QuickBooks Desktop Introduction Course

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


Course Overview

This course reviews the basic features and functionality of Intuit's desktop software application. This course is designed to help address various challenges faced by students learning to use QuickBooks and will be run on the QuickBooks 2021 software version.

Prerequisites

Basic proficiency in the Windows operating system in addition to a basic understanding of accounting practices is recommended. For individuals with limited or no accounting background we also recommend taking our self-study on-demand class:

Too busy at work to miss 2 days out of the office to take this class? Learn at your own pace and in your own time with the QuickBooks Desktop On-Demand version of this course.

It covers the same content as the 2-day, QuickBooks Desktop Introduction and the 2-day, Desktop Beyond the Basics classes. For details on this alternative format, go to:

Course Outline
Getting Started

• Starting QuickBooks

• Setting QuickBooks Preferences

• Identifying Components of the QuickBooks

• Operating Environment

• Using QuickBooks Help

• Identifying Common Business Terms

• Exiting QuickBooks

• Review

Working with a Company File

• Using the Chart of Accounts

• Review

Working with Lists

• Creating Company Lists

• Working with the Customers & Jobs List

• Working with the Employees List

• Working with the Vendors List

• Working with the Item List

• Working with Other Lists

• Managing Lists

• Review

Setting Up Inventory

• Entering Inventory

• Ordering Inventory

• Receiving Inventory

• Paying for Inventory

• Manually Adjusting Inventory

• Review

Selling Your Product

• Creating Product Invoices

• Applying Credit to Invoices

• Emailing Invoices

• Setting Price Levels

• Creating Sales Receipts

• Review

Invoicing for Services

• Setting Up a Service Item

• Changing the Invoice Format

• Creating a Service Invoice

• Editing an Invoice

• Voiding an Invoice

• Deleting an Invoice

• Entering Statement Charges

• Creating Billing Statements

• Review

Processing Payments

• Displaying the Open Invoices Report

• Using the Income Tracker

• Receiving Payments for Invoices

• Making Deposits

• Handling Bounced Checks

• Review

Working with Bank Accounts

• Writing a QuickBooks Check

• Voiding a QuickBooks Check

• Using Bank Account Registers

• Entering a Handwritten Check

• Transferring Funds Between Accounts

• Reconciling Checking Accounts

• Review

Entering and Paying Bills

• Handling Expenses

• Using QuickBooks for Accounts Payable

• Entering Bills

• Paying Bills

• Entering Vendor Credit

• Review

Using the EasyStep Interview

• Creating a QuickBooks Company

• Using the EasyStep Interview

• Review