QuickBooks Desktop Edition: Basic Course

Course Details:

Length: 1 day

Price: $435/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
(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

QuickBooks Basic training will teach first-time QuickBooks users the basic features of the software.  This training course is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

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

Course Notes

This course covers features that are in QuickBooks Pro and Premier

QuickBooks Versions That Can Attend: 2021, 2020, 2019, 2018, & 2017 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2021 (Microsoft Windows PC) Software and 2020 Courseware
Not Appropriate For: Macintosh versions of QuickBooks

Knowledge Prerequisites

• To ensure your success in this course, you should have end-user skills with any current version of Windows, including being able to start programs, switch between programs, locate saved files, close programs, and use a browser to access websites. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.

Suggested Follow-Ons

QuickBooks Desktop Edition: Advanced

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

Course FAQs

What Are the Available Class Formats?

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

What Is Company Setup in QuickBooks Desktop?

Company Setup in QuickBooks Desktop is an important feature that allows you to customize and manage various settings within the software. It provides features such as tracking multiple currencies, selecting a financial year start date, setting up pay periods and bank accounts, setting user permissions, creating customer types, tax codes, and other preferences. Furthermore, it also helps you configure preferences for sales forms, invoices, and purchase orders. With Company Setup in QuickBooks Desktop, you can use it to manage customer information, set sales tax rates, and set up payment options for customers.

What Are Lists in QuickBooks Desktop?

Lists in QuickBooks Desktop are used to store and organize important information about customers, vendors, items, services, and accounts. They provide a quick way of seeing all the various records that have been created in QuickBooks. Lists can also be customized as needed to capture any additional details not included in the basic record types. With these lists, you can easily see who owes you money, what your inventory looks like, and any other pertinent information. QuickBooks also enables you to quickly create reports on the data stored in lists so that you can make informed decisions about business operations. Lists are an essential part of staying organized with QuickBooks Desktop and ensuring the accuracy of financial records.

Lists can be customized to suit your business needs. You can add new fields to capture data, such as sale tax status or the number of items in a given inventory item. You can even create custom lists for specific customers, vendors, or items. This allows you to quickly reference information at any time and to easily generate reports with the most up-to-date data. QuickBooks Desktop also supports multiple currencies, making it possible to track sales and expenses across various countries and regions.

In addition to organizing important information, lists in QuickBooks Desktop provide an efficient way of entering transactions. When setting up a new transaction, you can select from entries already stored in lists, rather than manually typing in each detail. This saves time and prevents duplicate entries from being created.

Overall, lists are a powerful feature within QuickBooks Desktop that can help you manage your finances effectively and efficiently. Whether you’re creating customer records or tracking inventory levels, they provide a simple way to store and access important information. With lists, you can make sure that your financial records are accurate and up to date.

What Is Inventory in QuickBooks Desktop?

Inventory in QuickBooks Desktop is a powerful feature that helps small businesses keep accurate records of the products they have in stock. It tracks the number of items, their cost, and sales prices for up-to-date data about your inventory. This information can then be used to run reports that provide insight into how well a business is doing. Inventory also helps businesses make better decisions about how much inventory to order when to order it, and how to price their products for maximum profit. With QuickBooks Desktop's comprehensive inventory features, small business owners can easily manage their inventories and run more efficient operations.

In addition to tracking items in stock, QuickBooks Desktop's inventory feature allows businesses to set alerts when stock is running low, so they can replenish their supplies promptly. This helps ensure that customers always have access to the products they need. Business owners can also use inventory reports to monitor profit margins, adjust prices as needed, and stay on top of costs. With QuickBooks Desktop’s powerful inventory feature, businesses can easily manage their inventory and ensure they are running at peak efficiency.

In conclusion, Inventory in QuickBooks Desktop is a powerful tool that helps small business owners keep accurate records of their products and supplies. It allows them to track costs, set alerts for when items run low, and run reports about profit margins to help them make better decisions. By leveraging the power of inventory in QuickBooks Desktop, businesses can stay on top of their operations and maximize profits.

What Are Products in QuickBooks Desktop?

Products in QuickBooks Desktop provide an easy way to keep track of the items you buy, sell, and inventory. This feature allows users to set up item lists where they can store product information like descriptions, pricing, and quantity on hand. Items created in products also appear as options within transactions such as sales orders or invoices, making it easier to enter and keep track of the items you buy and sell. QuickBooks Desktop also allows users to customize reports related to products, giving visibility into inventory levels across multiple locations or sales trends for specific items. This feature provides an efficient way to view product information at a glance and make decisions that are informed by real-time data. Furthermore, QuickBooks Desktop enables users to analyze the profitability of specific items, compare related expenses and set up alerts for when certain inventory levels are reached. This provides an effective way to manage products and ensure that operations run smoothly. By utilizing Products in QuickBooks Desktop, you can easily stay organized, plan accurately and make better purchasing decisions. The comprehensive insights available within this feature make it a valuable tool for any organization.

QuickBooks Desktop also makes it easy to manage your products across multiple locations or currencies. You can create multiple item lists and adjust prices and currency settings from within the product profile, allowing you to stay up-to-date on current trends in different locations or regions. This gives you the flexibility to make changes quickly and effortlessly, allowing you to maximize profits and keep operations running smoothly. As an additional benefit, QuickBooks Desktop integrates with other online platforms like e-commerce stores or marketplaces. This makes it easier for you to track sales data in one central place, eliminating the need for multiple systems and simplifying your workflow. By utilizing Products in QuickBooks Desktop, you can save time and money while gaining valuable insights into your products and operations. With its robust features and integration capabilities, QuickBooks Desktop is the ideal solution for managing products across multiple locations or currencies. So take advantage of this powerful feature to streamline operations and maximize the profitability of your products. With QuickBooks Desktop, you can make the most of your products and maximize success.

What Are Services in QuickBooks Desktop?

Services in QuickBooks Desktop are categorized as either a service item or an inventory item. Service items include services that you provide to customers that do not involve any type of physical products, such as consulting services, labor charges, and professional fees. Inventory items are tangible goods that have values associated with them in terms of cost and sales prices. Examples of inventory items include parts and products that you sell.

QuickBooks Desktop allows you to easily add, edit, or delete services for both service and inventory items. Once you have created a service item, QuickBooks Desktop automatically assigns the associated account code when it appears on an invoice or sales receipt. This makes tracking your expenses much easier and helps streamline your accounting process. Additionally, QuickBooks Desktop allows you to add additional information such as cost, price levels, and related taxes to both services and inventory items so that you can accurately track expenses. With this feature, businesses can better manage their finances depending on the type of service they provide.

Overall, Services in QuickBooks Desktop are an effective way to keep track of the services you provide and inventory items you sell. They help streamline your accounting process and ensure that all financial data is accurately tracked, saving time and money in the long run. Whether you’re providing a service or selling a product, QuickBooks Desktop can help simplify your bookkeeping needs.

What Are Customer Payments in QuickBooks Desktop?

Customer payments in QuickBooks Desktop allow businesses to easily accept payments from customers and conveniently keep track of them. This feature is especially useful for businesses that sell goods or services on account, as it allows them to keep an accurate record of the customer's balance due. In addition, customers can make their payments directly through QuickBooks Desktop, eliminating the need for manual entry. With this feature, customers can make payments using a variety of methods, including credit cards, debit cards, bank transfers, and even cash. Furthermore, businesses can set up automatic reminders to customers when their payment is due. This way, businesses can keep track of customer payments without having to manually follow up with customers. QuickBooks Desktop also provides detailed reports, allowing businesses to analyze customer payments and identify potential areas for improvement. With this feature, businesses can ensure that their accounts receivable process is running smoothly and efficiently. Overall, QuickBooks Desktop's customer payment features make it easy for businesses to accept payments from customers and keep track of them in an organized manner. Ultimately, these features help businesses save time and money while improving their customer service.

What Is Managing Bank Accounts in QuickBooks Desktop?

Managing bank accounts in QuickBooks Desktop is an essential part of tracking the financial health of a business. With it, you can easily reconcile bank statements to make sure your books are up-to-date and accurate. You can also set up banking rules to help streamline transactions and keep track of expenses, deposits, transfers, and other transactions. This makes tracking your finances easier and more reliable than ever before. You can also set up automatic rules to help automate certain tasks, such as transferring funds between accounts or setting up direct deposits. By leveraging the power of automation, you can save time and effort while ensuring that your finances are in order.

With QuickBooks Desktop, managing bank accounts is simple and efficient. This makes it easier to keep track of your finances and make sure everything is accounted for. You can easily reconcile bank statements, set up automated rules for transfers and deposits, and get an accurate view of your financial health quickly and easily. With QuickBooks Desktop, managing bank accounts is easy and reliable.

What Is Paying Bills in QuickBooks Desktop?

Paying bills in QuickBooks Desktop is an easy and efficient way to manage your business' finances. With the software's automated features, you can enter vendor invoices, create payment vouchers, schedule payments, and print checks quickly and accurately. Additionally, tracking your expenses over time is simplified with the ability to view reports detailing which vendors have been paid and when. With these powerful tools, you can maintain an accurate record of your spending and quickly identify any discrepancies or irregularities. Furthermore, QuickBooks Desktop allows for the integration of third-party payment services such as PayPal or Stripe to facilitate online payments with ease. Using QuickBooks Desktop to pay bills is a great way to save time and streamline your accounts payable workflow.

Moreover, QuickBooks Desktop provides users with the ability to set up recurring payments for vendors and schedule payments in advance. This feature is particularly useful for businesses that have regular expenses such as rent or utilities, as you can simply set it up once and never worry about missing a payment due date again. Furthermore, with the ability to customize payment terms for each vendor, you can easily specify whether payments should be made by check, ACH, or credit card and set up discounts or late fees.

Ultimately, using QuickBooks Desktop to pay bills is a great way to save time while ensuring accuracy and reliability in your accounts payable workflow. With automated features, integrated payment services, and customizable payment terms, you can easily manage your business's finances and eliminate the stress of staying on top of payments.

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 $250 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 professional certification. National organizations and companies offer certification 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 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 online courses 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

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 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 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:



Have a Group?
Request Private Training

6/15/2023 10:00:00 AM
Online Class

Registration Deadline - 05/30/2023


7/10/2023 10:00:00 AM
Online Class

Registration Deadline - 06/25/2023


8/9/2023 10:00:00 AM
Online Class

Registration Deadline - 07/25/2023


9/6/2023 10:00:00 AM
Online Class

Registration Deadline - 08/22/2023


10/2/2023 10:00:00 AM
Online Class

Registration Deadline - 09/17/2023


11/2/2023 10:00:00 AM
Online Class

Registration Deadline - 10/17/2023


11/28/2023 10:00:00 AM
Online Class

Registration Deadline - 11/13/2023

Start your training today!