. On the expense side, the content details vendor management, bill processing, purchase order workflows, and mileage tracking for tax compliance. The curriculum utilizes a hands-on approach based on a sample business to demonstrate how these features integrate to provide accurate financial reporting and improved operational efficiency.

Topics Covered:

  • Product and service inventory management
  • Customer relationship and contact management
  • Sales receipt and invoice processing
  • Estimate creation and conversion workflows
  • Vendor management and bill payment cycles
  • Purchase order procurement processes
  • Contractor management and 1099 compliance
  • Business mileage tracking and reporting

Your Instructor

Eric Knight
Eric Knight
menu_book12 courses

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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