BOOKKEEPING BASICS · FREE GUIDE

Learn QuickBooks Online Even Without an Accounting Background

A beginner-friendly guide from Coach Ivy, a virtual bookkeeper who learned QuickBooks Online without an accounting degree. Simple examples, step-by-step QBO instructions, and no jargon.


  • Simple Examples

  • Step-by-step QBO

  • No jargon

  • Simple Examples

  • Step-by-step QBO

  • No jargon

  • FREE INSTANT DOWNLOAD

YOUR STARTER ROADMAP

WHAT'S INSIDE

A starter guide that walks you through:


LESSON 1

What bookkeeping really is, explained with a lemonade stand so it actually makes sense

LESSON 2

What a bookkeeper does and why every business needs one

LESSON 3

The key terms, like assets, liabilities, income, expenses, A/R and A/P, in plain language

LESSON 4

A tour of QuickBooks Online: the dashboard, menus, settings and icons

LESSON 5

Step-by-step QBO tasks: creating and sending an invoice, recording expenses, and categorizing transactions

LESSON 6

Bank reconciliation, explained with a piggy bank

LESSON 7

Profit & Loss and Balance Sheet reports, and how to run them in QBO

LESSON 8

A bonus lesson on journal entries

YOUR STARTER ROADMAP

Is bookkeeping right for you?


The guide also includes a quick self-check of the skills and traits a bookkeeper needs, like attention to detail, comfort with numbers, and working with accounting software, so you can see if this path fits you before you go further.

Quick self-check
Attention to detail
Comfort with numbers
Working with accounting software
Made for a fresh start

this is for you if


01

Complete beginners who have never opened QuickBooks

02

Career shifters thinking about work-from-home bookkeeping

03

Virtual assistants curious about specializing

04

Anyone who wants to understand how business money is tracked

A note from Ivy

I learned it from the beginning, too.

"This guide is based on my own learning journey. I didn't have an accounting background or degree when I started, but I learned what it takes to become a good bookkeeper. I believe anything can be learned with grit and determination. I hope you learn something from it. "

I've worked as a virtual bookkeeper helping international businesses for years. Now I teach beginners how to get started.

Coach Ivy

Founder of LedgrHub


What our students say

Read what our mentees and freebie receiver says about our lessons!

STUDENT STORY

It refreshed my knowledge, and I really liked how direct to the point the discussion was. You explain things in a simple and easy-to-understand way.

— May

aspiring bookkeeper

STUDENT STORY

Ivy, thank you so much for all the guidance and insights. I learned a lot today from you. I'll definitely endorse you to my friends who want to shift to Bookkeeping VA.

— Caff

shifting into bookkeeping

STUDENT STORY

As a finance graduate, you are a great refresher for all of my accounting subjects back when I was studying. I hope that I will be a great bookkeeper like you someday.

— Frances, finance graduate

Ivy's Student Review

STUDENT STORY

I just wanted to sincerely thank you for taking the time to teach me about QBO. just wanted to sincerely thank you for taking the time to teach me about QBO.

— Angelita, aspiring bookkeeper

Ivy's Student Review

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Start with the basics, open QuickBooks Online with more confidence, and take your first practical step today.

This is a basic, beginner-friendly starter guide. It doesn't cover everything about bookkeeping and QuickBooks Online. Please don't sell or reproduce it. You can unsubscribe anytime.

© 2026 Ivy Bookkeeping & QuickBooks Online Course.

All rights reserved.

IVY • LedgrHub Inc.

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