QuickBooks Desktop Edition: Basic Course

QuickBooks TrainingQuickBooks Desktop Edition: Basic

by Certstaffix® Training

Length: 1 day(s)      Public Class Price: $435/person (USD)      Group Onsite Price: Request Quote      Course Category: QuickBooks


QuickBooks Training
This training course is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each course is given assuming the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

QuickBooks Versions That Can Attend: 2019, 2018, 2017, 2016 & 2015 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2018 (Microsoft Windows PC) Software and Courseware
Not Appropriate For: Macintosh versions of QuickBooks
Course Description: Print It | Download PDF | Email It

  Group Classes for Organizations - Onsite at Your Office How It Works

Have a group of employees needing the same training? Onsite training at your office is a great solution.  

  • An expert Instructor will come to your office
  • Course can be customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session

  Public Corporate Classes - Live Online: Our Location or Yours How It Works

Certstaffix® Training public classes are instructor-led, live online training you attend in a local computer lab or from your home/office. Our live online instructors teach you from a remote location while being able to interact with students as in a traditional classroom setting.

  • A real, live instructor teaching you from another location
  • Hands-on learning with the software you are being taught
  • Interaction with all students in the class at other locations
  • Easy assistance from the instructor

Click a class date below to register & view location/attendance options. You must register at least 15 days before class.

 Register ➥   July 1, 2020     
 Register ➥   July 21, 2020     
 Register ➥   April 6, 2020     
 Register ➥   May 22, 2020     
 Register ➥   June 4, 2020     

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Related Certifications

QuickBooks Certified User Desktop Certification


Suggested Follow-Ons


Course Topics


Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Identifying Components of the QuickBooks Operating Environment
Using QuickBooks Help
Identifying Common Business Terms
Exiting QuickBooks

Setting Up a Company
Creating a QuickBooks Company
Using the Chart of Accounts

Working with Lists
Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Working with the Item List
Working with Other Lists
Managing Lists

Setting Up Inventory
Entering Inventory
Ordering Inventory
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory

Selling Your Product
Creating Product Invoices
Applying Credit to Invoices
Emailing Invoices
Setting Price Levels
Creating Sales Receipts

Invoicing for Services
Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Editing an Invoice
Voiding an Invoice
Deleting an Invoice
Entering Statement Charges
Creating Billing Statements

Processing Payments
Displaying the Open Invoices Report Using the Income Tracker
Receiving Payments for Invoices
Making Deposits
Handling Bounced Checks

Working with Bank Accounts
Writing a QuickBooks Check
Voiding a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts

Entering and Paying Bills
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit

Using the EasyStep Interview
Using the EasyStep Interview
Course Description: Print It | Download PDF | Email It

Public Class Format

Certstaffix® Training public classes are instructor-led live online training you attend either from your home/work location or in one of our computer labs. Our live online instructors teach you from a remote location while being able to interact with you like in a traditional classroom.


Quality Instructors

Our instructors have many years of experience teaching adult learners in person and online.

Complete Lab Environment

Access to software required is provided in a lab environment during class.

Hands-on Learning

Most classes are not all lecture - you can learn by actually doing.


Small Classes

You get more attention from the instructor and classes flow more smoothly.

Post-Class Lab Access*

Access practice lab environment for 180 days after most classes*.


Low Cancellation Rate

Most classes run as scheduled.



*These courses do not have post-class lab environment access: Adobe, Salesforce, QuickBooks Online Edition, Google, HTML, WordPress, ITIL, Six Sigma, CompTIA, Project Management, SEO, Social Media.


Group Training

Have a group of several students needing the same training? Then onsite training is a perfect option for you. We'll come onsite to your office so you don't have to travel. You'll be able to fully customize a course to your needs. Lastly, you can save per student versus our public classes.

How Onsite Training Works

  • An expert Instructor will come to your office and personally train the students
  • Course can be fully customized to your training needs
  • Each student receives a Course Manual with Practice Files (Materials provided before the class date)
  • If a course has a hands‐on lab, we provide access to the configured course software and files.
    (Requires a high‐speed internet connection and certain open ports on your firewall. You can perform a Connection Assessment Test here)
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session
  • Training is completed in a convenient session(s) of your choosing
  • Two 15 minute breaks and one hour long break for lunch daily

Request a Free Quote

QuickBooks Desktop Edition: Basic Class Reviews

Here are a sample of QuickBooks class reviews from past students that have attended our QuickBooks training courses.



This training course is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software. Each course is given assuming the user has no prior computer skills. If you are using the software for the first time, you will be introduced to its primary features. If you are familiar with the software, you will quickly learn the new features and functionality of this version. Regardless of your skill level, you will learn with the greatest of ease.

QuickBooks Versions That Can Attend: 2019, 2018, 2017, 2016 & 2015 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2018 (Microsoft Windows PC) Software and Courseware
Not Appropriate For: Macintosh versions of QuickBooks


Certstaffix® Class Reviews

Student Average:
4.73 out of 5 from 55 students

4.67 out of 5

The staff was very friendly and knowledgeable about the area.


- attended our QuickBooks Online Edition class

4.06 out of 5

Thank you!


- attended our QuickBooks Online Edition class

4.99 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Advanced class

4.63 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5

Nothing...it was quite perfect!


- attended our QuickBooks Online Edition class

4.61 out of 5

Many Aha moments . Cant wait to apply it when i get back to work


- attended our QuickBooks Desktop Edition: Basic class

4.82 out of 5

It was a great course, a little long because i'm impatient but great course.


- attended our QuickBooks Online Edition class

4.52 out of 5

I would have liked to see discrepancy scenarios and manners of handling those discrepancies to help us learn how to correct mistakes we make when crossing over from QB Desktop to QBO.


- attended our QuickBooks Online Edition: Basic class

4.94 out of 5

I thought it was really nice to have an instructor be able to explain everything to us while she wasn't even in the room. I thoroughly enjoyed it and would love to take a class like this again!


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.61 out of 5

I thought it was great that Bill took the time to explain my specific question. He actually cares if you learn Bill was great!


- attended our QuickBooks Desktop Edition: Advanced class

4.72 out of 5

I just want to say one more time how efficient and helpful the instructor was during this course


- attended our QuickBooks Desktop Edition: Basic class

4.77 out of 5

Great instructor!


- attended our QuickBooks Desktop Edition: Advanced class

4.88 out of 5

First time taking course with this format. Was surprised how well the learning experience was


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5

Excellent course! Bill did an excellent presentation!


- attended our QuickBooks Online Edition class

4.78 out of 5

Bill’s one of the best instructors I have had. He’s excellent and makes quick books easy to understand. He had all the answers and he was long on patience. Thanks for all the knowledge you imparted Bill. Have a great 4th of July.


- attended our QuickBooks Desktop Edition: Advanced class

4.41 out of 5

Bill was very easy to follow and kept a good pace with the course. I look forward to future trainings.


- attended our QuickBooks Pro 2015/16 - Level 2 class

4.88 out of 5

Bill is very thorough. He was very polite with every question and interruption. I learned so mcuh. Thanks.


- attended our QuickBooks Pro 2015/16 - Level 1 class

4.72 out of 5

Bill is very good at what he does, he is very patient and knowledgeable. His pace is right on point, stays on time but doesn't leave anyone behind. Highly recommend!


- attended our QuickBooks Online Edition: Basic class

4.87 out of 5

Bill is the best ! thanks a lot !


- attended our QuickBooks Desktop Edition: Advanced class

4.55 out of 5

Bill did an awesome job! He was very clear and went over everything perfectly. He even cracked a few jokes to lighten the load. Bill was able to explain the process in an easily understandable way.


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Online Edition: Basic class

4.57 out of 5


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.55 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.51 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.62 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.53 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.82 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.12 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.12 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.18 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our QuickBooks Pro 2015/16 - Level 1 class

4.88 out of 5


- attended our QuickBooks Pro 2015/16 - Level 2 class

5.00 out of 5


- attended our QuickBooks Pro 2015/16 - Level 2 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.35 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.35 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.71 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.76 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class



Please contact us if we do not yet have any reviews or you would like more.

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