QuickBooks Online and Desktop 2023: eLearning Bundle Course

Course Details:

Length: 7 courses

Access Length: 6 months

Price: $300/person (USD)

Bulk Pricing: 10+ Contact Us

Course Features:

Instant Access After Purchase

Lecture by Recorded Video

Stop and Start as Needed

Certificate of Completion

Software Lab Included: Yes

Delivery Method:

Self-Paced Online

Individuals and Groups
@ Your Location


Course Overview

Unlock the full potential of QuickBooks with our comprehensive Quickbooks Bundle, offering beginner to advanced insights into both QuickBooks Online and QuickBooks Desktop 2023. Whether you're managing your accounts or handling client finances, this bundle has you covered. This eLearning Bundle includes the following three courses:

QuickBooks Online - Beginner:

Discover the essentials of cloud accounting with QuickBooks Online in this course. Ideal for users of the online version, we cover setup basics and progress to advanced features. Perfect for individuals or businesses transitioning from the desktop version to the cloud.

  • Solid Foundation: Navigate the cloud-based platform with ease, covering setup, transactions, reporting, and more.
  • Beginner-Friendly: No prior accounting knowledge needed. Learn at your own pace with step-by-step guidance.
  • Perfect for Small Businesses: Streamline your finances and save time with automated workflows.
QuickBooks Online - Advanced:

Dive deeper into QuickBooks Online with this advanced course. Tailored for Bookkeepers, Accountants/CPAs, or business owners, this course explores intricate features of the cloud-based software. Enhance your skills and leverage the full potential of QuickBooks Online.

  • Take Control: Unlock powerful features like inventory management, advanced reporting, and custom automations.
  • Level Up Your Skills: Ideal for bookkeepers, accountants, and experienced users seeking mastery.
  • Stay Ahead of the Curve: Master the latest features and updates to maximize efficiency.
QuickBooks Desktop 2023:

Dive headfirst into the comprehensive world of QuickBooks Desktop 2023. Master everything from basic operations to advanced functionalities in this in-depth course. Explore the differences between online and desktop versions, and delve into the exciting new features of 2023.

  • Comprehensive Coverage: From company setup to complex payroll and reporting, gain complete control over your finances.
  • Unlock Pro Features: Utilize Advanced Mode bank feeds, mobile app scanning, and automated reminders for a seamless workflow.
  • Ideal for Professionals: Bookkeepers, accountants, and business owners alike can master this industry-standard tool.

Invest in your financial future with this ultimate QuickBooks mastery bundle. Elevate your understanding of QuickBooks from basic to advanced levels, empowering you to streamline financial management and maximize efficiency. Get started today and take control of your accounts!

Also Included - 4 Courses: An Essential Career Skills Pack with 4 courses in key areas for career management and growth, including Time Management, Digital Skills, Creativity and Soft Skills.


Course Notes

Important Course Information
Course Taught with: QuickBooks Desktop 2023 for Windows () and QuickBooks Online.
Versions that Can Attend: QuickBooks Desktop 2023 for Windows () or QuickBooks Online.
Not Appropriate for: QuickBooks Desktop Edition for Macintosh (Mac) - iOS ().

eLearning Training Delivery Method

How It Works

This self-paced online course lets you learn independently at your own pace through Certstaffix Training's easy-to-use platform.

  • Learn at your own pace - Start and stop as it is convenient for you. Pick up where you left off.
  • Lecture utilizing video and recorded screenshots
  • 6-month subscription length
  • Instant Access After Purchase

Have more than 10 students needing this course? Contact Us for bulk pricing.

Suggested Prerequisites

To ensure your success in this course, you should have end-user skills with any current version of Windows, including starting programs, switching between programs, locating saved files, closing programs, and using a browser to access websites. You can obtain this level of skills and knowledge by taking either the Windows 10 eLearning Bundle or the Windows 11 eLearning Bundle.

Target Audience

QuickBooks Online (Beginner):

  • Small business owners and entrepreneurs with no prior accounting experience
  • Freelancers and independent contractors
  • Individuals managing personal finances
  • Anyone wanting to learn the basics of financial management with QuickBooks Online

QuickBooks Online (Advanced):

  • Users with a basic understanding of QuickBooks Online
  • Bookkeepers and financial managers looking to expand their skillset
  • Business owners seeking deeper insights and control over finances
  • Individuals wanting to master advanced features like budgeting, audits, and reporting

Master QuickBooks Desktop 2023:

  • Anyone wanting a comprehensive understanding of QuickBooks Desktop 2023
  • Bookkeepers and accountants working with clients using QuickBooks Desktop
  • Business owners managing complex financial operations
  • Individuals transitioning from QuickBooks Online to the Desktop version
Key Features
  • Audio Narration
  • Video
  • Inline Activities
  • Quizzes
  • Supplemental Resources
  • Post-Assessment
  • Audio/Video/Course Text: American English.
  • Subtitles (Closed Caption): American English.
Course Duration
  • QuickBooks Online: 8 hrs 17 min
  • QuickBooks Desktop 2023: 9 hrs 2 min
  • Essential Career Skills Pack: 2 hrs 23 min


Course Topics

QuickBooks Online - Beginner

Course Duration - 4 hrs 34 min

In this introductory course on QuickBooks Online, you will learn the fundamentals of this cloud-based accounting software. You will learn key features as you gain hands-on experience working with invoices, receipts, purchase orders, inventory, receivables, and reports, among others. By learning the online version of QuickBooks, you benefit from knowing how to leverage one of the most widely used and proven tools for managing finances from anywhere you go.

By the end of this course, you will have a solid grounding in using the dominant software that small and medium-sized businesses rely on for bookkeeping, business management, and cash flow. With the skills you acquire, you're better positioned to help ensure the financial success of your business because bills will get paid on time, earnings will be collected efficiently, and reports will give you insight into how your business is performing.

Course Objectives:
Course Objectives:
  • Create a company file and set up your chart of accounts
  • Set up your preferences to suit your company
  • Process payroll and payroll taxes
  • Create invoices, enter and pay bills and purchase orders
  • Work with estimates, customers and jobs
  • Work with sales tax
  • Manage items and inventory, create purchase orders and pay for items
  • Reconcile bank statements
Detailed Course Outline:
Detailed Course Outline:
Module 1: Getting Started With QuickBooks Online
  • Welcome and Overview
  • QuickBooks Online Subscriptions
  • QuickBooks Online & Mobile Device
Module 2: QuickBooks Company Files
  • Accessing QuickBooks Online Sample Files
  • Setting Up A New Company File
  • Uploading QuickBooks Desktop Files to the Online Version
  • Overview of the User Interface
Module 3: Customizing Company Files
  • The Gear Menu
  • Customizing Your Company File - Part 1
  • Customizing Your Company File - Part 2
  • Managing Users
  • Chart of Accounts - Part 1
  • Chart of Accounts - Part 2
Module 4: Customers
  • Customer List
  • Adding Customers
  • Adding Sub-Customers
  • Editing Customer
  • Making Customers Inactive
  • Importing Customers
Module 5: Sales Transactions
  • Sales Overview
  • Sales Receipts
  • Invoicing Customers
  • Recording Customer Payments
  • Credit Memos
  • Refunds
  • Statements
  • Tags
  • Customer & Sales Reports
Module 6: Products & Services
  • Overview of Products & Services
  • Adding New Products & Services
  • Adding Inventory Products
  • Purchase Orders
  • Receiving Products Into Inventory
  • Product & Service Reports
Module 7: Vendors & Expenses
  • Overview of Vendors
  • Adding Vendors
  • Entering Purchases and Expenses
  • Entering Checks
  • Credit Card Charges
  • Making Credit Cards Payments
  • Entering bills
  • Paying bills
  • Credit Memos
  • Vendor Reports
Module 8: Banking
  • Bank Registers
  • Bank Transfers
  • Bank Feeds
  • Downloading Transactions
  • Disconnecting Bank Feeds
  • Reconciling
  • PayPal, Square, & Other Bank Accounts
Module 9: Loans
  • Setting up loans
  • Making Loan Payment
Module 10: Recurring Transactions, Mileage & Journal Entries
  • Recurring Transactions
  • Mileage
  • Creating Journal Entries
Module 11: Wrap Up


QuickBooks: Online - Advanced

Course Duration - 3 hrs 43 min

QuickBooks is available in two formats, desktop and cloud-based, aka online. This advanced-level course guides you through the cloud-based version of QuickBooks Online, which is quickly replacing the desktop version due to its accessibility and flexibility. You'll dive deeply into more advanced yet often underutilized features of this powerful bookkeeping, business management, and cash flow tool. By the end of this course, you will have built upon your foundational skills, going beyond generating invoices and tracking expenses to working with budgets, audits, and reports. To get the most from this course, you should have a working knowledge of QuickBooks.

Course Objectives:
Course Objectives:
  • Create and access forms
  • Generate, customize and memorize reports
  • Adjust sales tax settings, including adjusting tax rates on invoices
  • Set up and run payroll
  • Use the mail merge function
  • Set up reminders and automatic or recurring entries
  • Handle unusual deposits, errors and refunds
  • Write off bad debts
Detailed Course Outline:
Detailed Course Outline:
Module 1: Forms and Customizing Forms
  • Welcome and Overview
  • Introduction to Forms
  • Locating Forms
  • Edit the Form Design
  • Related Default Text
  • Importing a Word Invoice
  • Selecting the Desired Template
Module 2: Reporting (Creating, Customizing, and Memorizing Reports)
  • Introduction to Reports
  • Creating Standard Reports
  • Customizing Reports
  • Saving Customized Reports
  • Audit Trail
  • Bonus Reports
Module 3: Sales Tax
  • Introduction to Sales Tax
  • Sales Tax Settings
  • Taxable Products/Services
  • Create an Invoice with Sales Tax
  • Adjusting the Tax Rate on the Invoice
  • Sales Tax Liability Report
  • Review Sales Tax Return
  • Wrapping Up
Module 4: Payroll
  • Introduction to Payroll
  • Set Up Checklist
  • Add Employees
  • Company Setup
  • Run Payroll
  • Adjust Payroll Settings
  • Payroll Taxes
Module 5: Mail Merges
  • Introduction to Mail Merge
  • Noting the Record
Module 6: Creating Budgets
  • Introduction to Budgeting
  • Creating a Basic Budget
  • Budget Options
  • Budget Reports
Module 7: Reminders and Alerts, & Automated Reminders
  • Introduction to Reminders
  • Set Up Reminders
  • Locate, Edit, and Add Recurring Transactions
  • Creating a Recurring Entry from an Existing Entry
Module 8: Projects
  • Introduction to Projects
  • Create a New Project
  • How to Assign Income and Expenses to Projects
  • Viewing Project Financial Data
Module 9: Customers
  • Introduction to Customer Deposits
  • Prepaid Customer Deposits
  • Applying Prepaid Deposits
  • Transferring Customer Payments
  • Finding and Correcting Accounts Receivable Errors
  • Issue Customer Credits and Refunds
  • Recording NSF Checks
  • How to Write Off Bad Debts
  • Recording Payment Less Bank Fees
  • Create Monthly Statements
Module 10: Vendors
  • Introduction to Vendor Situations
  • Correcting Bill Payments Recorded as Expenses Prepaid Vendor Expenses
  • Recording Trades
Module 11: Wrap Up


Master QuickBooks Desktop 2023

Course Duration - 9 hrs 2 min

Immerse yourself in our comprehensive course, Master QuickBooks Desktop 2023. This program offers a deep dive into every aspect of QuickBooks, from basic operations to advanced functionalities. You'll learn the differences between QuickBooks Desktop and its online version, emphasizing the new 2023 features.

This course teaches you to set up and customize your company file, understand and manage cash flows, convert data to QuickBooks Online, and more. Master customer and job management, vendor relations, inventory, and banking essentials. We'll discuss credit card and loan management, form creation, reporting, and sales tax.

We also cover payroll management, lead handling, mail merges, budgeting, and mileage tracking. You'll be acquainted with other valuable QuickBooks features, including automated payment reminders, search functions, and backup procedures.

Upon course completion, you'll be fully equipped to manage your financial operations proficiently and make informed business decisions with confidence. This course is your ticket to mastering QuickBooks in its entirety.

Course Objectives:
Course Objectives:
  • Master both basic and advanced QuickBooks Desktop functionalities, understanding the advantages and differences of the 2023 version.
  • Confidently set up and customize your company file for optimal financial management.
  • Gain complete control over cash flow, including managing income and expenses, reconciling accounts, and utilizing the Cash Flow Hub (new in 2023).
  • Become an expert in managing customer and job information, from creating estimates and invoices to processing payments and generating reports.
  • Develop efficient vendor management skills, including entering and paying bills, handling credits, and maintaining accurate inventory records.
  • Navigate banking tasks easily, mastering registers, bank feeds, transactions, checks, bank transfers, and account reconciliation.
  • Handle credit card and loan transactions effortlessly, including setting up accounts, entering transactions, reconciling accounts, and managing loan payments.
  • Craft professional and customized forms for various business needs and generate insightful reports for informed decision-making.
  • Understand and manage sales tax compliance, correctly handling tax calculations and forwarding collected tax to the appropriate entities.
  • Leverage additional QuickBooks features for greater efficiency, like payroll management (optional), lead handling, mail merges, budgeting, mileage tracking, reminders, and data backups.
Detailed Course Outline:
Detailed Course Outline:
  • QB Desktop vs. Online
  • QB Desktop Versions Explained
  • QB 2023 New Features Overview - PC Version
  • Quiz
Getting Started
  • Setting Up Your Company File
  • Using the Easy Step Interview
  • My Company Overview
  • Identifying the Components of the QuickBooks Environment
  • Cash Flow Hub (New!)
  • Converting Data from QB Desktop to Online
  • Quiz
Customizing the QB Environment
  • Preferences
  • Working with Users
  • Working with the Chart of Accounts
  • Sample Files
  • Quiz
Customers and Jobs
  • Customers and Jobs
  • Customer Groups
  • Adding Multiple Customer Contacts to Emails
  • Estimates
  • Invoicing from Estimates
  • Receiving Customer Payments
  • Payment Links
  • Creating Credit Memos
  • Creating Customer Statements
  • Using the Income Tracker
  • Quiz
  • Working with Vendors
  • Entering Bills
  • Uploading and Reviewing Bills and Receipts
  • Paying Bills
  • Vendor Credits
  • Quiz
Items and Inventory
  • Items and Inventory
  • Purchase Orders
  • Receiving Items into Inventory
  • Handling Bills for Items
  • Manually Adjusting Inventory
  • Quiz
  • QuickBooks Registers
  • Bank Feeds
  • Downloading Transactions
  • Entering Checks
  • Bank Transfers
  • Reconciling Accounts
  • Quiz
  • Setting Up Loans
  • Creating Loan Payments
  • Quiz
Credit Cards
  • Setting Up Credit Card Accounts
  • Credit Card Transactions
  • Reconciling Credit Cards & Making Payments
  • Quiz
  • Overview of Templates
  • Customizing Forms
  • Layout Designer
  • Quiz
  • Quick Reports
  • Report Center
  • Creating Reports
  • Collapsing Columns and Rows in Job or Class Reports
  • Customizing Reports
  • Memorizing Reports
  • Quiz
Sales Tax
  • Working with Sales Tax
  • Quiz
Payroll (Optional)
  • Overview of Using the QB Payroll Service
  • Payroll Setup
  • Payroll Items
  • Employees
  • Paying Employees
  • Paying Payroll Liabilities
  • Quiz
The Lead Center
  • Working with Leads
Mail Merges
  • Creating a Mail Merge
  • Mail Merge Main Documents
  • Creating a Budgets
  • Budgets Reports
Mileage (New!)
  • Mileage Overview
  • Setting Up Options and Mobile App
Other QuickBooks Features
  • Automated Payment Reminders
  • Searching in QuickBooks
  • Reminders and Alerts
  • Using the QuickBooks Calendar
  • Memorizing Transactions
  • Importing Lists into New Company Files
  • Combining Multiple Forms into One Email
  • Backing Up Company Files
  • ECommerce for QuickBooks
  • Canadian vs. US Version of QuickBooks
  • Bill Payment Stubs
  • Quiz
Wrap Up
  • Review Key Concepts
  • Quiz



Essential Career Skills Pack

Productivity and Time Management

Course Duration - 30 min

It seems that there is never enough time in the day. But, since we all get the same 24 hours, why is it that some people achieve so much more with their time than others? This course will explain how to plan and prioritize tasks, so that we can make the most of the limited time we have. By using the time-management techniques in this course, you can improve your ability to function more effectively – even when time is tight and pressures are high. So, by the end of the course you will have the knowledge, skills and confidence to be an effective manager of your time.

Course Objectives:
Course Objectives:
  • Set your priorities to better manage your time
  • Improve your productivity by sharpening your focus and multitasking effectively
Detailed Course Outline:
Detailed Course Outline:
  • Productiity & Time Management
  • Prioritization
  • Getting Things Done
  • Procrastination
  • Multitasking & Focus
  • Summary


Basic Digital Skills

Course Duration - 13 min

With the rise of digital transformation and technology, having a basic digital literacy is essential for all types of jobs, regardless of the industry. To stay competitive and be successful in the workplace, enhancing your digital skills should be a top priority.

Course Objectives:
Course Objectives:
  • Recall the essential digital skills framework
  • Elaborate on the toolkit of essential digital skills
  • Identify how to develop or improve your digital skills
Detailed Course Outline:
Detailed Course Outline:
  • The Essential Digital Skills Framework
  • The Toolkit of Essential Digital Skills
  • Developing Digital Skills
  • Summary


4 Ways to Boost Creativity

Course Duration - 30 min

The digital economy is opening up ways for everyone to be creative. It doesn’t just mean being artistic – it’s more about ideas, solutions, alternatives, incremental improvements. Peter Quarry and Eve Ash discuss ways that mental capacity can be developed, perspectives changed, group power leveraged and making things actually happen.

Course Objectives:
Course Objectives:
  • Define creativity
  • Think outside the box
  • Develop the right mental attitude
  • Leverage the power of groups
  • Ensure managers make it happen
Detailed Course Outline:
Detailed Course Outline:
  • What is Creativity at Work?
  • Learn to Think Outside the box
  • Develop the Right Mental Capacity
  • Laverage the Power of Groups
  • Ensure Managers Make It Happen
  • Summary


The 11 Essential Career Soft Skills

Course Duration - 1 hr 10 min

Soft Skills are the traits, characteristics, habits, and skills needed to survive and thrive in the modern work world. Soft skills aren't usually taught in school, but you will learn them all here in this course. Are you someone that other people in your organization and industry like to work with, collaborate with and partner with? Are you seen as a valuable asset to any new project that comes along?

This soft skills training course will teach you how to develop the skills that can make the difference between a lackluster career that tops out at middle management versus one that lands you in the executive suite. Or to wherever you define career success. So many soft skills seem like common sense at first glance, but they are not commonly applied by most workers. This soft skills training course will give you an edge over your competitors. It will also make your job, your career and your life more rewarding and enjoyable.

Course Objectives:
Course Objectives:
  • Understand how to be a great communicator
  • Become a stronger listene
  • Appear professional to co-workers and bosses of all ages
  • Avoid common career blunders that often end careers
  • Manage expectations for bosses and colleagues
  • Position yourself for promotions
  • Make technology your asset, even if you are afraid of technology
  • Avoid the Not My Job Syndrome
  • Develop EQ to Match Your IQ
  • Develop leadership qualities
Detailed Course Outline:
Detailed Course Outline:
  • Introduction
  • The Soft Tech Savvy Way to Always Be Essential
  • Not My Job, And I Am Happy to Do It
  • You Can Become a Master Communicator
  • Feedback Video for The 11 Essential Career Soft Skills
  • Become a Leader Without the Title or Formal Authority
  • Your EQ Will Beat a Higher IQ
  • Building Your Winning Team
  • Make Every One of Your Seconds Count
  • Unleash Your Inner Anthony Robbins
  • Avoid Being Uncool
  • Clothes Can Still Make or Break Your Career
  • Conclusion The 11 Essential Career Soft Skills
  • Extra: Developing Your Career Secret Sauce



Related QuickBooks Information:

How Much Do QuickBooks Courses Cost?

Public instructor-led QuickBooks course prices start at $435 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.

What QuickBooks Skills Should I Learn?

A: If you are wondering what QuickBooks skills are important to learn, we've written a QuickBooks Skills and Learning Guide that maps out QuickBooks skills that are key to master and which of our courses teaches each skill.

Read Our QuickBooks Skills and Learning Guide

How Do You Become a Professional Bookkeeper With QuickBooks Certification?

A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and training in software like QuickBooks can increase competency and lead to a professional QuickBook certification. National organizations and companies offer QuickBooks certification online for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.

More Information on Obtaining a QuickBooks Certificate & Becoming a QuickBooks Certified Bookkeeper.

What Is QuickBooks Certification, and What Are the Requirements for it?

A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.

More Information on the Investment Needed to Get QuickBooks-Certified

Who Uses QuickBooks, and What Is it Used For?

A: QuickBooks is an essential piece of accounting software that is a favorite of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.

More Information on What QuickBooks Is and How it Works

What Is QuickBooks Desktop Pro, and How Does it Differ From QuickBooks Online?

A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.

More Information on What QuickBooks Pro Is All About

How Hard Is it to Learn QuickBooks, and Where Can I Get Training?

A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the software that you intend to use in your office. While several free QuickBooks learning resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these classes can be completed within a few days or less. Using a free Online or QuickBooks Desktop tutorial is usually a slower way to learn for most people. When learning QuickBooks, you can bring a live teacher to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.

More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.

Is QuickBooks Difficult to Learn?

A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes. Free QuickBooks tutorials can be found online, however, we only offer paid training services by professional QuickBooks live teachers or eLearning videos.

More Information on Learning QuickBooks

Can I Teach Myself How to Use QuickBooks?

A: It's possible for students to teach themselves how to work with QuickBooks, but it's usually best to find a learning resource that will guide you through lessons in an organized manner. Tutorials, training videos, websites, and reference materials can all address specific QuickBooks topics, but a comprehensive learning experience can be required for beginners to understand the program as a whole. For those who want to avoid studying in a traditional classroom, signing up for a self-paced course online can be a great way to master the program's common features and functions.

More Information on Teaching Yourself How to Use QuickBooks

How Can I Learn QuickBooks Online?

A: Students can learn QuickBooks online using a variety of methods, from reading tutorials to taking an online QuickBooks course that include hands-on practice. The right option for you will depend on your current level of proficiency with this software, your professional goals, and your learning style. Generally, signing up for online classes is the best way to learn how to use QuickBooks, but you'll still need to decide whether you prefer live or asynchronous instruction.

More Information on How to Learn QuickBooks Online

How Can Beginners Learn the Basics of QuickBooks Online?

A: To successfully learn how to use QuickBooks Online, students must first identify the version of the software that they'd like to understand and determine what they want to accomplish by employing it. Beginners would do well to sign up for courses designed for novices so they can pick up the fundamentals, such as basic features and functions and how to navigate the software. Since QuickBooks Online can be challenging for novices, courses that are taught by live instructors tend to have the best educational outcomes for new users.

More Information on Learning QuickBooks Online as a Beginner

How Can Self-Employed Professionals Use QuickBooks?

A: While several types of professionals can use common accounting software to manage their finances, self-employed individuals may find it challenging to identify a program that meets their unique business needs. QuickBooks Self-Employed gives those who work for themselves the ability to easily manage and track their finances for tax filing purposes. With this software, the self-employed can track mileage, maximize deductions, fill out Schedule C forms, plan quarterly tax payments, and more. The more technical features available in QuickBooks Online can help self-employed business owners prepare for growth and expansion.

More Information on Using QuickBooks for Self-Employed Professionals

What Are the Differences Between QuickBooks Online and QuickBooks Desktop?

A: The differences between QuickBooks Online and QuickBooks Desktop can be substantial, and the right choice for you will depend on your type of business and how you intend to use the software. QuickBooks Online can be an ideal solution for small-business employees who work remotely, need app integration, and appreciate a monthly subscription model. In contrast, QuickBooks Desktop may be your perfect software solution if you do corporate work, want to download the software to your desktop computer, or need to track inventory and produce detailed reports. Regardless of the specific software version that you choose, taking our classes can teach you essential QuickBooks skills.

More Information on QuickBooks Online vs. QuickBooks Desktop

Which QuickBooks Version Is Best for My Business?

A: Choosing the best version of QuickBooks can be a challenging task for novices, but it can come down to understanding your professional and personal needs. When selecting a QuickBooks solution, consider the size and type of your business, whether you need to track or manage employees or inventory, and your need for specific features like app integration, data backup, and technical support. The answers to these basic questions can often point you in the right direction. To get the most out of QuickBooks, consider signing up for our hands-on training courses.

More Information on Which QuickBooks Version Is Right for You

What QuickBooks Version Should Small Businesses Use?

A: The specific version of QuickBooks that is best for small businesses can depend on several factors, including the type of business you have and the number of people who will need to access QuickBooks. Other considerations, like your operating system and whether you want to use the cloud version or download the software onto your desktop, should also be weighed when making your decision. Most small businesses use QuickBooks Online, but care should be taken to choose the correct version, as features differ between subscription plans.

More Information on Which QuickBooks Is Best for Small Businesses

What's the Best Way to Learn How to Use QuickBooks?

A: The best way to learn QuickBooks can hinge on your knowledge of accounting software, experience with QuickBooks, professional goals, and preferred learning style. For example, a beginner may need to sign up for courses covering software basics, while advanced users may only need to reference support documents to learn about a particular function. For novices who want the benefit of having a live instructor guide them, signing up for courses that align with their version of QuickBooks, skill set, and available study time can increase their chances of mastering the software.

More Information on the Best Way to Learn QuickBooks

How Can QuickBooks Be Used for Nonprofit Organizations?

A: Nonprofit organizations have always had to carry the burden of going above and beyond without having access to the same resources as larger corporations, but when it comes to accounting software, QuickBooks has leveled the playing field. QuickBooks for nonprofits can help you handle tasks like tracking income and expenses, invoicing, and creating annual reports that can help maintain transparency for donors.

More Information on How QuickBooks Can Be Used for Nonprofit Organizations

How Can You Use QuickBooks for Medical Billing?

A: QuickBooks can be a great tool for calculating patient balances, keeping track of payments from patients and insurers, and handling invoicing at a doctor's office, clinic, or hospital. Using this software, staff can more easily deal with everyday tasks like keeping tabs on patients' accounts and managing office expenses. With a bit of training, your office staff can work more efficiently and be better prepared when tax season comes around.

More Information on How QuickBooks Can Be Used for Medical Billing

How Can QuickBooks Be Used for a Construction Business?

A: Both a construction company's home office and crews on the move can benefit from the features QuickBooks provides. As accounting software, it can help you set up invoices to send to clients, process payments, send payment reminders to overdue clients, and keep all of this information synced in an easy-to-find location so you have everything you need come tax season. It can also track the budget of every job and how profitable it is based on labor costs, material expenses, and time spent so you know instantly if you're going over budget. Construction crews benefit from QuickBooks as well because it makes managing their tax information easier and can allow them to punch in and out from anywhere on any device.

More Information on How QuickBooks Can Be Used for a Construction Business

How Can QuickBooks Be Used for Auto Repair Shops?

A: Finances are a crucial part of keeping any business up and running, including auto repair shops. Not every shop has the ability to hire an accountant to handle their finances, but QuickBooks can be a great user-friendly alternative that anybody can use to create invoices, track cash flow, generate reports, pay bills, and get ready for tax season. QuickBooks offers a wide variety of different functions that can help automotive repair shops get a better idea of where their money is going and manage their finances more efficiently and effectively.

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How Can QuickBooks Be Used for Rental Property Management?

A: QuickBooks is not intuitively used for rental property management, but that doesn't mean it can't be used at all. Landlords have used it for decades because of how well this software can handle the different types of transactions necessary when taking care of rental properties. It takes a little bit of extra work to set up the software how you'll need it, but once you've got your template down, you'll be able to use it to keep track of your mortgage accounts for every property you own, set the monthly rent as a product that you can keep track of every month that it's paid for, and send recurring invoices to tenants for rent payments. You can add each property in a class category and then list your tenants as different customers, which can help you keep track of properties and rent payments and make sure that everything is organized in one place for when tax season comes around.

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How Can Hairstylists and Salon Owners Best Use QuickBooks?

A: Whether you own your own hair salon or you're a stylist renting a chair, QuickBooks can be a great tool to help you track your day-to-day financial information. Many small-business owners have found it beneficial for helping them keep track of inventory, monitoring day-to-day financial information, and keeping client information in one place, including details about the services they usually get and ways to contact them to reconnect if they haven't been in in a while. If you're a hairstylist, you can keep tabs on your accounting with QuickBooks to ensure accurate filings come tax season, whether you're a salon employee or an independent contractor.

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Which Version of QuickBooks Is Best for a Financial Professional?

A: The version of QuickBooks best suited to a financial professional’s needs will depend on the person's specific role and whether they work for one company or independently for multiple businesses. For some, QuickBooks Online is a good choice, but for others, the advanced features of QuickBooks Online Accountant will be needed.

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How Can Uber Drivers Benefit From Using QuickBooks?

A: With the growth of ride-sharing companies, independent drivers who work for those companies, including Uber and Lyft, may benefit from using financial management software to help them manage their earnings and track their business-related spending. QuickBooks is a user-friendly accounting and financial management program developed by Intuit that many freelancers, small and medium-sized enterprises (SMEs), and self-employed individuals find to be a helpful tool in streamlining their financial processes. As with most software, a bit of training can go a long way in helping users make the most of their investment.

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How Can Contractors Use QuickBooks?

A: Contractors, especially those in the construction industry, can have unique needs when running their businesses and managing their teams. QuickBooks offers numerous solutions for them through QuickBooks Contractor. Found within the QuickBooks Enterprise software, this edition gives business owners the tools that they need to perform contractor-related tasks quickly and easily, such as estimating costs, providing field service management, tracking financials and hours, facilitating payroll, and taking businesses mobile. Individuals who invest in certification in either the Desktop or Online versions of QuickBooks are better positioned to utilize QuickBooks Contractor to its potential.

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How Can a Reseller Use QuickBooks?

A: Compared to retailers, resellers may need to use QuickBooks differently. For instance, a reseller's products, the platforms on which they're sold, customer bases, and sales models can all influence how a reseller uses QuickBooks. Additionally, eBay sellers may find specific ways to use the software based on that website's functionality. In all cases, QuickBooks can offer a simplified accounting solution and provide methods to keep business and personal expenses separate, which can make tax season a breeze. To fully understand how QuickBooks can aid a business's success, sign up for our instructor-led classes.

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How Can QuickBooks Be Used for a Daycare Business?

A: QuickBooks can be used for daycare businesses in the same way that it's used by companies in other industries. This software provides the digital accounting tools necessary for daycare owners to manage many aspects of their financials, including tracking expenses, organizing receipts, understanding payments, and identifying potential deductions. In addition, it can be integrated with other relevant daycare software, like scheduling programs or customer relationship management (CRM) tools, to streamline business operations. To make the most of the program, daycare owners should sign up for classes to understand how QuickBooks features can be applied to their business.

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How Can I Use QuickBooks to Support My Cleaning Business?

A: If you own or run a cleaning business, using accounting software like QuickBooks can significantly streamline your bookkeeping duties. The software offers many features that can help you accomplish accounting tasks like organizing receipts, tracking and categorizing expenses, and creating invoices. It can also assist you with tax preparation tasks, such as identifying potential deductions. Some versions of QuickBooks can even allow you to manage field operations. You can also use QuickBooks to better understand your business and plan for the future. To get the most out of the software, sign up for QuickBooks courses.

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What Versions of QuickBooks Do You Teach?

A: We teach both QuickBooks Online and QuickBooks Desktop Editions in both our instructor-led live classes and self paced courses. The most popular courses are for QuickBooks Online, as more users migrate to the cloud.

What Topics Are Covered in Your QuickBooks Lessons?

A: Sample topics covered in our QuickBooks Online and QuickBook Desktop lessons include, but are not limited to:

  • QuickBooks Online version
  • QuickBooks Desktop version
  • Bank related transactions
  • Sales receipts
  • Revenue vs. expenses
  • Working with lists
  • Chart of accounts
  • Customers (clients)
  • Vendors (bills)
  • Paying bills
  • How to access reports
  • Managing users
  • Bank accounts
  • Credit card accounts
  • How to manage initial setup
  • Types of transactions
  • Click each course title to view all topics...
Do You Offer Any Free QuickBooks Classes?

A: No, we do not offer any free QuickBooks courses. Certstaffix Training is a professional training organization that works with companies and individuals. Many free QuickBooks online tutorials may be found on sites like Youtube if you need to learn only very targeted QuickBooks topics.

What Is QuickBooks Chart of Accounts?

A: The QuickBooks chart of accounts is a listing of all the major account categories found in a company. The chart of accounts is used as the backbone for creating financial statements, and it's also necessary for setting up your company file in QuickBooks. Each category in the chart of accounts (example: marketing or supplies) corresponds to a different section on the income statement and balance sheet.

Do You Offer QuickBooks Accounting Software Support?

A: No, we do not offer support or consulting for QuickBooks. Please contact Intuit Inc directly for all support needs. We only offer live online and onsite classes or an eLearning course bundle. You may customize and tailor a live course if you have a group at your company (the schedule and lessons).

Where Can I Find a QuickBooks Desktop Tutorial?

A: While we do not offer any free training or tutorials, you can find many QuickBooks Desktop video tutorials featuring video on Youtube for targeted topics and tasks. Here is a list of 46 QuickBooks tutorials to check out to get you started.

Is it worth being QuickBooks Certified?

A: QuickBooks is one of the most popular accounting software programs on the market. According to a recent survey, QuickBooks is used by nearly 80% of small businesses. If you're thinking about starting a career in accounting or bookkeeping, becoming QuickBooks certified can give you a significant advantage.

So, what does it mean to be QuickBooks certified? QuickBooks certification is formal recognition from Intuit, the company that produces QuickBooks, that you have demonstrated a certain level of proficiency with the software. To become certified, you must pass a series of exams administered by Intuit.

While no guarantee becoming QuickBooks certified will lead to employment, it can certainly give you a leg up on the competition. Many employers prefer to hire candidates who are certified, and some companies may even require certification for certain positions. If you're looking to start or advance your career in accounting or bookkeeping, becoming QuickBooks certified is worth considering.

Can I take a class to learn QuickBooks?

A: Yes, you can take a class to learn QuickBooks. There are many different providers of QuickBooks training, including Certstaffix Training, so you should be able to find one that meets your needs and budget. Some providers offer online courses, while others offer in-person classes. We offer both live online, self-paced eLearning and onsite in-person QuickBooks classes for groups. You can also find many helpful resources online for learning QuickBooks such as tutorials and articles.

What is the best way to learn QuickBooks?

A: There are many ways to learn QuickBooks, and the best way for you will depend on your learning style and needs. If you want to learn at your own pace, QuickBooks training books and online tutorials can be great options. If you prefer more structured learning, QuickBooks classes or private tutoring may be a better fit. Ultimately, the best way to learn QuickBooks is the method that works best for you.

What are QuickBooks training benefits and options?

QuickBooks is one of the most popular accounting software in the market, used by businesses of all sizes. Its user-friendly interface and wide range of features make it a go-to choice for managing finances. However, to make the most out of this powerful tool, proper training is necessary.

Why should you consider QuickBooks training?

QuickBooks training provides you with the knowledge and skills required to efficiently use the software. Whether you are a beginner or an experienced user, there is always something new to learn. With proper training, you can understand how to navigate through the various features and tools available in QuickBooks, saving time and effort.

What are the different options for QuickBooks training?

There are several options available for QuickBooks training, catering to the needs of different individuals and businesses. Some popular options include QuickBooks online classes, Quick Books training, QuickBooks online course, and QuickBooks class near me. These different types of classes can be taken in person or online, depending on your preference and availability.

Benefits of QuickBooks Training

QuickBooks training offers numerous benefits for both individuals and businesses. Some of these include:

  • Improved efficiency: With expert guidance, you can learn how to use QuickBooks in the most efficient manner, saving time and effort.
  • Better financial management: Proper training can help you understand the various financial reports and tools available in QuickBooks, allowing you to make informed decisions for your business.
  • Increased job opportunities: QuickBooks training is a valuable skill that employers look for in potential employees. Having this training can open up various job opportunities for you.

How to choose the right QuickBooks training course?

With many options available, it's essential to choose the right QuickBooks training course for your specific needs. Some factors to consider include:

  • Experience of the trainer: Make sure the trainer has extensive experience using QuickBooks and teaching the software.
  • Course type: Research the various course types that cover all the necessary topics in detail for your QuickBooks version (online or desktop). Common searches to use are: QuickBooks training courses, QuickBook training, QuickBook course online, QuickBooks training for beginners, online QuickBooks classes and QuickBooks online class.
  • Reviews and ratings: Check out online reviews and ratings from previous students to get an idea of the quality of the course and training provider.


QuickBooks training is essential for both individuals and businesses looking to make the most out of this powerful accounting software. With various options available, such as online QuickBooks training, classes for QuickBooks near me, and online QuickBook classes, you can choose a course that best suits your needs. So why wait? Enroll in a QuickBooks training course today and take your financial management skills to the next level!

What are the top QuickBooks skills?

A: As a bookkeeping and accounting software, QuickBooks is packed with features and functionality that can be extremely helpful for businesses of all sizes. However, in order to get the most out of QuickBooks, it’s important to have a good understanding of the various features and how to use them.

Here are some of the top QuickBooks skills that can be extremely helpful for businesses:

Top QuickBooks Skills

1. Setting up QuickBooks Online – One of the most important QuickBooks skills is knowing how to set up QuickBooks Online correctly. This includes creating company files, adding users, setting up preferences, and more.

2. Managing Accounts & Transactions – Another important skill is knowing how to manage accounts and transactions within QuickBooks. This includes tasks like recording sales, invoicing customers, paying bills, and more.

3. Reporting & Analytics – QuickBooks also offers a number of powerful reporting and analytics features that can be extremely helpful for businesses. This includes the ability to generate income statements, balance sheets, and other financial reports.

4. Advanced Features – There are also a number of advanced features that can be accessed in QuickBooks, including inventory management, time tracking, and project management. These features can be extremely helpful for businesses that need to track different aspects of their operations.

5. Integration with Other Systems – QuickBooks can also be integrated with other business systems, such as CRM software or eCommerce platforms. This integration can make it easier to manage customers, sales, and other data across different systems.

QuickBooks skills are essential for businesses of all sizes. By understanding the various features and how to use them, businesses can get the most out of this powerful software.

Where Can I Learn More About QuickBooks?

QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

Explore QuickBooks Training Classes Near Me:

Certstaffix Training provides QuickBooks classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of QuickBooks concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your QuickBooks skills. Start learning today and see how Certstaffix Training can help you reach your goals.


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