QuickBooks Training
Learn 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.
- Learn industry recommended QuickBooks procedures and best practices.
- Receive training from a professional with 30+ years of experience.
- Four ways to learn: public class, webinar, self-study, or on-site training.
- Public class and webinar limited to four students for maximum learning.
- Certificate issued on completion.
- Cost: Two-day class $1,525.00.
- Available discounts and grants.
- Fund your training with a State Training Grant.
What Will I Learn in QuickBooks Training?
Module One: Overview
In Module One, we begin with an overview of the desktop versus the online version of QuickBooks.
Module Two: 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.
Module Three: 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.
Module Four: 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.
Continued after outline and schedule…
QuickBooks Training Outline
Module One: Overview
- Desktop vs.Online Version
- Desktop Version
Module Two: Setting Up Your Company File
- Using the Easy Step Interview
- My Company Overview
- Identifying the Components of the QuickBooks Environment
- Converting Desktop Data to the Online Version
Module Three: Customizing
- Preferences
- Users
- Chart of Accounts
- Sample Files
- Company File Search
Module Four: Customers and Jobs
- Customers and Jobs
- Estimates
- Invoicing From Estimates
- Invoicing Customers for Products and Services
- Receiving Customer Payments
- Making Deposits
- Creating Credit Memos
- Creating Customer Statements
- Income Tracker
Module Five: Vendors
QuickBooks Training Public Class and Webinar Schedule
- Monday and Tuesday, October 5-6, 2026 Full
- Monday and Tuesday, November 2-3, 2026
- Monday and Tuesday, December 7-8, 2026
- Monday and Tuesday, January 4-5, 2027
- Monday and Tuesday, February 1-2, 2027
- Monday and Tuesday, March 1-2, 2027
- Monday and Tuesday, April 5-6, 2027
- Monday and Tuesday, May 3-4, 2027
- Monday and Tuesday, June 7-8, 2027
Scheduled dates don’t work for you? Schedule your own start date (subject to availability). Contact customer service to check date availability at info@academyofbusinesstraining.com.
QuickBooks Training CPE Credits Disclosure
Recommended CPE credit: 16
Recommended field of study: Financial Accounting
Program level: Basic.
Advance preparation: None
Additional disclosure information.
Continued from above…
Module Five: Vendors
In Module Five, you will learn how to set up vendors, enter bills, pay bills, and create credit memos.
Module Six: 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.
Module Seven: 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.
Module Eight: Loans
In Module Eight, you will learn how to set up loan accounts, create loan payments, and use the loan manager.
Module Nine: 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.
Module Ten: Forms
You will learn about form templates, customizing forms, and using the layout designer in Module Ten.
Module Eleven: Reports
In Module Eleven, you will learn about quick reports, the report center, creating reports, collapsing columns and rows, customizing reports, and memorizing reports.
Module Twelve: Sales Tax
In Module Twelve, you will learn about sales tax entry.
Module Thirteen: Payroll
In Module Thirteen, you will learn about using the QuickBooks payroll service, setting up payroll, entering payroll items, setting up employees, paying employees, and paying payroll taxes.
Module Fourteen: 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.
Module Fifteen: 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.
Module Sixteen: Budget
In Module Sixteen, you will learn how to create a budget and budget reports.
Module Seventeen: 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.
Frequently Asked Questions
What is QuickBooks training?
QuickBooks training teaches you how to use QuickBooks to manage your company’s finances day-to-day. You learn how to enter transactions, track income and expenses, manage customers and vendors, reconcile bank accounts, run financial reports, and avoid common setup and posting errors that can cause bad data.
Who should take QuickBooks training?
QuickBooks training is ideal for small business owners, bookkeepers, office managers, accounting clerks, AP/AR staff, controllers, and anyone responsible for entering transactions or reviewing financial reports. Many companies also enroll warehouse, operations, or plant managers to understand how their decisions affect the financials.
Do I need accounting experience before I start QuickBooks training?
No. You do not need a background in accounting. Good QuickBooks training explains basic accounting concepts in plain language and shows you exactly where and how to record transactions so your books stay accurate and your accountant is happy at year-end.
What’s the difference between QuickBooks Online and QuickBooks Desktop, and which should I learn?
QuickBooks Online is cloud-based and well-suited for most service and small businesses that need access from anywhere. QuickBooks Desktop (including Premier and Enterprise) is installed on a computer or server. It is often preferred by manufacturers, contractors, and inventory-heavy businesses for its stronger job costing and inventory management features. Training can cover either or both versions, depending on what your business uses now or plans to use.
What topics are covered in your QuickBooks training course?
QuickBooks training typically covers:
- Setting up or reviewing your company file
- Chart of accounts and basic accounting concepts
- Customers, invoicing, and accounts receivable
- Vendors, bills, and accounts payable
- Bank and credit card downloads and reconciliations
- Sales tax setup and reporting
- Inventory setup and tracking (if needed)
- Job costing and classes (if applicable)
- Payroll basics (if included in your plan)
- Financial statements and management reports
- Best practices to keep your data clean and audit-ready
Is your QuickBooks training hands-on?
Yes. Effective QuickBooks training is highly hands-on. You work directly in QuickBooks or a practice company file, follow step-by-step exercises, and complete real-world examples so you can immediately apply what you learn in your own books.
Will this training help me clean up or fix my existing QuickBooks file?
Yes. While the class focuses on proper setup and daily use, it also explains how to identify and correct common issues, such as duplicate customers or vendors, misposted transactions, negative inventory, unreconciled accounts, and out-of-balance A/R or A/P. Many participants use what they learn to clean up past periods and prevent future errors.
Do I receive a certificate when I complete QuickBooks training?
Yes. Participants receive a certificate of completion confirming they have completed structured QuickBooks training. This can be added to a resume, professional profile, or employee training file. If you want Intuit’s official QuickBooks ProAdvisor certification, this training provides a strong foundation.
Can you customize QuickBooks training for my business or industry?
Yes. Training can be customized to your chart of accounts, industry, and workflows. For example, manufacturers may focus more on inventory, assemblies, and job costing; service firms may focus on time tracking and invoicing; nonprofits may focus on funds/classes and donor reporting. Customized examples help your team see exactly how QuickBooks should work in your environment.
How long is the QuickBooks training, and how is it delivered?
Most organizations choose a two-day format, depending on how deep they want to go. QuickBooks training is typically delivered as:
- Live online (virtual instructor-led)
- On-site at your location for groups
- Self-paced online modules
- Public classes
Will I have access to the instructor or support after the class?
Many programs include follow-up support, such as Q&A time, email support, or optional one-on-one sessions. This helps you apply what you’ve learned to your own QuickBooks file, address questions that arise later, and confirm you’re using best practices.
Is QuickBooks training worth the cost for a small business?
Yes. Proper QuickBooks training usually pays for itself quickly by reducing errors, avoiding rework and accountant cleanup fees, improving cash flow through better invoicing and collections, and providing owners with accurate reports to inform decisions. Instead of guessing, you can see exactly where your money is going and which customers, products, or jobs are most profitable.