Erudex sealErudex
Data & Analytics
Beginner

QuickBooks Online & Power BI for Business

Run the books in QuickBooks Online and turn the numbers into Power BI dashboards.

Learn small-business bookkeeping in QuickBooks Online and business intelligence in Microsoft Power BI, then connect them: clean accounting data with Power Query, model it, write DAX measures and publish financial dashboards. Prepares you for QuickBooks ProAdvisor certification and the foundations of PL-300. Every lesson includes tutor notes, a hands-on lab, worked exercises and a 12-question quiz you must pass at 80%, followed by a pooled final exam and free and paid practice tests.

120h Certificate available
QuickBooks OnlinePower BIBookkeepingDAXPower QueryPL-300ProAdvisor

Curriculum

One complete track with its own final exam and certificate.

Ten modules covering the full exam blueprint, from foundations to exam readiness.

Establish a strong base by navigating QBO, setting up a new company, and understanding essential initial configurations.

  • 1.1 Introduction to QuickBooks Online Interface and Navigation Lab90 min
  • 1.2 Company File Setup and Settings Configuration Lab90 min
  • 1.3 Managing Users, Roles, and Permissions Lab90 min
  • 1.4 Chart of Accounts Design and Customization Lab90 min
  • 1.5 Products and Services Setup and Inventory Tracking Lab90 min
  • 1.6 Advanced Company Settings and Preferences Lab90 min
  • 1.7 Connecting Bank and Credit Card Accounts Lab90 min
  • 1.8 Importing Data: Customers, Vendors, Chart of Accounts Lab90 min

Careers this prepares you for

  • Bookkeeper
  • Accounting Assistant
  • BI Analyst
  • Financial Analyst
  • Small Business Owner

How you study

Every lesson pairs an in-depth video with written notes, key takeaways, a hands-on lab, exercises and a quiz. Work at your own pace, then sit the final examination for your Erudex certificate.