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Quickbooks for Desktop PC Exploring the Interface - For Beginners

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
Quickbooks for Desktop PC Exploring the Interface - For Beginners

3.5 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

3.5 CPE credit of Computer Software & Applications for all CPAs

3.5 CPD credit (Verifiable) for Canadian CPAs

3 CE credit of Computer Technology for Maryland Tax Preparers

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

QuickBooks is accounting software that offers several versions designed to fit the needs of most small or medium-sized businesses. All versions of QuickBooks offer tools for routine accounting that simplify tracking income and expenses; more advanced versions provide features for managing contractors, setting prices or tracking inventory. This QuickBooks webinar for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC including setup, daily data entry, reports and other processes.

This webinar would cover : 

  • Choosing the right version of QuickBooks for your needs, and how to set it up.
  • Overview of different QuickBooks’ features
  • Accessing different reports within QuickBooks.
  • Track your daily sales income and all your expenses. 
  • Generating instant Profit and Loss report and Balance Sheet for taxes.

Learning Objectives

  • To recognize the importance of good record keeping
  • To identify when do you need a bookkeeper and when can you do it yourself?
  • To recognize the common bookkeeping mistakes business owners make
  • To identify ways of Setting up QuickBooks
  • To recall the QuickBooks Preferences

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA





This course was brilliantly offered with a very knowledgeable and engaging presenter which delivered a Fantastic, clear and Completely understandable webinar which felt very much productive.


Great program


Loved it! It created a great foundation for building on. Alicia kept a good pace so that you aren't getting lost in the material and with just enough repetition to really help drive it home. I'm ready for a "Beginner Part 2" or a "Becoming a Bookkeeper" webinar!


Webinar timed out and I had to log back in. Hope this did not impact my attendance.


To introduce a computer program is a challenge. However, you need to make it interactive to not lose your audience, e.g. have the audience do a certain operation themselves. Furthermore, there were no slides at all other than the handout. A computer program intro must switch between theoretical handout / slides and program itself and interaction. The presenter failed here completely. Furthermore, the presenter's screen was blurred and not legible at my end.