Self-paced training
Mastering Accounting Basics for QuickBooks Desktop
What's included
What you'll learn
FAQ

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

Accounting Basics
Defining accounting from the small business' perspective
Why do you need accounting?
Financial statements: what are they?
Financial statements: what are they?
What is an account?
Double entry accounting and how it applies to QuickBooks
Debits and Credits: The essence of accounting
Accounting Principles
Introduction to Accounting Principles
The Reporting Principle
The Reliability Principle
The Comparability Principle
The Cost Principle
The Revenue Principle
The Matching Principle
Applying the principles
Accounting Basics in QuickBooks
The Balance Sheet and Profit & Loss Statement
Working with account types
Setting up the Chart of Accounts
Management reporting vs. financial reporting
Working with subaccounts
Techniques to review account detail
Understanding debits/credits in common QuickBooks transactions
Reviewing Numbers for Accuracy
Basic review techniques
Using QuickZoom as an investigative tool
Reconciling accounts to external documentation
Verifying numbers on key reports
Checking Accounts Receivable, Accounts Payable, and Inventory balances
Analyzing and Interpreting Data
Basic financial interpretations
Basic financial interpretations
Analyzing business trends
Interpreting variable expenses
Understanding and using key financial ratios
The Accounting Cycle
What is the accounting cycle, and why is it important?
Daily accounting tasks
Weekly accounting tasks
Pay period accounting tasks
Monthly accounting tasks
Quarterly accounting tasks
Annual accounting tasks
Closing the books
Restricting access to closed periods
Working with Your Accountant
Speaking the same language as your accountant!
Creating a client/accountant agreement
Methods for getting information to your accountant
Accountant's Copy Process
Special reports for your accountant
More Accounting
Using account numbers
Setting up classes to segment financial statements
Budgeting and planning in QuickBooks
Cash vs. Accrual accounting
Understanding and using Retained Earnings
Year-end closing entries
Finding prior year changes
Valuable Resources Included with the Course:
Glossary of Accounting Terms
QuickBooks Keyboard Shortcuts List
Summary of Account Types (and the financial statements they flow to)
A Debits and Credits "Cheat Sheet"
Financial Ratios List (and how they're calculated)
Sample Tax Calendar
List of Record-Keeping Requirements (as recommended by The IRS)
Periodic Activities Checklist (avoid overlooking important tasks!)
Year-end Closing Checklist
Step-by-Step Summary of Exchanging Data with your Accountant
Help Guide for Creating a Client/Accoutnant Agreement (and assigning responsibilities)
Backup Log (to schedule and monitor timely backups)
How does the OnDemand class work?
After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your username and password, and start learning!
Do you offer a money-back guarantee on your OnDemand training?
Absolutely! If you are not completely satisfied with the training, send us an email, or call us within 30 days, and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.