Bookkeeping Essentials ... NOW - when you need it most!

Keep books in QBs DESKTOP like a pro! Implement effective workflows and enter data correctly the first time. Produce meaningful financial reports for small business with ease.

  • Feel confident in your ability to access features and record data effectively in your QuickBooks Desktop file.

  • Use efficient workflows and quick-access features to track payments and expenses.

  • Understand the connection between forms, items, and accounts and see why they determine how information is presented on reports.

  • Customize your file to access the features you need and the appearance you desire.

Instructor

Teresa Isaacson

Hello! Build confidence in your bookkeeping by learning computerized accounting with me. I’m excited to share my expertise with you! I’ve been teaching accounting for over a decade, and I kept books in a variety of industries prior to that. Many of my admin jobs had accounting elements, but my dream job was teaching adult students accounting. I became nationally-certified as a post-secondary instructor and on one occasion even at named Employee of the Year. You may have noticed the star trophy I received for that on the bookshelf of my virtual classroom. I taught a variety of college-level business courses, but QuickBooks was the perpetual student favorite. QuickBooks training remains the focus of my work. I’m delighted to show you the ropes in this course! When I started my own business, I dove into the training Intuit offered and became a member of the QBs ProAdvisor program. I became Advanced-certified in both the desktop and the online products, and I’ve been helping small businesses owners use their software. Now I am creating curriculum for online delivery to help more bookkeepers confidently use their QuickBooks software.

Bookkeeping Essentials

Get started now working in QuickBooks Desktop

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Course curriculum

  • 1

    Welcome!

    • How to use this course

    • Instructor Welcome

  • 2

    Let's Get Started!

    • Course Introduction
  • 3

    Navigating QuickBooks Desktop

    • QuickBooks Desktop Files

    • Accounting Principles

    • Navigating in QBDT

    • Protecting Data

    • Quiz 1
  • 4

    Customers & Sales

    • Customer Center

    • Sales

    • Payments

    • Deposits

    • Finding Transactions

    • Worksheet

    • Quiz 2
  • 5

    Vendors & Expenses

    • Vendor Center

    • Bills

    • Bill Tracker Tool

    • Checks

    • Printing

    • Worksheet

    • Quiz 3
  • 6

    Banking Tasks

    • Banking Features

    • Chart of Accounts

    • Online Banking

    • Using Items

    • Items Demo

    • Reconciliations

    • Report Center

    • Worksheet

    • Quiz 4
  • 7

    Creating a QBDT File

    • Customizing QBDesktop

    • Create a New File

    • Customize Preferences

    • Payroll Preferences

    • Sales Tax Preferences

    • Data Organization

    • Setting Up Users

    • The File Menu

    • Worksheet

    • Quiz 5
  • 8

    Bookkeeping Review

    • Summary and Review

    • Reinforce Your Learning

    • Bookkeeping Reminder Sheet

    • Course Evaluation
  • 9

    Reinforce Your Learning Reports

    • Profit & Loss Report

    • Balance Sheet

    • Accounts Receivable Aging

    • Accounts Payable Aging