VERSION NOTE:

This course is for the DESKTOP version of QuickBooks which is installed directly on the computer.
QuickBooks Online, on the other hand, is accessed via the cloud with other differences. For that reason, QuickBooks Online users should attend Quickbooks Online QuickStart instead of this desktop class.

QuickBooks Desktop Course Overview

This course reviews the basic features and functionality of Intuit's desktop software application. This course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2021 software version.

QuickBooks Desktop Course Prerequisites

Basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices is recommended. For individuals with limited or no accounting background we also recommend taking our self-study on-demand class, Accounting On-Demand: Introduction to Business Accounting, Bookkeeping & Payroll.

*** NOTE: This class also available in On-Demand, eLearning Format ***

Unable to attend live training because of your schedule? Learn at your own pace and in your own time with our QuickBooks Desktop On-Demand version of this course. It covers the same content as the 2-day, QuickBooks Desktop Introduction plus the 2-day Desktop Beyond the Basics classes. For details on this alternative format, see QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)

QUICKBOOKS DESKTOP COURSE OUTLINE

Getting Started

Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks
Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks
Review

Working with a Company File

Using the Chart of Accounts
Review

Working with Lists

Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Item List
Working with Other Lists
Managing Lists
Review

Setting Up Inventory

Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory
Review

Selling Your Product

Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts
Review

Invoicing for Services

Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements
Review

Processing Payments

Displaying the Open Invoices Report
Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks
Review

Working with Bank Accounts

Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts
Review

Entering and Paying Bills

Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit
Review

Using the EasyStep Interview

Creating a QuickBooks Company
Using the EasyStep Interview
Review