This QuickBooks course is a step-by-step guide to mastering the most popular accounting software for small businesses and professionals. Whether you’re a complete beginner or seeking to refine your skills, this course will teach you how to manage finances, track expenses, create invoices, handle payroll, generate reports, and more — all within QuickBooks (Online and/or Desktop). With hands-on exercises, downloadable resources, and expert tips, you’ll gain the confidence to take full control of your business accounting.
What Students Will Learn:
By the end of this course, students will be able to:
-
Set up a company profile in QuickBooks from scratch
-
Manage customers, sales, and invoices
-
Track and pay bills, vendors, and expenses
-
Reconcile bank and credit card accounts
-
Run payroll and manage employee data (if applicable)
-
Track inventory and manage product sales
-
Generate essential financial reports (Profit & Loss, Balance Sheet, etc.)
-
Customize QuickBooks settings and workflows for business needs
-
Use advanced tools like classes, locations, and budgeting
-
Troubleshoot common QuickBooks errors
Curriculum
- 10 Sections
- 0 Lessons
- 6 Weeks
Expand all sectionsCollapse all sections
- Section 1. Getting Started with QuickBooksGet introduced to QuickBooks and understand the difference between QuickBooks Online and Desktop. Learn how to navigate the dashboard, use the main features, and prepare your system for setup.0
- Section 2. Setting Up Your Company FileLearn how to properly set up a company file, including adding company details, setting fiscal year preferences, customizing the chart of accounts, and choosing the correct industry type.0
- Section 3. Managing Customers & SalesHandle all customer-related processes like creating customer profiles, invoicing, receiving payments, issuing sales receipts, and tracking overdue accounts.0
- Section 4. Managing Vendors & ExpensesTrack expenses, manage vendor records, enter bills, pay bills, and record other outflows. This section ensures accurate expense reporting and vendor management.0
- Section 5. Bank Transactions & ReconciliationConnect QuickBooks with your bank and credit card accounts. Download, categorize, and match transactions, and perform monthly reconciliations to ensure financial accuracy.0
- Section 6. Payroll Management (Optional)Set up and run payroll for employees, manage tax deductions, and process payroll liabilities. This section includes options for integrated or manual payroll management.0
- Section 7. Inventory Tracking & Product ManagementLearn how to manage inventory, set up products and services, and track inventory adjustments. Best practices for stock control and product-based accounting are covered.0
- Section 8. Financial Reporting & AnalysisCreate and interpret essential financial reports such as Profit & Loss, Balance Sheet, and Cash Flow Statements. Customize and export reports for presentations or business insights.0
- Section 9. Advanced Features & CustomizationExplore advanced tools like journal entries, recurring transactions, class and location tracking, budgeting, and custom templates to make QuickBooks work for your unique business needs.0
- Section 10. Final Practice & Certification (Optional)Test your skills with a hands-on final project involving realistic business scenarios. Students who complete this section and pass the quiz will receive a certificate of completion.0
Instructor
