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QuickBooks for Desktop PC Exploring the Interface - For Beginners

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 26, 2021 | 10:00 AM EDT Register


  • Why is Bookkeeping Important?
    2 mins
  • The Pareto Principle: The 80/20 Rule
    6 mins
  • Entering Historical Transaction
    25 mins
  • Setting up Bank feed from Bank feed Center
    75 mins
  • Navigating Customer Information from Customer Center
    99 mins
  • Entering Invoice Details in QuickBooks
    123 mins
  • How to print checks in QuickBooks
    148 mins

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





Outstanding presenter! Very informative webinar. Highly recommend. I didn't take this as a test prep, but only to become familiar with software features/functionality. I appreciate the information. Thank you!


Very good -presentation!


Very good.


Awesome presenter


very informative course