QuickBooks Desktop Edition: Basic Course



Course Details:

Length: 1 day

Price: $445/person (USD)

Bundle & Save: View Bundle

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: Yes

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 


Course Overview

Are you feeling overwhelmed by the QuickBooks Desktop Edition? Master the essentials (and ditch the theory!) with this beginner-friendly training. Learn the core features you need to manage your finances confidently, from company setup to invoicing and bank reconciliation. There is no tech jargon, just practical skills for real-world success. Are you tired of confusing training methods? Our unique approach cuts through the fluff and focuses on what you really need. Learn QuickBooks the practical way, with a step-by-step system that adapts to your pace and keeps you engaged.

Boost your efficiency and accuracy:

  • Navigate the QuickBooks interface efficiently and master basic settings.
  • Create a company, set up essential lists, and easily manage inventory.
  • Generate professional invoices, track payments, and reconcile bank accounts seamlessly.
  • Utilize built-in tools like EasyStep Interview for intuitive guidance.

Invest in your financial future – enroll today and conquer QuickBooks with confidence!

 


Course Notes

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Important Course Information

This course covers features that are in QuickBooks Pro and QuickBooks Pro Premier.

Course Taught with Courseware: QuickBooks 2022 for Windows () Courseware.
Course Taught with Software: QuickBooks 2024 for Windows () Software.
Versions that Can Attend: QuickBooks 2024, 2023, 2022, 2021, 2020, & 2019 for Windows ().
Not Appropriate for: Macintosh - iOS () Versions of QuickBooks.

Prerequisites:

For success in this course, you need basic end-user skills on any current Windows version, including starting/switching between programs, finding/saving files, closing programs, and using a browser. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.


Follow-Ons:

 


Related Certifications

QuickBooks Certified User Desktop Certification

Certification Notes: Certification exams are administered by third party testing companies. Our course teaches topics that can be useful with certification exam(s), which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

 


Course Topics

Getting Started
  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
Setting Up a Company
  • Creating a QuickBooks Company
  • Using the Chart of Accounts
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
Setting Up Inventory
  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
Selling Your Product
  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts
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
  • Automated Send Statements
Processing Payments
  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks
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
Entering and Paying Bills
  • Using QuickBooks for Accounts Payable
  • Using the Bill Tracker
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Handling Expenses
  • Managing Receipts
Using the EasyStep Interview
  • Using the EasyStep Interview

 


Course FAQs

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

 



 


Related QuickBooks Information:

Public instructor-led QuickBooks course prices start at $445 per student. Group training discounts are available.

Self-Paced QuickBooks eLearning courses cost $300 at the starting point per student. Group purchase discounts are available.







Registration:

Have a Group?
Request Private Training

4/30/2025 10:00:00 AM
Online Class

Registration Deadline - 04/15/2025

 

5/27/2025 10:00:00 AM
Online Class

Registration Deadline - 05/12/2025

 

6/23/2025 10:00:00 AM
Online Class

Registration Deadline - 06/08/2025

 

7/29/2025 10:00:00 AM
Online Class

Registration Deadline - 07/14/2025

 

8/27/2025 10:00:00 AM
Online Class

Registration Deadline - 08/12/2025

 

9/22/2025 10:00:00 AM
Online Class

Registration Deadline - 09/07/2025

 

10/23/2025 10:00:00 AM
Online Class

Registration Deadline - 10/07/2025

 

11/12/2025 10:00:00 AM
Online Class

Registration Deadline - 10/28/2025

 

12/11/2025 10:00:00 AM
Online Class

Registration Deadline - 11/25/2025

Start your training today!