Glossary0 ptsExit

Hands-on steps work best on a laptop or tablet. Reading and answering steps work fine here.

B2.1 Dashboard, menus, search and Create
B2.2 QuickBooks Online plans: what to check before choosing
B2.3 Chart of accounts basics
B2.4 Customers and vendors
B2.5 Products and services
B2.6 Set up a new company from scratch
B2 Skill check: Getting around QuickBooks Online

Step 1 of 7

New words in this lesson

Dashboard

The first screen after you sign in, with a summary of money in, money out and bank balances.

Create button

The button that opens every form: invoice, receive payment, bill, expense and more. Older versions call it + New.

A/R aging report

A report listing what each customer owes, grouped by how late it is: current, 1–30 days, 31–60 days and so on. Used to chase late payers.

Overdue

An invoice or bill that hasn't been paid by its due date.

Customer

A person or business that buys from you. Example: Riverside Yoga buys catering from the café.

Look up any other word in the glossary

Learn the layout once

Most accounting programs are laid out the same way. Learn it here and you'll feel at home in QuickBooks Online, Xero or any similar tool.

Part	What it's for
(Home)	A summary: money owed to you, money in the bank, income this month
Left menu	Sales (customers), Expenses (vendors), Banking, Reports, Accounting
	Opens every form: invoice, payment, bill. Older QuickBooks versions call it + New
Search	Finds a customer or a transaction by name or number

Business at a glance

Open invoices

$1,055.004 unpaid

Overdue

$288.001 past due

Payments to deposit

$0.00Not yet in the bank

Checking

$12,190.00Book balance

Income this month

$2,351.00Since 10/01/2026

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