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Self-paced training
Mastering Word and Excel for QuickBooks Desktop
What's includedIncluded
What you'll learnTopics

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 But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future.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.

Introduction to Excel
Learn what you see on screen
Explore the structure of an Excel file
Discover how to get additional support in Excel
Get tips for exporting QuickBooks information to Excel
Import Reports from QuickBooks into Excel
Send a report to a new Excel file
Update an existing Excel file with information from QuickBooks
Organize and Name worksheets in a file
Align rows across worksheets for better calculations
Delete unused worksheets
Insert additional sheets in a file
Distinguish between tabs with tab colors
Cells, Columns, & Rows
Show report titles in Excel
Move, center, and merge cells
Enter data
Edit data
Learn tricks for selecting non-adjacent data
Delete unnecessary columns and rows
Use auto-fit to save time formatting rows/columns
Formatting Excel
Change fonts and cell colors
Learn a shortcut to copy formatting to other cells
Emphasize information with cell borders
Discover how the Merge & Center tool helps create titles
Explore types of cell formats
Change how dollar amounts appear in a cell
Learn tips & tricks to view information efficiently
Comment on data in a spreadsheet
Calculations & Formulas
Create and edit basic calculations
Discover how cell references improve your formulas
Automatically total a range of cells with AutoSum
Use an array formula for more complex calculations
Learn how formulas come over from QuickBooks
Create formulas to analyze information across multiple spreadsheets
Proof formulas with the formula checker
Analyze/Interpret Data in Excel
Use Excel techniques to answer abstract questions
Forecast sales with the What If? feature
Determine data-based goals with the Goal Seek feature
Solve Real World Problems with Excel
Use Excel to speed up your reconciliations
Calculate sales commissions with sales data from QuickBooks
Create graphs with QuickBooks data
Use templates to generate loan amortization schedules
Learn tricks for importing data from Excel to QuickBooks
Customize Excel
Create a seamless look and feel with a default font
Customize the Quick Access toolbar
Reset the default settings
Hide the tool ribbon to declutter your screen
Learn tips to secure data in Excel
Save Time in Excel
Automate tasks in Excel with Macros
Use keyboard shortcuts
Learn the best printing techniques for spreadsheets
Introduction to Word
Learn what you see on screen
Explore what Word will help you do
Discover how to get additional support in Word
Navigate within a word document
Send QuickBooks Letters with Word
Write collection letters
Address and print envelopes with info from QuickBooks
Fix missing information errors
Create a letter from scratch
Save letters as templates
Customize existing templates
Organize templates
Send an Invoice to Word
Manage Documents
Discover differences between QuickBooks files and Word documents
Learn where QuickBooks stores letter templates
Save, open, and delete Word documents
Set up AutoSave
Using the built-in spelling and grammar checkers
Recover documents from AutoSave
Basic Word Techniques
Type and edit text
Select and move blocks of text
Cut, copy, & paste text
Learn methods to delete text
Explore the spelling and grammar checker features
Format Documents
Change how words appear
Copy formatting across different sections of text
Organize text with bullets & numbers
Format paragraphs
Use borders & shading to enhance text
Create & use default text styles
Adjust margins
Insert page numbers
Document Objects
Create your own letterhead
Add a watermark
Insert symbols and images
Resize and position objects
Use the AutoShapes feature to add shapes
Separate text with Text Boxes
Create and edit a table
Add an Excel table
Insert a file into a blank document
Create hyperlinks between documents, websites, and spreadsheets
Print Documents
Select a previously installed printer
Adjust margins
Switch between portrait and landscape orientations
Preview documents before printing
Print only selected pages
Print multiple pages per sheet
Customize Word
Create a seamless look and feel with a default font
Turn off the paste options feature
Customize the Quick Access toolbar
Reset the default settings
Password protect documents
Track, accept, or reject changes to your document
Save Time in Word
Use keyboard shortcuts
Learn how autocorrect saves you time
Discover shortcut menus
Use the Word Count tool
Find & replace specific words in a document
Access built-in reference tools
Utilize built-in templates for common business documents
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 an email to within 30 days of your purchase and you will receive a full refund. We stand behind our classes. No hassle. No question.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools and costs $156 for individuals to take. BUT it’s FREE if you enroll in Mastering QuickBooks Level 1! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career. If you're interested in this course and would like to get certified, consider one of our Course Bundles or better yet,  the VIP Membership which comes with 5 certification vouchers and even more prep classes!
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

We know you'll love our QuickBooks training and we stand behind it 100%. See refund and cancellation details.
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QuickBooks training near your location

United States

Refund and cancellation policies

Live classes To cancel your seat in a live class, please notify us at before the first day of your class and you'll receive a full refund. If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. Then, you'll receive a full refund. Please note... we do not provide refunds if you don’t attend class. We will, however, keep your credit so that you may attend another class in the future.

Self-paced courses If you're not satisfied for any reason, please send an email to within 30 days of purchase and you’ll receive a full refund.

Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

VIP Membership To cancel your membership, please send an email to within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

After 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).

Use of QuickBooks Certification Voucher before refund If your purchase includes a voucher code ($156 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund.