Quickbase University Courses

Quickbase University Courses

What is Quickbase University?

Quickbase University is a resource built by Quickbase that helps you learn the platform quickly and effectively. It’s designed for both new and experienced builders, and it comes free with Team, Business, and Enterprise subscriptions.
You can also access it through a Builder Account.

The curriculum below outlines key learning paths for earning your App Builder, Expert Builder, and Pipelines Builder certifications.

Quickbase moved Quickbase University to a new platform in July 2025, and the old links to individual courses no longer work. To find a course below, sign in at Quickbase University and search its catalog by name. Live training and on-demand webinars are listed on the Quickbase training page.


Orientation

Introduction to Developing Quickbase Apps

Explore how to use Quickbase to solve your business problem. Join Morgan as she creates her first solution in a Quickbase app.

Format: Online (147 min) | Course ID: O-01


App Planning

Planning Your App

The process of building a custom Quickbase app is a project and like any other project, you must plan ahead to be successful. Projects that fail usually fail because of a lack of planning. Defining the who, what, how and why of your app will help you get buy-in and act as a guidepost during development.

Format: Online (25 min) | Course ID: B03

Mapping Your Business Process

This course discusses how you map your business processes so that you can capture what you need to build successful Quickbase apps.

Format: Online (12 min) | Course ID: B04

Modeling Your App

This course walks you through the steps of creating your data model using your data, your process map and your requirements gathering.

Format: Online (13 min) | Course ID: B05

Documenting Your App

This course shows you how to document your app using a documents table as well as internal documentation features at the app, table, and field level.

Format: Online (20 min) | Course ID: AP04

Best Practices - Resources

This course presents a selection of downloadable resources created by our team of Best Practice Consultants. The list will evolve over time to include presentations, white papers and various reference materials.

Format: Online (4 min) | Course ID: B07


App Building

Building an App - Start with Tables and Fields

In this course, we’ll build a new app from scratch based on the app diagram developed in our Best Practices series. We’ll add tables and fields to our app, populate records with data, and edit a form and its fields.

Format: Online (17 min) | Course ID: FF05

Building an App Adding Relationships

Relationships are key to managing and reporting your data. In this course we discuss what relationships are and how they work. Then we build a few relationships to see them in action and along the way define some key terms and features.

Format: Online (36 min) | Course ID: FF06

Using Relationships to Solve Complex Problems

In this course we cover many-to-many relationships and how and when to create them, as well as how to create conditional and cascading conditional dropdowns to simplify the design of your app.

Format: Online (74 min) | Course ID: II02

Building User Friendly Forms

Forms are the front line of your application. They make it easy for users to add a new project, task or any other type of record. In this course we introduce forms, explain their importance, and then customize the forms to make them easy to work with and enter information.

Format: Online (28 min) | Course ID: FF07

Maximizing Forms

This course takes the fundamental concepts about building relationships and creating forms one step further and shows you how to create report link fields and build and customize multiple forms to control how data is entered into your app and by whom. In this course, learn to create and customize forms.

Format: Online (10 min) | Course ID: II06

Distributing Data with Reports

After you spend time getting data into Quickbase, you’ll want a way to get it out. Reports allow you to present your data in a format that is most effective for those who consume the data. In this course we’ll look at the different types of reports and various ways of organizing and presenting your data.

Format: Online (29 min) | Course ID: FF08

Distributing Data with Enhanced Reports

Quick Base makes it easy to share and distribute reports with members of your team. Additionally, you can customize what data your users have access to and how your reports are displayed. This course covers different methods of sharing reports and customizing the data for access.

Format: Online (42 min) | Course ID: II05

Customizing App and Table Home Pages

Each table in an application has a home page. These can be customized to report data as your users expect it. You can also create and link to alternate home pages and customize them so each role has their own home page.

Format: Online (28 min) | Course ID: FF09

Working with Roles and Permissions

A role controls the level of access a user has to information in an application. It’s likely that your application has a variety of intended audiences, each of whom requires different access to your information. This course focuses on creating and managing roles.

Format: Online (21 min) | Course ID: FF23

Managing your Apps with Roles

This course covers managing your apps though the use of roles.

Format: Online (14 min) | Course ID: II03

Using Email Notifications, Subscriptions, and Reminders

Automated emails or notifications helps users stay up-to-date on key information and modifications to your app. This course covers the creation and sending of manual as well as automated notifications, subscriptions, and reminders.

Format: Online (20 min) | Course ID: FF24

Gaining Efficiency through Formulas

As your application grows, so will the need for efficiency in how you use and exploit your data. Formulas are a powerful tool to help automate and configure applications to be most effective. This course covers how and when to use formulas to combine the contents of fields to create new data and efficiency through automation.

Format: Online (62 min) | Course ID: II07

Advanced Use of Formulas

Explore complex use cases and how formulas create efficiencies and an enhanced user experience. This course uses a series of hands on build challenges and exercises to boost your formula skills and ability to troubleshoot problems.

Format: Online (99 min) | Course ID: AA01


App Management

Managing Your App

In this course you’ll learn to Set properties, manage the schema and ownership of your app.

Format: Online (17 min) | Course ID: FF25


Data Integration

Getting Started with Pipelines

Learn how to use pipelines to enhance the capabilities of your Quickbase and third-party apps. Join Chantelle and Sam as they build their first pipelines.

Format: Online (112 min) | Course ID: PI-01

Managing Pipelines in the My pipelines Page

Effectively create, edit, and manage your pipelines and activities

Format: Online (20 min) | Course ID: PI-03

Building Powerful Pipelines Using included Features

Take your pipelines to the next level by harnessing functionality such as conditional statements, record linking, buckets, and jinja expressions

Format: Online (199 min) | Course ID: PI-02


Pipeline Building and Editing

Triggering a Pipeline with Multiple Quickbase Events

Learn how to use the Quickbase channel’s On New Event trigger to run pipelines based on multiple events in your app

Format: Online (17 min) | Course ID: PI-04

Creating Table-Specific Change Logs with Pipelines

Learn how to use included channels individually and together for your solutions

Format: Online (14 min) | Course ID: BE-02

Importing CSV Files into Your Quickbase App

Create a pipeline to automatically load data from CSV files into your Quickbase app

Format: Online (49 min) | Course ID: PI-05

Recreating Automation Use Cases in Pipelines

Learn how to use included channels individually and together for your solutions

Format: Online (52 min) | Course ID: BE-03

Pipelines: How to Use Included Channels

Learn how to use included channels individually and together for your solutions

Format: Online (10 min) | Course ID: BE-01

Pipelines: Replicating and Archiving Your Workflows with YAML

Learn how to export and import your pipelines

Format: Online (15 min) | Course ID: BE-04


Account Admin

IT Demonstration for the Enterprise

A simplified view of the current Quick Base Administration functionality and where we’re heading with this capability.

Format: Online (5 min) | Course ID: A03

Account Admin Overview

Quickbase functionality used to manage your account.

Format: Online (33 min) | Course ID: A04


Pipeline Best Practices

Optimizing Your Pipelines

Apply best practices, tips, and tricks to build pipelines that run more efficiently

Format: Online (9 min) | Course ID: BP-01

Troubleshooting Pipelines

Learn tips, tools, and techniques to resolve errors

Format: Online (40 min) | Course ID: BP-02

Improving Pipeline Performance Using Bulk Record Sets

Optimize pipeline efficiency with bulk upserts in your Quickbase channel loops

Format: Online (23 min) | Course ID: PI-06


Data Transformation

Becoming a Jinja Ninja

Train in the art of Jinja and take your pipelines to the next level

Format: Online (91 min) | Course ID: DT-01


3rd Party Channels

Managing Documents with Pipelines

Use Pipelines to generate, populate, and execute documents

Format: Online (24 min) | Course ID: TC-01

Managing Files with Pipelines

Getting the most out of file management tools like Box and Dropbox

Format: Online (26 min) | Course ID: TC-02

Automating Notifications with Pipelines

Handling custom SMS and MS Teams alerts with Pipelines

Format: Online (16 min) | Course ID: TC-03

Creating One Source of Truth from Microsoft and Google Using Pipelines

Bridge the gaps across the different tech stacks

Format: Online (26 min) | Course ID: TC-04


Advanced Integrations

Integration Toolbox: Choosing the Right Tool for the Job

Learn about the different ways to integrate systems and move data as well as how to pick which ones for your use case

Format: Online (48 min) | Course ID: AI-01

Deploying Apps with XML APIs

Learn how you can use the XML APIs to build tools for automating processes

Format: Online (32 min) | Course ID: AI-02

API Boot Camp

This course presents the core knowledge needed to leverage Quickbase’s HTTP APIs. Format: Online (54 min) | Course ID: AA02

Introduction to Webhooks

This course provides an introduction to webhooks and examples of where and how to use them within Quick Base.

Format: Online (45 min) | Course ID: AA04

Complex Workflow and Automation

This course presents some of the advanced functionality of Quickbase as it relates to workflow.

Format: Online (96 min) | Course ID: AA03

Track how your data changes over time to build rich trending reports

Format: Online (53 min) | Course ID: AI-03

API Pagination with Callable Pipelines

Set up API pagination to move large numbers of records between systems

Format: Online (56 min) | Course ID: AI-04


Need help with your Quickbase apps?

Jaybird Technologies provides Quickbase consulting services, including new app builds, performance work, and integrations. You can also hire a certified Quickbase developer for ongoing work.