Quickbooks Desktop Basic to Advance Training Course

Name: Quickbooks Desktop Basic to Advance Training Course
Rating: 4.4 (313 reviews)

Quickbooks Desktop for Freelancers Real Projects covers all popular versions of Quickbooks e.g pro enterprise etc

Created byAccountech Training & Solutions

Last updated 2/2026

English

What you'll learn

Training for QuickBooks complete start to finish
Working with QuickBooks preferences
Creating estimates
Setup the chart of accounts for your business
Working with customers and jobs
Entering and paying bills
Reconciling bank statements
Working with loans
Using reports to provide you the information required
Implement Quickbooks professionally in any organization
Able to customize and extract critical financial reports
Create new company in the software
Importing balances to transfer from manual old system to quickbooks

Course content

3 sections • 88 lectures • 6h 12m total length

Introduction to Quickbooks2:24
Explore QuickBooks desktop and online differences, install setup, and practice opening balances, ledgers, and customers through inventory and textile manufacturing scenarios, with advanced features like price lists and job costing.
Difference Between Quickbooks Desktop and Quickbooks Online9:50
Compare quickbooks desktop and quickbooks online by outlining advantages and disadvantages, including inventory, job costing, discounts, bank sync, licensing, and multi-company support.
FAQ's0:56
Download and Install Quickbooks Enterprise7:54
Download the QuickBooks enterprise installer from the resources, unzip it, run the setup, and enter the serial number and product code to activate and license the software.
Understanding The Scenario3:34
Learn how to start QuickBooks for a trading company by transferring 2017 closing balances as opening balances on 1 January 2018, using a practical assignment.
Creating a New company in Quickbooks6:35
Learn to create a new company in QuickBooks using express start, auto generate accounts from industry, specify business type, and choose where to store company files.
Creating New Ledger and Enter Opening Balance10:00
Learn to set up a company in QuickBooks desktop, navigate the home page, and create ledgers with opening balances, including fixed assets like land and buildings.
Deleting a Ledger if Mistake Occurs6:23
Explore how to handle accumulated depreciation of land and buildings as a contra asset, ensure historical cost reporting, and safely delete ledgers by removing related transactions and journals.
Edit a Ledger in Quickbooks2:17
Edit a ledger in QuickBooks by right-clicking the ledger to rename the account and correct the opening balance and date, then review the movements for the asset or expense account.
Entering All Ledgers and Opening Balances7:27
master entering all ledgers and setting opening balances in QuickBooks desktop, including fixed assets, motor vehicles, machinery, cash and bank accounts, with automatic asset-liability-capital calculations.
Entering Customer Balances3:41
Learn how entering individual customer balances automatically updates the control account and accounts receivable ledger in QuickBooks desktop, with step-by-step creation of new customers and balances.
Making Corrections in Customer Details and Balances3:06
Correct customer balances and dates by opening the related invoice, adjusting the date or amount, and saving changes. Then delete the invoice only after the balance becomes zero, view all invoices from the customer, and finally remove the customer record.
Entering Vendors Balances In Quickbooks1:32
Enter vendor balances in QuickBooks using the same steps as customers, update the accounts payable control account automatically, and prepare to review balances before moving to stock balances.
Entering Opening Inventory Balances In Quickbooks5:54
Enter opening inventory balances in QuickBooks Desktop by creating items and services, enabling inventory preferences, and mapping cost, income accounts, and unit of measure to reflect on-hand quantities.
Trial Balance Balance Adjustment7:02
Enter and verify inventory items and balances, then reconcile the trial balance with the chart of accounts; adjust opening balance equity by journal entries to correct misposted income and expenses.
Entering Non Trading Transactions in Quickbooks8:42
Differentiate trading and non-trading activities in QuickBooks, and learn to record non-trading transactions, cash purchases of fixed assets and prepaid expenses, via journal entries or write checks.
Creating Vouchers of Non Trading Entries3:47
Create a voucher for a non trading entry by debiting the security deposit (other asset) and crediting cash via write checks in QuickBooks desktop, then print the transaction journal voucher.
Quickbooks Indirect Expenses Cash Payment Method1:48
Learn to record indirect expenses as cash payments in QuickBooks Desktop by using an expense account (maintenance/repair), creating journal entries or cash payments, and noting the vendor and memo.
Recieve Payment From Customers Record Deposits Method3:17
Learn to receive customer payments in QuickBooks desktop using the record deposits method, posting opening balance invoices and cash receipts. Manage undeposited funds and decide bank deposit or keep cash.
Recieve Payment From Customers Direct Deposit Treatment Quickbooks4:01
Learn to record customer payments directly in cash in QuickBooks Desktop, bypass undeposited funds, enable cash receipts, and complete a single-step cash receipt process with accounts receivable.
Quickbooks Treatment for Entering Purchase Invoice On Credit5:43
Learn to enter a credit purchase invoice in QuickBooks desktop by selecting the vendor, using the items and expenses tabs, and recording inventory debits against accounts payable.
Entering Purchase In Quickbooks the Quick Way3:34
Learn the quickest method to enter a purchase in QuickBooks Desktop by quickly adding a new vendor, then enter the invoice and review the journal in reports.
Dealing With Cash Sales via Sales receipt in Quickbooks4:04
Learn how to record cash sales in QuickBooks desktop using sales receipts, manage walk-in customers, and reflect cost of goods sold and inventory changes, plus printing receipts.
Dealing With Customer Advances in Quickbooks4:42
Learn to record customer advances in QuickBooks desktop as a liability: create a customer advances account, link a service item, and post cash receipts with proper journal entries.
Handling Sales Order With Customer Advances4:01
Learn to create sales orders in QuickBooks Desktop, select customers and items, and handle customer advances by deducting the advance in the order for accurate later invoicing.
Entering Direct Sales in Quickbooks4:05
Learn to enter direct sales in quickbooks by creating customer invoices for cash or credit, and record sales, receivable, cost of goods sold, and inventory changes across multiple items.
Dealing With Purchase Order in Quickbooks2:43
Learn how to create and update a purchase order in QuickBooks desktop by using the vendors orders section, updating item costs, and saving the order without journal entries.
Bad Debts Treatment in Quickbooks2:45
This lecture shows how to treat bad debts in QuickBooks by settling invoices with a discount, recording the discount as an expense, and closing the invoice in reports.
Service Invoice in Quickbooks3:26
Learn how to book a service invoice for packing charges in QuickBooks Desktop, using a service item and posting to cost of goods sold and accounts payable.
Finding and Editing Making Corrections to Previous Transactions2:44
Locate previous transactions in QuickBooks Desktop by customer or sales order, then edit or delete as needed.
Payment of Purchase Invoices2:54
Learn how to record partial payments for vendor invoices in QuickBooks Desktop, pay 30,000 by cheque, and reduce accounts payable while reconciling the vendor and bank entries.
Converting Sales order to Sales Invoice in Quickbooks2:59
Convert a sales order to a sales invoice in QuickBooks Desktop, automatically deducting prior advances and updating receivables and cost of goods sold with itemized journal entries.
Entering Purchase Return In Quickbooks1:34
Discover how to record a purchase return in QuickBooks desktop by using enter bills as a credit card entry, selecting items and costs, and saving with a reference number.
Handling Quickbooks Sales Returns3:05
Learn to process sales returns in QuickBooks desktop by handling refunds, available credit, and applying credits to invoices, while tracking sales receivable and cost of goods sold.
Receiving customer Payments Full Account Settlement2:47
Master how to record customer payments and fully settle accounts in QuickBooks Desktop by using receive payments, applying invoices (full or partial), and reviewing entries in the transaction journal.
Converting Purchase Order to Purchase Invoice1:29
Convert a purchase order to a purchase invoice in quickbooks desktop by selecting the vendor and converting the order. It updates accounts with a debit entry and creates inventory entries.
Loss of Inventory2:59
Identify how to record inventory losses in QuickBooks desktop by distinguishing normal from abnormal losses and adjusting quantity to post a loss to an expense account.
Converting Prepayments to Expense in Quickbooks2:00
Convert January's prepaid expense to expense in QuickBooks by recording a journal entry: debit marketing expense for 5,000 and credit prepaid expense.
Reconcilling Trial Balance2:22
Learn to reconcile a trial balance in QuickBooks Desktop by generating the trial balance report, reviewing ledger balances for equity, and exporting or attaching backups for comparison.
How to Take Backup and Restore of Quickbook Companies5:02
Learn to back up and restore QuickBooks desktop data using local backups stored on external drives, with automatic date-time naming, backup limits, and a guided restore process.

Introduction to Ravi Textiles4:02
Explore how manufacturing differs from creating/trading, and learn to set up Ravi Textiles in QuickBooks Desktop, enabling automatic chart of accounts and cost of goods sold for a sole proprietorship.
Entering Ledger Opening Balances10:00
Learn how to enter ledger opening balances in QuickBooks Desktop, verify and create chart of accounts by nature, and set opening balances for bank, cash, loans, and assets.
Entering Multiple Customer Balances4:33
Enter multiple customer balances efficiently in QuickBooks Desktop by using the add multiple customers feature, customizing columns, and copying balances from Excel with a balance as of January 1, 2019.
Entering Vendor Balances From Excel4:31
Practice entering vendor balances from Excel by preparing a vendor balances sheet, aligning Excel columns with QuickBooks fields, and using copy-paste and add multiple windows for quick data import.
Entering Raw Material Inventory with Opening balance7:29
Enable inventory in QuickBooks desktop, create raw material items, and enter their opening balances and on hand quantities as of January 1, 2019 to update the inventory asset balance.
Entering Reciepe Management or Bill of Material In Quickbooks4:43
Enter a recipe or bill of materials in QuickBooks to link raw materials to finished shirts via an inventory assembly and auto-deduct materials as you manufacture.
Entering Assignment Transactions Part 15:38
Enter opening balances and day-to-day transactions in QuickBooks Desktop, including accrued expenses paid by cash, managing vendor orders, receiving goods, and creating bills against open orders.
Entering Direct Purchase Invoice in Quickbooks3:58
Learn to enter a direct purchase invoice (bill) in QuickBooks Desktop, including creating a new bill, entering reference numbers, dates, line items, and viewing the debit entries in reports.
Finished Goods Sales Order In Quickbooks2:53
Create finished goods sales orders in QuickBooks when stock is insufficient, learn to backorder and schedule later delivery, and understand processing sealed orders and manufacturing orders.
Dealing with Bank To Petty Cash Transfers in Quickbooks1:33
Master bank to petty cash transfers in QuickBooks desktop, enabling transfers between bank accounts, recording petty cash transactions, and generating journal entries for precise bookkeeping.
Dealing With Partial Customer payments Receipt2:52
Learn how to record a partial customer payment in QuickBooks Desktop, adjust underpayments, and manage deposit options whether cash or bank deposits through company preferences.
Receive Direct Payments From Customers in Cash1:38
Learn how to record, reconcile, and deposit cash payments from customers in QuickBooks Desktop, including handling underpayments and ensuring proper cash deposit entries.
Purchase of Direct Services In Quickbooks2:59
Demonstrates recording direct service purchases in quickbooks desktop by creating a service item linked to cost of goods sold and entering vendor bills for batch invoices.
Change Currency to a Non USD Currency1:59
Enable multiple currencies in QuickBooks Desktop and set a non-usd home currency, then back up before switching; reopen files to convert existing transactions to the new currency.
Cash Purchase of Services in Quickbooks2:02
Learn how to record a cash purchase of services in QuickBooks Desktop, including selecting the appropriate items, using the reference number 7681, and saving the transaction to complete the entry.
Customer Advances in Quickbooks3:14
Learn to treat customer advances as a liability, create a dedicated ledger and a service item linked to it, and record cash received as an advance for a sale order.
Sales Order of Customer With Advances2:24
Learn how to record a sale order with customer advances in QuickBooks Desktop, apply advances against the order, and ensure they auto-update when converting the order to an invoice.
Book Indirect Expenses In Quickbooks2:17
Learn to record indirect expenses in QuickBooks desktop by writing checks or posting journal entries, selecting the MCP Bank, and tracking travelling expenses to support bank reconciliation in reports.
Dealing with cash payments of Repair expenses1:34
Record a repair expense paid by check for office building maintenance, 55,000 on Jan 14, 2019, with reference 8018801, and write checks while reviewing check reports and transaction journal.
Record Fixed Assets Entries Using Journal1:50
Record fixed asset purchases by journal entry in QuickBooks Desktop, using fixed assets setup to log a motor vehicle bought with a bank check, valued at 50,000.
Production of Finished Goods3:31
In QuickBooks, build assemblies to manufacture 4000 shirts from available stock, checking required material quantities and confirming stock on hand, then record the production of finished goods.
Settle Bad Debts Against Pending Invoices2:46
Learn how to settle bad debts against pending invoices in QuickBooks by creating a journal entry that clears receivables using a discount account and indirect postings via receive payments.
Coverting Sales Order to Sales Invoice With Advances Linking2:06
Convert a booked sales order into a sealed invoice in Quickbooks Desktop, linking customer advances and delivering the full order. Track accounting effects via reports.
Recording Direct Sales Invoice1:30
Learn to record direct sales invoices in QuickBooks desktop, create invoices, and understand related journal entries through a practical exercise.
Convert Sales Order to Sales Invoice in Quickbooks2:04
Learn how to convert a sales order to a sales invoice in QuickBooks by creating invoices from a customer, selecting the order, and adjusting quantities and dates.
Receiving Invoices According to FIFO Basis1:51
Apply customer payments using a FIFO invoice sequence, clearing oldest invoices first, then update cash and accounts receivable and verify the transaction in loss records and reports.
Bill Payments of Purchase Invoices2:13
Learn how to process a bill payment for a purchase invoice in QuickBooks Desktop, paying Wahid and Sons via check from UBL Bank, recording accounts payable debit and bank credit.
Bill Payments of Purchase Invoice Part 21:08
Learn to process bill payments for purchase invoices in QuickBooks Desktop, using check payments, including partial vs full settlement, setting check numbers, and recording dates and references.
Fixed Assets Journal Entry1:38
Learn to record fixed asset purchases in QuickBooks Desktop via journal entries or checks, classify office equipment as assets, and save the ledger with a memo.
Settlement of Loans and Check Ledger Reports1:59
Learn to settle loan liabilities by recording a journal entry debiting the loan and crediting cash, review the ledger and its balance, and verify results with trial balance reports.
Entering Purchase Return In Quickbooks1:38
Learn how to record a purchase return in QuickBooks by selecting the vendor and credit, adjusting date and reference, entering item details and totals, and reviewing accounts payable transaction journal.
Entering Sales return In Quickbooks Against Invoice2:12
Learn to process a sales return against an invoice in QuickBooks Desktop by creating available credit, applying it to the invoice, or issuing a refund, with related transaction journal reports.
Taking Services Against Cash1:59
Learn how to record cash payments for services in QuickBooks Desktop, create a service item for packing charges, and classify costs to cost of goods sold with debits and credits.
Dealing With Owner Drawings1:11
Record owner drawings in QuickBooks desktop by creating a new equity account, posting a cash drawing journal entry for 45,000, crediting cash, and saving the transaction.
Offsetting Damaged Inventory2:10
Offset damaged inventory in QuickBooks by creating a loss of inventory expense account, reducing 500 shirts from stock, and verifying the journal entry in reports and transaction journals.

How to Manage Price Lists in Quickbooks9:55
Learn to manage price lists in quickbooks by creating price levels for retail, wholesale, and export customers, assigning them to customers, and automatically applying the correct item prices during invoices.
Invoice Template Customization in Quickbooks15:08
Discover how to customize QuickBooks invoice templates by adding logos, letterheads, headers and footers, digital signatures and stamps, and fine-tuning with template management and the label designer.
Adding Custom Fields in Invoice Part 18:02
Learn to add custom fields to invoices by defining fields, enabling sales representative and sales tax number at the customer level, and linking them to a custom invoice template.
Adding Custom Fields in Invoice Part 26:15
Learn to customize invoice item columns by adding fields like size and made in, define multi choice fields with optional custom text, and adjust templates to display the new columns.
Report Customization Part 14:19
Explore report customization in QuickBooks Desktop by applying filters to generate sales representative-specific profit and loss reports, and practice creating customized reports from invoices.
Report Scruitiny Part 27:04
Learn to analyze QuickBooks profit and loss reports by month, identify unusual variances, and investigate prepaid expenses, rent, salaries, and revenue by customers using standard reports.
Report Customizations and Errors Identifications4:34
Learn to pull the trial balance from QuickBooks desktop, identify unusual ledgers, verify bank and petty cash figures, and reconcile accounts through customer confirmations and targeted questioning.
Dealing With Recurring Entries in Quickbooks12:38
Discover how to automate recurring monthly entries in QuickBooks Desktop, using memorized transactions to record prepaid rent as assets and monthly rent expenses.
Dealing With Petty Cash Imprest Float Account16:57
Set up a petty cash imprest float with employee sub-accounts, track expenditures and invoices, and reimburse balances using journal entries in QuickBooks.
How to Manage Employee Cash Advances in Quickbooks12:32
Explore managing employee cash advances in QuickBooks enterprise by creating an employee cash advances account, recording advances via journal entries, and deducting installments from salaries.
How to Import Journal Entries in Quickbooks Using IIF Import Templates6:45
Learn how to obtain and use the QuickBooks IIF import kit to import journal entries and inventory items, including customizing the Excel template, mapping accounts, and performing a single-entry import.
Thankyou0:29
Bonus Section0:55

Requirements

For Quickbooks course, students need to have a basic understanding about the accountancy debits and credits
For Quickbooks course , students must be familiar with basic IT skills and Basic accounting skills

Description

Master QuickBooks Desktop accounting from beginner to advanced level with this comprehensive, real-world focused training course. Designed around step-by-step practical scenarios, this course teaches you how to manage complete business accounting using QuickBooks Enterprise, covering trading, manufacturing, and advanced accounting workflows.

You’ll start by understanding QuickBooks Desktop fundamentals, installation, and differences between QuickBooks Desktop and QuickBooks Online. From there, you’ll build a company from scratch, create ledgers, enter opening balances for customers, vendors, and inventory, and learn how to correct and manage accounting data professionally.

Core Accounting & Daily Transactions in QuickBooks Desktop

This course walks you through complete day-to-day accounting operations, including:

Creating and managing ledgers and chart of accounts
Recording customer and vendor opening balances
Handling cash and credit sales, sales receipts, and service invoices
Managing customer advances, sales orders, and purchase orders
Recording purchase invoices, purchase returns, and sales returns
Dealing with bad debts, inventory losses, and prepayments
Receiving customer payments using multiple methods
Reconciling trial balance and correcting previous transactions
Taking company backups and restoring QuickBooks files

All entries are explained with clear logic and accounting impact, making it ideal for both learners and professionals.

Manufacturing Company Project – Real Business Scenario

In the second section, you’ll work on a complete manufacturing company project (Ravi Textiles), where you apply everything you learned in a real-life accounting environment:

Managing raw materials, bill of materials (BOM), and production
Recording finished goods, FIFO inventory treatment, and damage adjustments
Handling partial and full customer payments
Managing bank, petty cash, and cash transfers
Recording fixed assets, depreciation, loans, and owner drawings
Managing multi-currency accounting
Settling bad debts and linking advances with invoices
Recording service purchases and operational expenses

This project-based approach ensures you gain job-ready QuickBooks Desktop skills.

Advanced QuickBooks Desktop Features & Automation

In the advanced section, you’ll learn powerful features used by accountants and consultants:

Managing price lists and item pricing strategies
Invoice template customization for professional billing
Adding and managing custom fields in invoices
Advanced report customization and error identification
Scrutinizing financial reports for accuracy
Managing recurring journal entries
Handling petty cash imprest systems
Managing employee cash advances
Importing journal entries using IIF templates

These advanced tools help you work faster, smarter, and more professionally in QuickBooks Desktop.

Who this course is for:

Business Owners
Accounting Professionals
Accounting Students
Anybody who wants to learn accounting software
Anybody who wants to learn accounting software

Quickbooks Desktop Basic to Advance Training Course

What you'll learn

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