Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals

Understand the Fundamentals
4.61 (920 reviews)
Udemy
platform
English
language
Money Management Tools
category
instructor
Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals
6 465
students
5 hours
content
Feb 2025
last update
$19.99
regular price

Why take this course?

🌟 Course Title: Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals 🚀

Headline: 📚 Understand the Fundamentals with Our Comprehensive Course! 🎓

Description:

Hello, aspiring bookkeepers and small business owners! Dive into the world of financial management with our "Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals" course. 🖥️✨

What's Included?

  • FREE Access to QuickBooks™ Software - Get hands-on experience with the industry-leading software during the course!

Course Outline:

  1. Introduction to QuickBooks™ - Discover how QuickBooks™ records and stores information, and learn the steps to set up or restore data files effectively.

  2. Navigating QuickBooks™ - Master the layout of QuickBooks™, understand the functions and tools at your fingertips, and become proficient in moving around the software with ease.

  3. Handling Transactions & Payments - Learn to create and record checks within QuickBooks™, understand the implications of mistakes, and know how to print checks accurately.

  4. Recording Sales - From issuing Sales Receipts to creating and managing invoices, this section covers all aspects of recording sales transactions.

  5. Managing Expenses - Get to grips with maintaining your Vendor List, entering and paying bills, and using various payment methods like debit or credit cards.

  6. Reconciliation Techniques - Gain insights into the reconciliation process for different accounts, learn how to resolve discrepancies, and ensure your books are accurate.

  7. Understanding Reports - Delve into the reporting features of QuickBooks™ and learn the differences between content and formatting to generate meaningful financial insights.

  8. "Additional Stuff" - Tie Everything Together - Explore topics such as the differences between QB Online and Desktop, setting up additional users, understanding backups, using Journal Entries, and getting started with QuickBooks™ for your own business.

CPE (Continuing Professional Education) Credit: Elevate your professional standing by earning CPE credits through our course. Stay current with the latest in bookkeeping and accounting practices.

Learning Objectives:

  • Understand QuickBooks™ - Gain a comprehensive understanding of what QuickBooks™ is, how it functions, and its role in recording transactions.
  • Navigate QB Desktop - Become adept at navigating the QB Desktop interface, finding essential features, and utilizing them to enhance your bookkeeping workflow.
  • Record & Print Checks - Learn the correct methods for recording and printing checks within QuickBooks™, ensuring accurate financial tracking.
  • Sales Transactions - Master various sales recording methods, from cash transactions to issuing Sales Receipts and invoicing credit customers.
  • Manage Expenses - Understand how to maintain a Vendor List and manage bills for seamless expense tracking.
  • Reconciliation Skills - Develop reconciliation skills for different types of accounts, enabling you to resolve errors and ensure the integrity of your financial data.
  • Reporting Mastery - Learn to create, customize, and interpret QuickBooks™ reports with a focus on both content and formatting.
  • QB Desktop vs. QB Online - Compare the features and functionalities of QuickBooks™ Desktop and Online to determine which best fits your business needs.
  • Setting Up a Company File - Learn how to create a new company file in QuickBooks™ Desktop from scratch, laying a solid foundation for your financial records.

Embark on your bookkeeping journey with confidence using our "Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals" course! 🚀📈

Enroll now and take the first step towards mastering QuickBooks™ and enhancing your financial management skills. Let's make numbers work for you! 💼💡

Course Gallery

Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals – Screenshot 1
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Comidoc Review

Our Verdict

Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals is a valuable course offering practical insights and a strong foundation in QuickBooks Desktop bookkeeping. Ideal for beginners with an easy-to-understand approach, the course does have slight limitations due to the use of an older software version and may require supplementary resources for advanced learners.

What We Liked

  • The course provides a comprehensive overview of QuickBooks Desktop, with specific and detailed lessons that include tips and examples.
  • Author's teaching style is clear, engaging, and uses easy-to-follow language. The room and beach ball analogy was particularly helpful in understanding different views within QuickBooks.
  • Hands-on learning using the trial version of QuickBooks and sample files significantly enhances the learning experience.
  • Covers fundamental aspects of QuickBooks, serving as a solid foundation for those new to bookkeeping or the software.

Potential Drawbacks

  • Using an older version of QuickBooks Desktop might be confusing for users who have access to the newer online versions.
  • While the course is informative and covers fundamental concepts well, those seeking advanced features may need to explore additional resources.
  • The reconciliation section may be challenging for some learners, requiring further study or additional support.
1208856
udemy ID
08/05/2017
course created date
06/06/2019
course indexed date
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