QuickBooks Desktop Introduction Course Outline

VERSION NOTE: QuickBooks Desktop -OR- QuickBooks Online?
This course is for those using QuickBooks Desktop software which is installed directly on the computer.
QuickBooks Online, on the other hand, is accessed via the cloud with other differences. QuickBooks Online users should instead attend:
Quickbooks Online QuickStart.

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.

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 ***
Too busy at work to miss 2 days out of the office to take this class? Learn at your own pace and in your own time with the QuickBooks Desktop On-Demand version of this course. It covers the same content as the 2-day, QuickBooks Desktop Introduction and the 2-day, Desktop Beyond the Basics classes. For details on this alternative format, go to
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)

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
View outline in Word

WQBINS

Attend hands-on, instructor-led QuickBooks Desktop Introduction training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.