Course Description

QuickBooks® can be used for almost all financial business processes. This course is for anyone who wants to gain control over the financial aspects of a small business. QuickBooks can be used for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and for the preparation of reports and statements regarding finances.


A small business owner can use the software program to set up a chart of accounts, reconcile checking accounts, track payables, track inventory, create estimates and generate reports.


Prospective participants should be familiar with basic computer terminology, comfortable with the use of the mouse and keyboard, and have file management experience.

Topics and Course Content

  • Introducing QuickBooks

    • Course Introduction
    • Introducing QuickBooks
    • Getting Around in QuickBooks
    • All the Accounting You Need to Know
    • Exiting QuickBooks
  • Setting up QuickBooks

    • Creating a QuickBooks Company
    • Entering Company Info
    • Setting Up QuickBooks® Preferences
    • Choosing a Start Date
    • Setting Up Income and Expense Accounts
    • Providing Details About Your Income
    • Entering Opening Balances
    • Finishing the Interview
    • Getting Help While Using QuickBooks®
  • Working with Lists

    • Using QuickBooks Lists
    • Editing the Chart of Accounts
    • Working with the Customer Job List
    • Working with the Employee List
    • Working with the Vendor List
    • Adding Custom Fields
    • Managing Lists
  • Working with Bank Accounts

    • Writing a QuickBooks Check
    • Using Bank Account Registers
    • Entering a Handwritten Check
    • Transferring Money Between Accounts
    • Reconciling Checking Accounts
  • Using Other Accounts in QuickBooks

    • Other Account Types in QuickBooks
    • Tracking Credit Card Transactions
    • Working with Asset Accounts
    • Working with Liability Accounts
    • Understanding Equity Accounts
  • Entering Sales and Invoices

    • Using Sales Forms in QuickBooks
    • Filling in a Sales Form
    • Memorizing a Sale
    • Entering a New Service Item
    • Using Multiple Price Levels
  • Receiving Payments and Making Deposits

    • Recording Customer Payments
    • Making Deposits
  • Entering and Paying Bills

    • Handling Bills in QuickBooks
    • Using QuickBooks® for Accounts Payable
    • Entering Bills
    • Paying Bills
  • Analyzing Financial Data

    • Reports and Graphs Help You Understand Your Business
    • Creating Quick Reports
    • Creating and Customizing Preset Reports
    • Saving Report Settings
    • Printing Reports
    • Exporting Reports to Microsoft Excel
    • Creating Graphs
  • Setting up Inventory

    • Turning on The Inventory Feature
    • Entering Products into Inventory
    • Ordering Products
    • Receiving Inventory
    • Entering a Bill for Inventory
    • Manually Adjusting Inventory

Learning Goals and Results

At the conclusion of the course the participants will be able to:

  • Create a company file
  • Navigate QuickBooks
  • Create a chart of accounts
  • Add the accounts you need to your chart of accounts
  • Set up customers, vendors, and the products you sell in QuickBooks
  • Create and send invoices and sales receipts
  • Enter and pay bills
  • Make journal entries
  • Track expenses and income
  • Manage your account receivable and accounts payable
  • Connect to your bank through QuickBooks
  • Create budgets and run reports

Time Investment

This class is 40 hours of classroom time taken in 3-hour sessions, 2 sessions per week and the final two sessions will be two hours each over the course of 7 consecutive weeks.

Please Note: Course content and time investment can also be customized to an individual company’s needs.