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Bookkeeping: QuickBooks Desktop Fundamentals

This course is designed for those interested to learn the basics of Bookkeeping: QuickBooks™ Fundamentals of setting up, creating, and operating the bookkeeping software. Read more.

5.0( 2 REVIEWS )
682 STUDENTS
4h 31m
Course Skill Level
Beginner
Time Estimate
4h 31m

15+ years teaching college and 25+ years coaching business owners brings Ron to the forefront helping students learn using using simple, easy language

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About This Course

Who this course is for:

  • Small business owners, employees or students wanting to understand the fundamentals of the QuickBooks program.

What you’ll learn: 

  • What is QuickBooks and How Do You Navigate It?
  • Setting Up and Customizing the Chart of Accounts
  • Writing Checks
  • Working with Check and other Account Registers
  • Printing Checks
  • Editing, Voiding and Deleting Checks
  • Recording Sales through Sales Receipts and Invoices
  • Issuing Customer Credits
  • Receiving, Posting and Depositing Payments
  • Entering and Paying Bills
  • Receiving Credit from Vendors
  • Reconciling Bank Statements and Credit Card Statements
  • All You Want To Know About QB Reports
  • Which Version of QB Is Right For You?
  • Setting Up Users, Access and Other Preferences
  • Backing Up QuickBooks™
  • Recording Journal Entries
  • Setting Up Your Own Company File

Requirements: 

  • Access to QuickBooks

Software version used in the course:

  • QuickBooks Pro 2015

Last update – November 2021

Along with examining how to navigate and understand how QuickBooks works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, entering and paying bills, through reconciling accounts and more.

Successful students will master the QB program where they can competently manage the day-to-day bookkeeping for their own company or those of others.

Our Promise to You

By the end of this course, you will have learned how to use QuickBooks.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about QuickBooks.

Course Curriculum

Section 1 - Introduction
Course Overview 00:00:00
Downloadable Materials 00:00:00
Instructor And Resources 00:00:00
What The Course Is And Isn’t 00:00:00
Section 2 - Working With QuickBooks
What Is Quickbooks™? 00:00:00
Recording A Transaction 00:00:00
Sample Companies 00:00:00
Navigating QuickBooks 00:00:00
Navigating QuickBooks – Some More 00:00:00
Navigating Lists 00:00:00
Section 3 - Banking
Chart Of Accounts – The Master List 00:00:00
Writing Checks 00:00:00
Writing Checks – The Rest Of The Story 00:00:00
Working With The Register 00:00:00
Printing Checks 00:00:00
Now What? 00:00:00
Section 4 - Sales
Sales Cycle And Lists 00:00:00
Customer List 00:00:00
Have To Have Something To Sell 00:00:00
Sales Receipts – Here And Now 00:00:00
Selling On Account 00:00:00
Receiving Payments On Account 00:00:00
Making Deposits 00:00:00
Customers’ Credits 00:00:00
Section 5 - Expenses
Purchases And Vendor List 00:00:00
Entering Bills And Your Credits 00:00:00
Paying Your Bills 00:00:00
Buying With Credit Cards 00:00:00
Section 6: Reconciling
What Is Reconciling? 00:00:00
Reconciling Bank Accounts 00:00:00
Reconciling Bank Accounts – Still More 00:00:00
Starting Balance Is Wrong? 00:00:00
Reconciling Credit Card Accounts 00:00:00
Section 7: Reports
Report Center And Menu 00:00:00
Reports – An Overview 00:00:00
Modifying Content 00:00:00
Modifying Format 00:00:00
Section 8: Additional Stuff
Section Introduction 00:00:00
Online, Versions, Etc. 00:00:00
Setting Up Users And Passwords 00:00:00
Preferences – An Introduction 00:00:00
Backing Up QuickBooks Files 00:00:00
Merging List Items 00:00:00
Recording A Journal Entry 00:00:00
Creating A New Company 00:00:00
Section 9: Wrap Up
Wrap Up 00:00:00

About This Course

Who this course is for:

  • Small business owners, employees or students wanting to understand the fundamentals of the QuickBooks program.

What you’ll learn: 

  • What is QuickBooks and How Do You Navigate It?
  • Setting Up and Customizing the Chart of Accounts
  • Writing Checks
  • Working with Check and other Account Registers
  • Printing Checks
  • Editing, Voiding and Deleting Checks
  • Recording Sales through Sales Receipts and Invoices
  • Issuing Customer Credits
  • Receiving, Posting and Depositing Payments
  • Entering and Paying Bills
  • Receiving Credit from Vendors
  • Reconciling Bank Statements and Credit Card Statements
  • All You Want To Know About QB Reports
  • Which Version of QB Is Right For You?
  • Setting Up Users, Access and Other Preferences
  • Backing Up QuickBooks™
  • Recording Journal Entries
  • Setting Up Your Own Company File

Requirements: 

  • Access to QuickBooks

Software version used in the course:

  • QuickBooks Pro 2015

Last update – November 2021

Along with examining how to navigate and understand how QuickBooks works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, entering and paying bills, through reconciling accounts and more.

Successful students will master the QB program where they can competently manage the day-to-day bookkeeping for their own company or those of others.

Our Promise to You

By the end of this course, you will have learned how to use QuickBooks.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about QuickBooks.

Course Curriculum

Section 1 - Introduction
Course Overview 00:00:00
Downloadable Materials 00:00:00
Instructor And Resources 00:00:00
What The Course Is And Isn’t 00:00:00
Section 2 - Working With QuickBooks
What Is Quickbooks™? 00:00:00
Recording A Transaction 00:00:00
Sample Companies 00:00:00
Navigating QuickBooks 00:00:00
Navigating QuickBooks – Some More 00:00:00
Navigating Lists 00:00:00
Section 3 - Banking
Chart Of Accounts – The Master List 00:00:00
Writing Checks 00:00:00
Writing Checks – The Rest Of The Story 00:00:00
Working With The Register 00:00:00
Printing Checks 00:00:00
Now What? 00:00:00
Section 4 - Sales
Sales Cycle And Lists 00:00:00
Customer List 00:00:00
Have To Have Something To Sell 00:00:00
Sales Receipts – Here And Now 00:00:00
Selling On Account 00:00:00
Receiving Payments On Account 00:00:00
Making Deposits 00:00:00
Customers’ Credits 00:00:00
Section 5 - Expenses
Purchases And Vendor List 00:00:00
Entering Bills And Your Credits 00:00:00
Paying Your Bills 00:00:00
Buying With Credit Cards 00:00:00
Section 6: Reconciling
What Is Reconciling? 00:00:00
Reconciling Bank Accounts 00:00:00
Reconciling Bank Accounts – Still More 00:00:00
Starting Balance Is Wrong? 00:00:00
Reconciling Credit Card Accounts 00:00:00
Section 7: Reports
Report Center And Menu 00:00:00
Reports – An Overview 00:00:00
Modifying Content 00:00:00
Modifying Format 00:00:00
Section 8: Additional Stuff
Section Introduction 00:00:00
Online, Versions, Etc. 00:00:00
Setting Up Users And Passwords 00:00:00
Preferences – An Introduction 00:00:00
Backing Up QuickBooks Files 00:00:00
Merging List Items 00:00:00
Recording A Journal Entry 00:00:00
Creating A New Company 00:00:00
Section 9: Wrap Up
Wrap Up 00:00:00

Course Review

5.0

5.0
2 Ratings
  1. Anonymous

    Excellent class

    5.0

    Love the bite sized videos, really kept me from getting overwhelmed. Great instructor!

  2. Anonymous

    Great Overview

    5.0

    Thanks Ron! I am looking for work at the moment and some of the positions I’m looking at are requiring QuickBooks. This is a great thorough overview. It’s also similar enough to other accounting software to which I’ve previously been exposed, that I feel like I could catch on quickly.

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