QuickBooks Online Intensive IV – Using the Business View
Duration: 5 Hours
Level: Beginner → Intermediate
Format: Live Human Online Intensive with Hands-On Labs
Environment Used: Intuit QuickBooks Online Test Drive (Business View)
Intensive Schedule (5 Hours)
Session 1: Understanding Business View vs Accountant View
Why Business View exists
Who Business View is designed for
Key differences in navigation and terminology
What changes—and what does not—behind the scenes
Lab 1:
Switch between Business View and Accountant View
Identify navigation and workflow differences
Confirm that accounting results remain the same
Session 2: Navigating Daily Workflows in Business View
Simplified menus and workflows
Sales, expenses, and banking in Business View
How Business View guides user decisions
Avoiding common mistakes
Lab 2:
Create sales and expense transactions in Business View
Navigate dashboards and shortcuts
Review how transactions post to reports
Session 3: Business View Reporting and Insights
Where reports live in Business View
Reading simplified financial reports
Understanding what’s hidden vs summarized
Knowing when deeper detail is needed
Lab 3:
Run Profit & Loss and Balance Sheet reports
Customize basic report views
Drill into transactions
Compare results to Accountant View reports
Session 4: Managing Common Scenarios in Business View
Customer payments and deposits
Vendor payments and expense tracking
Handling credits and adjustments (high level)
Knowing when to switch views
Lab 4:
Record customer and vendor payments
Apply credits and review balances
Validate results through reports
Session 5: Best Practices, Limitations, and When to Switch Views
Strengths of Business View
Limitations and hidden complexity
Collaboration with bookkeepers and accountants
Choosing the right view for the task
Lab 5:
Identify scenarios better suited for Accountant View
Practice switching views safely
Validate consistency across views
Create a personal workflow checklist
Intensive Description
QuickBooks Online Intensive IV is a comprehensive deep dive into Business View, designed for business owners and users who prefer a simplified, task-oriented interface without losing accounting accuracy.
This intensive focuses on confidence and clarity. Participants learn how Business View simplifies workflows, what it hides, and how to recognize when a task requires switching to Accountant View. Rather than treating Business View as “less accounting,” this session shows how it still produces the same financial results—just through a different user experience.
All demonstrations and labs are completed using the QuickBooks Online Test Drive account in Business View, allowing participants to explore safely and realistically.
By the end of the intensive, attendees will be able to work efficiently in Business View, understand its limitations, and collaborate more effectively with accounting professionals.
Lab & Exercise Structure
Each lab is:
Instructor-led with live explanation
Scenario-based and business-focused
Designed to build confidence, not overwhelm
Performed in the QuickBooks Online Test Drive (Business View)
Labs mirror real-world business owner workflows and common questions.
Who This Intensive Is For
Business owners using QuickBooks Online
Users overwhelmed by Accountant View
Anyone switching between Business and Accountant View
Professionals supporting non-accounting users
What You’ll Gain
Confidence navigating Business View
Understanding of what Business View simplifies
Ability to verify results through reports
Clear guidance on when to switch views
Other QuickBooks Online Intensives
This intensive focuses on usability and workflow clarity.
Additional QuickBooks Online intensives expand on this foundation by covering:
Accounts Receivable
Accounts Payable
Reporting and custom reports
Period-end cleanup and reconciliation
QuickBooks Online Intensive IV ensures you can work comfortably in Business View—without sacrificing accuracy or control.
