Bookkeeping and QuickBooks Desktop for Beginners.

A Step-by-Step, easy to learn course, to start doing your own bookkeeping. No experience required.

Accounting & Bookkeeping
Bookkeeping and QuickBooks Desktop for Beginners.
2 hours
Jun 2022
last update
regular price

What you will learn

How to set up a company in Quickbooks Desktop.

How to navigate around QuickBooks Desktop.

How to utilize the main screen of QuickBooks Desktop

How to process transactions in QuickBooks Desktop.

Where in QuickBooks Desktop to find other helpful tools.

How to back up company fies

How to begin to process day to day bookkeeping for a small business

The basics to build on as you begin to work with the software


This course is designed for the needs of beginners to start using QuickBooks Desktop.

You can choose to either follow the course without the software or follow along with the software.  I do recommend having a version of the software to follow along.

Although QuickBooks Desktop make change with each new release and there can be changes in  appearance, there are a lot of basics that remain.  Therefore a version 2016 or higher should allow you to follow along quite nicely.  And after the purchase of this course you will have access to the course on an ongoing basis.

This course will discuss how to access QuickBooks Desktop, the accounting software options and how to set up a company.

We will look at navigating the software, using a free QuickBooks Sample file and the company created during the course.

In the course we will take some time to get oriented to the software and what different options can do for us.

There will be a look at setting some preferences, completing bank reconciliations and many other items.

The intent being that you should gain enough knowledge to begin doing your own day to day bookkeeping.

A bit about the instructor:

I worked in an accounting office for over 20 years and taught courses similar to this one.  I have done bookkeeping out of my home for many years.



An Introduction to the Course and the Instructor.
What you will need for this course.

Company Set Up and Navigating the Company Centres

A New Company from Scratch
Opening an Established Company with Accounting History
Finding Your Way Around QuickBooks Desktop
Home Window or Page Centres.
Working with Chart of Accounts with Established Company
Working with Chart of Accounts with Newly Created Company

Items, Inventory and Sales

Sales Tax and Your Responsibility
Inventory and Sales Account Set Up
Adding Inventory Items
Line Numbers for Chart of Accounts
Backing Up Company Files
Quiz One

Customers and Sales

Adding and Editing Customer Information
Using the Sales Receipt
Sales Using Invoicing
Undeposited Funds

Credit Memos and Statements of Account. Using Estimates to create invoices.

Using the Credit Memo
Statement of Account
Using Estimates
Quiz 2

Vendors and Expenses

Adding and Editing Vendors, Bills and Cheque Numbers
A Couple of ways to Pay Bills

Banking and Other Helpful Tools.

Income Statements
Class Tracking
Journal Entries

Bonus Lesson

Bonus Lecture


6/30/202285% OFF

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