New 2026 Quickbooks Desktop Accounting and Bookkeeping Class

Explore how to customize QuickBooks desktop My Shortcuts by editing labels, deleting items, and adding icons to the left navigation for faster workflow.

Explore QuickBooks desktop snapshots to quickly view profit and loss, customize company, payments, and customer widgets, add or remove content, and print insights.

Explore the Insights tab in QuickBooks Desktop for a customizable, at-a-glance snapshot of income, expenses, and net income. See top customers, trends, and net profit margin, with period customization.

Explore the bill tracker in QuickBooks desktop to monitor invoices, purchase orders, and bills; filter by vendor, view past due items, and track payments in the last 30 days.

Learn how to create and manage customers in QuickBooks Desktop, including viewing, editing, emails, addresses, payment terms, and customer types for accurate accounts receivable.

Learn how to receive payments in QuickBooks Desktop by selecting a customer, choosing invoices, entering payment details, and applying or editing the payment, with notes on bank reconciliation.

Learn to create invoices in QuickBooks desktop, selecting customers, adding line items, applying terms, and generating PDFs or emails while reviewing general ledger impacts.

Email invoices set to email later in QuickBooks Desktop using the email batch, selecting transactions, customizing the recipient, template, and message, and sending.

Learn how to record and deposit customer payments in QuickBooks Desktop by selecting transactions, choosing the bank checking account, and entering the deposit date for accurate bookkeeping.

Create customer statements in QuickBooks Desktop to reflect open balances for a date range. Preview, print, or email statements as PDFs, customize templates, and exclude zero balances.

Create and manage vendors in QuickBooks Desktop by using the vendor center, adding details like addresses, contact, net 30 payment terms, and 1099 eligibility.

Enter and manage credit card charges in the QuickBooks desktop credit card module, assign the correct G/L liability account, and use copy templates and attachments for efficient data entry.

Learn how to pay bills in QuickBooks Desktop, selecting vendors, filtering by due date, choosing payment methods, and printing checks from the correct bank account.

Write checks in QuickBooks Desktop using the banking right checks module for a one-step process to record payments, apply to vendors, and print checks while tracking expenses and memo details.

Open the QuickBooks desktop dashboard, view the check register for a selected account, and see payments, check numbers, dates, and balances for a quick ledger glimpse.

Learn how to receive inventory in quickbooks desktop with two options: recording with a bill or without a bill, including receiving against a purchase order and matching bill details.

Learn how to manage sales tax in QuickBooks desktop, set preferences, create tax items, and pay liabilities using reports on a monthly, quarterly, or annual basis.

Set a closing date in QuickBooks desktop to lock financials and prevent edits, using a password to bypass the lock for authorized adjustments.

Access and set up budgets in QuickBooks desktop to forecast profit and loss and balance sheet figures, enter January–December data, and compare budgets to actuals with built-in reports.

Explore QuickBooks Desktop reports as the hub for access to profit and loss, balance sheet, AR/AP aging, inventory, and sales insights, with memorized reports for quick access.

Explore the general ledger history in QuickBooks Desktop via the chart of accounts, with date parameters, and generate reports, including profit and loss and balance sheet, plus export to Excel.

Explore forecasts in QuickBooks desktop, including setup, viewing existing forecasts, and creating new ones. Learn the three forecast types—GL, account with classes, and job-level—and how to edit and memorize reports.

Access the payroll center in QuickBooks Desktop to manage employee records, salaries or hourly rates, deductions, taxes, and time-off. Learn to edit, add, and audit employees, and manage to-dos.

Learn how to process payroll in QuickBooks Desktop, from accessing pay employees and setting up scheduled or unscheduled payroll runs to reviewing checks, deductions, taxes, and printing paychecks.

Learn to pay payroll liabilities in QuickBooks Desktop by accessing pay liabilities, addressing past due items, printing checks, and updating the liability status and history.

Add items and services in QuickBooks Desktop via the inventory center or items list, track quantities, assign GL accounts and prices, and manage inventory with ease.

Navigate the inventory center in QuickBooks Desktop to view and edit items, costs, sales prices, margins, markups, transactions, and min and max thresholds; add notes and generate quick reports.

Learn to adjust quantity on hand in QuickBooks Desktop by choosing Adjust Quantity Value on Hand, selecting quantity only, and posting to cost of goods sold.

Navigate the change item prices screen in QuickBooks Desktop under the inventory menu to view and update prices via a dropdown selecting item types—services, inventory parts, assemblies, non-inventory, or charges.

Access and manage reminders in QuickBooks desktop from the dashboard clock icon, and track to-do notes, inventory tasks, bills to pay, checks to print, purchase orders, and deposits.

Learn to use QuickBooks desktop's document center to upload and organize files, access via the company documents menu, and view, sort, and open PDFs with descriptions, keywords, and uploader tracking.

Explore the alerts manager in QuickBooks desktop to view reminders for past due bills and upcoming tax tasks, and mark items as done to clear them.

Explore the find feature in QuickBooks desktop to quickly research transactions by filtering accounts, aging, and parameters, then view results and drill into details.