Learn online or in-person skills to use the software to manage business transactions and finances in the two-day QuickBooks Training Course.

Questions, please call 24/7 888-632-2093.

QuickBooks Training CPE Credits Disclosure

Recommended CPE credit: 16
Recommended field of study: Financial Accounting
Program level: Basic.
Advance preparation: None
Additional disclosure information

  • Learn industry recommended QuickBooks procedures and best practices.
  • Receive training from a professional with 30+ years of experience.
  • Four ways to learn: public classwebinarself-study, or on-site training.
  • Public class and webinar limited to four students for maximum learning.
  • Certificate issued on completion.
  • Cost: Two-day class $1,399.00
  • Available discounts

QuickBooks: What Is It?

QuickBooks is a software that has developed a reputation for being the go-to solution for business accounting purposes. It helps keep track of your company’s transactions and finances – all from a single, intuitive, and easy-to-use software program.  No longer worry about your finances going mismanaged; freeing you to focus on business development to steer your organization towards greater success.

Many businesses have put their trust in Intuit’s QuickBooks as their core bookkeeping and accounting software. The software enables companies to take control of their accounting procedures and keep track of their expenses, salaries, payroll, taxes, and most importantly, their sales and profitability. QuickBooks has established itself as the one-stop solution for all financial needs including but not limited to:

  • Financial management
  • Inventory tracking
  • Payroll processing
  • Sales tracking
  • Receivable management
  • Payable management

QuickBooks Training Course Online

QuickBooks is an internationally recognized accounting software that serves both small and large businesses. Bookkeepers can enter business transactions into the system by filling out traditional invoices, bills, checks, and deposits with just a click. Once entered, the accountant can now manage the business’ daily accounts and transactions and prepare quarterly, semi-annual, and annual financial reports for top management.

Using a computer saves a considerable amount of time for accountants, but not having the right software can backfire and decrease efficiency and effectiveness. QuickBooks ensures you are making the best use of IT to support your business activities, and QuickBooks customers can get services with full technical assistance.

You can use QuickBooks either from a standalone PC or set a dedicated server that can integrate the data into all other PCs on the server. Once you start sharing data on the server, data security becomes a significant issue. Having QuickBooks hosting on a third-party service provider’s server allows users to access the application from their location. It works as a simple desktop app with complete data security.

The software has various versions to include Basic, QuickBooks Pro, Premier (for General Business, Contractor, Manufacturing, and Wholesale, Nonprofit, Professional Services, or Retail), and Enterprise software. The basic version works well for many small businesses, but large multinational corporations preferred the advanced versions.

The advanced desktop versions of QuickBooks support many users at once, provide better insights, have more in-depth and advanced informative dashboards that help in management decision-making. Moreover, these advanced versions provide multiple bookkeeping and business management features, along with better support when it comes to financial management.

The software’s interface grants more control and accessibility to the accountant and can serve as a business management and training platform as it has Enterprise Resource Planning (ERP) abilities and e-commerce dynamics rooted in it. The QuickBooks Pro version, in particular, allows easier designing, generation of forms and has a host of extensive features that are apt and more comfortable to navigate design interface with great support. The professional version makes the whole accounting process simplified. The premier version of QuickBooks comes with advanced features and comprehensive technologies along with industry-specific interfaces.

From industry-specific budgets, tracking, billing, and payroll features – the Premier version is one of a kind. The enterprise version adds a complete, precise inventory management system with advanced reporting and ledger features with full support for more than thirty simultaneous users.

What will I learn in QuickBooks Training?

1. Overview

In Module One, we begin with an overview of the desktop versus the online version of QuickBooks.

2. Setting Up Your Company File

In Module Two, you will learn how to set up your company file. You will learn how to set up manually or use the EasyStep interview to guide you through the setup process,  identify QuickBooks components, and convert desktop data to the online version.

3. Customizing

In Module Three, you will learn how to set your preferences (preferences allow users to decide how they want QuickBooks to handle things or set personal preferences). How to set up user accounts (people authorized to use the different components of QuickBooks), create the chart of accounts, and use the company file search.

4.  Customers and Jobs

In Module Four, you will learn how to set up your customers and jobs. Create estimates, create invoices from those estimates, invoice customers for products and services, receive customer payments, make deposits, create credit memos and customer statements, and use the income tracker.

5.  Vendors

In Module Five, you will learn how to set up vendors, enter bills, pay bills, and create credit memos.

6.  Items and Inventory

In Module Six, you will learn to set up inventory items, create purchase orders, enter receipt of inventory items, create bills for those items, pay for the items, and manually adjust inventory.

7.  QuickBooks Registers

In Module Seven, you will learn to set up your bank account registers, download transactions from your bank, create entries, write checks, download bank transfers, and reconcile your bank accounts.

8.  Loans

In Module Eight, you will learn how to set up loan accounts, create loan payments, and use the loan manager.

9.  Credit Cards

In Module Nine, you will learn how to set up credit card accounts, enter credit card transactions, reconcile credit card accounts, and make payments.

10.  Forms

You will learn about form templates, customizing forms, and using the layout designer in Module Ten.

11. Reports

In Module Eleven, you will learn about quick reports, the report center, creating reports, collapsing columns and rows, customizing reports, and memorizing reports.

12. Sales Tax

In Module Twelve, you will learn about sales tax entry.

13. Payroll

In Module Thirteen, you will learn about using the QuickBooks payroll service, payroll set up, entering payroll items, setting up employees, paying employees, and paying payroll taxes.

14. Lead Center

In Module Fourteen, you will learn how to set up the leads center to track potential and existing customers. The Lead Center records basic information and includes To-Do notes that remind you to follow up later.

15. Mail Merges

In Module Fifteen, you will learn how to create a mail merge, which allows you to easily merge QuickBooks data onto your Word documents either as tables or as mail-merged fields, and use mail merge main documents.

16. Budget

In Module Sixteen, you will learn how to create a budget and budget reports.

17. Additional Features

In Module Seventeen, you will learn about:

  • automated payment reminders
  • setting reminders and alerts
  • using the QuickBooks calendar
  • Canadian versus US version of QuickBooks

Also, you will learn how to:

  • import lists into new company files
  • enter vehicle mileage
  • combine emails
  • back up company files
  • make a QuickBooks PC to Mac or online conversion

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