QuickBooks Training Course

Learn Online or In-Person

    • In the QuickBooks Training Course, you will learn all the skills needed to use the software properly to manage transactions and finances for your business. QuickBooks is an accounting software program created by Intuit for small businesses and self-employed professionals. This class will instruct you on how to keep track of your company’s transactions and finances – all from a single, intuitive, and easy-to-use software program. 
    • Four ways to learn: public class, webinarself-study, or on-site training.
    • Learn from a professional with 30+ years of business experience.
    • Public class and webinar limited to four students for maximum learning.
    • Certificate issued upon completion.
    • Cost: Two Day Class $1399.00Available Discounts.
    • Public Class and Webinar Schedule located in the right column.

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 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.

QuickBooks Training Course CPE Credits Disclosure

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

QuickBooks Training Course Outline

Module One: Getting Started

Creating Your Company File
Identifying the Components of the QuickBooks Environment

Module Two: Customizing the  QuickBooks Environment

Working with Users
Working with the Chart of Accounts
Using Classes

Module Three: Working with Customers  and Jobs

Creating Customer List
Creating Estimates
Invoicing Customers Based on Estimates
Invoicing Customers for Products and Services
Receiving Payments
Creating Deposits
Online Pay Feature
Creating Credit Memos
Creating Statements

Module Four: Working with Vendors

Working with Vendors
Entering Bills
Paying Bills

Module Five: Working with Items and  Inventory

Working with Items
Creating Purchase Orders
Receiving Items
Creating Bills for Items
Paying for Items
Manually Adjusting Items

Module Six: Working with QuickBooks  Registers

Working with Registers
Creating Entries and Writing Checks
Downloading Bank Transactions
Transferring Funds between Accounts

Module Seven: Reconciling

Reconciling Statements

Module Eight: Working with Loans

Setting Up Loans in the Chart of Accounts Creating Loan Payments
Reconciling Loans

Module Nine: Working with Credit Cards

Setting Up Credit Card Accounts
Entering Credit Card Transactions Reconciling Credit Cards and Making Payments

Module Ten: Customizing Forms

Form Customization
Layout Designer

Module Eleven: Reports

Working with Reports
Customizing Reports
Memorizing Reports

Module Twelve: Working with Sales Tax

Sales Tax Items
Customers and Sales Tax
Items and Sales Tax Sales
Tax Liability Reports
Paying Sales Tax
Adjusting Sales Tax

Module Thirteen: Payroll

Overview of Using the QuickBooks Payroll Service
Working with Payroll Items Working with Employees
Paying Employees
Payroll Tax Liability Reports
Paying Payroll Taxes

Module Fourteen: Working with Time

Time/Enter Single Activity
Working with Timesheets

Module Fifteen: Budgets

Creating a Budget

Module Sixteen: Lead Center

Working with Leads

Module Seventeen: Mail Merges with   Microsoft Word

Using the Letters Feature
Customizing QuickBooks Letters

Module Eighteen: Other QuickBooks   Features

Searching in QuickBooks
Creating a To-Do List
Using the QuickBooks Calendar
Using the Document Center
Creating Journal Entries
Memorizing Transactions
Customizing the Icon Bar
Adding Time/Cost to Invoices
Backing up Company Files

What QuickBooks Training Course Students Are Saying...

Most Recent Student Evaluations:

Instructor was very helpful!
C. H. Franklin, OH

Instructor has plenty of business knowledge.
S. M.
Cincinnati, OH

I would recommend this class.
V. W.
Cincinnati, OH

QuickBooks Training Course Public Class and Webinar Schedule

Monday and Tuesday, December 7 – 8, 2020 Full
Monday and Tuesday, January 11 – 12, 2021
Monday and Tuesday, February 8 – 9, 2021
Monday and Tuesday, March 15 – 16, 2021
Monday and Tuesday, April 12 – 13, 2021
Monday and Tuesday, May 10 – 11, 2021
Monday and Tuesday, June 14 – 15, 2021

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.


Registering Online

Return to the previous section and click on the Register for This Class link.

Registering by Purchase Order

If you need to register using a purchase order, email a copy to info@academyofbusinesstraining.com (be sure to list class name, class date, student name, student address, student phone number, and student email address).

To Register by Phone

To pay by credit or debit card using customer service 24/7, call 888-632-2093.

Each Student Receives:

  • student manual or textbook for use during and after the class.
  • Instruction from an experienced business professional (minimum of 30 years) with at least five years in a corporate senior management position (CEO, President, COO, Vice President, CFO).
  • Real life exercises to support training materials.
  • Individual attention (classes are limited to four students).
  • Personalized Certificate of Completion

Overwhelmed and don’t know where to start?

If you are experiencing problems with any of the following, we can help:

  • unprecedented growth
  • supply chain issues
  • cash management issues
  • introduction of new technologies
  • development of a company mission statement or S&OP
  • poor customer service
  • poor internal training development
  • declining or stagnant sales
  • high employee turnover
  • no accountability for managers

Our account managers can work with you to improve the performance of your workforce in two ways:

  1. Our account managers can help you put together a comprehensive employee training program proven to be one of the best returns on investment there is.
  2. A business consultant to provide expert advice in a particular area such as management and leadership, accountancy, human resources, customer service, finance, or supply chain management. 

Start to improve your bottom line today by contacting your account manager by email at info@academyofbusinesstraining.com or call us 24/7 at 888-632-2093.