Your Path to QuickBooks confidence starts with QuickBooks Foundations
Learn the essentials you need to know
- You choose when and how to learn
- Great place to start for all experience levels
- Prepares you to become an Intuit QuickBooks Certified User
About QuickBooks Foundations
What you'll learn
- Discover the best ways to get around QuickBooks to quickly find what you need
- Read & understand your financial statements so you'll know how you're doing and be ready at tax time
- Quickly record everyday transactions, like sales and expenses, the right way
- Learn powerful automation tools so QuickBooks works for you and saves you time
- Run and customize reports to get important insights about your business
- Understand the accounting tasks and concepts you must know to use QuickBooks successfully
Your class includes:
Learning the fundamentals is easy
You choose when and how to learn (both are included!)
1-hour classes
- Learn with a series of 1-hour classes
- Complete in just 2 weeks
- Taught by knowledgeable instructors
- Get ALL your questions answered
Self-paced
- Learn at your own pace
- Takes about 10-hours to complete
- Keeps track of your progress
- Start now! (available anytime)
The QuickBooks essentials you need to know
Here's what you learn in QuickBooks Foundations.
Click on each section to see more detail.
Set up your company in QuickBooks
Get around in QuickBooks
Set up accounts and beginning balances
Enter historical transactions
Understand the elements of a transaction
Set up your customers, vendors, and accounts
Add, edit, merge, and delete list entries
Read your Balance Sheet and Profit & Loss statement
Understand which accounts appear on each statement
Organize your Chart of Accounts with subaccounts
Learn the basics of journal entries
Set up the products and services you sell
Enter invoices and sales receipts
Combine multiple payments into a batch deposit
Generate and send statements to customers
Run sales reports to discover your best products and customers
Customize your sales form style, color, and logo
Record refunds and credits to customers
Enter bills, checks and expenses
Print checks
Set up credit cards and record charges
Enter and use credits from vendors
Understand when and how to void or delete a transaction
Download transactions directly from your bank and credit cards
Add and Match downloaded transactions
Discover when you should exclude a transaction
Enter personal expenses
Record transfers between bank accounts
Enter credit card payments
Learn how to confirm your data with a reconciliation
Use reconciliations to identify problems with your books
Learn how to use account registers
Understand which reports to run and when
Customize columns: add, reorder, delete, and resize
Save report customizations so you can rerun them later
Understand cash versus accrual reporting
Set up users and permissions
Use reports to find changes to transactions
Close the books
Learn how to work with your Accountant
Find what you're looking for with multiple search options
Set up recurring transactions
Set up employees, deductions, and company contributions
Track time worked
Process paychecks
Check Review tax payments and forms
Set up and track inventory
Record inventory purchases and sales
Correct inventory levels when something goes wrong
Set up sales tax tracking from scratch
Understand sales tax options for products/services and customers
Record taxable and non-taxable sales
Run sales tax reports
Review and pay sales tax
Your QuickBooks Fundamentals Instructors
Friendly people.
Patient instructors.
Real answers.
- Very fast, easy, and knowledgeable instructor.
Cristine StellerBookkeeper at Dry Diggings Distillery
Build a strong QuickBooks foundation