QuickBooks Desktop: Combo (Basic & Advanced) Course



Course Details:

Length: 2 days

Price: $810/person (USD)

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
(requires trial or license)

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

Master QuickBooks Desktop from Zero to Hero!

Enroll in both levels of our instructor-led QuickBooks Desktop classes and save $80. This course package includes:

Stop struggling with your finances! Conquer the basics and advanced features of QuickBooks Desktop Edition with this comprehensive master bundle. Whether you're a beginner overwhelmed by the software or a seasoned user seeking maximum efficiency, this training has you covered.

Level Up Your Skills:

  • Beginner Track - Navigate the interface easily: Master basic settings and critical features.
  • Confidently manage your finances: Create a company, set up lists, manage inventory, and track bank accounts.
  • Ditch the theory, embrace practice: Learn step-by-step through real-world exercises and intuitive guidance.
  • Advanced Track: Unlock QuickBooks' full potential: Automate tasks, customize forms, craft insightful reports, and master sales tax.
  • Boost your financial IQ: Gain deep financial insights, manage complex accounting tasks, and make informed decisions.
  • Streamline workflows and collaboration: Utilize online banking, multi-user mode, and seamless file sharing.

This powerful bundle combines the following:

  • Two comprehensive courses: Beginner and Advanced QuickBooks training.
  • Step-by-step, hands-on learning: Master practical skills for real-world success.
  • Unique & engaging approach: Stay motivated and learn at your own pace.

Invest in your financial future by enrolling in this Master Bundle today!

 


Course Notes

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

Live Online Course Combo Refund Policy: Please note that once payment is received, the instructor-led bundles become non-refundable due to the savings you'll enjoy. However, we understand that life happens, and you can easily reschedule any included classes if needed. Just reach out to our friendly support team, and we'll be happy to help!
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.

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.

 


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

Day 1 - QuickBooks Desktop Edition: Basic


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

 

Day 2 - QuickBooks Desktop Edition: Advanced


Memorizing Transactions
  • Entering a New Memorized Transaction
  • Editing a Memorized Transaction
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction List
Customizing Forms
  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
Using Other QuickBooks Accounts
  • Other QuickBooks Account Types
  • Working with Credit Card Transactions
  • Working with Fixed Assets
  • Working with Long-Term Liability Accounts
  • Using the Loan Manager
Creating Reports
  • Working with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports
Creating Graphs
  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs
Tracking and Paying Sales Tax
  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe
  • Paying Your Tax Agencies
Using Online Banking
  • Setting Up an Internet Connection
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transactions
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
Managing Company Files
  • Using QuickBooks in Multi-user Mode
  • Setting Up Users and Passwords
  • Setting a Closing Date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing Up and Restoring a Company File
  • Condensing a Company File
Estimating, Time Tracking, and Job Costing
  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Displaying Reports for Estimates
  • Updating the Job Status
  • Tracking Time
  • Displaying Reports for Time Tracking
  • Tracking Vehicle Mileage
  • Displaying Vehicle Mileage Reports
  • Displaying Other Job Reports
Writing Letters
  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates

 



 


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

4/3/2025 10:00:00 AM
Online Class

Registration Deadline - 03/18/2025

 

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!