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Intuit Enterprise Suite for Beginners
Beginner LevelQuickBooks EnterpriseSelf-paced

Intuit Enterprise Suite for Beginners

16 hr 9 min150 HANDS-ON exercises

This beginner course is the fastest way to get productive in Intuit Enterprise Suite. You'll learn how to set up a company from scratch and practice the exact workflows you'll use every week.

By the end, you'll confidently handle invoicing, expenses, bank reconciliation and month-end reporting. You'll also learn how to avoid (and fix) common problems.

You’ll learn how to…

  • Navigate through every window and menu
  • Create accurate financial statements...and understand them
  • Record sales & expenses
  • Customize your books for your business
  • Save time with recurring transactions and online banking
  • Set up users and secure your data
  • Measure profitability on customers and projects
  • Explore exclusive features that make Intuit Enterprise Suite powerful
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Intuit Enterprise Suite Certified User Certification certification badge
This class prepares you for certification:
Intuit Enterprise Suite Certified User Certification

Course Content

337 lessons · 150 HANDS-ON exercises · 16 hr 9 min
Introduction0:41
Setup & Getting Around0:40
Sign Up for Your Software2:15
What Can You Do On The Dashboard?2:05
Three Main Menus4:00
Check Your Settings0:59
Search0:59
Workflows, Integrations, Notifications, and Account Settings2:14
Knowledge Check: Setup & Getting Around: Navigating QuickBooks
Use Multiple Tabs1:28
How to Switch Between Your Entities0:46
What is a Transaction?1:08
Elements of a Transaction: Money In1:44
Elements of a Transaction: Money Out1:03
Knowledge Check: Setup & Getting Around: Elements of a Transaction
Enter Customer Opening Balances3:17
Enter Vendor Opening Balances1:25
Enter Inventory Opening Balances2:53
Enter Accounts and Opening Balances8:30
Knowledge Check: Setup & Getting Around: Enter Opening Balances
How To Practice Introduction2:29
Your Turn: Setup & Getting Around5:03
Your Turn Answers: Setup & Getting Around6:55
Working with Lists1:04
What are Lists?2:59
The “Who”: Introduction to Centers3:20
The “Who”: Customizing Customer and Vendor Centers4:05
The “Who”: Find and Record Transactions Using Customer and Vendor Centers2:29
The “What”: Introduction to Other Lists1:46
Knowledge Check: Working with Lists: The Who and What on Lists
The “Who” and the “What”: Add New Entry5:04
Why do You Need the “Who” and the “What”2:23
The “Who” and the “What”: Edit Entry2:16
The “Who” and the “What”: How to Add Names to Multiple Lists2:37
The “Who” and the “What”: Delete Entries without Balances3:03
The “Who” and the “What”: Delete Entries with Balances3:42
The “Who” and the “What”: Merge Entries3:10
Knowledge Check: Working with Lists: Merge Entries
Get Ready to Practice0:48
Your Turn: Working with Lists5:23
Your Turn Answers: Working with Lists11:10
Financial Statements1:11
Chart of Accounts1:59
Knowledge Check: Financial Statements: Chart of Accounts
Balance Sheet4:44
Knowledge Check: Financial Statements: Balance Sheet
Profit & Loss4:50
Knowledge Check: Financial Statements: Profit & Loss
Create Accounts: Intro1:03
Set up New Accounts3:01
Intro to Subaccounts2:49
Using Subaccounts3:05
Collapse Report1:11
Knowledge Check: Financial Statements: Collapsing Reports
Accrual vs. Cash1:21
Statement of Cash Flows: Operating Activities3:41
Statement of Cash Flows: Financing and Investing Activities1:54
Knowledge Check: Financial Statements: Statement of Cash Flows
Journal Entries: Intro1:41
Create a Journal Entry1:15
Intro to Debits and Credits3:09
Knowledge Check: Financial Statements: Journal Entries
What are Account Numbers?1:54
Set up and Use Account Numbers3:55
Knowledge Check: Financial Statements: Set Up and Use Account Numbers
Intro to Multi-Entity1:57
Shared Chart of Accounts6:26
Intercompany Accounts7:40
Allocating Multi-Entity Transactions3:19
Multi-Entity Journal Entries5:07
How to Run a Consolidated Profit & Loss1:46
How to Run a Consolidated Balance Sheet0:50
Forecasts3:54
Knowledge Check: Financial Statements: Forecasts
Accounting Agent: Anomalies5:31
Get Ready to Practice0:48
Your Turn: Financial Statements5:18
Your Turn Answers: Financial Statements10:32
Products and Services0:36
What are Products and Services?1:31
Create a Product or Service2:42
Knowledge Check: Products & Services: Setting Up
Sale with Multiple Products and Services1:22
The Products and Services List1:29
Knowledge Check: Products & Services: The Products and Services List & Sales with Multiple Products and Services
Get Ready to Practice0:48
Your Turn: Products & Services4:31
Your Turn Answers: Products & Services6:06
Money In - I1:34
Set up a New Customer3:01
Organize Customers with Sub-Customers2:44
Knowledge Check: Money In - I: Set Up Customers and Sub-Customers
Money In Workflow: Invoices2:46
Introduction to Accounts Receivable1:26
Record a New Invoice7:07
Knowledge Check: Money In - I: Record a New Invoice
Transaction Insights with Intuit Assist2:46
Accounts Receivable Reports2:54
Knowledge Check: Money In - I: Accounts Receivable Reports
What is Undeposited Funds?2:01
Receive Payment Towards an Invoice3:56
Receive a Partial Payment1:34
Knowledge Check: Money In - I: Receiving Customer Payments & Undeposited Funds
Record a Bank Deposit3:08
Recording Deposit Fees3:29
Knowledge Check: Money In - I: Record a Bank Deposit
Upload an Invoice3:12
The Open Invoices Report0:45
The Invoice Tab1:46
Consolidated A/R Aging Reports1:51
Get Ready to Practice0:48
Your Turn: Money In - I4:46
Your Turn Answers: Money In - I9:52
Money In - II0:26
Money In Workflows: Sales Receipts0:52
Record a Sales Receipt6:20
Record a Deposit for Sales Receipts4:11
Deposit Only Method Intro1:00
Uses of Deposit Only Method5:13
Knowledge Check: Money In - II: Deposit Only Method
Delayed Charges Intro1:10
Record and Invoice Delayed Charges4:51
Knowledge Check: Money In - II: Delayed Charges and Invoicing
Refunds and Credits: Intro1:17
Record a Refund3:05
Record a Credit Memo3:19
Apply a Credit Memo2:09
Knowledge Check: Money In - II: Refunds and Credits
Delivery Options for Money In Transactions2:33
Customer Statements: Intro1:46
Balance Forward Statement2:09
Open Item Statement1:04
Transaction Statement1:17
Knowledge Check: Money In - II: Customer Statements
The Sales by Customer Summary Report1:16
What is Revenue Recognition?1:17
Set up Revenue Recognition5:11
Revenue Recognition Invoice & Reports3:37
Revenue Recognition - Issue Refunds or Credits2:14
What is Sales Tax?1:16
Sales Tax Setup2:36
Sales Tax Option for Customers2:37
Sales Tax Option for Products2:41
Knowledge Check: Money In - II: Sales Tax Basics
Record a Taxable Sale2:55
Record a Nontaxable Sale0:55
Review and Pay Sales Tax2:51
Knowledge Check: Money In - II: Review and Pay Sales Tax, Record Taxable and Nontaxable Sales
Customer Agent4:36
Payments Agent7:54
Get Ready to Practice0:48
Your Turn: Money In - II5:19
Your Turn Answers: Money In - II12:41
Customize Your Software0:35
Customer Label1:31
Introduction to Custom Fields0:47
Set up and Use Custom Fields2:53
Report Options for Custom Fields2:48
Knowledge Check: Customize Your Software: Custom Fields in QuickBooks
Locations: Intro1:17
Turn on and Set up Locations4:13
Record Location on a Transaction4:02
Location Reports2:22
Customize Forms: Intro0:41
Customize Sales2:31
Customize Invoices and Estimates: Look and Feel1:41
Customize Invoices and Estimates: Messaging0:58
Customize Sales Receipts: Look and Feel2:44
Customize Sales Receipts: Header1:29
Customize Sales Receipts: Body1:55
Customize Sales Receipts: Footer and Messaging2:22
Knowledge Check: Customize Your Software: Customize Forms
Get Ready to Practice0:48
Your Turn: Customize Your Software2:17
Your Turn Answers: Customize Your Software3:27
Saving Time1:05
Find Transactions with Centers3:01
Transactions Search1:44
Knowledge Check: Saving Time: Finding Transactions in QuickBooks
Recurring Transactions: Intro0:54
Set up a Scheduled Transaction3:25
Assign a Frequency and Save a Scheduled Transaction2:26
Edit a Recurring Transaction1:14
Knowledge Check: Saving Time: Recurring Transactions
Introduction to Batch Transactions2:08
Record Multiple Transactions4:41
Delete Multiple Transactions1:52
Set Up Spreadsheet Sync1:05
Spreadsheet Sync: Record Multiple Transactions4:02
Spreadsheet Sync: Update Customer & Vendor Records1:59
What are Workflows and Tasks?1:23
Require Approval for Invoices7:19
Unsent Invoices Workflows2:27
Automated Payment Received Email to Customers2:16
Payment Due Reminders for Customers4:02
Send Recurring Statement to Customers3:04
Require Approval for Bills4:40
Payment Due Reminders for Your Bills1:45
Create Your Own Workflows1:10
The Task Center1:55
Edit and Complete Tasks2:00
Tips and Tricks to Save Time: Intro1:01
QuickMath1:54
Date Shortcuts3:24
Hotkeys1:33
Knowledge Check: Saving Time: Tips and Tricks to Save Time
Get Ready to Practice0:48
Your Turn: Saving Time2:55
Your Turn Answers: Saving Time6:48
Money Out - I0:46
Set up a New Vendor1:46
Knowledge Check: Money Out - I: Set Up a New Vendor
Money Out Workflow1:45
What is Accounts Payable?1:43
Advantages of Tracking Bills0:53
Knowledge Check: Money Out - I: Bills and Accounts Payable
Record a Bill4:42
Knowledge Check: Money Out - I: Record a Bill
Accounts Payable Reports3:21
Should I Record a Bill Payment?2:19
Record a Bill Payment4:31
Print Bill Payment Checks6:08
Knowledge Check: Money Out - I: Paying and Printing Bill Payments
Upload a Bill4:33
Knowledge Check: Money Out - I: Upload a Bill
Checks and Expenses: Intro0:30
Record a Check to Print1:30
Print Checks1:21
Handwrite a Check1:27
Record an Expense2:42
Knowledge Check: Money Out - I: Checks and Expenses
Expenses by Vendor Summary Report1:58
Knowledge Check: Money Out - I: Expenses by Vendor Summary Report
Intercompany Expenses4:43
Consolidated A/P Aging Reports1:54
Get Ready to Practice0:48
Your Turn: Money Out - I4:46
Your Turn Answers: Money Out - I7:46
Money Out - II0:36
Set up a Credit Card4:42
Use a Credit Card3:19
Pay Down a Credit Card3:08
Knowledge Check: Money Out - II: Set Up, Use, and Pay Down a Credit Card
Loans: Intro1:34
Enter a Loan from a Previous Year3:21
Record a Loan to Your Bank Account3:32
Record a Mortgage, Note or Loan for Purchase4:36
Pay Off a Loan3:12
Knowledge Check: Money Out - II: Set up and Track Loans
Petty Cash: Intro1:34
Deposit Money to Petty Cash3:09
Spend Money from Petty Cash2:29
Knowledge Check: Money Out - II: Petty Cash Fundamentals
Vendor Refunds & Credits: Intro0:46
Record a Vendor Refund1:45
Record a Vendor Credit2:13
Apply a Vendor Credit1:31
Knowledge Check: Money Out - II: Vendor Refunds & Credits
Employee and Owner Purchases: Intro0:36
Set up Owner Equity Accounts4:30
Owner Purchases3:31
Owner Reimbursement1:59
Owner Deposits to Company Bank Accounts1:58
Owner Withdrawal from Company Bank Account3:00
Employee Reimbursement2:05
Employee Use of Business Funds4:23
Knowledge Check: Money Out - II: Employee and Owner Purchases
Void vs. Delete3:23
Knowledge Check: Money Out - II: Void vs. Delete
Get Ready to Practice0:48
Your Turn: Money Out - II4:41
Your Turn Answers: Money Out - II8:34

What learners say about this course

“I can do a lot more than I used to be able to do. I know some shortcuts that I didn't know of. QuickBooks training has been very useful to me.”

Unique T.

“too numerous to list. We company is transitioning from Quickbooks desktop to Intuit Enterprise Suite. A lot of great information that will be extremely helpful during this transition.”

Kelly M.

“Conciliations, invoices, sale receipts, vendor credits and credit memos. I didn't know anything about QuickBooks and now I have knowledge that'll be useful in my job.”

Jorge B.

“It helped me to understand differences between report types. Allowing to practice and exercises following each topic helps to learn the software and easily navigate.”

Aliya Z.

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Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

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Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

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