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QuickBooks Desktop for Beginners
Beginner LevelQuickBooks Desktop

QuickBooks Desktop for Beginners

12 hr 26 min

This beginner course is the fastest way to get productive in QuickBooks Desktop. 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 in QuickBooks.

You’ll learn how to…

  • Set up a QuickBooks company from scratch
  • Navigate through every window and menu
  • Create accurate financial statements...and understand them
  • Record sales & expenses
  • Customize QuickBooks for your business
  • Save time with recurring transactions and online banking
  • Set up users and secure your data
  • Measure profitability on customers and projects
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Shauna Hemsley Sommer
Jun 24–25, 2026
Wed–Thu · 9:30 AM CT
This class prepares you for a certification exam:
QuickBooks Desktop Certified User Certification

Course Content

361 lessons · 12 hr 26 min
Your Turns Introduction0:45
How to Practice Introduction3:51
QuickBooks Desktop Setup1:11
Create Company File: Intro1:17
Create Company File3:49
Connect Your Services2:35
Home Page1:39
Icon Bar4:20
Centers2:04
Menus2:11
View Options and Tips2:25
Additional Preferences1:50
Customize Home Page2:37
Choose Your Starting Point2:59
Continue New File Setup2:47
Change Company Info1:25
What is a Transaction2:10
Elements of a Transaction: Money In1:02
Elements of a Transaction: Money Out1:03
Saving Transactions1:44
The Ribbon Explained1:48
Get Ready to Practice0:28
Your Turn: QuickBooks Desktop Setup2:37
Your Turn Answers: QuickBooks Desktop Setup2:59
Working with Lists2:20
What Are Lists?3:22
The "WHO": Introduction to Centers3:42
The "WHO": Customizing Customer and Vendor Centers3:51
The "WHO": Find and Record Transactions using Customer and Vendor Centers1:51
The "WHAT": Introduction to Menu-Based Lists1:54
The "WHO" and the "WHAT": Add New Entry4:09
Why do you need The "WHO" and The "WHAT"1:45
The "WHO" and The "WHAT": Edit Entry2:02
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists3:48
The “WHO” and The “WHAT”: Delete Entries1:35
The “WHO” and The “WHAT”: Make Entries Inactive2:42
The “WHO” and The “WHAT”: Merge Entries2:48
The “WHO” and The “WHAT”: Print Lists0:32
Get Ready to Practice0:28
Your Turn: Lists5:24
Your Turn Answers: Lists11:31
Financial Statements1:08
Chart of Accounts1:06
Balance Sheet1:32
Profit & Loss Statement2:22
Account Types0:58
Set Up a New Account1:52
Intro to Subaccounts2:06
Add Subaccounts0:56
Subaccounts Shortcuts1:22
Collapse Reports1:12
Intro to Journal Entries1:54
Enter Journal Entries0:58
Financial Statements - Yearly/Monthly Comparison1:30
Financial Statements - % of Income and Cash/Accrual2:02
Snapshot - Company3:39
Snapshot - Payments/Customers1:24
Insights Tab3:08
Combine Financial Statements - Intro1:11
Combine Financial Statements - How To1:48
Combine Financial Statements - Review1:06
Get Ready to Practice0:28
Your Turn: Financial Statements5:04
Your Turn Answers: Financial Statements11:00
Items1:09
Advantages of Items4:11
When Should You Set Up a New Item?1:36
Catch-All Items1:07
Item Types1:16
Inventory/Non-Inventory2:53
Inventory Assemblies1:07
Item Types - Continued1:04
Add Inventory Part2:18
Add Non-Inventory Part0:39
Add Service Item1:31
Get Ready to Practice0:28
Your Turn: Items4:09
Your Turn Answers: Items6:27
Money In - I1:00
Customers and Jobs1:55
Add Customers3:56
Customers - Overdue Preference0:42
Add Jobs2:50
Recording Sales Intro0:56
Intro to Invoicing1:19
Create a Service Invoice0:59
Create a Product Invoice - Line Items and Discounts2:42
Create a Product Invoice - Subtotal1:46
Email Invoices2:52
Updated Attachment Previews (QB 2021 or Later)1:13
Print Invoices1:39
The Accounts Receivable Aging Summary Report1:44
Receive Payments1:38
What is Undeposited Funds?0:59
Customize Undeposited Funds0:53
Partial Payments1:31
Make Deposits3:18
Accounts Receivable Reports0:53
Income Tracker2:20
Get Ready to Practice0:28
Your Turn: Money In - I4:18
Your Turn Answers: Money In - I8:07
Money In - II0:44
Intro to Sales Receipts0:56
Enter Sales Receipts1:18
What is Undeposited Funds?0:59
Customize Undeposited Funds0:53
Record a Bank Deposit from a Sales Receipt1:42
Intro to Deposit Only Method0:56
Record Deposit Only1:20
Import - Other Program0:43
Customer Credits/Refunds2:21
Customer Statements0:54
Open Transactions on Customer Statements1:01
Activity on Customer Statements1:21
Sales Reports2:52
Get Ready to Practice0:28
Your Turn: Money In - II4:48
Your Turn Answers: Money In - II12:09
Customize Forms1:20
Create Form Design5:31
Customize Form - Header2:18
Customize Form - Columns and Footer2:11
Basic Form Customization1:53
Layout Designer - Add Data/Text and Move Fields2:36
Layout Designer - Move Elements and Copy Format2:05
Customizing Payment Receipts (QB 2021 or Later)2:28
Duplicate Custom Form - Why0:52
Duplicate Custom Forms - How1:00
Download Templates1:44
Get Ready to Practice0:28
Your Turn: Customizing Forms2:22
Your Turn Answers: Customizing Froms3:32
Saving Time0:55
QuickBooks Calendar2:49
Find Button - On Form1:30
Find Window0:38
Simple Find1:27
Use Advanced Find1:46
Use Centers to Find Data - Intro0:46
Find Within the Customers and Jobs Tab2:06
Find With the Transactions Tab1:00
QuickBooks Search1:56
Search within Transactions1:09
Save Time - Memorize Transactions1:20
Memorize Transaction - Check2:04
Memorize Transaction - Auto Debit2:11
Memorize Transaction - Auto Entry1:12
Memorize Transaction - Checking Detail1:10
Memorize Transaction - Change or Delete Schedule1:00
Batch Delete2:32
Get Ready to Practice0:28
Your Turn: Saving Time2:42
Your Turn Answers: Saving Time5:47
Sales Tax1:34
Steps to Set Up Sales Tax1:36
Sales Tax Preferences1:18
Set Up Sales Tax Items/Groups3:19
Sales Tax Codes1:21
Assign Tax Code to Item1:04
Assign Tax Code to Customer1:45
Sales Tax on an Invoice2:29
Amount of Sales Tax Due2:01
Adjust Sales Tax1:12
Pay Sales Tax0:48
Get Ready to Practice0:28
Your Turn: Sales Tax2:40
Your Turn Answers: Sales Tax4:07
Money Out - I0:58
Add a Vendor3:21
Money Out Workflows4:00
Advantages of Tracking Bills3:34
Enter Bills1:45
Review Unpaid Bills1:41
How to Use the Bill Payment Window1:20
Record Bill Payment1:58
Print Checks1:05
Intro to Write Checks1:08
Record a Check to Print1:29
Record a Handwritten Check0:45
Debit Card Transactions0:45
Vendor Reports1:40
Bill Tracker1:28
Get Ready to Practice0:28
Your Turn: Money Out - I4:33
Your Turn Answers: Money Out - I7:33

Learner

Training only

1 user
$899.95
$599.95

30-day money back guarantee

Lifetime access to all included training

  • This course + 35 other courses
  • Live classes every weekday
  • Hands-on exercises
  • All future course updates

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

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Certification

Training + Certification

1 user
$999.95
$699.95

30-day money back guarantee

Lifetime access to all included training

  • Everything in Learner
  • Training for all 5 certifications
  • 5 QuickBooks certification exams
  • Practice exams and test prep

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

Team

Team Training + Certification

2-5 users
$1,799.95
$999.95

30-day money back guarantee

Lifetime access to all included training

  • Everything in Certification
  • Up to 5 users included
  • Certification for your team
  • Team progress tracking

Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.

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