QuickBooks Online (2026): AI Agents and Features for Beginners

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 ⏩ https://www.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! ➡️ https://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 ➡️ https://www.youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU ✅ Check out our free video playlist for QuickBooks Desktop 2022 👉https://www.youtube.com/playlist?list=PLzj7TwUeMQ3jpmc9-8-DJ0yJnrj-sMFGP ✅QuickBooks Online Training video playlist 👉https://www.youtube.com/playlist?list=PLzj7TwUeMQ3icsjfVhIWZkH1ItMe0o7vB ✅ Microsoft Excel Beginner's Training here 👉https://www.youtube.com/playlist?list=PLzj7TwUeMQ3iZHn4cv_fZagWSN8tubU9Z ✅ Financial Modeling and Forecasting Tutorials here 👉https://www.youtube.com/playlist?list=PLzj7TwUeMQ3hzI98WqTos6y-uyGjC7Ydc 💬Stay in touch! SimonSezIT.com: https://www.SimonSezIT.com/ LinkedIn: https://www.linkedin.com/company/simon-sez-it/ FaceBook: https://www.facebook.com/SimonSezIT 🔔 Subscribe to our channel: https://www.youtube.com/simonsezittraining?sub_confirmation=1 If you enjoyed the video, please give a thumbs up 👍🏽 ;-)