
Compare QuickBooks desktop versions—pro, premier, and accountant editions—along with plus subscription options, one-time fees, and three-year support through May 31, 2024 to inform your purchase.
Learn to set up a QuickBooks company file with the easy step interview, including advanced setup, company details, industry, fiscal year, sales tax, estimates, and invoicing.
Advance through the easy step interview to set your start date and review the chart of accounts and income and expense accounts, noting about 80 percent of setup completed.
Update your QuickBooks company profile using the my company option to edit address, phone, website, and legal info, and review Intuit account details and connected apps.
Identify the QuickBooks environment by exploring the screen sections: accounts payable, accounts receivable, payroll, chart of accounts, items and services, and banking, and follow the flow chart to complete tasks.
Discover quick books preferences to enable account numbers and class tracking. Learn to close books with a date and password, and use the open windows list to switch between windows.
Create and organize your chart of accounts in QuickBooks, including bank accounts, assets, and liabilities, and assign expenses and income to proper categories for accurate reports.
Learn to set up long-term liabilities in QuickBooks, and equity accounts with subaccounts, including owner draws and owner contributions, and classify income, cost of goods sold, and expenses with subcategories.
Open and review QuickBooks sample files for a product-based construction company and a service-based landscaping business, then compare their chart of accounts to ensure correct setup.
Discover how to use the new company file search in QuickBooks to locate and open files across local drives, removable media, and networks, including portable files.
Set up new customers and jobs in QuickBooks Pro and QuickBooks Online, including opening balances, addresses, payment settings, and tax details.
Master estimates in QuickBooks Pro and Online with search, new and save options, printing, emailing, batch sending, memorizing recurring estimates, and creating invoices from estimates.
Finish invoicing from estimates by using batch printing and emailing, print packing slips and shipping labels, and save invoices as PDFs while adding time and costs.
Learn to record customer payments in QuickBooks and apply them to open invoices. Manage payments from cash, checks, or cards and handle deposits via undeposited funds.
Create credit memos to adjust invoices and issue refunds in QuickBooks, using the same item and tax as on the original invoice, and apply them to outstanding balances.
Learn to create customer statements in QuickBooks at month-end, choose statement dates and periods, select all or specific customers, and customize templates to show invoices, payments, and balances.
Enter and manage vendor bills in QuickBooks, choosing bill or credit and recording date. Record references, amounts, and the correct chart of accounts to keep payables accurate.
Enter and apply vendor credits in QuickBooks, using the pay bills window to match credits to bills, set credits, and pay the outstanding amount.
Create and manage items and inventory in QuickBooks, linking items to income and cost of goods sold accounts, including service items and non-inventory parts. Explore groups and reorder points.
Learn how to receive items into inventory with an item receipt in QuickBooks, select the correct purchase order, enter the receipt date, and update inventory quantities.
Learn to handle bills for inventoried items in QuickBooks by converting item receipts into bills, linking to a vendor, applying a delivery charge, and paying the bill.
Learn to manually adjust inventory in Cookbook's when counts differ by selecting quantity or value on hand, setting adjustment date, and using an inventory adjustments cost of goods sold account.
Master entering checks in QuickBooks by selecting the bank account, entering check number, date, vendor, memo, and splitting between expenses and items, with billable options and class tagging.
Transfer funds between accounts in QuickBooks Pro and QuickBooks Online using the banking menu, specify dates and accounts, add a memo if desired, and update the check register.
Learn how to reconcile bank accounts and credit cards in QuickBooks, verify ending balances, record service charges and interest, and generate reconciliation reports to stay in balance.
Learn how QuickBooks forms templates control invoices, credit memos, and purchase orders, including customizing logos and column orders. Explore template list, edit or delete templates, and export or download options.
Learn part two of customizing forms in QuickBooks Pro and QuickBooks Online, covering progress columns, bottom footers, tax handling, payments and credits, balances, and print layout options.
Master the layout designer in QuickBooks to fix overlapping fields, align logos and address blocks, adjust margins and grids, and apply fonts, colors, borders, and backgrounds for polished invoices.
Learn to design invoice templates in QuickBooks layout designer part 2, adding text boxes, data fields, and images; align, resize, preserve order of totals, and preview forms.
Whether you are using the Online version of QuickBooks or the Desktop Pro version, we have you covered with this four-course 2020, 2021 bundle!
**Course Updated**
April 2021 - QuickBooks Pro 2021 added
April 2021 - QuickBooks Online - Advanced Topics added
This QuickBooks course covers both QuickBooks Online, QuickBooks Pro 2020, and QuickBooks Pro 2021. It includes four, full-length QuickBooks courses:
QuickBooks Pro 2020
QuickBooks Pro 2021
QuickBooks Online
QuickBooks Online - Advanced Topics
Whether you are using QuickBooks Online or QuickBooks Desktop, we cover both in this one Udemy course to give even more value. Below are the details of what is covered in each.
QuickBooks Pro 2021
This QuickBooks 2021 course covers essential QuickBooks functions, such as, setting up a Chart of Accounts and Company File, dealing with expenses, invoicing, estimates, reconciling with the bank, Payroll, reporting, and so much more.
It also includes detail on the features new to QuickBooks 2021: Advanced Mode in Bank Feeds, scanning receipts with the QuickBooks Desktop app, and sending automatic statement and invoice reminders to customers.
This course was developed in a way to be helpful to bookkeepers, accountants, CPA’s, or business owners.
In this course, you will learn:
How to navigate QuickBooks 2021
How to create a chart of accounts
How to set up your company file in QuickBooks
How to reconcile bank statements and Bank Feeds
How to use the Advanced Mode in Bank Feeds
How to manage expenses in QuickBooks, including mileage
How to scan in receipts with the QuickBooks Desktop mobile app
How to set up automatic statement and invoice reminders
How to customize QuickBooks to your needs
How to use the QuickBooks Payroll functionality
How to invoice, and enter bills, and purchase orders
How to create estimates in QuickBooks
How to manage customers and jobs in QuickBooks
How to work with sales tax in QuickBooks
About inventory, creating purchase orders, and paying for items.
How to deal with checks and credit card accounts
About using QuickBooks to produce reports
To back up your QuickBooks company data
QuickBooks Pro 2020
In this QuickBooks Pro 2020 course, we take you on a journey from QuickBooks novice to QuickBooks expert in 8 hours.
Your certified QuickBooks Pro Advisor will show you important features from how to set up correctly in QuickBooks through to tracking mileage and running payroll. This comprehensive QuickBooks 2020 course starts at the very beginning and assumes no prior knowledge.
In this part of the course you will learn:
How to navigate the QuickBooks® 2020 interface
To create a company file and set up your chart of accounts
Setting up your preferences in QuickBooks® to suit your company
All about processing payroll and payroll taxes
Create invoices, enter and pay bills and purchase orders
All about estimates and working with customers and jobs
How to work with sales tax
About receiving items, inventory, creating purchase orders and paying for items
How to reconcile bank statements
How to deal with checks and credit card accounts
All about Quick Reports and customizing reports
To back up your company data
Create stunning reports that visualize your company financial data
Working with automated payment reminders (new in 2020)
How to deal with vehicle mileage
QuickBooks Online
In this QuickBooks Online course, we introduce you to this essential cloud accounting software. QuickBooks Online looks different from the traditional QuickBooks desktop software (which we also cover in this two-course edition!). We've developed this course specifically for QuickBooks Online users.
In this QuickBooks Online course, We start at the very beginning and cover everything that’s required to get set up in QuickBooks Online before moving onto more advanced features.
In this part of the course you will learn:
How to create a company file and set up your chart of accounts
Setting up your preferences in QuickBooks® to suit your company
Create invoices, enter and pay bills and purchase orders
All about estimates and working with customers and jobs
How to work with sales tax
About receiving items, inventory, creating purchase orders, and paying for items
How to reconcile bank statements
How to set up recurring items and journal entries
QuickBooks Online - Advanced Topics
This QuickBooks Online course introduces you to more advanced topics available in this impressive accountancy software. This course is suitable for Bookkeepers, Accountants/CPAs, or small business owners handling their books.
In this course, you will learn:
How to create and access forms in QuickBooks Online
All about how to edit forms in QuickBooks Online
About generating reports, customizing reports, and memorizing reports
All about audit trails in QuickBooks Online
How to adjust sales tax settings, including adjusting tax rates on invoices
How to set up and run Payroll on QuickBooks Online
How to use the Mail Merge function in QuickBooks Online
How to set up reminders and automatic or recurring entries
How to use Projects in QuickBooks Online
About dealing with unusual deposits
How to work with errors and refunds
How to write off bad debts in QuickBooks Online
How to create monthly statements
How to deal with advanced vendor issues such as pre-paid expenses
What people are saying about QuickBooks courses from Simon Sez IT:
"The format for this course is making the assumption that you are in the business world and want information that you can instantly apply. I feel Cindy does a great job of cutting to the meat of the matter and doesn't waste a lot of time on the extra bells and whistles that very few people will find useful."
- DEANNE RYAN
"Great explanation and easy to follow. Great instruction from Cindy"
- MELISSA SUPERNOR
"So far, I am enjoying this course. It has reached and exceeded my expectations, the speaker has a wonderful, clear voice that does not make me drowsy, and explains things fully. I would recommend to anyone wanting to learn ALL about Quickbooks. 10/10"
- YELTZIN ARISTID GOMEZ VENEGAS
"This is a great intro for a new QB user. I could have used less info in some places (how to edit a field and other things that are intuitive if you are comfortable on a PC) and more info in others (more general process, how-tos, and a few basic accounting principles for a better understanding of what QB can and should do.) Also, if you skip the modules on topics you think aren't relevant, you may miss some useful information about the software features. The instructor is easy to understand and pleasant to listen to. "
- MARGARET W. SEICSHNAYDRE
" I have had to restart my QuickBooks company file twice now, and finally just decided that it was time for some lessons. I am only a couple of videos in and have learned many tricks that I was unaware of before. I look forward to the video lectures to come and the useful information within."
- KATRINA BIGGS
"I am so glad that it is for beginners like me because I want to fully understand the concept from the very start of Quickbooks. Thank You"
- JUDITH DELUCA
This bundle includes:
25+ hours of video tutorials
290+ individual video lectures
Certificate of completion
Course Compatibility
This course was recorded using QuickBooks Pro Desktop 2020, and 2021 editions, and QuickBooks Online (in 2020 and 2021). Much of what is shown is also available in older versions of QuickBooks as well as the other desktop editions (Premier, Enterprise).
This course was designed for people new to QuickBooks but may also be useful for students with some QuickBooks experience who are looking to improve their knowledge of accounting software.