Learn Quickbooks to maintain books properly

Learn Quickbooks to take full control on your Finances along with your business
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Instructed by Payel Podder Business / Finance
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  • Lectures 26
  • Length 2.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 11/2015 English

Course Description

This course will teach you how to maintain your own books of accounts by using quickbooks online accounting software.

This course includes accounting activities done in quickbooks like creating chart of account,creating an invoice,bills,expenses, reconciliation of bank statement or understanding various quickbooks reports

This course is explained with the help of screen cast and all the process or activities are shown stepwise through examples

This course is meant for small business owner and professional who wants to maintain their own books of accounts through quickbooks Online.

Whether you are a non finance person or finance person , this course will help you understand accounting activities in quickbooks online better by providing you the knowledge on the basics concepts of accounting.

At the end of this course, you will be able to-

1) Set up your own books of account in quickbooks

2) Manage and create customer master ,invoices and receive payment through quickbooks

3) Manage and create vendor master and book various type of expenses

4) Perform bank reconciliation independently.

5) Assign rules for recurring bank transactions and save template for repetitive transactions, which will help to save time.

6) Understand various reports in quickbooks

What are the requirements?

  • If you are already aware of basic accounting rules then you can directly this start course however i will be covering the basic accounting rules for your benefit in a separate section

What am I going to get from this course?

  • Maintain your books of accounts correctly by yourself.
  • Understand and take control of your finances.
  • Set up your own company in quickbooks
  • Create customer account
  • Creating of vendor account
  • Can perform bank reconciliation
  • Create invoice , sales bill and receive payment from the customer
  • Assigning rules for repetitive transactions
  • Setting up of chart of accounts

Who is the target audience?

  • This course is meant for small business owners,freelancers, self publishing authors and anyone who is on a shoestring budget looking to keep their books.
  • Also if you are from a no finance background, this course will be ideal for you to get started.
  • This course is not meant for those who are advanced users of Quickbooks online.
  • Moreover, this course does not cover any form of Quickbooks other than Quickbooks online.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: 1.Introduction to the Course
Welcome to the course! This is a course on how to maintain books of accounts on Quickbooks and take a full control of your finances along with your business.In this course,I am going to take you through the basic of accounting, show with examples how to record your transactions in quickbooks and also show you how to read the reports generated from Quickbooks
Section 2: 2.Basics of Accounting

Knowing the concepts of accounting will be helpful to understand and work easily with quickbooks. In this lecture we will go through the various important concepts and rules in accounting.

In this lecture,we are going to apply the rules of accounting learnt in the previous lecture through examples
5 questions

This EXCEL file is a self assessment for you to download to see where you’re at before we start the next lecture.

Section 3: 3.Introduction to quickbooks

In this lecture, we will subscribe for a free trial version of quickbooks for 30 days for practice purpose

Section 4: 4. Setting up of a Company

The first and the foremost activity in quickbooks is to set up the company, define the nature of the business.In this lecture, we are going to learn how to set up a company in quickbooks

Chart of accounts are created depending upon nature of the business , the income and expenses needs to be allocated to proper accounts so that the same can be identified. In this lecture, we will look at the steps of how to create chart of accounts.

One of the very important feature of quickbooks is automatic update of transaction directly from bank and credit card account.In order to ensure automatic update, we need to link the bank & credit card accounts to your quickbooks. In this lecture, we are going to see how to link the bank or credit card account to quickbooks.

Recording of previous year’s data would be a challenge, which can be resolved by using the quickbooks feature of uploading data in specified format.In this lecture, we going to focus on how to upload and retain the previous years data.
1 page
This EXCEL file is a self assessment for you to download to see where you’re at before we start the next lecture.
Section 5: 5.Setting up of customer account and recording of related transaction
Complete records of customer can be maintained in quickbooks.In this lecture, we are going to see how to create customer account and how to import all the customer records, if you are shifting to quickbooks online for maintaining books of accounts.

Recording of invoice is an important activity of the business. In this lecture we will see how to record invoices,sales receipts or receive payment against a invoice and record credit memo

Customer advance is the payment received from the customer before completion of the work.In this lecture we are going to see how to record a customer deposit in quickbooks.
1 page

This Practice Activity will help in application of the concepts learned in this section like setting up of customer account, recording of invoices ,sales receipts and advance from customers

Section 6: 6.Setting up of Vendor account and recording of other related transactions

Vendor records like invoicing address, bank details and other related information can be maintained vendor wise in quickbooks. In this lecture we will see how to record a new vendor as well as how to record bulk vendor detail at a time.


Bills can be recorded and can be send to the vendor directly through email.In this lecture we will see how to record expense and classify in the right account.

1 page

This practice activity will give you a inside on how to apply the concepts learned in this section of setting up of vendor account and recording of expenses

Section 7: 7.Bank and credit card reconciliation/Rectification and transfer entries
Fund are transferred between one bank account to another bank account and also fund are transferred from bank to paypal or credit card accounts to make payment of outstanding bills etc.In this lecture we will see how to transfer fund from one account t another in quickbooks

Reconciliation is an important activity that needs to be carried out in order to ensure that there is no difference between the record in the quickbooks and the bank.In this lecture we will see how to do reconciliation in quickbooks.

Income and expenses should be correctly categorized in order to ensure proper maintainance of books of accounts.In this lecture we will learn to properly categorize the expenses and incomes
1 page

This practice activity included in this section is relating to the reconciliation of bank, credit card. It will give a better understanding on the practical application of the concepts

Section 8: 8.Other Activities

In this lecture , we will learn how to record Journal entries that may required during the month end adjustments


In this lecture,we are going to learn how to save templates for recurring transactions.We generally have few recurring transactions every month like recording of monthly invoices to a particular customer or recording of bill.This will save a lot of time


Time and effort can be saved by assigning rules for repetitive entries every month .In this section we are going to learn about how to assign rules and manage them in quickbooks.

In order to ensure security, different types of access right can be given to different user depending upon the level of information requirement.All this access rights can be managed by the administrator.In this lecture we going to see how to manage and give access rights to different users.
1 page

This Practice Activity will help you in application the concepts of recording of journal entries, recording of template & assigning of rules for recurring transactions

Section 9: Reports in Quickbooks

In this lecture , you will learn how to customize,Schedule report and access various reports

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Instructor Biography

Payel Podder, Chartered Accountant with 8 years of experience

I am a chartered Accountant with 8 years of experience in the field of accounting,I have worked as a consultant on various accounting softwares.I am sharing my practical experiences in the field of accounting by teaching through Udemy platform.I am very passionate about numbers and learning about the various accounting softwares and so I have combined my passion and experience to spread the knowledge about accounting through teaching

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