QuickBooks Desktop Edition: Basic Course Outline | Certstaffix® Training


QuickBooks Desktop Edition: Basic Course


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QuickBooks Desktop Edition: Basic

by Certstaffix® Training

QuickBooks Training

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


QuickBooks Training
QuickBooks Basic training will teach first-time QuickBooks users the basic features of the software.  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.

This course covers features that are in QuickBooks Pro and Premier

QuickBooks Versions That Can Attend: 2021, 2020, 2019, 2018, & 2017 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2021 (Microsoft Windows PC) Software and 2020 Courseware
Not Appropriate For: Macintosh versions of QuickBooks
Course Description: Print It | Download PDF | Email It

Certstaffix® Training public classes are instructor-led, live online training you attend from your location or our training labs. 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/skills you are being taught
  • Interaction with all students in the class at other locations
  • Any needed software for class provided in online lab environment
  • Easy assistance from the instructor
  • Attend from your location or our training labs

Group Onsite Training
At Your Organization

OR

Private Online Training
Live Online Instruction

Have a group of several students needing the same training? Then onsite or private online group training is a perfect option for you. We'll either come onsite to your office or deliver a private live online class 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.


  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be fully customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)

QuickBooks Training Reviews by Certstaffix® Training

Certstaffix® Training collects detailed class reviews via a formal post-class evaluation in all our instructor-led courses. Below are a sample of abbreviated reviews from real students from our past classes. If you would like more reviews or ones with even further detail, please contact us and we would be happy to show you the high quality of our training services.


Certstaffix® Class Reviews

Student Average:
4.76 out of 5 from 124 students

4.96 out of 5

Was a wonderful experience... will be back...


- attended our QuickBooks Desktop Edition: Basic class

4.30 out of 5

Trainer Bill was very easy to follow. He was patient and responsive to every students' questions.


- attended our QuickBooks Desktop Edition: Advanced class

4.87 out of 5

This was a great course. I will help us a lot with our bookkeeping.Thanks!


- attended our QuickBooks Desktop Edition: Advanced class

4.67 out of 5

The staff was very friendly and knowledgeable about the area.


- attended our QuickBooks Online Edition class

5.00 out of 5

The instructor, Andrew Schwartz, was generous with his time and offered many helpful user tips that weren't in the materials. He regularly invited questions and gave students sufficient time to follow along using the sample site. He worked at a steady pace and never added unnecessary urgency making it seem like the material was easier to understand than it actually is.


- attended our QuickBooks Online Edition: Basic class

4.17 out of 5

The course and the instructor was good. The online portion of it needs to be improved. Too many glitches that wasted alot of time.


- attended our QuickBooks Desktop Edition: Advanced class

4.57 out of 5

The class moved fast but was very well organized; so it was not confusion. I wish that we had hands on opportunities for practice.


- attended our QuickBooks Online Edition: Basic 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



Q: Is QuickBooks Difficult to Learn?


A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes.


More Information on Learning QuickBooks


Q: How Do You Become a Professional Bookkeeper With QuickBooks Certification?


A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and training in software like QuickBooks can increase competency and lead to professional certification. National organizations and companies offer certification for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.


More Information on Becoming a QuickBooks Certified Bookkeeper.



Q: What Is QuickBooks Certification, and What Are the Requirements for it?


A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.


More Information on the Investment Needed to Get QuickBooks-Certified.


Q: Who Uses QuickBooks, and What Is it Used For?


A: QuickBooks is an essential piece of accounting software that is a favorite program of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.


More Information on What QuickBooks Is and How it Works


Q: What Is QuickBooks Pro, and How Does it Differ From QuickBooks Online?


A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.


More Information on What QuickBooks Pro Is All About


Q: How Hard Is it to Learn QuickBooks, and Where Can I Get Training?


A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the program that you intend to use in your office. While several free QuickBooks training resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these courses can be completed within a few days or less. When learning QuickBooks, you can bring a live instructor to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.


More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.



QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Related Certifications

QuickBooks Certified User Desktop Certification


Suggested Follow-Ons


Course Topics

PREREQUISITES:
You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.


COURSE OUTLINE:
Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
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

QuickBooks Courses By City:

       FL - Winter Park       NC - Asheville       PA - York      
- - your home       GA - Atlanta       NC - Charlotte       PR - Puerto Rico      
AL - Birmingham       GA - Augusta       NC - Greensboro       QC - Montreal      
AL - Huntsville       GA - Columbus       NC - Raleigh       RI - Providence      
AL - Mobile       GA - Savannah       NC - Winston-Salem       SC - Greenville      
AR - Bentonville       HI - Honolulu       ND - Bismarck       SC - Myrtle Beach      
BC - Vancouver       IA - Des Moines       ND - Fargo       SC - North Charleston      
CA - Bakersfield       IA - Iowa City       NE - Lincoln       SK - Regina      
CA - Fresno       ID - Boise       NE - Omaha       SK - Saskatoon      
CA - Los Angeles       IL - Chicago       NH - Bedford       TN - Chattanooga      
CA - Merced       IL - Rockford       NJ - Bridgewater       TN - Knoxville      
CA - Modesto       IN - Bloomington       NM - Albuquerque       TN - Memphis      
CA - Napa       IN - Evansville       NM - Las Cruces       TN - Nashville      
CA - Oakland       IN - Fort Wayne       NM - Santa Fe       TX - Amarillo      
CA - Oxnard       IN - Indianapolis       NS - Halifax       TX - Austin      
CA - Rancho Cucamonga       IN - South Bend       NV - Henderson       TX - Beaumont      
CA - Sacramento       KS - Overland Park       NV - Reno       TX - Corpus Christi      
CA - Salinas       KS - Topeka       NY - Albany       TX - Dallas      
CA - San Diego       KY - Lexington       NY - Buffalo       TX - El Paso      
CA - San Jose       KY - Louisville       NY - New York City       TX - Fort Worth      
CA - Santa Maria       LA - Baton Rouge       NY - Rochester       TX - Houston      
CA - Santa Rosa       LA - Lafayette       NY - Syracuse       TX - Killeen      
CA - Stockton       LA - New Orleans       OH - Beavercreek       TX - Laredo      
CB - Caribbean       LA - Shreveport       OH - Cincinnati       TX - Longview      
CB - Kingston       MA - Burlington       OH - Columbus       TX - Lubbock      
CB - Nassau       MA - Springfield       OH - Highland Heights       TX - McAllen      
CO - Boulder       MA - Westborough       OH - Toledo       TX - Midland      
CO - Colorado Springs       MB - Winnipeg       OH - Youngstown       TX - San Antonio      
CO - Denver       MD - Largo       OK - Oklahoma City       TX - Tyler      
CT - Cheshire       MD - Laurel       OK - Tulsa       TX - Waco      
CT - New Haven       ME - Portland       ON - Ottawa       UT - Ogden      
CT - Stamford       MI - Ann Arbor       ON - Toronto       UT - Salt Lake City      
DE - Wilmington       MI - Flint       OR - Beaverton       VA - Charlottesville      
FL - Daytona Beach       MI - Grand Rapids       OR - Bend       VA - Glen Allen      
FL - Fort Lauderdale       MI - Lansing       OR - Eugene       VA - Harrisonburg      
FL - Fort Myers       MI - Livonia       OR - Medford       VA - Roanoke      
FL - Gainesville       MN - Minnetonka       OR - Salem       VA - Virginia Beach      
FL - Jacksonville       MO - Columbia       PA - Allentown       VT - Burlington      
FL - Lakeland       MO - St. Louis       PA - Erie       WA - Seattle      
FL - Miami       MS - Biloxi       PA - Harrisburg       WA - Spokane      
FL - Naples       MS - Jackson       PA - Malvern       WI - Eau Claire      
FL - Pensacola       MT - Billings       PA - Philadelphia       WI - Green Bay      
FL - Sarasota       MT - Montana       PA - Pittsburgh       WI - Madison      
FL - Tallahassee       NB - Moncton       PA - Reading       WI - Milwaukee      
FL - Tampa       NB - Saint John       PA - Scranton-Wilkes Barre